Lumentum's OCS and CPO Momentum Builds: More Upside for the Stock?

LITE's surging OCS backlog and rising CPO orders signal accelerating AI-driven growth, strengthening margins and its edge in optical networking.

Zacks Investment Research • 11 hours ago

Forget Nvidia, This Is the Stock to Buy For the AI Boom's Next Leg Up

Chipmakers like Nvidia ( NASDAQ:NVDA | NVDA Price Prediction ) were the early winners in the artificial intelligence (AI) boom, as companies scrambled to acquire advanced processors for training and running AI models.

24/7 Wall Street • Feb 23, 2026

AI Optics Boom: What 1.6T Ramp Means for the LITE Stock's Prospect

Lumentum sees 1.6T demand surge ahead of plan, boosting margins as tight laser supply and 200G lane mix shift reshape its profit profile.

Zacks Investment Research • Feb 23, 2026

Lumentum Rises 99% in a Month: Are the Shares Still a Buy?

LITE shares have nearly doubled in a month as AI optics demand, OCS backlog and CPO orders fuel revenue growth and margin expansion.

Zacks Investment Research • Feb 23, 2026

CPO is Moving From Hype to Backlog for LITE: More Upside Ahead?

Lumentum sees CPO shift to contracted backlog, eyeing late-2027 scale-up as AI optics demand drives record revenue outlook.

Zacks Investment Research • Feb 23, 2026

5 AI-Infrastructure Giants to Buy for 2026 on Massive Data Center Boom

APH, WDC, VRT, LITE and EME are five AI-infrastructure giants poised for 2026 gains as enormous capex by hyperscalars fuels massive growth across the ecosystem.

Zacks Investment Research • Feb 23, 2026

Lumentum vs. Amtech: Which Semiconductor Stock is the Better Buy?

LITE's AI-driven revenue surge and 1.6T ramp contrast with ASYS' falling sales and growth pushed to 2027.

Zacks Investment Research • Feb 23, 2026

Undercovered Dozen: Agnico Eagle, Lumentum, ImmunityBio And More

The Undercovered Dozen series spotlights 12 less-covered stocks highlighted in recent Seeking Alpha articles. This week's edition covers articles published between Feb. 13 and Feb. 19, offering fresh investment ideas. The series aims to inspire discussion and help investors discover overlooked opportunities in the market.

Seeking Alpha • Feb 23, 2026

Lumentum Shares Rise 4% Following Key Trading Signal

Lumentum Holdings Inc (NASDAQ:LITE) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.

Benzinga • Feb 20, 2026

Why Lumentum Wins Over Coherent (For Now)

Lumentum Holdings  is positioned for outperformance, driven by surging demand for EML laser chips in scale-out data center networks. Lumentum's Q2 FY26 revenue soared 65.5% y/y to $665.5M, with Systems sales and OCS order backlog exceeding $400M, supporting robust near-term growth. The networking industry is seeing a weighted deployment of optical solutions in scale-out vs scale-up networks, supporting Lumentum's laser components over Coherent's laser chips.

Seeking Alpha • Feb 18, 2026