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Non-Tech : Kirk's Market Thoughts
COHR 139.28-0.5%Nov 14 9:30 AM EST
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To: Kirk © who wrote (25552)8/14/2025 9:24:31 AM
From: Elroy  Read Replies (2) of 26512
 
Oh, and this is after beating FY25-Q4 EPS with $1.00 vs $0.92 expected.

I would say this is after more than doubling since the April lows.

Hmmm, on the other hand, it was only up about 10% compared to it's late March price before it's April lows.

What's so exciting about COHR? Photonics (whatever that is - light transmitting data? What is this stuff??) are going to be deployed at the core of AI data centers for the next 10-20 years?

I look at them and see a 35% gross margin. Do they buy some super valuable component to make their photonics stuff? With a 35% gross margin it seems to me some other company is selling them the valuable stuff, and they package it together. Why they don't get 75% gross margin??
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