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COHR or MPWR or QCOM
Which Stock Would AI Choose? Coherent Corp. (COHR) vs. Monolithic Power Systems (MPWR) vs. QUALCOMM Incorporated (QCOM) Stock Comparison
Key Takeaways
- COHR leads with exceptional YTD return of +37.42% and 1-year gain of +269%, driven by AI optics demand and Nvidia partnership.
- MPWR shows solid YTD +17.93% and 1-year +77%, benefiting from AI power management chips, though recent volatility persists.
- QCOM lags YTD at -23.57% amid memory shortages impacting handsets, but offers attractive forward P/E of 11.79x and new $20B buyback.
- COHR trades at premium trailing P/E of 251x due to growth prospects, while QCOM appears most value-oriented at 26x trailing.
- All three expose investors to semiconductors, with COHR and MPWR showing stronger recent momentum in AI datacenters versus QCOM's mobile focus.
- Market caps: QCOM $139B dwarfs MPWR $52.5B and COHR $47.6B.
Introduction
This comparison examines COHR, MPWR, and QCOM, key players in the semiconductor sector amid surging AI and datacenter demand. Coherent Corp. specializes in photonics and lasers, Monolithic Power Systems in power management solutions, and QUALCOMM in wireless technologies. Traders seeking exposure to AI infrastructure growth and investors eyeing relative performance in recent market activity will find value here, as these stocks highlight contrasts in momentum, valuation, and sector positioning within a volatile chip landscape.
COHR Overview and Recent Performance
Coherent Corp. (COHR) develops engineered materials, optoelectronic components, and laser systems for industrial, communications, and electronics markets. In recent market activity, the stock has surged, posting a YTD gain of 37.42% and a remarkable 269.13% over the past year, with shares around $253.63 and market cap near $47.6B. Volatility marked recent weeks, including a 7.96% drop amid broader semis pullback, but sentiment remains bullish due to AI optics advancements showcased at OFC 2026 and a strategic Nvidia partnership for datacenter interconnects. Q2 FY26 revenue reached $1.69B, supporting strong analyst targets averaging $284.25, reflecting robust demand in photonics for high-speed networking.
MPWR Overview and Recent Performance
Monolithic Power Systems, Inc. (MPWR) designs high-performance, energy-efficient power management semiconductors for enterprise data, automotive, and consumer applications. Shares trade near $1,068.85 with a $52.5B market cap, delivering YTD +17.93% and 1-year +77% amid AI chip tailwinds. Recent performance showed a 2.18% decline in volatile sessions, yet Q4 FY25 revenue hit $751M with EPS beating estimates at $4.79. Analyst enthusiasm persists with Strong Buy ratings and $1,328 average target, fueled by demand for power ICs in datacenters, though valuation concerns linger post-82% annual surge.
QCOM Overview and Recent Performance
QUALCOMM Incorporated (QCOM) leads in wireless technologies, including 5G modems, processors, and on-device AI for mobiles, automotive, and IoT. At $129.90 with $139B market cap, it trails peers YTD at -23.57% and 1-year -15.83%, pressured by global memory shortages curbing handset production. Q1 FY26 revenue of $12.25B beat estimates, but Q2 guidance disappointed. Positives include a dividend hike to $0.92/share, $20B buyback authorization, and AI/robotics push, with average analyst target $157 despite mixed ratings.
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Head-to-Head Comparison
COHR, MPWR, and QCOM operate in semiconductors but diverge in focus: COHR's photonics drives AI interconnects, MPWR's power solutions power datacenters, and QCOM's wireless spans mobiles to edge AI. Growth contrasts sharply—COHR boasts explosive momentum from optics backlog, MPWR steady AI enterprise gains, versus QCOM's handset cyclicality. Risks include COHR's lofty 251x P/E sensitivity, MPWR's competition at 83x trailing, and QCOM's supply disruptions despite lowest forward P/E. Sentiment favors AI pure-plays amid datacenter capex, trading off QCOM's scale and buybacks.
Tickeron AI Verdict
Tickeron’s AI currently favors COHR for its trend consistency in AI photonics, superior relative YTD/1-year positioning, and catalysts like Nvidia optics deal, positioning it strongly amid datacenter expansion. While MPWR offers balanced growth and QCOM value via buybacks, COHR's momentum suggests higher probability of outperformance in prevailing conditions.
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 disclaimer. Disclaimers and Limitations
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).
COHR’s FA Score shows that 2 FA rating(s) are green whileMPWR’s FA Score has 3 green FA rating(s), and QCOM’s FA Score reflects 2 green FA rating(s).
- COHR’s FA Score: 2 green, 3 red.
- MPWR’s FA Score: 3 green, 2 red.
- QCOM’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.
COHR’s TA Score shows that 4 TA indicator(s) are bullish while MPWR’s TA Score has 6 bullish TA indicator(s), and QCOM’s TA Score reflects 5 bullish TA indicator(s).
- COHR’s TA Score: 4 bullish, 5 bearish.
- MPWR’s TA Score: 6 bullish, 4 bearish.
- QCOM’s TA Score: 5 bullish, 2 bearish.
Price Growth
COHR (@Electronic Equipment/Instruments) experienced а +19.11% price change this week, while MPWR (@Semiconductors) price change was +21.04% , and QCOM (@Semiconductors) price fluctuated +0.99% for the same time period.
