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THEMIS SNIPE

Signal Detected

$280.81

Mar 3, 2026

2 sources converged

Irrational Analysis · The Innermost Loop

Current Price

$304.93

live

Since Snipe

+8.6%

Buy Range

$259.19 – $289.68

WAIT

Based on: SMA200 at $176.21 provides support · SMA50 ($274.75) - 5% buffer · 52W low ($66.71) + 10% buffer

THEMIS SCORE

66Moderate Signal
Convergence (40%)82
Fundamentals (30%)40
Technicals (30%)87

CONVERGENCE BREAKDOWN

Sources40/40
Media Mix12/20
Quality10/20
Freshness20/20

GURU SCORE

4/10

MIXED

●○ENGINE
ROIC 4%, Rev growth 23%
●○SAFETY
D/E 0.42, Altman Z 5.5
○○MOAT
Weak margins: Gross 36%
○○REALITY
Weak: Piotroski 7/9, IQ 0.99x
●●TREND
Above both SMAs, RSI 52

MARKET DATA

live

$304.93

+0.32%

Coherent, Inc.

Technology · Hardware, Equipment & Parts

Coherent, Inc. provides lasers, laser-based technologies, and laser-based system solutions for a range of commercial, industrial, and scientific research applications. It operates in two segments, Original Equipment Manufacturers (OEM) Laser Sources and Industrial Lasers & Systems. The company designs, manufactures, markets, and services lasers, laser tools, precision optics, and related accessories; and laser measurement and control products. Its products are used for applications in microelectronics, materials processing, OEM components and instrumentation, and scientific research and government programs. The company markets its products through a direct sales force in the United States, as well as through direct sales personnel and independent representatives internationally. Coherent, Inc. was founded in 1966 and is headquartered in Santa Clara, California. As of July 1, 2022, Coherent, Inc. operates as a subsidiary of II-VI Incorporated.

Mkt Cap: $48.4B

TECHNICALS

RSI (14)51.9(Neutral)
SMA StatusAbove both
52W Range$67 — $365

FUNDAMENTALS

P/E161.59
P/S7.68
P/B5.55
FCF Yield-0.2%
D/E0.42

CONVERGENCE INTELLIGENCE

6 sources · 7 mentions · 43% direct

TOP THEMES

AI Compute Infrastructure Capex

1 source1x

Jordi Visser

Cyber-Security & Satellite Services for Taiwan-China Tensions

1 source1x

Sinocism

Domestic Semiconductor Supply-Chain Reshoring

1 source1x

Exponential View

Optical interconnect replacing copper as inevitable data center infrastructure paradigm shift

1 source1x

ARK Invest

Reshored Semiconductor Materials & Equipment Supply Chain

1 source1x

Jordi Visser

Speculative Decoding Middleware Services

1 source1x

The Pragmatic Engineer

Synthetic-aperture sonar as enabling sensor technology for AUV fleet market

1 source1x

Not Boring by Packy McCormick

SOURCE TIMELINE

7 entries · 30d

Apr 26, 2026

Jordi VisserYTmentioned
The Edge Awakens: Why the Physical AI Upgrade Is Still in the First Inning

Theme: Reshored Semiconductor Materials & Equipment Supply Chain

Coherent and Light and Corning.

Apr 23, 2026

Not Boring by Packy McCormickSubinferred

The Great Blue Frontier

Theme: Synthetic-aperture sonar as enabling sensor technology for AUV fleet market

ARK InvestYTinferred
The Token Economy: AI Infrastructure And The Future Of Compute

Theme: Optical interconnect replacing copper as inevitable data center infrastructure paradigm shift

Apr 19, 2026

Exponential ViewSubmentioned

🔮 Exponential View #570: Inside Jensen Huang’s worldview

Theme: Domestic Semiconductor Supply-Chain Reshoring

Jensen personally meets the CEOs of the chip supply chain: ASML, whose lithography machines etch the chips; TSMC, which fabricates them; Micron and SK Hynix, which make the high-bandwidth memory Nvidi...

Apr 12, 2026

Jordi VisserYTmentioned
Ceasefire, Inflation, Mythos and a Scarcity vs Abundance Moonshot

Theme: AI Compute Infrastructure Capex

the names that I get, like a Marvell, like Coherent, any of these ones that he's made investments in, he tells you way ahead of time to put money in.

Apr 6, 2026

SinocismSubinferred

Trump's Tiger-Riding Predicament | Sinification: March 2026

Theme: Cyber-Security & Satellite Services for Taiwan-China Tensions

Mar 31, 2026

The Pragmatic EngineerSubinferred

What is inference engineering? Deepdive

Theme: Speculative Decoding Middleware Services