Lumentum Holdings Announces Revenue Target of $2 Billion – Market Potential Explodes to $90 Billion!

Announcements at the OFC 2026 create momentum. The revenue share of cloud transceivers, optical circuit switches (OCS), and co-packaged optics (CPO) is expected to rise from under 20% to 60%. Inclusion in the S&P 500 index on March 23 and a $2 billion investment from NVIDIA for a strategic partnership provide new tailwind. Growth accelerates to 85% in the current quarter. By 2028, quarterly revenue is expected to reach $2 billion. The stock is nearing its all-time high. At the Optical Fiber Communications Conference (OFC), Lumentum...