Does Coherent's Product Portfolio Make It the Ultimate AI-Stock?

Key Takeaways COHR's AI datacenter business grew 23% y/y in the first quarter of fiscal 2026.Coherent saw strong direct bookings as 800G adoption broadened and 1.6T transceivers were adopted rapidly.COHR began 6-inch InP production in Jarfalla, citing higher yields critical for next-gen AI infrastructure.Coherent Corp.’s (COHR) ability to capture the growing AI markets is at the apex of its growth strategy. The company’s keen interest in AI and datacom is yielding results, as evidenced by a 23% year-over-ye ...