Why Lumentum Wins Over Coherent (For Now) [Seeking Alpha]
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: Seeking Alpha
Lumentum's Q2 FY26 revenue soared 65.5% y/y to $665.5M, with Systems sales and OCS order backlog exceeding $400M, supporting robust near-term growth. The networking industry is seeing a weighted deployment of optical solutions in scale-out vs scale-up networks, supporting Lumentum's laser components over Coherent's laser chips. While bullish on both LITE and Coherent, I expect Lumentum to outperform Coherent due to its dominant EML chip market position and stronger margin trajectory. Tim Robberts/DigitalVision via Getty Images Investment Thesis Late last month, I published a post on Lumentum Holdings (NASDAQ: LITE ) advocating my bullish stance on the company after reviewing reports of this hyperscaler advancing their optical roadmap in This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article mys
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LITE
News
- Lumentum: AI's Hidden Bottleneck Winner [Seeking Alpha]Seeking Alpha
- Lumentum (NASDAQ:LITE) had its price target raised by analysts at Mizuho from $525.00 to $645.00. They now have an "outperform" rating on the stock.MarketBeat
- Is Lumentum Holdings (LITE) Still Attractive After A 73.6% Monthly Surge? [Yahoo! Finance]Yahoo! Finance
- Lumentum's AI Optics Contract Puts Earnings Quality And Risks In Focus [Yahoo! Finance]Yahoo! Finance
- Lumentum Holdings (LITE) Is Up 15.7% After AI-Driven Beat And Revenue Guidance Hike - What's Changed [Yahoo! Finance]Yahoo! Finance
LITE
Earnings
- 2/3/26 - Beat
LITE
Sec Filings
- 2/18/26 - Form 4
- 2/18/26 - Form 4
- 2/18/26 - Form 4
- LITE's page on the SEC website