Lumentum: Speed Is Everything

Lumentum's early 1.6T module execution is driving market-share gains, with this business already exceeding a $200 million quarterly revenue run rate. Growing optical circuit switch orders, purchase commitments, and 1.6T demand could support earnings above current FY28 consensus estimates. A higher 200G EML mix and factory utilization are margin levers that can lift gross margins to above 50%.

Seeking Alpha • Sep 8, 2026

3 AI Optical Networking Stocks Positioned for the Data Center Buildout

AI-driven networking companies have been waiting for a sign to either continue to pull back or reinvigorate a bull run, but Ciena Corp.'s NYSE: CIEN Q3 earnings report may invite more questions than answers. Despite strong earnings and revenue, coupled with continued robust demand for AI and optical networking, shares fell after the report.

MarketBeat • 20 hours ago

Which Optics Stock Has Dominated in 2026: Applied Optoelectronics, Lumentum, or Coherent?

AI datacenter spending has turned optical networking into one of 2026's hottest trades, but the three biggest U.S. optics stocks have performed so differently that picking the wrong one meant leaving triple-digit gains on the table.

24/7 Wall Street • Sep 7, 2026

GoPro Zooms 34% Higher on Starman Optical Merger and Markiplier Stake; Coherent Climbs 7%, Lumentum Gains 3%

Optical-photonics stocks are running Friday morning, along with a stock that's commonly associated with cameras and accessories, even as broad benchmarks slip. Notably, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.33% to $770.

24/7 Wall Street • Sep 4, 2026

Hidden China risks are emerging in America's multibillion-dollar AI data center boom

Chinese firms supply significant portions of key equipment used in U.S. data centers, including transformers, batteries and optical transceivers. Washington is increasing scrutiny of foreign-made power equipment as AI infrastructure becomes more important to the U.S. economy and national security.

CNBC • Sep 3, 2026

3 AI Stocks Up 500% or More in the Past Year That Could Have More Room to Run

Sandisk and Micron have benefited from supply shortages in the memory markets. Lumentum is benefiting from the shift in AI data centers from copper wire to optical networks.

The Motley Fool • Sep 3, 2026

Analysts See Major Upside for This Top-10 Performing S&P 500 Stock

Every so often, a stock quietly climbs its way into the upper ranks of the market's leaderboard without attracting the attention its performance deserves. Lumentum Holdings NASDAQ: LITE is one of those names.

MarketBeat • Sep 1, 2026

Lumentum Sets Up After 148% Gain; AI Summer Swoon Yields New Buy Point

Lumentum is in a 15-week long consolidation with their all-time high of 1,085.68 as the next point of entry.

Investors Business Daily • Sep 1, 2026

Buy these stocks to ride the next big AI wave — connectivity, analyst says

Shares of Coherent and Lumentum are Deutsche Bank's “highest conviction” picks among hardware companies in the era of AI.

Market Watch • Sep 1, 2026

This Lumentum Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Monday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

Benzinga • Aug 31, 2026