Lumentum CEO: sold out through end of 2027, no end in sight [Yahoo! Finance]
Lumentum Holdings Inc. (LITE)
Last lumentum holdings inc. earnings: 2/4 07:30 am
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investor.lumentum.com/investors/default.aspx
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Source: Yahoo! Finance
Q3 guidance projects $780M-$830M in revenue with 30-31% margins. Nvidia (NVDA) invested $2B in Lumentum and made a multibillion-dollar purchase commitment for optical components that connect AI data center infrastructure. Lumentum is completely sold out through end of 2027 because demand for optical and photonic components needed to connect GPU clusters in hyperscaler data centers is growing faster than supply can be manufactured, creating a structural constraint against an accelerating demand curve. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE 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. We see no end in sight." That's not a forecast. That's a filled order book. What Lumentum Actually Does Lumentum makes the optical and photonic components that move data inside and between AI
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News
- Lumentum Holdings (LITE) Sees Strong Analyst Optimism Following Earnings & NVIDIA Deal [Yahoo! Finance]Yahoo! Finance
- Should You Buy Coherent Stock Before It Joins the S&P 500 on March 23? [Yahoo! Finance]Yahoo! Finance
- Lumentum Thought Leaders to Present at OFC 2026Business Wire
- Why Lumentum (LITE) Is Down 5.3% After NVIDIA's US$2 Billion AI Optics Investment Deal [Yahoo! Finance]Yahoo! Finance
- Lazard Global Small Cap Equity Portfolio Q4 2025 Commentary [Seeking Alpha]Seeking Alpha
LITE
Earnings
- 2/3/26 - Beat
LITE
Sec Filings
- 3/3/26 - Form 4
- 3/2/26 - Form 4
- 3/2/26 - Form 8-K
- LITE's page on the SEC website