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	Saved 2026-07-23 18:18 2d ago Published 2026-07-23 13:40 2d ago	Alphabet podpořil optimismus kolem Lumentum Výsledky společnosti Alphabet posílily optimismus kolem firem dodávajících optické sítě a datacentrové komponenty pro AI, včetně Lumentum. Barclays navíc zvýšila doporučení pro akcie LITE na Overweight; ve čtvrtek přidaly 1,8 %. LITE Lumentum Holdings	FMP Stock News	78
Original source text Alphabet's latest earnings report has renewed optimism for companies like Lumentum supplying optical networking and data center components, even as investors scrutinize the rising cost of artificial intelligence infrastructure. While some investors focused on Alphabet's higher capital expenditure plans, Stifel analysts said the company's results reinforced expectations that AI infrastructure spending remains robust. “The first hyperscaler print this earnings cycle reinforces our view that the AI data center buildout is not decelerating,” the analysts wrote following Alphabet's quarterly results. Alphabet's continued investment is viewed as a positive signal for suppliers of interconnects, optics and networking hardware used in AI data centers. The company is one of several hyperscalers, alongside Microsoft and Amazon, that are investing heavily in expanding AI infrastructure. According to Stifel, Alphabet's results support companies with significant exposure to AI data center deployments. Stifel identified Lumentum Holdings, Celestica and Coherent as the hardware companies with the greatest exposure to Alphabet's spending. The brokerage also pointed to Marvell Technology as an important supplier of optical digital signal processors, while Semtech was highlighted for its growing supply of active copper cable to Alphabet. Monolithic Power Systems was also identified as having meaningful exposure through power-related products. “This initial read is overwhelmingly positive for the space and should skew positive for the CapEx spend insights from the other hyperscaler reports to follow,” the analysts added. The brokerage suggested investors could look at these companies ahead of earnings from other hyperscalers. Microsoft is scheduled to report results on July 29, followed by Amazon on July 30. Lumentum shares gained after Barclays also upgraded the stock to Overweight, citing strong demand for the company's optical and laser components used in AI data centers. Barclays also assigned a $1,000 price target while pointing to expectations ahead of Lumentum's fiscal fourth-quarter earnings in August. Lumentum stock LITE gained 1.8% on Thursday's session. Lumentum has increasingly positioned itself as a beneficiary of the AI infrastructure boom by expanding its portfolio of optical and photonic technologies. According to Seeking Alpha analysts, the company has diversified beyond legacy telecommunications markets through acquisitions including Oclaro, NeoPhotonics, IPG Photonics and Cloud Light Technology. These deals have expanded Lumentum's exposure to cloud computing, AI, machine learning and high-speed optical networking. The company reported that its Cloud & Networking segment accounted for 85.7% of fiscal 2025 revenue, up from 58.9% in fiscal 2022 under its previous Telecom and Datacom reporting structure. The analysts also highlighted several long-term growth opportunities, including Optical Circuit Switches, expanding optical scale-out deployments and the anticipated transition toward optical scale-up architectures beginning in 2028. Lumentum reported fiscal third-quarter 2026 revenue of $808.4 million, up 90.1% year over year, supported by accelerating laser sales tied to AI infrastructure demand. Looking ahead, the analysts said broader adoption of Co-Packaged Optics for application-specific integrated circuits could drive additional demand for Lumentum's next-generation ultra-high-power lasers beginning in 2027. At the same time, the experts warned that Lumentum continues to face execution risks, including elevated debt levels, uneven cash generation and shortages of critical components that could affect future capacity expansion.
