Mizuho Picks Nvidia, Broadcom, Lumentum as Top AI Chip Stocks for 2026 [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
Nvidia ( NASDAQ:NVDA ), Lumentum ( NASDAQ:LITE ), and Broadcom ( NASDAQ:AVGO ) as its top picks. The firm points to strength in AI accelerators, optical networking, and advanced chips as major drivers for these names. Warning! GuruFocus has detected 5 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator. Nvidia benefits from continued GPU and custom AI chip sales, while Broadcom sees growth from its diversified semiconductor portfolio. Lumentum is positioned to gain from faster AI networking speeds, including 800G and 1.6T technologies. Beyond the top picks, Mizuho also flagged Microchip Technology (MCHP) and Lam Research (LRCX) as additional companies to watch. The firm expects demand for wafer fab equipment and memory to remain strong, benefiting Micron (MU) and SanDisk (SNDK), particularly as AI data center requirements grow. However, Mizuho cautioned on sectors like autos, analog chips, PCs, and smartphones, citing weaker dema
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News
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- A Look At Lumentum Holdings (LITE) Valuation After AI Optics Hype And Pre Earnings Analyst Optimism [Yahoo! Finance]Yahoo! Finance
- Is It Too Late To Consider Lumentum Holdings (LITE) After A 5x Three Year Surge? [Yahoo! Finance]Yahoo! Finance
- Mizuho names 3 core chip stocks and 2 outperformers for 2026 [Yahoo! Finance]Yahoo! Finance
LITE
Earnings
- 11/4/25 - Beat
LITE
Sec Filings
- 1/5/26 - Form 4
- 1/5/26 - Form 8-K
- 12/30/25 - Form 4
- LITE's page on the SEC website