Raymond James upgrades Coherent, Lumentum on AI demand surge [Yahoo! Finance]
Lumentum Holdings Inc. (LITE)
Last lumentum holdings inc. earnings: 2/4 07:30 am
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Source: Yahoo! Finance
The firm sees concerns over Co-Packaged Optics (CPO) as overblown, which had previously pressured both stocks. “With Coherent and Lumentum stocks under pressure into the OFC trade show this year, we anticipate greater clarity on CPO and the market opportunity overall could provide a positive catalyst,” analyst said. Raymond James projects AI backend transceiver sales to reach $22.2 billion by 2030, reflecting a 30% compound annual growth rate (CAGR) from 2024 levels. Given Nvidia's roadmap and increased 800G demand, analyst at Raymond James now model 15 million units in 2025, adding that both companies are well-positioned to benefit as core suppliers in Nvidia's ecosystem. Concerns about CPO disrupting pluggable transceivers a
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News
- Lumentum to Showcase Cutting-Edge Optical Innovations for Cloud, AI, and Networking Infrastructure at OFC 2025 [Yahoo! Finance]Yahoo! Finance
- Lumentum to Showcase Cutting-Edge Optical Innovations for Cloud, AI, and Networking Infrastructure at OFC 2025Business Wire
- Lumentum Optical Circuit Switch to Improve Next-Generation AI Data Center Scalability [Yahoo! Finance]Yahoo! Finance
- Lumentum Optical Circuit Switch to Improve Next-Generation AI Data Center ScalabilityBusiness Wire
- Why Is Coherent (COHR) Stock Soaring Today [Yahoo! Finance]Yahoo! Finance
LITE
Earnings
- 2/6/25 - Beat
LITE
Sec Filings
- 2/28/25 - Form SCHEDULE
- 2/24/25 - Form 4
- 2/20/25 - Form 4
- LITE's page on the SEC website