Coherent is a neutral, constructive play with high upside potential from AI infrastructure demand, but it is currently hampered by severe cash burn and negative insider sentiment.
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Coherent Stock (COHR) Why It Fell Over 45% From Its High | Oct 21, 2026
Oct 21, 2026
The podcast analyzes Coherent (COHR) following a 45% stock price decline despite strong revenue growth. The hosts highlight a major contradiction between the company's structural AI tailwinds and its massive negative free cash flow, compounded by a lack of insider buying.
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