PLTR vs. COHR: Which AI-Driven Tech Stock Has More Upside? - TradingView

This Zacks Investment Research analysis compares two major AI infrastructure companies, Palantir Technologies (PLTR) and Coherent Corp (COHR), to determine which offers better investment potential in the growing artificial intelligence sector.

Both companies operate in critical AI infrastructure segments but serve different roles. Palantir specializes in enterprise AI software platforms including Gotham, Foundry, and its Artificial Intelligence Platform (AIP), delivering turnkey solutions for government and commercial clients. Coherent focuses on optical and semiconductor technologies essential for AI hardware infrastructure, including high-speed transceivers and data center components.

• Palantir shows explosive growth with 93% surge in U.S. commercial revenue and 222% increase in total contract value, driven by rapid AIP adoption
• Coherent demonstrates solid performance with 51% revenue increase and strategic positioning in AI hardware infrastructure, including new 1.6T transceivers
• Valuation comparison reveals Coherent trading at more attractive 18.93X forward P/E versus Palantir's 202.65X, though both below historical medians
• Analyst consensus favors Palantir for superior near-term AI growth potential despite higher valuation, citing its software-led momentum and immediate deployment capabilities