Lumentum Holdings (LITE) in our Pivotal Point Check: AI Demand and Analyst Praise from JP Morgan to Citigroup Boost the Specialist in Optical Components!
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Beneficiary of the rising demand for fast optical components for AI data centers. Strong analyst support underscores the relevance of Lumentum. Quarterly revenue in the AI-related segment is expected to grow to $600 million by June 2026. The stock of Lumentum Holdings experienced a significant price increase of 8% on Monday, October 27, 2025, reaching a new 52-week high during the day. In recent days, the stock received positive ratings from several major financial institutions, including J.P. Morgan, Morgan Stanley, Rosenblatt,...
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