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Coherent Corp. (COHR) achieved a 51% revenue growth in fiscal 2025, driven primarily by a 61% surge in its data center business. The company expects exponential contributions from its new 1.6T transceivers, with a significant strategy focused on developing 3.2T transceivers and enhancing indium phosphide production capacity threefold year-over-year.
Meanwhile, Arm Holdings plc (ARM) dominates mobile chip architectures, powering devices from major companies like Apple, Qualcomm, and Samsung. ARM is now expanding into AI and IoT, but faces increasing competition from RISC-V, particularly in China. They expect to see 18% year-over-year growth in current-year sales, while EPS is projected to rise by 3%.
Coherent’s next fiscal year projections include a 9% increase in sales and 29% growth in EPS, while ARM’s estimates indicate slower growth. COHR has a Zacks Rank of #3 (Hold), while ARM holds a Zacks Rank of #4 (Sell).
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