Applied Optoelectronics Zooms 13% Higher on Pivotal Quarterly Print; Coherent Advances 13%, Lumentum Adds 8%
Applied Optoelectronics reported second-quarter 2026 GAAP revenue of $191.9 million, versus $103 million in the 2025's second quarter.
LITE - Lumentum Holdings Inc.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$1,082.67
DETAILS
HIGH:
$1,270.00
LOW:
$900.00
MEDIAN:
$1,100.00
CONSENSUS:
$1,082.67
UPSIDE:
22.51%
Stock News
The Trump Administration Could Soon Create the ‘Mother of All' AI Bottlenecks. These Stocks Could Soar.
China controls more than 50% of the global transceiver market, and the Federal Communications Commission is drafting a measure to bar imports of new Chinese optical transceivers, with officials hoping to publish the rule this year.
Lumentum: You Snooze, You Lose
Lumentum Holdings Inc. remains well positioned ahead of its upcoming fiscal Q4 earnings as agentic AI drives greater demand for high-bandwidth, low-latency optical networking. Expanding scale across deployments should provide an additive growth tailwind alongside continued momentum in its optical scale-out portfolio and emerging OCS ramp. Tight laser supply and a sold-out pump laser portfolio are expected to underpin further ASP upside, supporting revenue visibility and further margin expansion.
AI ETFs: Memory & Photonics Move Into Focus
Key Takeaways: AI investing is broadening beyond processors to memory and photonics, which address critical data storage and connectivity bottlenecks. Both memory and photonics ETFs offer targeted access to global leaders, but concentrated holdings can amplify both opportunity and volatility.
Buy These 2 High-Flying AI-Led Photonics Stocks With More Room to Grow
CRDO and LITE are riding AI-driven demand for photonics, with growth outlooks, expanding optical portfolios and bullish revenue targets.
Lumentum Stock Soars on Trump's Ban of Chinese Components
Lumentum Holdings Inc. (NASDAQ:LITE) shares are jumping Tuesday after Reuters reported the Trump administration is quietly developing a prohibition on imports of new Chinese optical transceiver models. Here's what you need to know.
Lumentum, Coherent Leads Networking Stocks Rally as Trump Considers Chinese Hardware Ban
Lumentum (LITE), Coherent (COHR) and Ciena (CIEN) climbed on Tuesday after a Reuters report said the Trump administration is preparing restrictions on Chinese-m
Wall Street Lunch: Ban Talk Lifts Networking Names
The U.S. is reportedly drafting a ban on Chinese optical transceivers, driving rallies in networking stocks like LITE, COHR, and CIEN. CoreCivic (CXW) secured a five-year ICE contract for a 1,600-bed facility, expected to generate $75M in annual revenue once fully operational.
Lumentum (LITE) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Lumentum (LITE) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Applied Optoelectronics Rockets 17%, Coherent Climbs 11%, Lumentum Gains 6% on Reported U.S. Ban of Chinese Optics
Shares of Applied Optoelectronics (NASDAQ:AAOI) are surging Tuesday morning, with the stock up 17% to $129.34 after a report that the U.S.
Marvell, Corning, and Lumentum Stocks Surge on Report of China Import Ban
Marvell stocck was rising along with Corning, Lumentum and Coherent following a report about plans to restrict Chinese data-center components.
Here's why Nvidia-backed Lumentum stock is jumping today
Lumentum stock jumped by over 13% in the premarket session after a highly bullish statement from Mizuho. LITE soared to $881, continuing a recovery that started on July 29 when it bottomed at $594.
Palantir, Coherent, Lumentum, ON Semi, and More Stocks That Explain Today's Market
The S&P 500 is on the brink of notching a record high as tech extends its recent rebound.
Lumentum: The AI Trade Isn't Dead, 90% Growth Could Prove It
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. LITE's valuation remains compelling at 112x forward free cash flow multiple, given expected revenue growth rates exceeding 90% y/y in early fiscal 2027.
Applied Optoelectronics and Coherent Gain 7%, Lumentum Adds 5% as Risk-On Feeling Spreads to Optics Stocks
Contact [email protected] for any questions or corrections.
