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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.
Coherent (NYSE:COHR) shares climbed 5. 7% in premarket trading to $347.
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?
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.
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.
MACOM Technology's Q3 fiscal 2026 earnings and revenues beat estimates as broad-based growth, led by data center demand, lifts sales 35.8%.
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 $250.
The S&P 500 Index ($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...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.25%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.17%. June E-mini S&P futures (ESM26 ) are up +0.29%, and June E-mini Nasdaq futures...
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.
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.
Moby summary of Lumentum Holdings Inc.'s Q3 2026 earnings call
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
Lumentum (LITE) delivered earnings and revenue surprises of +5.74% and +0.37%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Lumentum stock fell amid fiscal Q3 earnings that topped estimates while revenue boomed but slightly missed Wall Street targets.
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