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    Coherent (COHR) Is Up 11.0% After Advancing 300mm Silicon Carbide Platform For AI Datacenters

    Simply Wall St·12/04/2025 03:21:34
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    • In early December 2025, Coherent Corp. announced a major milestone in its next-generation 300mm silicon carbide platform, targeting higher thermal efficiency and scalability for AI datacenter infrastructure while also supporting AR/VR and power electronics applications.
    • This shift to larger-diameter, conductive SiC wafers is important because it can improve energy efficiency, thermal performance, and cost per chip across multiple high-growth technology markets.
    • Next, we’ll examine how Coherent’s 300mm silicon carbide platform for AI datacenters could influence the company’s investment narrative and outlook.

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    Coherent Investment Narrative Recap

    To own Coherent, you need to believe its materials and photonics portfolio can keep earning a premium in fast-evolving markets like AI datacenters. The new 300mm silicon carbide platform strengthens that story by tying Coherent more directly to datacenter thermal and power efficiency, but it does not remove near term risks around heavy capital spending and potential volatility if silicon carbide demand softens again.

    Among recent announcements, the planned exhibit at NVIDIA GTC DC 2025 showcasing co packaged optics for AI infrastructure fits neatly with this silicon carbide milestone. Together, they underline how Coherent is positioning across both the compute interconnect and power efficiency sides of AI infrastructure, which many investors currently see as a key catalyst for orders and capacity utilization across its communications and materials businesses.

    Yet while the AI datacenter opportunity is exciting, investors should also be aware of the risk that ongoing heavy capital investment could strain returns if demand or margins fall...

    Read the full narrative on Coherent (it's free!)

    Coherent's narrative projects $7.7 billion revenue and $732.0 million earnings by 2028. This requires 9.8% yearly revenue growth and a $812.6 million earnings increase from -$80.6 million today.

    Uncover how Coherent's forecasts yield a $168.74 fair value, in line with its current price.

    Exploring Other Perspectives

    COHR Community Fair Values as at Dec 2025
    COHR Community Fair Values as at Dec 2025

    Five fair value estimates from the Simply Wall St Community span US$53.70 to US$168.74, showing how far apart individual views on Coherent can be. When you set those opinions against the heavy capital investments and demand cyclicality discussed above, it becomes even more important to compare several perspectives before deciding how Coherent might fit into your portfolio.

    Explore 5 other fair value estimates on Coherent - why the stock might be worth as much as $168.74!

    Build Your Own Coherent Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.