NVIDIA Partnership and AI Demand Drive Re-Rating of Coherent

Friday, Mar 20, 2026 2:12 pm ET1min read
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Coherent's shares have risen 144% since August, leading to a renewed buy call. The AI demand and NVIDIA partnership have driven the re-rating. The investment thesis suggests a strong growth outlook for Coherent, with its shares poised for further gains.

NVIDIA Partnership and AI Demand Drive Re-Rating of Coherent

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