Lumentum Holdings Inc. (LITE)

NMS – Цена в реальном времени. Валюта: USD

932.71

+112.12 (13.66%)

Рынок открыт: Aug 12, 2026, 3:58 PM EDT

840.59

+20.00 (2.44%)

Предыдущая сессия: Aug 11, 2026, 7:59 PM EDT

11.08.2026

Cory Johnson on LITE "Crucial" Role in "Pedal to the Metal" AI Buildout

Lumentum (LITE) reports earnings after the close Tuesday, and Cory Johnson says the company makes "crucial components" that are "just as important" as semiconductors. While some push back against data center construction, he argues "there are zero signs" that it's impacting business momentum.

11.08.2026

AXT Slides Before Lumentum and Coherent Report Earnings This Week.

Shares of AXT (NASDAQ:AXTI) are drifting lower midday Tuesday, changing hands near $74 and roughly flat on the session.

11.08.2026

The Big 3: SMCI, CSCO, LITE

Marley Kayden and Rick Ducat dive into today's Big 3 by focusing on stocks that are reporting earnings this week. They discuss key headlines and technical analysis on Super Micro (SMCI), Cisco (CSCO), and Lumentum (LITE) ahead of their reports.

11.08.2026

As Lumentum gears up for earnings, here's a sign the optical trade is clawing back

The optical sector has heated up again ahead of earnings, judging in part by a new ETF that's exciting investors.

11.08.2026

“The Bottleneck Isn't the Chips Anymore”: Goldman Sachs Says These Are AI's Next Big Winners

Goldman Sachs Asset Management's Sung Cho, co-head of public technology investing, argues the AI trade is rotating away from the graphics processor cycle toward companies wiring AI together, specifically optical and fiber equipment makers.

10.08.2026

Coherent Falls 12%, Lumentum Drops 7% as AI Optics Stocks Cool Ahead of Earnings

Shares of Coherent (NYSE:COHR | COHR Price Prediction) are sliding midday Monday, with Coherent stock down 12% to $333.83 as traders take profits across the AI optics complex.

10.08.2026

Lumentum stock: Is the valuation too rich heading into Q4 results?

Lumentum stock continues to rebound, reaching its highest level since June 16 as investors await its upcoming earnings report, which is expected to provide further insight into the company's business performance amid ongoing valuation concerns. LITE surged to $920, representing a 56% gain from its lowest level this month.

Видео

11.08.2026

Positive

Cory Johnson on LITE "Crucial" Role in "Pedal to the Metal" AI Buildout

11.08.2026

Neutral

The Big 3: SMCI, CSCO, LITE

Lumentum Holdings Inc. (LITE)

Получите доступ ко всем премиум-функциям лучшего инструмента для анализа акций

Finranks

Компания

Контакты

Мы в соцсетях

Lumentum Holdings Inc. (LITE)

Cory Johnson on LITE "Crucial" Role in "Pedal to the Metal" AI Buildout

AXT Slides Before Lumentum and Coherent Report Earnings This Week.

The Big 3: SMCI, CSCO, LITE

As Lumentum gears up for earnings, here's a sign the optical trade is clawing back

“The Bottleneck Isn't the Chips Anymore”: Goldman Sachs Says These Are AI's Next Big Winners

Coherent Falls 12%, Lumentum Drops 7% as AI Optics Stocks Cool Ahead of Earnings

Lumentum stock: Is the valuation too rich heading into Q4 results?

Видео

Cory Johnson on LITE "Crucial" Role in "Pedal to the Metal" AI Buildout

AXT Slides Before Lumentum and Coherent Report Earnings This Week.

The Big 3: SMCI, CSCO, LITE

As Lumentum gears up for earnings, here's a sign the optical trade is clawing back

“The Bottleneck Isn't the Chips Anymore”: Goldman Sachs Says These Are AI's Next Big Winners

Coherent Falls 12%, Lumentum Drops 7% as AI Optics Stocks Cool Ahead of Earnings

Lumentum stock: Is the valuation too rich heading into Q4 results?

Видео

Search stocks

Lumentum Holdings Inc. (LITE)

Получите доступ ко всем премиум-функциям лучшего инструмента для анализа акций

Finranks

Компания

Контакты

Мы в соцсетях

Lumentum Holdings Inc. (LITE)

Cory Johnson on LITE "Crucial" Role in "Pedal to the Metal" AI Buildout

AXT Slides Before Lumentum and Coherent Report Earnings This Week.

The Big 3: SMCI, CSCO, LITE

As Lumentum gears up for earnings, here's a sign the optical trade is clawing back

“The Bottleneck Isn't the Chips Anymore”: Goldman Sachs Says These Are AI's Next Big Winners

Coherent Falls 12%, Lumentum Drops 7% as AI Optics Stocks Cool Ahead of Earnings

Lumentum stock: Is the valuation too rich heading into Q4 results?

Видео

Cory Johnson on LITE "Crucial" Role in "Pedal to the Metal" AI Buildout

AXT Slides Before Lumentum and Coherent Report Earnings This Week.

The Big 3: SMCI, CSCO, LITE

As Lumentum gears up for earnings, here's a sign the optical trade is clawing back

“The Bottleneck Isn't the Chips Anymore”: Goldman Sachs Says These Are AI's Next Big Winners

Coherent Falls 12%, Lumentum Drops 7% as AI Optics Stocks Cool Ahead of Earnings

Lumentum stock: Is the valuation too rich heading into Q4 results?

Видео