Coherent Sinks 11%, Applied Optoelectronics Falls 10%, Lumentum Drops 9% as Traders Question AI Spending Spree
Shares of Coherent (NYSE:COHR | COHR Price Prediction) are down 11% to $241.62 midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock falling 10% to $87.89 and Lumentum (NASDAQ:LITE) stock off 9% to $644.56.
A New AI Shortage Is Coming. One CEO Just Predicted it Will Be “Bigger Than Memory.
With AI capex dominating market sentiment, tech leaders are tempting the bulls. Speaking at the RAISE Summit, Lumentum CEO Michael Hurlston warned that the next AI infrastructure bottleneck is indium phosphide (InP), a niche semiconductor material.
Castleark Management LLC Cuts Position in Lumentum Holdings Inc. $LITE
Castleark Management LLC decreased its stake in Lumentum Holdings Inc. (NASDAQ: LITE) by 97.5% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 770 shares of the technology company's stock after selling 30,383 shares during the period. Castleark Management LLC's holdings
Bank of Nova Scotia Decreases Stock Position in Lumentum Holdings Inc. $LITE
Bank of Nova Scotia cut its stake in Lumentum Holdings Inc. (NASDAQ: LITE) by 86.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,077 shares of the technology company's stock after selling 60,191 shares during the quarter.
Michael Hurlston Named Recipient of the 2026 Optica i4 Individual Achievement Prize
Lumentum Holdings Inc. (âLumentumâ) today announced that President and Chief Executive Officer Michael Hurlston has been selected to receive the 2026 Optica
Price Targets
Lumentum price target raised to $1,200 from $1,000 at Northland
$1200.00
(was $974.57)
Tim Savageaux
·
Northland Securities
Lumentum price target raised to $1,000 from $750 at Barclays
$1000.00
(was $944.28)
Tom O'Malley
·
Barclays
Lumentum price target raised to $960 from $455 at UBS
$960.00
(was $933.42)
David Vogt
·
UBS
Lumentum price target raised to $1,014 from $491 at Raymond James
$1014.00
(was $932.50)
Simon Leopold
·
Raymond James
Lumentum price target raised to $1,100 from $930 at Mizuho
$1100.00
(was $994.56)
Mizuho Securities
Lumentum price target raised to $1,200 from $900 at Jefferies
$1200.00
(was $994.56)
Blayne Curtis
·
Jefferies
Lumentum price target raised to $900 from $710 at Morgan Stanley
$900.00
(was $994.56)
Morgan Stanley
Lumentum price target raised to $1,100 from $800 at Stifel
$1100.00
(was $976.18)
Stifel Nicolaus
Lumentum initiated with a Buy at Rothschild & Co Redburn
$1270.00
(was $902.32)
Redburn Partners
Lumentum price target raised to $1,000 from $775 at Northland
$1000.00
(was $880.92)
Tim Savageaux
·
Northland Securities
Lumentum price target raised to $710 from $595 at Morgan Stanley
$710.00
(was $890.57)
Morgan Stanley
Lumentum (LITE) PT Raised to $800 at Stifel, to Benefit From Shift to Agentic AI
$800.00
(was $757.92)
Ruben Roy
·
Stifel Nicolaus
Lumentum price target raised to $520 from $420 at Morgan Stanley
$520.00
(was $660.00)
Morgan Stanley
Lumentum price target raised to $645 from $525 at Mizuho
$645.00
(was $537.02)
Mizuho Securities
Lumentum price target raised to $475 from $365 at Barclays
$475.00
(was $465.54)
Tom O'Malley
·
Barclays
Lumentum price target raised to $455 from $215 at UBS
$455.00
(was $445.20)
UBS
Lumentum price target raised to $480 from $400 at Stifel
$480.00
(was $483.59)
Stifel Nicolaus
Lumentum price target raised to $550 from $420 at Susquehanna
$550.00
(was $435.10)
Christopher Rolland
·
Susquehanna
Lumentum price target raised to $525 from $455 at Mizuho
$525.00
(was $435.10)
Vijay Rakesh
·
Mizuho Securities
Lumentum price target raised to $550 from $470 at Needham
$550.00
(was $435.10)
Ryan Koontz
·
Needham