Overlooked Alpha

Overlooked Alpha

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Overlooked Alpha
Overlooked Alpha
A Critical Supplier For Electric Vehicles Is Being Mispriced By The Market

A Critical Supplier For Electric Vehicles Is Being Mispriced By The Market

Investors are focusing on short-term risks and forgetting the bigger picture.

Overlooked Alpha
Apr 17, 2023
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Overlooked Alpha
Overlooked Alpha
A Critical Supplier For Electric Vehicles Is Being Mispriced By The Market
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⚡ Highlights:

  • Coherent’s products are critical for a number of growing industries including electric vehicles, 5G and potentially AI.

  • Two external developments have sent COHR stock down to recent lows. But neither of those events are necessarily material.

  • The current valuation doesn’t account for multiple secular trends, or the company’s positioning in silicon carbide substrates.

  • Near-term cycles look volatile but the long-term outlook remains bright.

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