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How Nvidia Stock Can Hit $300 After Earnings
Barrons.com86d agoneutral
How Nvidia Stock Can Hit $300 After Earnings

Nvidia stock has lost some momentum recently, but analysts believe the chip maker can reassert its dominance in artificial-intelligence processors when fiscal first-quarter earnings arrive this week. D.A. Davidson analyst Gil Luria also raised his target price to $300, from $250.

Lumentum AI pivot triggers massive Nasdaq 100 shakeup
TheStreet92d agoneutral
Lumentum AI pivot triggers massive Nasdaq 100 shakeup

Some companies spend decades on the Nasdaq without ever cracking the inner circle. Then one Friday afternoon, an announcement changes everything. That very scenario just happened to Lumentum Holdings (LITE). Nasdaq announced it would replace CoStar Group (CSGP) with Lumentum in the Nasdaq-100 Index ...

Paging Dr. Copper — Heard on the Street Monday Recap
The Wall Street Journal93d agoneutral
Paging Dr. Copper — Heard on the Street Monday Recap

President Trump said the cease-fire was on “massive life support." The S&P 500 added 0.2% and the Nasdaq Composite rose 0.1%. The Dow Jones Industrial rose 95 points, or 0.2%. Shares of Lumentum Holdings led the S&P 500, surging more than 16%, with Coherent and Corning also up double-digits.

Paging Dr. Copper — Heard on the Street Recap
The Wall Street Journal93d agoneutral
Paging Dr. Copper — Heard on the Street Recap

President Trump said the cease-fire was on “massive life support." The S&P 500 added 0.2% and the Nasdaq Composite rose 0.1%. The Dow Jones Industrial rose 95 points, or 0.2%. Shares of Lumentum Holdings led the S&P 500, surging more than 16%, with Coherent and Corning also up double-digits.

Stocks Settle Higher on Strong Earnings
Barchart93d agoneutral
Stocks Settle Higher on Strong Earnings

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.19%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.29%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...

First Lumentum, Now Coherent. Why Earnings Aren’t Boosting the AI Laser Stock.
Barrons.com98d agoneutral
First Lumentum, Now Coherent. Why Earnings Aren’t Boosting the AI Laser Stock.

Coherent reported quarterly earnings that were in-line with Wall Street’s expectations, with gross margins increasing slightly. The optical networking company is benefiting from the artificial intelligence data center boom—but shares fell anyway. Coherent posted adjusted earnings of $1.41 a share for the fiscal third-quarter, compared to 91 cents a year ago and Wall Street’s $1.40 a share prediction.

Lumentum (LITE) Q3 2026 Earnings Transcript
Motley Fool98d agoneutral
Lumentum (LITE) Q3 2026 Earnings Transcript

The forward-looking statements provided during this call are based on Lumentum's reasonable beliefs and expectations as of today. Lumentum undertakes no obligation to update or revise these statements, except as required by applicable law.

Lumentum Q3 Earnings Call Highlights
MarketBeat99d agoneutral
Lumentum Q3 Earnings Call Highlights

Lumentum (NASDAQ:LITE) reported what President and CEO Michael Hurlston described as an “exceptional” fiscal third quarter of 2026, with revenue rising 90% year-over-year to a record $808 million, driven primarily by transceivers and laser chips. The company also posted significant profitability gai

Reuters99d agoneutral
Lumentum forecasts quarterly revenue above estimates on AI-driven demand

Lumentum Holdings forecast quarterly revenue above Wall Street expectations on Tuesday, ‌betting on strong demand for its high-speed ‌optical components that are crucial for artificial intelligence infrastructure. The ​company has been a beneficiary of massive capital spending by cloud giants on AI infrastructure. Its equipment is critical for transmitting vast amounts of data ‌at high speeds ⁠between servers in data center networks.