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AVGO vs COHR
Which Stock Would AI Choose? Broadcom Inc. (AVGO) vs. Coherent Corp. (COHR) Stock Comparison
Key Takeaways
- AVGO boasts a massive $1.57 trillion market cap with stable AI-driven growth, while COHR at $44 billion shows explosive 262% one-year gains fueled by photonics demand.
- Recent AI chip revenue for AVGO doubled to $8.4 billion, projecting over $100 billion by 2027; COHR secured NVIDIA partnerships for optics in data centers.
- COHR YTD up 28% outperforms AVGO's 4.5%, but AVGO offers lower volatility and a 0.79% dividend yield.
- Both stocks benefit from AI infrastructure boom, with AVGO in semiconductors and COHR in lasers and networking components.
- COHR joining S&P 500 signals rising prominence; AVGO maintains analyst targets around $467.
Introduction
Comparing AVGO and COHR highlights key players in the AI and photonics ecosystem, both capitalizing on surging demand for data center infrastructure. Broadcom Inc. dominates semiconductors and custom AI chips, while Coherent Corp. excels in lasers and optoelectronics essential for high-speed networking. Traders seeking momentum may eye COHR's volatility and growth, whereas investors favoring stability might prefer AVGO's scale. This stock comparison analyzes recent market positioning, relative performance, and sector exposure amid AI expansion.
AVGO Overview and Recent Performance
Broadcom Inc. (AVGO) designs semiconductors and infrastructure software for networking, wireless, and data centers. In recent market activity, shares traded around $330, reflecting resilience despite broader tech pullbacks. AI revenue doubled to $8.4 billion in the fiscal first quarter, beating estimates with $19.3 billion total revenue, driven by custom chips for hyperscalers. Guidance projects $22 billion for the next quarter and over $100 billion in AI chip sales by 2027. Sentiment remains positive on AI roadmap strength, though elevated oil prices and competition introduce caution, with YTD gains at 4.5% and one-year returns near 86%.
COHR Overview and Recent Performance
Coherent Corp. (COHR) manufactures engineered materials, optoelectronics, and lasers for industrial, communications, and instrumentation uses. Shares recently hovered near $236, with high volatility amid AI optics hype. Key boosts include NVIDIA's $2 billion investment and multi-year supply deal for data center photonics, alongside S&P 500 inclusion. Networking segment growth supports datacenter transceivers, contributing to 28% YTD rise and 262% one-year surge. Performance reflects AI infrastructure tailwinds, tempered by sector debates like copper vs. optics, yet catalysts like new QSFP28-DCO modules sustain momentum.
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Head-to-Head Comparison
AVGO and COHR both thrive in AI supply chains but differ in business models: Broadcom's fabless semiconductor focus yields scale and software diversification, contrasting Coherent's vertically integrated photonics for lasers and transceivers. Growth drivers include AVGO's custom AI ASICs versus COHR's optics for high-speed data links. Recent momentum favors COHR with superior YTD and multi-year returns, but AVGO shows steadier trends. Risks for AVGO involve competition in chips; COHR faces optics technology shifts like copper interconnects. Sector exposure aligns on datacenters, yet AVGO has broader enterprise reach. Market sentiment tilts toward COHR's upside potential amid NVIDIA ties, balanced by AVGO's proven stability.
Tickeron AI Verdict
Tickeron’s AI leans toward COHR in the current environment, given its stronger recent momentum, NVIDIA catalysts, and S&P 500 entry signaling trend consistency. While AVGO excels in stability and AI revenue scale, COHR's relative positioning in photonics offers higher probabilistic upside amid datacenter expansion, though with elevated volatility.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AVGO is a StrongBuy and COHR is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AVGO’s FA Score shows that 2 FA rating(s) are green whileCOHR’s FA Score has 2 green FA rating(s).
- AVGO’s FA Score: 2 green, 3 red.
- COHR’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AVGO’s TA Score shows that 5 TA indicator(s) are bullish while COHR’s TA Score has 4 bullish TA indicator(s).
- AVGO’s TA Score: 5 bullish, 5 bearish.
- COHR’s TA Score: 4 bullish, 5 bearish.
Price Growth
AVGO (@Semiconductors) experienced а +18.12% price change this week, while COHR (@Electronic Equipment/Instruments) price change was +19.11% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +6.73%. For the same industry, the average monthly price growth was +4.51%, and the average quarterly price growth was +18.06%.
