[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Mike M. Mustafoglu [@TransEnergy](/creator/twitter/TransEnergy) on x 1351 followers Created: 2025-07-08 14:07:09 UTC $COHR Morgan Stanley analyst Meta Marshall raised the firm’s price target on Coherent $COHR to $XX from $XX and keeps an Equal Weight rating on the shares. Increasing data speed needs necessitating more fiber and optical transmission has been a boon for Ciena $CIEN Corning $GLW Lumentum $LITE and Coherent, which are up an average of about XX% since the beginning of 2024, the analyst tells investors. While the firm agrees that the AI opportunity is meaningful, it has been more reserved on optical valuations given the competitiveness of the space relative to other AI opportunities and the fact that optical names are trading at “meaningful premiums to historical multiples,” the analyst added. XXX engagements  **Related Topics** [stocks](/topic/stocks) [meta](/topic/meta) [$cohr](/topic/$cohr) [morgan stanley](/topic/morgan-stanley) [stocks financial services](/topic/stocks-financial-services) [$cien](/topic/$cien) [$glw](/topic/$glw) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/TransEnergy/status/1942586256979820608)
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Mike M. Mustafoglu @TransEnergy on x 1351 followers
Created: 2025-07-08 14:07:09 UTC
$COHR Morgan Stanley analyst Meta Marshall raised the firm’s price target on Coherent $COHR to $XX from $XX and keeps an Equal Weight rating on the shares. Increasing data speed needs necessitating more fiber and optical transmission has been a boon for Ciena $CIEN Corning $GLW Lumentum $LITE and Coherent, which are up an average of about XX% since the beginning of 2024, the analyst tells investors. While the firm agrees that the AI opportunity is meaningful, it has been more reserved on optical valuations given the competitiveness of the space relative to other AI opportunities and the fact that optical names are trading at “meaningful premiums to historical multiples,” the analyst added.
XXX engagements
Related Topics stocks meta $cohr morgan stanley stocks financial services $cien $glw stocks technology