Lumentum Holdings Inc. - Common Stock (LITE)

BofA analyst favors 5 SMid cap names in semiconductor sector for strong growth, EPS leverage, and TAM expansion, raises price forecasts for MTSI, NVMI.

In this episode of Being Exponential, we dive into the real forces shaping markets right now—starting with geopolitics. With Iran and Israel exchanging missile fire and U.S. war odds surging, why aren’t stocks reacting more dramatically?

J.P. Morgan analyst sees brighter outlook for Coherent Corp and Lumentum Holdings Inc as optics sector overcomes key challenges, raises price forecasts.

Bank of America Securities analyst Vivek Arya on Monday recapped takeaways from a tech conference in which 27 companies attended.

Ciena Corp (NYSE: CIEN) reported Q2 financial results, beating revenue estimates but missing EPS. Analysts have mixed ratings and lowered price targets.

Lumentum Holdings shares are rising in extended trading Tuesday after the company updated its guidance for the current quarter ahead of a scheduled presentation this week.

Apple's smartest move amidst tariff pressure is to invest in India for assembly & US component suppliers. A fully US-made iPhone is not feasible.

Shares of Nvidia tumbled on Wednesday after fresh U.S. export curbs on AI chips to China rattled the market

Analyst Vivek Arya met with optical and networking component vendors at OFC conference. Optical innovations drive growth, CPO not a major concern.

The Trump tariffs fallout sent down shares of Arista Networking, Coherent, Fortinet, Cisco, HPE and many other tech stocks.

A Raymond James analyst upgraded Lumentum stock and Coherent on views that Nvidia's co-packaged optics technology is not a big threat.