	Saved 2026-07-17 15:43 8d ago Published 2026-07-17 10:26 8d ago	Lumentum hlásí rekordní dodávky laserových čipů Lumentum hlásí rekordní dodávky laserových čipů: výnosy z 200G EML se mezikvartálně více než zdvojnásobily a celkové dodávky meziročně vzrostly dvojnásobně. Firma očekává, že objem EML poroste o více než 50 % do prosincového čtvrtletí 2026. LITE Lumentum Holdings	FMP Stock News	86
Original source text Key Takeaways Lumentum's 200G EML revenues more than doubled sequentially as total laser-chip shipments doubled YoY.EML unit volumes are expected to grow over 50% by December 2026, supported by expanded InP fab capacity.CPO laser chips could generate meaningful revenues by late 2026, backed by a major purchase order. Lumentum Holdings (LITE - Free Report) is well positioned to accelerate revenue growth as surging AI infrastructure investments drive record demand for its laser chips, a critical building block of high-speed optical networking. In third-quarter fiscal 2026, the company delivered record EML (electro-absorption modulated laser) shipments, with 200G EML revenues more than doubling sequentially and total laser chip shipments doubling year over year. Management also expects EML unit volumes to grow more than 50% by the December 2026 quarter, underscoring strong customer demand. The opportunity extends beyond shipment growth. Lumentum's laser chips are increasingly powering 800G and upcoming 1.6T optical transceivers, while internal deployment of its continuous-wave (CW) lasers enhances vertical integration and captures more value across the optical networking stack. Meanwhile, with the production capacity of its wafer fab in Japan fully allocated, the company has acquired a fifth Indium Phosphide (InP) fab to expand production capacity and meet the demand for future growth. Lumentum's next growth wave could come from co-packaged optics (CPO), where ultra-high-power laser chips are on track for meaningful revenue generation by late 2026, supported by a multi-hundred-million-dollar purchase order and collaborations with multiple customers. Strong forward guidance further supports the continued growth of laser chips. Lumentum expects fourth-quarter fiscal 2026 revenues in the range of $960 million to $1.01 billion, up sequentially, reflecting sustained demand. The company also projects non-GAAP operating margins of 35%-36%, suggesting that higher laser chip shipments and a richer product mix should continue driving both revenue growth and profitability. How Lumentum Stacks Up to CompetitorsLumentum competes directly with Applied Optoelectronics, Inc. (AAOI - Free Report) in AI optical networking as both target hyperscale AI deployments with high-speed transceivers and laser technologies. Applied Optoelectronics emphasizes vertically integrated laser manufacturing, rapid 800G/1.6T capacity expansion and CPO-ready external laser sources. Applied Optoelectronics expects AI demand to exceed production through 2027, while Lumentum counters with broader laser-chip, optical switching and scale-across photonics leadership. On the other hand, Broadcom Inc. (AVGO - Free Report) competes with Lumentum across AI optical networking, photonics and co-packaged optics for hyperscale AI clusters. Broadcom combines Ethernet switching, DSPs, EML lasers and CPO leadership with deep hyperscaler partnerships and massive AI infrastructure investments. Broadcom benefits from unmatched networking scale, while Broadcom faces Lumentum's strengths in laser chips, optical components and scale-out/scale-across photonic systems. LITE’s Share Price Performance, Valuation & EstimatesShares of Lumentum have surged 117.5% in the past six months, outperforming the broader Zacks Computer and Technology sector’s growth of 12.1%. LITE’s 6-Month Price Performance Image Source: Zacks Investment Research From a valuation standpoint, LITE trades at a forward price-to-earnings ratio of 38.62, above the industry’s average of 37.2. LITE carries a Value Score of D. LITE’s Valuation Image Source: Zacks Investment Research The Zacks Consensus Estimate for Lumentum’s fiscal 2027 earnings is pegged at $18.07 per share, implying a year-over-year increase of 121.15%. The EPS estimates for fiscal 2027 have risen in the past 60 days. Image Source: Zacks Investment Research Lumentum stock carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
	Saved 2026-07-07 15:51 18d ago Published 2026-07-07 11:31 18d ago	Lumentum rozšiřuje své portfolio CPO pro AI infrastrukturu Lumentum rozšiřuje své portfolio co-packaged optics (CPO) pro AI infrastrukturu a podle plánu vyrábí ultra-výkonné laserové čipy. CPO a OCS mají s rostoucím nasazením přinášet dodatečné příjmy. LITE Lumentum Holdings	FMP Stock News	78
