COHR vs CRDO: AI Stock Comparison

Coherent Corp. vs Credo Technology Group Holding Ltd: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

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$CRDO scores higher on AI exposure (5/5 vs 3/5) under our published rubric. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: Not enough tracked catalysts to compare.
$COHR
Coherent Corp.
Optical transceivers, lasers and materials.
$CRDO 🏆
Credo Technology Group Holding Ltd
Active electrical cables and SerDes for AI clusters.
AI exposure score⚡⚡⚡⚡⚡ 3/5⚡⚡⚡⚡⚡ 5/5
Shares outstanding197.0M
as of 2026-11-02 · 10-Q cover page · SEC filing
188.0M
as of 2026-08-25 · 10-Q cover page · SEC filing
CategoryNetworking & opticsNetworking & optics
Key metrics
Revenue (latest quarter) $2.37B
10-Q period ended 2026-09-30; +50% y/y · SEC filing
Net income $384.7M
Same quarter · SEC filing
Revenue (latest quarter) $479.0M
10-Q period ended 2026-08-01; +115% y/y · SEC filing
Gross margin 64.5%
Gross profit / revenue, same quarter · SEC filing
Operating income $120.7M
Same quarter; 25% operating margin · SEC filing
Next earningsNot yet announced / not on our calendar
Dec 7, 2026 expected
Credo Technology Group Holding Ltd quarterly earnings · source
Next catalystNot yet announced / not on our calendar
Dec 7, 2026 expected
Credo Technology Group Holding Ltd quarterly earnings · source
Upcoming catalystsNone tracked
Dec 7, 2026 expected
Credo Technology Group Holding Ltd quarterly earnings · source
Most recent reported
Nov 4, 2026
Coherent Corp. reports quarterly results · source
Optical transceivers for AI data-center networking. Fiscal Q1 revenue $2.37B (+50% y/y); GAAP EPS $1.90. Company expects fiscal 2027 pro forma revenue growth above 60%.
Not yet announced / not on our calendar
Key risks
  • “A significant portion of our business is subject to cyclical market factors and we may fail to accurately estimate the size and growth rate of our markets and our customers’ demands.” — 10-K risk factor (filed 2026-08-14) · source
  • “We may encounter increased competition, and we may fail to accurately estimate our competitors’ or our customers’ willingness and capability to backward integrate into our competencies and…” — 10-K risk factor (filed 2026-08-14) · source
  • “The general compute and Artificial Intelligence and Machine Learning (AI/ML) infrastructure market is an emerging market that will depend on the success of generative AI technologies, and…” — 10-K risk factor (filed 2026-06-15) · source
  • “We are subject to the cyclical nature of the semiconductor industry which is undergoing significant change due to artificial intelligence.” — 10-K risk factor (filed 2026-06-15) · source
AI angle

Coherent supplies the optical transceivers that connect GPUs and switches in AI clusters, alongside industrial and materials businesses with different cycles.

Credo's active electrical cables and connectivity chips link servers and switches in AI data centers. Its own filings tie the business to the generative-AI infrastructure build-out.

Full analysis: $COHR →Full analysis: $CRDO →

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