The average weekly price growth across all stocks in the @Electronic Equipment/Instruments industry was +1.17%. For the same industry, the average monthly price growth was +0.36%, and the average quarterly price growth was +2.08%.
Reported Earning Dates
AVGO is expected to report earnings on Jun 04, 2026.
COHR is expected to report earnings on May 13, 2026.
Industries' Descriptions
@Semiconductors (+6.73% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
@Electronic Equipment/Instruments (+1.17% weekly)This industry manufactures electronic products used in various critical and sophisticated technologies, including laser-based systems, circuit and continuity testers, electro-optical measuring instruments and high-speed precision weighing and inspection equipment. Some major companies operating in this business are Canon Inc., Keysight Technologies Inc., and Fortive Corp.
| AVGO | COHR | AVGO / COHR | |
| Capitalization | 1.76T | 57.7B | 3,049% |
| EBITDA | 37.3B | 1.08B | 3,460% |
| Gain YTD | 7.579 | 66.603 | 11% |
| P/E Ratio | 72.43 | 301.47 | 24% |
| Revenue | 68.3B | 6.29B | 1,085% |
| Total Cash | N/A | 864M | - |
| Total Debt | 65.1B | 3.55B | 1,835% |
AVGO | COHR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 18 | 17 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 73 Overvalued | 91 Overvalued | |
PROFIT vs RISK RATING 1..100 | 11 | 12 | |
SMR RATING 1..100 | 100 | 86 | |
PRICE GROWTH RATING 1..100 | 20 | 35 | |
P/E GROWTH RATING 1..100 | 76 | 20 | |
SEASONALITY SCORE 1..100 | 50 | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
AVGO's Valuation (73) in the Semiconductors industry is in the same range as COHR (91) in the Electronic Equipment Or Instruments industry. This means that AVGO’s stock grew similarly to COHR’s over the last 12 months.
AVGO's Profit vs Risk Rating (11) in the Semiconductors industry is in the same range as COHR (12) in the Electronic Equipment Or Instruments industry. This means that AVGO’s stock grew similarly to COHR’s over the last 12 months.
COHR's SMR Rating (86) in the Electronic Equipment Or Instruments industry is in the same range as AVGO (100) in the Semiconductors industry. This means that COHR’s stock grew similarly to AVGO’s over the last 12 months.
AVGO's Price Growth Rating (20) in the Semiconductors industry is in the same range as COHR (35) in the Electronic Equipment Or Instruments industry. This means that AVGO’s stock grew similarly to COHR’s over the last 12 months.
COHR's P/E Growth Rating (20) in the Electronic Equipment Or Instruments industry is somewhat better than the same rating for AVGO (76) in the Semiconductors industry. This means that COHR’s stock grew somewhat faster than AVGO’s over the last 12 months.
| AVGO | COHR | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 52% | 1 day ago 73% |
| Stochastic ODDS (%) | 1 day ago 57% | 1 day ago 83% |
| Momentum ODDS (%) | 1 day ago 87% | 1 day ago 73% |
| MACD ODDS (%) | 1 day ago 83% | 1 day ago 69% |
| TrendWeek ODDS (%) | 1 day ago 78% | 1 day ago 82% |
| TrendMonth ODDS (%) | 1 day ago 81% | 1 day ago 85% |
| Advances ODDS (%) | 1 day ago 80% | 1 day ago 81% |
| Declines ODDS (%) | 13 days ago 56% | 17 days ago 78% |
| BollingerBands ODDS (%) | 1 day ago 56% | 1 day ago 79% |
| Aroon ODDS (%) | 1 day ago 84% | 1 day ago 75% |
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COHR and
Correlation & Price change
A.I.dvisor indicates that over the last year, COHR has been closely correlated with MKSI. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if COHR jumps, then MKSI could also see price increases.
| Ticker / NAME | Correlation To COHR | 1D Price Change % | ||
|---|---|---|---|---|
| COHR | 100% | +8.21% | ||
| MKSI - COHR | 74% Closely correlated | +2.10% | ||
| KEYS - COHR | 61% Loosely correlated | +0.38% | ||
| ST - COHR | 54% Loosely correlated | +0.67% | ||
| ESE - COHR | 52% Loosely correlated | +0.26% | ||
| VPG - COHR | 50% Loosely correlated | +1.36% | ||
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