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"Morgan Stanley Maintains Hold on Coherent (COHR), Lifts PT"
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"Meta Marshall, a Morgan Stanley analyst, increased the price target on Coherent Corp. to $74, but reiterated her cautious stance with a Hold rating. She expects the company to present a long-term growth plan at its investor day on May 28, which includes a roadmap to achieve over 40% gross margin, more than $6 in EPS, and outline revenue growth trajectory from 2025 to 2028. However, Marshall sees limited upside potential due to the stock's recent rally and believes achieving high gross margins will be challenging due to tariffs and lack of operating leverage in some business segments. She also expressed concerns about execution challenges in certain areas, such as the SiC business, networking technologies, and vertical integration of the datacom business."
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