Opinions Ivana Delevska
Coherent, Inc.COHRPAST TOP PICKJul 02, 2026
Ivana DelevskaOwned
$331.73
Stock price when the opinion was issued
$333.88
As of Jul 02, 2026. Market Open.
Technology
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TOP PICK
Networking components for optics. This is how data gets transmitted outside data centres and within chips. Went through a down cycle, but now seeing widespread adoption in data centres. Prefers its valuation to other names in the space. No dividend.
(Analysts’ price target is $199.38)Ivana DelevskaOwned
Technology
(Note the short timeframe.) Still one of her highest-conviction ideas. Real upside in optics will become very apparent by 2027-28. Pullback is a good entry point.