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$COHERENT(COHR)$ . AI data-center demand continues to drive strong growth in optical connectivity, and I like COHR’s exposure to the expanding bandwidth requirements of AI infrastructure.
For earnings, I’ll be watching whether EPS can beat expectations and, more importantly, whether management raises its outlook. Strong demand for AI-related optical products would give me more confidence that the growth story can continue.
I’m bullish on COHR over the longer term, although after its strong run, I’d rather add on meaningful pullbacks than chase a big move after earnings. For me, the key is whether fundamentals can continue to catch up with the stock’s valuation. If AI capex remains strong, I think COHR still has plenty of room to grow.
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