“Multi-Year Shortages” Coming for Optical Suppliers, Says T. Rowe Price. Here's What That Means for LITE and CIEN [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
growth driven by optical circuit switches with backlog exceeding $400M and a multi-hundred-million-dollar co-packaged optics order due in 2027. Ciena ( CIEN ) reported Q1 FY2026 revenue of $1.427B, up 33.1% year-over-year, with direct cloud provider revenue surging 76% to represent 42% of total revenue and full-year guidance raised to $5.9B-$6.3B. As AI data center buildout scales, optical connectivity is becoming a supply chain bottleneck, positioning Lumentum and Ciena as critical suppliers to hyperscalers who face multi-year shortages in optical infrastructure. A recent study identified one single habit that doubled Americans' retirement savings and moved retirement from dream, to reality. Read more here A T. Rowe Price analyst recently said something worth paying close attention to if you're watching the AI infrastructure buildout. His focus wasn't on NVIDIA itself, but on what breaks first as the buildout scales. "I think there's areas like NAND for example, that's gone f
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LITE
News
- Lumentum (LITE) had its price target raised by Morgan Stanley from $520.00 to $595.00. They now have an "equal weight" rating on the stock.MarketBeat
- Lumentum Soars 12% — and NVIDIA's AI Boom Is a Big Reason Why [Yahoo! Finance]Yahoo! Finance
- 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
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