However, expectations are extremely high. Even strong growth may not be enough if COHR’s margins or guidance fail to beat what investors have already priced in. Trade restrictions could also create a mixed impact, helping U.S. suppliers while raising upstream supply and cost risks.
Personally, I’m waiting for COHR’s earnings before making an aggressive move. Strong results and guidance could make this selloff an attractive reset, but continued weakness despite good numbers may signal further valuation compression. For me, the key question is whether future growth can still justify the market’s high expectations.
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- zippixo·14:23TOPAAOI 800G growth alone does not prove the whole optics demand stays strong. If InP supply risk and costs keep rising, does one Lumentum deal really offset that?1Report
- AgathaHume·14:23TOPI rechecked COHR's gross margin trend, and yeah guidance matters more here. If margins only meet, not beat, this reset probably isn't done1Report