Optics stocks including Applied Optoelectronics, Lumentum, and Coherent rose between 2% and 5% ahead of their November earnings reports, driven by strong demand for AI-related optical components. Lumentum's CEO highlighted multiyear sell-out conditions through 2029, signaling a significant supply bottleneck in AI infrastructure. Coherent is ramping up its PhotonLink platform, targeting high-speed optical connectivity, while Applied Optoelectronics benefits from rising bandwidth needs in data centers. Investors await earnings for updates on order trends and capacity utilization amid robust AI-driven growth in optical technology.
Applied Optoelectronics trades at USD 78.56 with a 3.96% rise on Pluang as of Oct 20, 2026 00:21 WIB. Lumentum is priced at USD 850.88, up 3.25%, while Coherent stands at USD 235.59, gaining 1.16%. These optics stocks show solid investor interest ahead of earnings, matching the reported rally.
Applied Optoelectronics, Inc. announced it will release its financial results for the third quarter ended September 30, 2026, on November 5, 2026. The company will host a conference call and webcast at 4:30 p.m. ET to discuss the results and provide ...
Optical stocks tied to AI data centers, including Applied Optoelectronics, Coherent, and Lumentum, are falling sharply as investors shift funds into defensive sectors. Despite strong year-to-date gains driven by AI infrastructure demand, these compan...
