These Nvidia Partner Stocks Are Getting a Boost After GTC Keynote [Yahoo! Finance]
Lumentum Holdings Inc. (LITE)
Last lumentum holdings inc. earnings: 2/4 07:30 am
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investor.lumentum.com/investors/default.aspx
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Source: Yahoo! Finance
Coherent, Lumentum, Corning, Fabrinet, and Amphenol are some of the companies that could be poised to benefit from ties to the chipmaker, JPMorgan analysts said. The analysts said Huang soothed concerns about the trajectory of AI spending with projections that data center capital expenditures could exceed $1 trillion by 2028. While Nvidia's ( NVDA ) stock made modest gains Wednesday in the wake of CEO Jensen Huang's keynote Tuesday, shares of several partners surged on expectations they could benefit from ties to the chipmaker. Coherent ( COHR ), which produces components used in data centers, saw its stock jump close to 7%, while shares of server maker Supermicro ( SMCI ) and Amphenol ( APH ), which makes copper cables for
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News
- Lumentum Selected as an NVIDIA Silicon Photonics Ecosystem Partner to Advance AI Networking at Scale [Yahoo! Finance]Yahoo! Finance
- Lumentum Selected as an NVIDIA Silicon Photonics Ecosystem Partner to Advance AI Networking at ScaleBusiness Wire
- Here's Why Lumentum Holdings (LITE) Rose in Q4 [Yahoo! Finance]Yahoo! Finance
- Lumentum Holdings Inc. (NASDAQ: LITE) was upgraded by analysts at BNP Paribas from a "neutral" rating to an "outperform" rating. They now have a $92.00 price target on the stock.MarketBeat
- Lumentum to Host Investor Briefing at OFC 2025 [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