Jim Cramer Notes NVIDIA's Investment in Lumentum and Coherent and Highlights the “Better Performer” [Yahoo! Finance]
Lumentum Holdings Inc. (LITE)
Last lumentum holdings inc. earnings: 2/4 07:30 am
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US:NASDAQ Investor Relations:
investor.lumentum.com/investors/default.aspx
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Source: Yahoo! Finance
If you're looking for groups to buy into weakness as rising oil prices crush the stock market, you can do a lot worse than the data center suppliers. Later this month, two optical companies are joining the S&P 500: Coherent, which we spoke to earlier this week, and Lumentum. Now, both of them are getting $2 billion investment from NVIDIA, but Lumentum's been the better performer. It's up nearly 900% over the past 12 months, despite an 8% decline today as part of that broader tech-led sell-off. Stock market data. Photo by Burak The Weekender on Pexels Lumentum Holdings Inc. (NASDAQ:LITE) designs and sells optical and photonic products, including lasers and components, for cloud networking, data centers, and industrial applications. Cramer mentioned the stock during the March 9 episode and commented: Next, a week ago, we learned that NVIDIA was investing $2 billion apiece in a pair of fiber optic plays, Coherent and Lumentum. They both have a lot of exposure to AI infrastructure.
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LITE
News
- Lumentum (LITE) had its "buy" rating reaffirmed by Rosenblatt Securities. They now have a $900.00 price target on the stock.MarketBeat
- Lumentum Holdings Inc. (LITE) Discusses Illuminating the Networks of Tomorrow and Industry Trends Transcript [Seeking Alpha]Seeking Alpha
- Lumentum and Coherent Stocks Fall After Nvidia Signals Copper Preference [Yahoo! Finance]Yahoo! Finance
- Coherent, Marvell, Lumentum highlight new data center solutions at OFC [Seeking Alpha]Seeking Alpha
- “Multi-Year Shortages” Coming for Optical Suppliers, Says T. Rowe Price. Here's What That Means for LITE and CIEN [Yahoo! Finance]Yahoo! Finance
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