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 are overstated, Raymond James noted. Coherent and Lumentum possess critical technologies across VSCEL, SiPh, and EML-based transceivers and CPO chiplets. Both companies are among a small group capable of supplying CPO components in volume. Pluggable t
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News
- Has Lumentum's AI Driven 296% Surge in 2024 Pushed Its Valuation Too Far? [Yahoo! Finance]Yahoo! Finance
- Is Lumentum (LITE) Overextended? Reviewing Valuation After a 274% Year-to-Date Surge [Yahoo! Finance]Yahoo! Finance
- Jim Cramer on Lumentum (LITE): “I Don't Want You to Be in It” [Yahoo! Finance]Yahoo! Finance
- Lumentum (NASDAQ:LITE) was given a new $304.00 price target on by analysts at Morgan Stanley.MarketBeat
- Will Lumentum (LITE) Board Refresh Sharpen Its AI Cloud Optics Strategy? [Yahoo! Finance]Yahoo! Finance
LITE
Earnings
- 11/4/25 - Beat
LITE
Sec Filings
- 12/15/25 - Form 8-K
- 11/24/25 - Form 8-K
- 11/21/25 - Form 4
- LITE's page on the SEC website