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%.
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%.
Reported Earning Dates
COHR is expected to report earnings on May 13, 2026.
MPWR is expected to report earnings on Apr 30, 2026.
QCOM is expected to report earnings on Apr 29, 2026.
Industries' Descriptions
@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.
@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.
| COHR | MPWR | QCOM | |
| Capitalization | 57.7B | 66.5B | 137B |
| EBITDA | 1.08B | 781M | 14.8B |
| Gain YTD | 66.603 | 49.671 | -24.652 |
| P/E Ratio | 301.47 | 105.28 | 25.82 |
| Revenue | 6.29B | 2.79B | 44.9B |
| Total Cash | 864M | 581M | 11.8B |
| Total Debt | 3.55B | 15.1M | 14.8B |
COHR | MPWR | QCOM | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 17 | 30 | 54 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 91 Overvalued | 83 Overvalued | 8 Undervalued | |
PROFIT vs RISK RATING 1..100 | 12 | 22 | 90 | |
SMR RATING 1..100 | 86 | 46 | 42 | |
PRICE GROWTH RATING 1..100 | 35 | 3 | 64 | |
P/E GROWTH RATING 1..100 | 20 | 2 | 16 | |
SEASONALITY SCORE 1..100 | n/a | 50 | 50 |
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.
QCOM's Valuation (8) in the Telecommunications Equipment industry is significantly better than the same rating for MPWR (83) in the Semiconductors industry, and is significantly better than the same rating for COHR (91) in the Electronic Equipment Or Instruments industry. This means that QCOM's stock grew significantly faster than MPWR’s and significantly faster than COHR’s over the last 12 months.
COHR's Profit vs Risk Rating (12) in the Electronic Equipment Or Instruments industry is in the same range as MPWR (22) in the Semiconductors industry, and is significantly better than the same rating for QCOM (90) in the Telecommunications Equipment industry. This means that COHR's stock grew similarly to MPWR’s and significantly faster than QCOM’s over the last 12 months.
QCOM's SMR Rating (42) in the Telecommunications Equipment industry is in the same range as MPWR (46) in the Semiconductors industry, and is somewhat better than the same rating for COHR (86) in the Electronic Equipment Or Instruments industry. This means that QCOM's stock grew similarly to MPWR’s and somewhat faster than COHR’s over the last 12 months.
MPWR's Price Growth Rating (3) in the Semiconductors industry is in the same range as COHR (35) in the Electronic Equipment Or Instruments industry, and is somewhat better than the same rating for QCOM (64) in the Telecommunications Equipment industry. This means that MPWR's stock grew similarly to COHR’s and somewhat faster than QCOM’s over the last 12 months.
MPWR's P/E Growth Rating (2) in the Semiconductors industry is in the same range as QCOM (16) in the Telecommunications Equipment industry, and is in the same range as COHR (20) in the Electronic Equipment Or Instruments industry. This means that MPWR's stock grew similarly to QCOM’s and similarly to COHR’s over the last 12 months.
| COHR | MPWR | QCOM | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 73% | 1 day ago 67% | 1 day ago 70% |
| Stochastic ODDS (%) | 1 day ago 83% | 1 day ago 66% | 1 day ago 71% |
| Momentum ODDS (%) | 1 day ago 73% | 1 day ago 70% | N/A |
| MACD ODDS (%) | 1 day ago 69% | 1 day ago 89% | 1 day ago 69% |
| TrendWeek ODDS (%) | 1 day ago 82% | 1 day ago 80% | 1 day ago 64% |
| TrendMonth ODDS (%) | 1 day ago 85% | 1 day ago 80% | 1 day ago 67% |
| Advances ODDS (%) | 1 day ago 81% | 1 day ago 77% | 1 day ago 64% |
| Declines ODDS (%) | 17 days ago 78% | 13 days ago 66% | 5 days ago 73% |
| BollingerBands ODDS (%) | 1 day ago 79% | 1 day ago 64% | 1 day ago 68% |
| Aroon ODDS (%) | 1 day ago 75% | 1 day ago 77% | 1 day ago 69% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JHID | 40.52 | N/A | N/A |
| JHancock International High Dividend ETF | |||
| BTA | 9.72 | N/A | N/A |
| Blackrock Long-Term Municipal Advantage Trust | |||
| GBXC | 27.07 | N/A | N/A |
| Goldman Sachs U.S. Large Cap Buffer 3 ETF | |||
| VONE | 307.73 | -0.37 | -0.12% |
| Vanguard Russell 1000 ETF | |||
| UUP | 27.44 | -0.04 | -0.15% |
| Invesco DB US Dollar Bullish | |||
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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MPWR and
Correlation & Price change
A.I.dvisor indicates that over the last year, MPWR has been closely correlated with KLAC. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if MPWR jumps, then KLAC could also see price increases.
| Ticker / NAME | Correlation To MPWR | 1D Price Change % | ||
|---|---|---|---|---|
| MPWR | 100% | +1.47% | ||
| KLAC - MPWR | 74% Closely correlated | +0.58% | ||
| ADI - MPWR | 74% Closely correlated | -0.35% | ||
| LRCX - MPWR | 73% Closely correlated | +1.89% | ||
| NXPI - MPWR | 73% Closely correlated | -0.63% | ||
| TSM - MPWR | 71% Closely correlated | +1.40% | ||
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