| Date | Quarter | Session | EPS (est → actual) | Revenue (est → actual) |
|---|---|---|---|---|
| Nov 2, 2026Next | Q1 2027 | After market close | 4.27 | 1.27 B |
Sep 1, 2026
Deutsche Bank Unveils Its Top AI Hardware Stocks as Demand Keeps Growing
Lumentum is in a 15-week long consolidation with their all-time high of 1,085.68 as the next point of entry.
The global optical transceiver market is experiencing significant transformation, propelled by the increasing convergence of artificial intelligence (AI) and high-speed optical networking. Recent developments highlight substantial investments, including NVIDIA's $2 billion commitment to Lumentum and Marvell's planned acquisition of Celestial AI for up to $5.5 billion, underscoring the increasing demand for high-bandwidth connectivity driven by hyperscale AI infrastructures. Domestic...
Aug 31, 2026
Lumentum rides AI-driven optical demand as OCS, CPO and NPO expand its market amid rising competition from Marvell and NVIDIA.
In late August 2026, Lumentum Holdings drew fresh attention as AI-driven demand for high-speed optical connectivity coincided with new analyst coverage highlighting its position in the data center supply chain. At the same time, large AI ecosystem commitments, including NVIDIA’s multi-billion US$ investment and Lumentum’s new US-based fab focused on 800G and 1.6T interconnects, underscored how bandwidth has become a bottleneck in AI infrastructure buildout. With this backdrop of expanding AI...
Lumentum Holdings (NasdaqGS:LITE) has received a multibillion-dollar AI-driven investment that includes a sizeable stake from NVIDIA. The company announced plans for a new U.S.-based photonics fabrication facility focused on 800 Gbps and 1.6 Tbps optical interconnects for data infrastructure. Government procurement and policy moves in major technology markets are increasing attention on AI-optimized optical networking as critical digital infrastructure. Consider widening your research to...
Deere upgraded, Lumentum initiated: Wall Street's top analyst calls
Rate hike fears rattled markets heading into the Labor Day weekend, and Wall Street analysts responded with a flurry of bold calls on utilities, farm equipment giants, and a ticketing upstart that could reshape your portfolio heading into a volatile fall.
Lumentum (LITE) clears Minervini Trend Template & High Growth Momentum screen: strong uptrend, high relative strength, accelerating EPS/revenue growth.
“AI-driven demand for 400G, 800G and 1.6T connectivity is accelerating photonics investment, highlighted by NVIDIA’s $2 billion investment in Lumentum and Marvell’s planned acquisition of Celestial AI for up to $5.5 billion.”Boston, Aug. 31, 2026 (GLOBE NEWSWIRE) -- The global optical transceiver market is undergoing a structural transformation, driven by the accelerating intersection of artificial intelligence and high-speed optical networking. A new BCC Research pulse report, AI Impact on Opti
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. Evercore ISI
Evercore ISI Group analyst Amit Daryanani initiates coverage on Lumentum Holdings (NASDAQ:LITE) with a Outperform rating and announces Price Target of $1100.
Aug 29, 2026
Marvell’s shares fell after investors decided its giant Google AI deal would take too long to move the numbers. Then Coherent Corp. (NYSE:COHR) and Lumentum Holdings Inc. (NASDAQ:LITE) fell with it on August 28. Barron’s argued the sympathy selloff made little sense because Marvell’s actual data-center results remained strong, especially for the optical demand that […]
Aug 28, 2026
The manufacturer of optical and photonic products reported a notable insider sale as shares delivered a one-year return of more than 600%.
The same optics stocks that led the AI hardware rally through August are now getting hit hardest, but the selling pattern reveals something specific about who is actually driving the pressure and why one name carries an overhang the others do not.
