Lumentum's AI Optical Surge

Lumentum Holdings, LITE, is riding the AI supercycles shift into optical networking and photonics, with shares surging 169% this year. Their Q3 2026 revenue skyrocketed 90% YoY to $808M, EPS soared 4.1x to $2.37, and operating margins hit 32.2%. Demand outpaces supply, allowing price hikes. The optical market could reach $73B by 2030, growing at 39% annually. Lumentum guides for $985M revenue and $2.95 EPS this quarter, potentially reaching $1200/share if matching broader tech multiples. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/eb872a65b184e454