Lumentum and Coherent both posted strong fiscal 2026 results driven by AI datacenter demand, with order backlogs extending into 2027 and beyond. Lumentum faces supply constraints on high-power lasers, leading to higher margins and scarcity-driven pricing, while Coherent benefits from a broader product range and long-term contracts locking in pricing through 2028. Lumentum's backlog is seen as higher quality but comes with a higher valuation multiple, whereas Coherent offers more scale and manufacturing capacity at a lower valuation. The key test ahead is how each company's backlog holds up as new product ramps and customer funding unfold in 2027 and 2028.
Lumentum trades at USD 961.85 on Pluang, down 3.37% as of Oct 13, 2026 22:02 WIB. Coherent is priced at USD 280.50, down 2.61% on the same date. Both stocks show strong buy interest, with 78% of Lumentum and 79% of Coherent orders on Pluang being buys, reflecting investor confidence despite recent price dips.
Lumentum Holdings is highlighted as a high-growth company with significant exposure to AI infrastructure, expected to achieve up to 70% year-over-year revenue growth by fiscal 2027. The company boasts strong free cash flow and a net cash position of ...
Lumentum's stock dropped 10%, leading a broader 7% selloff in AI optics stocks like Applied Optoelectronics and Coherent, despite having a fully booked order book through early 2029. This decline highlights a sector-wide selloff rather than company-s...
Lumentum Holdings is experiencing accelerating revenue growth and expanding profit margins, fueled by its premium product lineup and improved operational efficiencies. The company's Systems segment is outperforming its Components segment, led by inno...
Lumentum Holdings faces recent stock declines amid market volatility, but its fundamentals remain strong with sold-out manufacturing capacity through early 2029. The company benefits from growing adoption of advanced optical technologies in AI networ...
Lumentum is experiencing a surge in demand driven by high-speed optical networking's critical role in AI data centers, facing supply shortages for some products through next year. This demand-supply gap supports higher profit margins through fiscal 2...
