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New report warns China transceiver ban would hurt U.S. AI giants
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Trump administration mulls restrictions on Chinese optical transceivers, Raymond James comments
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Optical component stocks rally on proposed U.S. ban on Chinese tech
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Mizuho Remain Buyers of Lumentum (LITE) Into EPS
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Lumentum EVP Vincent Retort to retire in October 2026
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Citi reiterates Buy rating on Lumentum with $1,100 target, Opens Catalyst Watch
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Stifel says AI infrastructure remains supply-gated into earnings
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B. Riley: 'AMZN's RNG and OpenAI's MRC: Structural Headwinds for Transceiver TAM'
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This optical stock is a Top Pick at Needham. Here's why
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Optical component supply to lag AI data center demand through 2030, says Rosenblatt
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Lumentum to join Nasdaq-100 index before market open May 18
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Lumentum Holdings to join Nasdaq-100 index replacing CoStar Group
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Lumentum (LITE) PT Raised to $1,100 at BofA Securities
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Lumentum Holdings (LITE) Tops Q3 EPS by 11c ; Offers Guidance
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Lumentum (LITE) PT Raised to $1,100 at Stifel Ahead of Earnings
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Rothschild Redburn Starts Lumentum (LITE) at Buy
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Micron, AMD Among Names Aletheia Capital Comments on
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Lumentum (LITE) PT Raised to $1,225 (from $500) at Aletheia Capital, Remains in Alpha Portfolio
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Lumentum Expects To Sell Out 2028 Capacity Within Two Quarters - Bloomberg
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Applied Optoelectronics (AAOI), Lumentum (LITE) add to recent gains
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Lumentum (LITE) PT Raised to $930 at Mizuho
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Lumentum exchanges $474.6 million in convertible notes for 5.7 million shares
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Lumentum opens North Carolina facility to make AI data center lasers
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Optical stocks surge pre-open on strong AI demand outlook at industry conference
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Rosenblatt Reiterates Buy Rating on Lumentum (LITE); 'Best Positioned AI Optical Company'
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Stifel Reiterates Buy Rating on Lumentum (LITE) as Management Provides LT Model
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Credo Technology stock tumbles despite Nvidia message on copper
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Stifel comments on LITE and MRVL Joint OFC Demo
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These chip stocks will benefit from robust AI data center networking trends
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Vertiv Holdings, Lumentum Holdings, Coherent, and EchoStar to Join S&P 500; Others to Join S&P 100, S&P MidCap 400, and S&P SmallCap 600
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2 optical stocks to buy after Nvidia investment
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Credo Technology (CRDO) gains amid Broadcom results, pair trade unwind
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Lumentum (LITE) PT Raised to $850 at Needham
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Coherent (COHR) PT Raised to $330 at Needham
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Lumentum (LITE) PT Raised to $800 at Stifel, to Benefit From Shift to Agentic AI
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Citi Opens Catalyst Watch oin These Names
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Raymond James: 'Lumentum’s results bode well for Coherent, which reports tonight'
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Lumentum (LITE) PT Raised to $560 at Citi
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Lumentum (LITE) PT Raised to $550 at Needham
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Lumentum (LITE) PT Raised to $520 at BofA Securities
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Lumentum (LITE) PT Raised to $580 at Rosenblatt
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Lumentum (LITE) PT Raised to $480 at Stifel
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B.Riley Upgrades Lumentum (LITE) to Buy
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After-hours movers: AMD, Chipotle, Lumentum, Silicon Labs and more
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Lumentum Holdings (LITE) Tops Q2 EPS by 28c ; Offers Guidance
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Lumentum (LITE) PT Raised to $400 at Stifel
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Lumentum (LITE) PT Raised to $500 at Aletheia Capital
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Mizuho names 3 core chip stocks and 2 outperformers for 2026
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This optical stock killed it in 2025. More to come, says Needham
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Mizuho: 'Our top sectors in 2026E are: 1) AI Accelerators and WFE, 2) Optical, and 3) memory(DRAM/NAND)'

