Coherent: Six-Inch Indium Phosphide Moat Secures AI Alpha

Core Viewpoint - Coherent Corp. (COHR) stock is rated as a Strong Buy, driven by a 34% year-over-year growth in its Datacenter & Communications segment and a structural gross margin decoupling [1] Summary by Category Company Performance - The Datacenter & Communications segment of Coherent Corp. has experienced a significant growth of 34% year-over-year [1] Financial Metrics - The analysis highlights a structural gross margin decoupling, indicating potential for improved profitability [1]