Lumentum $LITE surged ~8% in 24 hours, becoming one of the top performers in the S&P 500. Optical networking is now in focus as the market shifts toward infrastructure plays with clearer orders and more visible earnings growth. See the full analysis on $LITE here 👉

Lumentum taking shots at Coherent at Deutsche Bank conference. How is the yield of 200G EML on 6inch InP Jim Anderson? SPEED AND POWER LEVEL OF INP DEVICE MATTERS. EVERYONE KNOWS YOUR YIELD IS DOGSHIT.

$LITE Lumentum Holdings Fiscal Q4 2026 Results Fiscal Fourth Quarter Highlights Net revenue of $1.01 billion GAAP gross margin of 47.4%; non-GAAP gross margin of 50.4% GAAP operating margin of 27.8%; non-GAAP operating margin of 36.6% Fiscal Q1 2027 Guidance Revenue of $1.225 billion to $1.275 billion Non-GAAP operating margin of 39.5% to 40.5% Non-GAAP diluted net income per share of $4.05 to $4.35

$LITE | Stifel 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗕𝘂𝘆 on 𝗟𝘂𝗺𝗲𝗻𝘁𝘂𝗺, PT $𝟭,𝟭𝟬𝟬 Analyst sees rising AI networking complexity driving photonics demand, with Lumentum positioned to benefit.

My September advice 9th: $LITE (Lumentum) — Don’t buy $CRWV (CoreWeave) — Don’t buy $META (Meta Platforms) — Don’t buy $AMZN (Amazon) — Buy at $245–$253 $MSFT (Microsoft) — Buy at $480–$485 $GOOG (Alphabet) — Buy at $323–$331 $MRVL (Marvell Technology) — Buy at $215–$220 People ask, Why don’t you charge? I’ve made enough. Sharing is my passion ,that’s why I post for fre.

$LITE | Evercore ISI 𝗶𝗻𝗶𝘁𝗶𝗮𝘁𝗲𝘀 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺 on 𝗟𝘂𝗺𝗲𝗻𝘁𝘂𝗺 𝗛𝗼𝗹𝗱𝗶𝗻𝗴𝘀, PT $𝟭,𝟭𝟬𝟬 Analyst sees multiple AI optical growth avenues, demand outpacing supply, EPS upside, and substantial gross-margin expansion.

Huber+Suhner jumped today after Lumentum said "we are experiencing considerable tightness in" OCS. Lumentum's MEMS OCS is the best but it doesn't have the capacity to meet all the growing demand, giving opportunities for others. We've seen this in chip manufacturing (TSMC is the best but no capacity so Samsung and Intel getting another look) and AI chips (Nvidia best but you need to get in a very long line, so rather have AMD than no AI chips) Huber+Suhner's piezo OCS has its own advantages of course (very low insertion loss)

So update from $LITE + Win Semi ( $SIVE ) foundry: Lumentum in a meeting with Stifel at ECOC 2026 stated: - $NVDA Spectrum-6 CPO UHP demands increased materially. - NPO as larger than CPO, with multi-wavelength external lasers lifting ASPs (Sivers offers multi wave length DFB arrays, read through on higher valued products) - Demand for UHP lasers continues to exceed supply Just a status update in terms of how the optical bottleneck is going (laser prices going up, demand exceeds supply). Digitimes also reported today Win Semi ( $SIVE foundry ) was expanding capacity for CW lasers. - "CW products... are expected to gradually emerge in the second half of 2026", with meaningful revenue contribution likely coming in 2027 and 2028. - Win has strengthened inventory management for InP substrates while moving toward 6-in InP wafers for ongoing process testing. Currently relies on Tier-1 International suppliers. - Many of this was spent on DUV tools from $ASML but (Win Semi's orders spanned machinery, equipment, and fab engineering work) So that answers a lot of questions about Sivers' partner "how is this company securing InP substrates", "4in vs 6in", "production timing" TLDR: - NPO > CPO (per Lite), multi-wavelength lasers going brrr for prices - demand > supply (continuation) - Not sure why people have been bear posting Win Semi when turns out they have everything needed to mass produce CW lasers.