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COHR or MRVL or QCOM
Which Stock Would AI Choose? Coherent Corp (COHR) vs. Marvell Technology (MRVL) vs. QUALCOMM (QCOM) Stock Comparison
Key Takeaways
- COHR leads with 27.71% YTD and 262.42% one-year returns, driven by AI optics demand and NVIDIA partnerships.
- MRVL surged 18.35% in recent trading after record Q4 revenue of $2.22B and strong AI data center growth guidance.
- QCOM shows 20.18% YTD gains but lags peers with modest 11.03% one-year return amid handset market pressures.
- All three benefit from AI tailwinds: COHR in photonics, MRVL in custom chips, QCOM in edge AI and 6G.
- Recent volatility highlights sector momentum, with COHR added to S&P 500 on AI optics strength.
- Valuations vary: COHR at high PE of 233x reflects growth premium; MRVL and QCOM more reasonable at 31x and 27x.
Introduction
This stock comparison examines COHR, MRVL, and QCOM, key players in the semiconductor and optics sectors benefiting from AI infrastructure demand. Coherent Corp specializes in photonics for data centers, Marvell Technology in data infrastructure chips, and QUALCOMM in wireless and edge AI technologies. Traders seeking exposure to AI-driven growth in networking, optics, and computing, as well as long-term investors tracking relative performance in recent market activity, will find value in analyzing their business models, momentum, and sector positioning. With AI catalysts accelerating, understanding contrasts in growth drivers and risks aids informed relative performance decisions.
COHR Overview and Recent Performance
Coherent Corp (COHR), a leader in photonics, lasers, and optics, serves data centers, telecom, and industrial markets. Recent market activity saw shares pull back 7.15% to $235.72 amid broader semiconductor volatility, yet YTD gains stand at 27.71% and one-year returns at 262.42%, outpacing peers. Key influences include a multi-year AI optics supply alliance with NVIDIA and the launch of the industry's first dual-laser QSFP28-DCO for single-fiber transmission, boosting datacenter optics demand. Addition to the S&P 500 underscores investor confidence in AI-related growth. Q2 FY26 revenue hit $1.69B with EPS of $1.29, reflecting 22% YoY growth in datacom segments. Sentiment remains positive on AI infrastructure exposure despite high PE of 233x and market cap of $44.2B.
MRVL Overview and Recent Performance
Marvell Technology, Inc. (MRVL) designs semiconductors for data centers, networking, and storage, with a focus on AI accelerators and custom XPUs. Shares rocketed 18.35% to $89.57 following Q4 FY26 results, with record revenue of $2.22B (22% YoY growth) and data center sales at 74% of total. FY26 revenue reached $8.2B, up 42% YoY, driven by AI demand. Guidance for Q1 FY27 exceeds estimates at $2.4B, with analysts upgrading targets amid hyperscale AI momentum. YTD return of 5.48% and one-year at 24.33% reflect steady gains, supported by electro-optics and interconnect wins. At $78B market cap and PE of 31.5x, sentiment favors long-term AI positioning despite recent sector pressures.
QCOM Overview and Recent Performance
QUALCOMM Incorporated (QCOM) dominates wireless chips, modems, and edge AI processors for mobile, automotive, and IoT. Shares dipped 0.96% to $135.65 in recent trading, with YTD return of 20.18% and one-year at 11.03%, trailing AI pure-plays amid handset weakness and memory constraints. Q1 FY26 revenue of $12.25B beat estimates, but Q2 guidance reflected caution. Expansions into robotics chips, 6G with T-Mobile, and edge AI advantages over Nvidia bolster diversification. At $145B market cap and PE of 27x, performance reflects balanced exposure to AI PCs, automotive, and 5G, with sentiment shifting on non-handset growth potential.
