Coherent Inc (COHR) — the peer cohort
As of 2026-10-09 — scores re-bake nightly. Cohort = shared Closelooknet index membership first, then sector. Diary readings, not advice.
Coherent Inc ranks 16 of 16 in its cohort on the Closelooknet composite (38/100) — the cohort is led by Micron Technology Inc at 75/100.
| Name | Composite | Momentum | Quality | Valuation | Signal | Off 52w high |
|---|---|---|---|---|---|---|
| COHR Coherent Inc | 38 | 46 | 31 | 25 | bear | 31.3% |
| MU Micron Technology Inc | 75 | 81 | 95 | 60 | info | 17.5% |
| TSM Taiwan Semiconductor Manufacturing | 71 | 75 | 87 | 65 | watch | 6% |
| SNDK Sandisk Corp | 70 | 62 | 94 | 48 | bear | 31.6% |
| 000660.KS SK Hynix Inc | 69 | 37 | 94 | 73 | neutral | 43.7% |
| 005930.KS Samsung Electronics Co Ltd | 68 | 51 | 73 | 77 | neutral | 30% |
| NVDA NVIDIA Corporation | 66 | 78 | 94 | 34 | info | 5.3% |
| APH Amphenol Corporation | 65 | 80 | 72 | 33 | info | 5.1% |
| ASML ASML Holding N.V. New York Registry Shares | 64 | 71 | 84 | 20 | watch | 11.5% |
| DELL Dell Technologies Inc | 64 | 98 | 53 | 43 | neutral | 3.8% |
| AMD Advanced Micro Devices Inc | 63 | 89 | 51 | 20 | watch | 5.7% |
| CRDO Credo Technology Group Holding Ltd | 61 | 59 | 82 | 12 | watch | 31.4% |
| ASM.AS ASM International NV | 60 | 53 | 74 | 26 | watch | 17.8% |
| CGNX Cognex Corporation | 60 | 63 | 61 | 23 | bull | 13.9% |
| IFCN.SW Inficon Holding | 59 | 89 | 67 | 27 | bull | 5.2% |
| SHMXY Shimadzu Corp | 57 | 56 | 47 | 84 | info | 22% |
Scores are relative readings across the Closelooknet coverage universe — methodology in the company-scoring explainer. Signal lights come from the nightly signal board.
FAQ · from the current data · as of 2026-10-09
Quick answers
Who are Coherent Inc's peers in the Closelooknet universe?
The cohort is drawn from shared Closelooknet index membership first, then sector: Micron Technology Inc (MU), Taiwan Semiconductor Manufacturing (TSM), Sandisk Corp (SNDK), SK Hynix Inc (000660.KS), Samsung Electronics Co Ltd (005930.KS), NVIDIA Corporation (NVDA), Amphenol Corporation (APH), ASML Holding N.V. New York Registry Shares (ASML) and others.
How does COHR score against its peers?
Coherent Inc's composite reads 38/100, ranking 16 of 16 in its cohort as of 2026-10-09; the cohort's highest composite is Micron Technology Inc at 75/100. Closelooknet scores are research diary readings, not ratings or advice.
Mentioned on Closelooknet
Where COHR appears in the diary — 33 pieces, newest first. Every link is our own writing.
Go deeper
Long reads
- Optical Interconnects — The Toll Nobody Keeps
On Friday, Coherent fell 11.8% through its 50-day average on no numbers at all.
- Portfolio Construction — Build a Barbell · Closelooknet Heresy III
Live cohort as of May 2026: COHR · CRWV · GLW · INTC · IREN · LITE · MRVL · NBIS · NOK · SNPS.
- Pattern 03 — NVIDIA Strategic Authority Investment
Tier 2 typically appears bundled inside Tier 1 events: Lumentum's capacity-access rights, Coherent's purchase commitments, and IREN's 5 GW deployment partnership all rode in on the same 8-Ks as the equity investments.
- Nvidia’s Equity Stakes — Follow the Wise Men, Pattern 03 Preview
Coherent has moved from $50 in April 2025 to $335.26 today.