Original source text Key Takeaways Lumentum is expanding CPO as a potential long-term growth driver for AI infrastructure.LITE is scaling ultra-high-power laser chips, with production progressing on schedule.Lumentum's AI portfolio includes pump lasers, EML chips, cloud transceivers and OCS. Lumentum Holdings (LITE - Free Report) is expanding its co-packaged optics (CPO) portfolio, positioning the technology as a potential long-term growth driver as AI infrastructure investments accelerate. The company expects CPO, alongside Optical Circuit Switches (OCS), to contribute incremental revenues as commercial deployments ramp, supporting both revenue and earnings growth. The company is scaling production of ultra-high-power laser chips specifically designed for CPO applications, with manufacturing progressing on schedule and commercial contributions expected to increase as deployments expand. These investments build on Lumentum's leadership in optical components, allowing it to leverage its expertise in semiconductor lasers and photonic technologies rather than entering an entirely new market. Beyond CPO, the strategy complements Lumentum's broader AI networking portfolio, including pump lasers, narrow-linewidth laser assemblies, EML laser chips, cloud transceivers and OCS, strengthening its position across multiple layers of next-generation AI data-center infrastructure. The opportunity is supported by structural industry trends. As hyperscale AI clusters become larger and more power-intensive, traditional electrical interconnects face bandwidth and energy-efficiency limitations, increasing the need for optical technologies such as CPO. Lumentum's ongoing investments in manufacturing capacity and high-performance laser technologies position it to benefit as customers transition toward these advanced architectures. If adoption accelerates as expected, CPO could emerge as another significant growth engine alongside Lumentum's fast-growing AI networking business, supporting the company's robust growth outlook. The Zacks Consensus Estimate projects revenues to increase 81.9% in fiscal 2026 and 86.4% in fiscal 2027 year over year. Lumentum's Rivals in Co-Packaged OpticsMarvell Technology (MRVL - Free Report) competes with Lumentum through its broad silicon photonics platform, supporting both CPO and NPO architectures. MRVL leverages partnerships, Tier 1 hyperscaler engagements and multiple photonic technologies to capture scale-up networking opportunities. While Lumentum focuses on laser chips and CPO modules, MRVL distinguishes itself through integrated interconnect, switching, and custom silicon capabilities, thereby strengthening its position in AI infrastructure. Broadcom Inc. (AVGO - Free Report) rivals Lumentum by combining CPO with Ethernet switching, DSPs, CW and EML lasers, offering an end-to-end AI networking platform. AVGO positions its CPO portfolio as the industry standard while benefiting from leadership in networking silicon and hyperscaler relationships. Compared with Lumentum's laser-focused strategy, AVGO gains scale through tightly integrated semiconductor and networking solutions. It continues expanding this advantage. LITE’s Share Price Performance, Valuation & EstimatesShares of Lumentum have skyrocketed 700% over the past year, outperforming the Zacks Communication - Components industry’s appreciation of 304.8% and the broader Computer and Technology sector’s growth of 35%. LITE’s One-Year Price Performance Image Source: Zacks Investment Research From a valuation standpoint, LITE trades at a forward price-to-earnings ratio of 40.61, below the industry’s average of 44.03. LITE carries a Value Score of F. LITE’s Valuation Image Source: Zacks Investment Research The Zacks Consensus Estimate for Lumentum’s fiscal 2027 earnings is pegged at $17.81 per share, suggesting robust year-over-year growth of approximately 118.77%. Notably, earnings estimates have moved higher over the past 30 and 60 days, reflecting improving analyst confidence in the company's growth outlook. Image Source: Zacks Investment Research Lumentum stock sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
	Saved 2026-07-07 15:51 18d ago Published 2026-07-07 11:46 18d ago	Lumentum vzrostl o 700 % díky poptávce po AI Lumentum za rok vystřelil o 700 % díky silné poptávce po AI a cloudové optice. Firma zároveň uvádí silnou hotovost a rostoucí odhady zisku. LITE Lumentum Holdings	FMP Stock News	78
Original source text Key Takeaways Lumentum shares soared 700% in a year, far outpacing its industry and key optical peers.AI and cloud demand is driving optical connectivity, Components momentum, CPO and OCS growth.Strong cash, rising estimates and premium valuation support LITE as a growth-oriented buy. Lumentum Holdings’ (LITE - Free Report) shares have delivered extraordinary gains over the past year, soaring 700%, far outpacing the industry's 304.8% rally and the broader Zacks Computer and Technology sector's 35% growth. Lumentum's gains have also significantly exceeded those of key industry peers, including Ciena (CIEN - Free Report) , Corning (GLW - Free Report) and Viavi Solutions (VIAV - Free Report) . The industry's strong momentum has been mirrored in stellar stock performance, with Ciena, Corning and Viavi Solutions gaining 452.8%, 270.1% and 312.2%, respectively, over the same period. The remarkable growth has been driven by surging AI and cloud infrastructure demand, which has accelerated the adoption of its optical connectivity solutions. The company is also benefiting from exceptional momentum in its Components business, supported by strong demand for AI networking products. Investor confidence has further strengthened as Lumentum expands its portfolio of next-generation optical networking technologies, including Co-Packaged Optics (CPO) and Optical Circuit Switches (OCS), which are expected to become important long-term growth drivers. LITE’s One-Year Price Performance