Lumentum Holdings Inc. (LITE)
Bull of the Day: Lumentum (LITE)
I last wrote about Lumentum ( LITE ) as the Bull of the Day on February 11 after the company delivered a very strong beat-and-raise quarter and shares launched to new highs near $600. Since then, LITE as etched more new highs near $800.
Lumentum's Next Move Is Bigger Than AI
Lumentum's (LITE) gross margins expanded from 32.3% to 42.5% YoY, driven by pricing power, improved utilization, and higher-value data center laser mix. Indium phosphide capacity is fully allocated, with 40% expansion pulled forward and EML supply contracted through 2027 under long-term agreements. OCS backlog exceeds $400 million with multi-customer demand, signaling structural integration into AI network architecture rather than cyclical component exposure.
With Lumentum (LITE) And Coherent (COHR) Surging, Onto Innovation (ONTO) Could Be Next
Summary: With several optics-related stocks having already surged dramatically, investors are wondering if there are still any great plays to take advantage of.
Lumentum Just Joined the S&P 500: What Could Keep the Huge Rally Going and What Could End It
Lumentum (NASDAQ: LITE) closed at $801.99 on March 24, 2026, capping a 989.2% one-year gain.
Lumentum vs. Amphenol: Which AI Connectivity Stock is the Better Buy?
LITE's AI-driven demand surge, expanding backlog and rapid product upgrades position it ahead of APH in data center connectivity.
Lumentum's OCS & CPO Strength Reflects Broader Demand: What's Ahead?
LITE's push into OCS and CPO positions it to ride booming AI-driven optical demand as hyperscale data centers accelerate the shift from copper.
Lumentum (LITE) Surges 7.9%: Is This an Indication of Further Gains?
Lumentum (LITE) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
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Why Lumentum Is A Buy Despite The Run-Up
Lumentum (LITE) surged after unveiling advanced AI data center networking solutions at OFC 2026, including a 1.6T DR4 OSFP transceiver and high-power lasers. LITE raised its long-term outlook, targeting a $2B quarterly revenue run rate and benefiting from Nvidia's $2B investment in key optical segments. Seeking Alpha's Quant system rates LITE a strong buy with a 4.99/5.00 score, driven by robust growth metrics and upward analyst revisions.
Lumentum's new revenue forecast further fuels one of the market's hottest stocks
The company is targeting a massive $2 billion quarterly revenue run rate within two years, driven by increasing demand for optical solutions for advanced AI workloads.
Lumentum Holdings Inc. $LITE Holdings Cut by Analog Century Management LP
Analog Century Management LP lessened its stake in shares of Lumentum Holdings Inc. (NASDAQ: LITE) by 24.5% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 685,710 shares of the technology company's stock after selling 222,425 shares during the period.
Lumentum CEO: sold out through end of 2027, no end in sight
Lumentum Holdings ( NASDAQ:LITE ) CEO Michael Hurlston went on live television and said something you almost never hear from a public company executive: “We're sold out really until the end of 2027.
