The Optical AI Boom's Biggest Winners: 3 Under-the-Radar Stocks Fueling the Revolution [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
the company to double InP capacity by end-2026 as Q1 guidance projects sequential growth to $26-28M in revenue. Lumentum Holdings (LITE) ships optical components with fiscal Q2 revenue up 65.5% year-over-year to $665.5M, backed by a $2B Nvidia partnership and $400M+ backlog in optical circuit switches sold out through 2027, targeting a $2B quarterly run rate within two years. Lightwave Logic (LWLG) develops electro-optic polymers for silicon photonics with four Stage 3 design-win customers, a Tower Semiconductor partnership, and $70M in cash runway, positioned for 2027 production ramp. Data centers are shifting from copper to optical photonics to handle explosive AI workload growth, and these three companies control the critical infrastructure—substrates, components, and next-generation modulators—that make that transition possible. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE Artificial intelligence isn't just a software story anymor
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News
- Should iShares S&P Mid-Cap 400 Growth ETF (IJK) Be on Your Investing Radar? [Yahoo! Finance]Yahoo! Finance
- Is Tower Semiconductor Ltd. (TSEM) A Good Stock To Buy Now? [Yahoo! Finance]Yahoo! Finance
- Assessing Lumentum Holdings (LITE) Valuation After Nvidia's US$2b AI Data Center Optics Partnership [Yahoo! Finance]Yahoo! Finance
- SCHA vs. ISCB Comes Down to Sector Tilt and Your Drawdown Tolerance [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- SCHA vs. ISCB Comes Down to Sector Tilt and Your Drawdown Tolerance [Yahoo! Finance]Yahoo! Finance
LITE
Earnings
- 2/3/26 - Beat
LITE
Sec Filings
- 4/24/26 - Form SCHEDULE
- 4/8/26 - Form 8-K
- 3/27/26 - Form SCHEDULE
- LITE's page on the SEC website