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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.
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.
(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider’s earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes U
Two AI optics darlings that posted triple-digit gains this year are suddenly selling off hard, and the reason has less to do with bad news than with what investors are bracing for this week.
ACM Research's Q2 earnings and revenues beat estimates, while strong orders and new products support growth and lifted 2026 guidance.
Lumentum is set to report earnings Tuesday afternoon, with traders anticipating a big swing in the optical and photonic products maker’s stock.
LITE heads into fiscal Q4 earnings with strong AI optics demand and a 1.6T transceiver ramp, though supply constraints could limit upside.
nLIGHT's Q2 2026 earnings and revenues beat estimates as record aerospace and defense demand fueles strong product sales and margin gains.
TEAM tops Q4 earnings and revenue estimates as subscription, cloud and AI platform growth fuel enterprise momentum and support fiscal 2027 outlook.
MACOM Technology's Q3 fiscal 2026 earnings and revenues beat estimates as broad-based growth, led by data center demand, lifts sales 35.8%.
Veeco Instruments tops Q2 earnings and revenue estimates as AI-driven demand, strong orders and customer engagement fuel growth despite margin pressure.
Investing.com -- Mizuho highlighted an optical components maker in a note Tuesday, telling investors it would be a buyer of the company ahead of its fiscal fourth-quarter results on Aug. 11.
Lumentum Holdings will release its fourth-quarter earnings next month, and analysts anticipate a robust triple-digit bottom-line growth.
Investing.com -- Barclays turned more selective on U.S. semiconductor stocks ahead of the second-quarter earnings season, upgrading Lumentum Holdings while downgrading Allegro MicroSystems and Penguin Solutions, saying strong artificial intelligence-related gains have left limited room for further upside across much of the sector.
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.
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