Image Source: Zacks Investment Research Following such an exceptional run, investors might be wondering whether the stock remains an attractive investment or if the optimism surrounding its prospects is already priced in. Let's examine Lumentum’s fundamentals, growth prospects and valuation. LITE Benefits From Strong AI and Cloud Infrastructure DemandLumentum is benefiting from the rapid expansion of AI and cloud infrastructure, as hyperscalers continue investing heavily in next-generation optical networking to support increasingly complex AI workloads. Demand remains broad across transceivers, EML laser chips and data center interconnect (DCI) components, while shipments of narrow-linewidth laser assemblies grew for the ninth consecutive quarter and pump laser shipments increased 80% year over year in the third quarter of fiscal 2026. As hyperscalers build larger AI clusters, they are increasingly adopting distributed "scale-across" architectures that require high-bandwidth optical interconnects between data centers, creating a long runway for Lumentum's pump lasers, wavelength-selective switches (WSS) and precision laser technologies. The long-term opportunity extends well beyond current demand. Lumentum is ramping 1.6T transceivers, expanding ultra-high-power laser production for co-packaged optics (CPO) and advancing optical circuit switching (OCS), supported by a multi-year, multi-billion-dollar purchase agreement. Several AI-focused products remain supply-constrained and effectively sold out, highlighting demand that exceeds current manufacturing capacity. Management also emphasized that scale-up CPO — its largest long-term growth driver — is still in its early stages, while cloud modules, EML lasers and scale-across products continue to gain momentum. These factors position Lumentum to benefit from sustained AI infrastructure spending and support continued revenue growth, margin expansion and long-term earnings potential. LITE's Financial Strength Supports Long-Term GrowthLumentum's strong financial position provides the flexibility to continue investing for long-term growth while capitalizing on the expanding opportunities in AI and cloud infrastructure. At the end of the third quarter of fiscal 2026, the company held $3.17 billion in cash, cash equivalents and short-term investments, an increase of more than $2 billion sequentially, primarily driven by the issuance of Series A Convertible Preferred Stock. The strengthened balance sheet equips Lumentum to fund capacity expansion, support strategic investments and maintain the manufacturing scale needed to meet rising demand for AI networking products. The company's financial strength is accompanied by improving operating performance and disciplined execution. Operating cash flow surged to $388.4 million during the first nine months of fiscal 2026, while record revenues, favorable product mix and higher manufacturing utilization drove meaningful gross and operating margin expansion. Management also continues to invest in critical research and development programs serving cloud and AI customers without compromising cost discipline, demonstrating the scalability of its business model. Driven by ample liquidity, rising profits and sustained investment in cutting-edge technologies — such as co-packaged optics (CPO), optical circuit switching (OCS) and high-speed optical components — Lumentum is well-positioned to execute its long-term growth strategy and capitalize on ongoing investment opportunities within the artificial intelligence (AI) infrastructure sector. LITE’s Healthy Capital ReturnsLumentum demonstrates strong profitability, as reflected by its trailing 12-month return on equity (ROE) of 36.22%, well above the industry average of 19.12%. A higher ROE indicates the company's ability to generate greater profits by efficiently utilizing shareholders' capital. Image Source: Zacks Investment Research LITE’s Strong Top- & Bottom-Line ProspectsThe Zacks Consensus Estimate for the company’s fiscal first quarter 2027 revenues is pegged at $1.13 billion, indicating a robust 112.3% year-over-year increase. For fiscal 2027, the top line is anticipated to rise 86.4% year over year. On the earnings front, the consensus estimate for fiscal first-quarter 2027 is pegged at $3.46 per share, reflecting a substantial 214.5% year-over-year increase, while fiscal 2027 earnings are expected to surge 118.7%. Notably, analysts have raised their earnings estimates for both the fiscal first quarter and full-year fiscal 2027 over the past 60 days. These upward estimate revisions underscore growing confidence in Lumentum's strong business model, expanding AI-driven growth opportunities and its ability to deliver sustained financial performance. LITE Deserves a Premium for Its Growth ProspectsThe company’s strong exposure to rapidly growing AI infrastructure markets, expanding demand for optical networking products and leadership in co-packaged optics (CPO), laser chips and cloud photonics technologies justify a premium valuation, as suggested by a Value Score of F. Lumentum is currently trading at a forward 12-month price-to-sales (P/S) ratio of 10.1X, well above both the broader technology sector and its industry peers. By comparison, the sector trades at 6.88X, while Ciena, Corning and Viavi Solutions trade at 