関連ニュース

Lumentum Holdings (LITE) is rated a buy, driven by strong growth prospects, especially from 2027 onward. LITE's optical division is well-positioned as data centers shift from copper to fiber optics, b

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 a

Lumentum NASDAQ: LITE CEO Michael Hurlston said the growing bandwidth requirements of artificial intelligence data centers are accelerating a shift from copper connections to optical technologies, cre

Lumentum Holdings Inc. (LITE) Presents at Deutsche Bank 2026 Technology Conference Transcript

Avanda Investment Management Pte. Ltd. acquired a new position in Lumentum Holdings Inc. (NASDAQ: LITE) during the second quarter, according to the company in its most recent Form 13F filing with the

Lumentum Holdings Inc.'s Q4 revenue surged 109% YoY to $1.01 billion, while Q1 guidance implies more than 130% growth. Gross margin reached 50.4% at roughly half the $2 billion quarterly revenue level

Lumentum Holdings Inc. (LITE) Q4 2026 Earnings Call Transcript

Next week brings another busy stretch for Wall Street, with investors set to digest a fresh round of earnings alongside several closely watched economic reports.

Lumentum Holdings is experiencing rapid AI infrastructure-driven growth, with profitability and free cash flow improving meaningfully. I set a free cash flow estimate of $500 million for fiscal 2027.

Lumentum's 15% pullback followed the Russell index removal and sector-wide profit taking rather than deteriorating AI optics demand or fundamentals. Concerns over co-packaged optics timing compressed