COHR Rides the AI-Wave: Can It Maintain Balance in the Long Haul?

Key Takeaways COHR posted 17.3% top-line growth in 1Q26, driven by a 23% jump in datacenter revenues and strong AI demand.COHR saw a swift adoption of its 1.6T transceiver and higher yields from 6-inch InP, supporting scale in FY26.COHR's optical circuit switch market is worth $2 billion, and exited aerospace and defense to focus on AI.Coherent Corp.’s (COHR) AI-play is helping it pay out dividends, as evidenced by notable growth in its top line over the past quarters. Looking at its fiscal 2025 performance ...