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Head-to-Head Comparison
COHR, MRVL, and QCOM operate in overlapping AI ecosystems but diverge in focus: COHR's photonics and optics enable high-speed data transmission for datacenters, contrasting MRVL's custom AI chips and interconnects for hyperscalers, and QCOM's edge AI and wireless modems for devices. Growth drivers favor COHR and MRVL in core AI infrastructure, with recent momentum strongest for COHR (262% 1Y) over MRVL (24%) and QCOM (11%). Risks include COHR's volatility and high valuation sensitivity, MRVL's customer concentration, and QCOM's handset cyclicality plus export rules. Sector exposure tilts COHR/ MRVL toward datacenter AI versus QCOM's broader mobility. Market sentiment leans bullish on AI optics/chips, trading off COHR's upside for stability in larger peers.
Tickeron AI Verdict
Tickeron’s AI currently favors COHR based on superior trend consistency in AI optics, recent NVIDIA alliance catalysts, and relative positioning with 27% YTD outperformance. While MRVL shows strong earnings momentum and QCOM offers diversification, COHR's datacenter exposure aligns with observable AI infrastructure acceleration, suggesting higher probability of near-term relative gains.
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 whileMRVL’s FA Score has 1 green FA rating(s), and QCOM’s FA Score reflects 2 green FA rating(s).
- COHR’s FA Score: 2 green, 3 red.
- MRVL’s FA Score: 1 green, 4 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 MRVL’s TA Score has 3 bullish TA indicator(s), and QCOM’s TA Score reflects 5 bullish TA indicator(s).
- COHR’s TA Score: 4 bullish, 5 bearish.
- MRVL’s TA Score: 3 bullish, 4 bearish.
- QCOM’s TA Score: 5 bullish, 4 bearish.
Price Growth
COHR (@Electronic Equipment/Instruments) experienced а +12.20% price change this week, while MRVL (@Semiconductors) price change was +8.72% , and QCOM (@Semiconductors) price fluctuated +6.36% for the same time period.
The average weekly price growth across all stocks in the @Electronic Equipment/Instruments industry was +1.08%. For the same industry, the average monthly price growth was +5.55%, and the average quarterly price growth was +1.31%.
The average weekly price growth across all stocks in the @Semiconductors industry was +10.10%. For the same industry, the average monthly price growth was +24.60%, and the average quarterly price growth was +26.97%.
Reported Earning Dates
COHR is expected to report earnings on May 13, 2026.
MRVL is expected to report earnings on May 21, 2026.
QCOM is expected to report earnings on Apr 29, 2026.
Industries' Descriptions
@Electronic Equipment/Instruments (+1.08% 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 (+10.10% 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 | MRVL | QCOM | |
| Capitalization | 65.2B | 129B | 147B |
| EBITDA | 1.08B | 4.54B | 14.8B |
| Gain YTD | 86.932 | 74.183 | -19.086 |
| P/E Ratio | 340.70 | 48.16 | 27.73 |
| Revenue | 6.29B | 8.2B | 44.9B |
| Total Cash | 864M | 2.64B | 11.8B |
| Total Debt | 3.55B | 4.79B | 14.8B |
COHR | MRVL | QCOM | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 91 Overvalued | 71 Overvalued | 9 Undervalued | |
PROFIT vs RISK RATING 1..100 | 8 | 42 | 87 | |
SMR RATING 1..100 | 87 | 45 | 43 | |
PRICE GROWTH RATING 1..100 | 34 | 35 | 61 | |
P/E GROWTH RATING 1..100 | 15 | 29 | 14 | |
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 (9) in the Telecommunications Equipment industry is somewhat better than the same rating for MRVL (71) 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 somewhat faster than MRVL’s and significantly faster than COHR’s over the last 12 months.
COHR's Profit vs Risk Rating (8) in the Electronic Equipment Or Instruments industry is somewhat better than the same rating for MRVL (42) in the Semiconductors industry, and is significantly better than the same rating for QCOM (87) in the Telecommunications Equipment industry. This means that COHR's stock grew somewhat faster than MRVL’s and significantly faster than QCOM’s over the last 12 months.
QCOM's SMR Rating (43) in the Telecommunications Equipment industry is in the same range as MRVL (45) in the Semiconductors industry, and is somewhat better than the same rating for COHR (87) in the Electronic Equipment Or Instruments industry. This means that QCOM's stock grew similarly to MRVL’s and somewhat faster than COHR’s over the last 12 months.
