News

Lumentum (LITE) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Take shares of optical networking companies Lumentum and Coherent which are slipping after Marvell Technology reported earnings. The company, which designs custom chips and supplies optical networking technology, did everything right. Marvell is at the heart of the great AI date-center buildout.

The artificial-intelligence trade roared back to life on Thursday after Nvidia's medium-term guidance signaled that demand for chips should remain robust next year. Shares of Marvell Technology jumped 4% in premarket trading.

Li Auto (NASDAQ:LI) reported a second-quarter net loss as revenue and vehicle margins declined from a year earlier, while management outlined plans for new battery-electric vehicle launches, continued investment in proprietary technology and expansion into overseas markets. Total revenue for the se

Lumentum Holdings (LITE) is back in focus after its August 11 earnings release, which paired sharply higher quarterly and full year sales with a swing to a sizeable net loss and fresh revenue guidance. See our latest analysis for Lumentum Holdings. The share price of Lumentum Holdings has pulled back 10.55% over the past week and 4.84% over the past three months. However, the year-to-date share price return of 124.47% and very large 1-year total shareholder return suggest momentum has been...

Teradyne stock is in a base with a buy point of 487.91 as analysts raise their annual profit estimates. Figs and two more stocks are on watch.

On August 12, 2026, Coherent Corp. (NYSE:COHR) beat fourth-quarter earnings estimates and forecast first-quarter revenue and profit above expectations. Yet, its shares slipped 4% in extended trading. Lumentum Holdings Inc. (NASDAQ:LITE), a rival optical component maker, reported its results a day earlier, on August 11, 2026, with revenue guidance that CEO Michael Hurlston said would […]

Marvell Technology reports earnings this week but Wall Street desires more details on a recently announced agreement with Google.

Marvell Technology reports earnings this week but Wall Street desires more details on a recently announced agreement with Google.

ADI's Q3 revenues surge 40% and earnings top estimates, while strong margins and upbeat Q4 guidance signal continued momentum.

AI-driven optical connectivity demand accelerates shipments and margins to record levels.

A record-breaking quarter from Fabrinet sent its stock tumbling 20% and dragged the entire AI optical complex down with it, raising a question now rippling through Marvell, Coherent, and Amphenol shareholders: is this a one-day shakeout or a crack in the AI buildout thesis?

Shares of optical technology leaders Lumentum Holdings Inc. (NASDAQ:LITE) and Coherent Corp. (NYSE:COHR) experienced some action after the quarterly reports. During the August 12 episode of CNBC’s Mad Money, Jim Cramer highlighted the short-term disconnect between market trading dynamics and business fundamentals in the optical hardware space. He noted: Sometimes, even the best stocks get […]

AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.

Coherent beat earnings and revenue estimates and offered a stronger-than-expected outlook as demand for its optical-networking technology grows with AI infrastructure.

Coherent reported fourth-quarter results that exceeded analyst expectations, with adjusted earnings per share of $1.74 beating the consensus estimate of $1.62 by $0.12. Revenue reached $2.05 billion, surpassing the $1.98 billion estimate and marking a 34% increase YoY.

Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning, and Ciena sharply higher as analysts scramble to figure out whether the rally has legs or has already outrun reality.

Lumentum's Q4 earnings and revenues surge as cloud and AI demand drives record transceiver shipments and 1.6T product shipments begin.

SMCI posts a 315% earnings jump and 93% revenue growth, fueled by AI demand, record orders and a strong fiscal 2027 outlook.

AI infrastructure stocks jumped, with shares of AI server makers, optical-products companies, and neocloud providers moving higher.

LITE's Q4 call spotlights broadening AI optics demand, faster revenue growth and 1.6T and OCS ramps as newer drivers begin contributing.

Coherent (NYSE:COHR) shares climbed 5. 7% in premarket trading to $347.

Investor interest in photonics is rising as hyperscalers ramp AI spending, fueling expectations for a multi-year boom for optical connectivity tech providers.

Lumentum Holdings Inc (LITE) delivers eighth consecutive quarter of top-line growth, with non-GAAP gross margin crossing 50% ahead of schedule.

Lumentum (NASDAQ:LITE) reported fiscal fourth-quarter revenue of $1.01 billion, up 109% from a year earlier and 23% sequentially, as demand tied to AI data-center connectivity lifted sales of optical components and systems. The company said the quarter marked its eighth consecutive period of year-ov

Lumentum (LITE) delivered earnings and revenue surprises of +8.03% and +1.79%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Investing.com -- Lumentum Holdings Inc (NASDAQ:LITE) reported fiscal fourth quarter adjusted earnings per share of $3.23, beating the analyst estimate of $2.95 by $0.28. Revenue reached $1.01 billion, surpassing the consensus estimate of $984.57 million and marking a 109% increase from $480.7 million in the same quarter last year.

The optical networking company reports better-than-expected earnings and revenue for its fiscal fourth quarter.

Lumentum reported fiscal Q4 earnings and revenue that topped estimates while fiscal Q1 2027 guidance came in slightly above views.

AXT has surged over 350% this year riding the AI optical wave, but tonight Lumentum reports earnings and its commentary on next-generation datacenter connectivity could either validate that run or trigger another painful reversal for anyone exposed to the InP supply chain.