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0 3.95061728395417E-05 0.000673400673400699 0.00461279461279463 0.00101010101010098 0.00280583613916947 0.00290684624017961 0.000280583613916947
Stock impact report

Lumentum Holdings Inc. (LITE): Light-Based AI Networking Is New Big Thing [Yahoo! Finance]

Lumentum Holdings Inc. (LITE) 
Last lumentum holdings inc. earnings: 2/4 07:30 am Check Earnings Report
Company Research Source: Yahoo! Finance
Lumentum Holdings Inc. (NASDAQ:LITE) stock has been in the headlines recently after the company announced a multi-year deal for Optical Circuit Switching (OCS) products worth billions of dollars during the Optical Fiber Communication Conference 2026. Analysts at Stifel and JPMorgan have indicated that this deal likely involves a Magnificent Seven hyperscaler, widely rumored to be Google or Amazon, looking to bypass traditional electrical switches for faster, light-based networking. In addition to this blockbuster announcement, the firm also continues to execute financially across all important metrics. Piper Sandler Maintains Overweight Rating on Blue Owl Capital (OWL) In Q2 2026, Lumentum Holdings Inc. (NASDAQ:LITE) reported an EPS of $1.67, beating the consensus estimate of $1.23 by 35.8%. Quarterly revenue reached $665.5 million, a 65.5% year-over-year increase. Non-GAAP operating margins expanded by over 1,500 basis points in late 2025, signaling that Lumentum is becoming sig Show less Read more
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