By Shuvra Shankar Dey
Publication Date: 2026-05-28 17:38:00
Both Coherent COHR and AppLovin APPs are emerging beneficiaries of the artificial intelligence boom, albeit from different perspectives. Coherent delivers optical networking and laser technologies critical to AI data centers, while AppLovin uses AI-driven algorithms to optimize digital advertising and app monetization. Investors are increasingly viewing both as high-growth AI-related opportunities with strong revenue momentum and growing market relevance.
COHR: Strong AI demand, balance sheet
Coherent continues to benefit from strong AI-driven demand and early signs of recovery in its industrial business. In the third quarter of fiscal 2026, the company’s Datacenter & Communications segment contributed 75% of total revenue, improving from 72% in the previous quarter. Sales growth in this segment exceeded 40% year-on-year, accelerating from 33.5% in the previous quarter, supported by strong demand and effective execution across the product portfolio. CEO James…
