The Verdict has landed & Coherent delivered an absolute blowout of its own:
Q4 revenue surged an impressive 34% year over year to USD 2.05 billion, comfortably clearing the USD 1.98 billion expectation.
Non GAAP EPS jumped to USD 1.74, beating Wall Street's USD 1.62 target.
For next quarter Coherent forecasted revenue of USD 2.2 billion to USD 2.4 billion vs a USD 2.13 billion consensus. EPS is USD 1.95.
The demand for 800G & next generation 1.6T transceivers isn't just real. It is stretching capacity boundaries.
Light (Optics) is the next bottleneck & is set to explode! LITE & COHR will be the next 10x multi baggers.
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- TracccyΒ·08-13TOP2.2 to 2.4B guide vs 2.13B consensus is the real tell. Iβm bullish here β does the Street still underestimate 1.6T capacity tightness?1Report
- icycrystalΒ·08-13TOPthanks for sharing2Report