101 and glossary
- Networking & Optical Interconnects: The Constraint After Compute
NVIDIA’s networking stack (acquired via Mellanox), Broadcom’s switching silicon, Marvell’s interconnect IP, and the optical transceiver ecosystem (Lumentum, Coherent, Fabrinet) all benefit from the same physical reality: at cluster scale…
- Optical Transceiver
A device converting electrical signals to optical for fiber networking; LITE, COHR, and FN are pure-play beneficiaries.
- Strategic Authority Investment: Reading the Jensen Huang Roadmap
Forward watchlist: LITE, COHR, FN (optical), MU (memory), VRT, GEV (power), PSTG, NTAP, WDC (storage).
Dailies
- Jobs day — futures +0.3% before payrolls; Nike −8.7% after hours, Accenture holds +15.8%
Accenture closed up 15.8%, Synopsys 12.8%, Fair Isaac 11.7%, Coherent 10.9% — the companies the market had filed under AI losers are the ones it bought.
- Jobs-day rally fades — weak payrolls lift stocks at the open, then yields turn up and the Dow goes flat
Chips lead: chip funds SOXX +2.4% and SMH +2.00%, AMD +2.83%, Broadcom +2.32%, Nvidia +1.52%; optics Coherent +4.02%, Lumentum +3.16%; Oracle +2.38%; software fund IGV flat (+0.14%)
- AI comeback — Accenture +18%, Synopsys +8%, optics +9% while all three US indices slip
AI hardware suppliers jump: Coherent $316.10 (+9.83%), Lumentum $1,057.23 (+8.85%); Arista +0.35%, Nvidia +0.35%, Broadcom −1.24%; in Tokyo, Lasertec +11.14% and Advantest +9.78%
- Expiry Friday — the equipment names join at last: Applied +4.4%, Lam +5.2%, memory ETF over $58, 10-year back at 5%
At midday on the September expiry they are joining: Applied Materials +4.4%, Lam Research +5.2%, KLA +2.7%, the three largest gainers in the group after four sessions of lagging the designs, with Coherent +4.9% and Broadcom +2.3%…
- Day after the hike — yields fall and the lines are retaken: 10-year 4.95%, chips +3% over $505, S&P ETF above $757.83
Chips, the design side wider: AMD +6.4% to $545.38, Micron +5.5% to $977.94, Broadcom +2.9% to $349.39, Nvidia +2.3% to $218.74, TSMC +2.1% to $425.93; memory ETF +4.4% to $57.63; optics pause — Lumentum −0.4% at $916, Coherent +1.2%
- Rates — the Fed hikes and the 10-year closes above 5%: the belly sold, the relief unwound, chips back under $505
Inside chips the day was not one story: optics and interconnect were bought hard — Lumentum +9.6%, Credo +7.4%, Coherent +6.9%, Astera Labs +6.6%, Soitec +13.4% in Paris — and the equipment names were sold again, Applied Materials −1.4%…
- AI trade — sellers of compute sold, buyers bought: chips −5.6%, software +5%, SoftBank +7% in Tokyo
The $505 line is gone: semiconductor ETF $497.40, below Thursday’s $517.43 and 6.4% under its 50-day at $531.52; memory and storage led on the way down again — Micron −5.3%, SanDisk −5.0%; Corning −13.7%, Teradyne −13.3%, Coherent −12.7%…
- Oil knocks on $100 and Wall Street sells everything but the AI pipe: Intel +9%, Lumentum +11%, Dow −1.2% — Seoul buys the dip and the Kospi is back above 7,000
Intel +9.1% on another CPU price rise, AMD +5.9%, Broadcom +3.0%, and the optical names went vertical — Lumentum +11.0%, Corning +7.6% on an 80-million-mile fibre contract with Verizon, Coherent +7.1% — while Shopify, UiPath and Atlassian…
Related in the Closelooknet universe
same Closelooknet index seat first, then Scientific & Technical Instruments. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.
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