COHR's Price Growth Rating (34) in the Electronic Equipment Or Instruments industry is in the same range as MRVL (35) in the Semiconductors industry, and is in the same range as QCOM (61) in the Telecommunications Equipment industry. This means that COHR's stock grew similarly to MRVL’s and similarly to QCOM’s over the last 12 months.
QCOM's P/E Growth Rating (14) in the Telecommunications Equipment industry is in the same range as COHR (15) in the Electronic Equipment Or Instruments industry, and is in the same range as MRVL (29) in the Semiconductors industry. This means that QCOM's stock grew similarly to COHR’s and similarly to MRVL’s over the last 12 months.
| COHR | MRVL | QCOM | |
|---|---|---|---|
| RSI ODDS (%) | 4 days ago 66% | 4 days ago 67% | 4 days ago 63% |
| Stochastic ODDS (%) | 4 days ago 69% | 4 days ago 78% | 4 days ago 65% |
| Momentum ODDS (%) | 4 days ago 75% | 4 days ago 82% | 4 days ago 60% |
| MACD ODDS (%) | 4 days ago 80% | N/A | 4 days ago 63% |
| TrendWeek ODDS (%) | 4 days ago 82% | 4 days ago 79% | 4 days ago 64% |
| TrendMonth ODDS (%) | 4 days ago 85% | 4 days ago 82% | 4 days ago 67% |
| Advances ODDS (%) | 4 days ago 82% | 6 days ago 76% | 4 days ago 64% |
| Declines ODDS (%) | 26 days ago 78% | 22 days ago 73% | 14 days ago 73% |
| BollingerBands ODDS (%) | 4 days ago 75% | 4 days ago 74% | 4 days ago 68% |
| Aroon ODDS (%) | 4 days ago 76% | 4 days ago 85% | 4 days ago 68% |
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COHR and
Correlation & Price change
A.I.dvisor indicates that over the last year, COHR has been loosely correlated with MKSI. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if COHR jumps, then MKSI could also see price increases.
| Ticker / NAME | Correlation To COHR | 1D Price Change % | ||
|---|---|---|---|---|
| COHR | 100% | +5.19% | ||
| MKSI - COHR | 65% Loosely correlated | +3.22% | ||
| KEYS - COHR | 51% Loosely correlated | +1.33% | ||
| ESE - COHR | 45% Loosely correlated | +5.04% | ||
| ITRI - COHR | 43% Loosely correlated | +1.47% | ||
| VNT - COHR | 42% Loosely correlated | +2.28% | ||
More | ||||
MRVL and
Correlation & Price change
A.I.dvisor indicates that over the last year, MRVL has been loosely correlated with LRCX. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if MRVL jumps, then LRCX could also see price increases.
| Ticker / NAME | Correlation To MRVL | 1D Price Change % | ||
|---|---|---|---|---|
| MRVL | 100% | +5.83% | ||
| LRCX - MRVL | 65% Loosely correlated | -1.66% | ||
| ENTG - MRVL | 64% Loosely correlated | +1.96% | ||
| TOELY - MRVL | 63% Loosely correlated | -1.26% | ||
| KLAC - MRVL | 61% Loosely correlated | +0.77% | ||
| KLIC - MRVL | 61% Loosely correlated | +1.78% | ||
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QCOM and
Correlation & Price change
A.I.dvisor indicates that over the last year, QCOM has been closely correlated with LRCX. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if QCOM jumps, then LRCX could also see price increases.
| Ticker / NAME | Correlation To QCOM | 1D Price Change % | ||
|---|---|---|---|---|
| QCOM | 100% | +0.97% | ||
| LRCX - QCOM | 80% Closely correlated | -1.66% | ||
| KLAC - QCOM | 78% Closely correlated | +0.77% | ||
| AMKR - QCOM | 76% Closely correlated | +3.07% | ||
| AMAT - QCOM | 74% Closely correlated | -1.34% | ||
| KLIC - QCOM | 74% Closely correlated | +1.78% | ||
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