8.35X, 8.32X and 5.47X, respectively. Price/Sales Ratio (F12M) Image Source: Zacks Investment Research LITE Stock: A Strong Buy for GrowthGiven Lumentum's impressive growth, strong financial position and expanding opportunities in AI and cloud infrastructure, we recommend a buy. The company has demonstrated strong profitability, supported by healthy returns on equity. Its leadership in optical networking technologies, including CPO, OCS and high-speed photonics, continues to drive growth. With ample liquidity and upward earnings estimate revisions, Lumentum is well positioned for sustained long-term growth. Although the stock commands a premium valuation, its fundamentals justify it, making LITE a strong buy for growth-oriented investors. LITE stock currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
	Saved 2026-07-01 16:07 24d ago Published 2026-07-01 10:46 24d ago	Lumentum hlásí rekordní tržby divize Components Lumentum ve 3. čtvrtletí fiskálního roku 2026 zvýšil tržby divize Components na rekordních 533,3 mil. USD, tedy 66 % celkových tržeb. Firma čeká, že ultra-výkonné laserové čipy a CPO začnou významně přispívat později v roce 2026. LITE Lumentum Holdings	FMP Stock News	86
Original source text Key Takeaways Lumentum's Components segment hit a record $533.3M, making up 66% of Q3 revenues.AI data-center demand drove record EML chip shipments and strong laser assembly growth.Ultra-high-power laser chips and CPO are expected to become meaningful contributors later in FY26. Lumentum Holdings’ (LITE - Free Report) component business is accelerating rapidly, positioning the company for continued revenue growth as AI-driven demand for optical networking solutions remains robust. In the third quarter of fiscal 2026, Lumentum's Components segment generated a record $533.3 million, accounting for 66% of total revenues, while revenues climbed 20.2% sequentially and 77.3% year over year, underscoring that components have become the primary engine of its business expansion. The strong performance was driven by record shipments of electro-absorption modulated laser (EML) chips, more than 120% year-over-year growth in narrow-linewidth laser assemblies and 80% growth in pump lasers, fueled by rising demand from hyperscale AI data centers. Management also noted that several high-growth component categories remain effectively sold out, while its Japan wafer fabrication capacity is fully allocated, indicating sustained customer demand and strong revenue visibility. Lumentum is also laying the groundwork for its next phase of growth through ultra-high-power laser chips and co-packaged optics (CPO), which management expects to become meaningful revenue contributors later in 2026. The richer mix of premium AI components helped lift non-GAAP operating margin to 32.2% in the reported quarter, demonstrating that the company is not only growing revenue but also improving profitability. Lumentum's recent updates underscore that optical components are becoming indispensable to next-generation AI infrastructure, with co-packaged optics emerging as another meaningful growth driver. As hyperscale cloud providers accelerate investments in AI networking, the company's expanding portfolio of advanced optical components is well positioned to capture this demand. Its increased fourth-quarter fiscal 2026 revenue guidance of $960 million-$1.01 billion further suggests that management expects the strong momentum in the Components segment to continue, strengthening LITE's long-term growth outlook. Lumentum Faces Stiff CompetitionLumentum faces stiff competition from Coherent Corp. (COHR - Free Report) and Applied Optoelectronics (AAOI - Free Report) as AI-driven demand for optical components, photonics and data center networking continues to accelerate. Coherent challenges Lumentum through broad photonics capabilities, 800G/1.6T transceivers, optical circuit switches and co-packaged optics. Coherent strengthens its edge with 6-inch indium phosphide production, long-term supply agreements and aggressive capacity expansion. The company also benefits from robust AI networking demand, expanding backlog and differentiated manufacturing scale. Applied Optoelectronics competes with Lumentum by scaling 800G and 1.6T transceivers, expanding U.S. manufacturing and leveraging in-house laser production. Applied Optoelectronics emphasizes automation, production flexibility and capacity growth to address accelerating AI infrastructure demand. It also targets co-packaged optics and hyperscale customers, reinforcing its long-term growth strategy. LITE’s Share Price Performance, Valuation & EstimatesShares of LITE have surged 132.8% year to date compared with the Computer and Technology sector’s growth of 18.2%. LITE’s YTD Price Performance Image Source: Zacks Investment Research From a valuation standpoint, LITE trades at a forward price-to-sales ratio of 22.26X, significantly higher than the sector’s average of 6.62X. LITE carries a Value Score of F. LITE’s Valuation Image Source: Zacks Investment Research The Zacks Consensus Estimate for LITE’s fiscal 2027 earnings implies year-over-year growth of 118.77%. The consensus estimate for fiscal 2027 has been revised upward in the past 30 days. Image Source: Zacks Investment Research Lumentum stock carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.