Coherent at a Crossroads: Cautious Buy on a Datacenter Growth Wave
Coherent's datacenter-driven revenue surge and new photonics demos position it to capture a growing slice of AI infrastructure spending. The stock has run hard; we rate it a cautious buy with a clear entry at $295.00, stop at $275.00 and target at $360.00. Trade plan spans short, mid and long horizons with explicit exit rules and risk controls.