LITE News | Roxom Stocks

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Mkt Cap

$83.50B

Volume

4.20M

Next Earnings

November 3rd

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Coherent's Datacenter Business Powers its Revenue GrowthCoherent reported fiscal Q4 revenues of $2.05 billion, with datacenter and communications segment generating $1.62 billion (79% of total revenue), up significantly from $1.02 billion a year ago. The company's stock has surged 171% over the past year, driven by strong AI and optical transition demand. Peers Lumentum and Fabrinet are similarly benefiting from the datacenter boom, though supply chain and inventory concerns persist.Zacks Investment Research · Sep 18, 2026

Meet the Under-the-Radar AI Stock Poised to Outgrow NvidiaWhile Nvidia has driven the AI revolution through GPUs, optical fiber technology is positioned for even faster growth as data centers transition from copper to optical connections. Lumentum, a leader in optical technology, stands to benefit from this shift with potential market growth multiples of 10x to 100x across different data center connectivity scales. Nvidia's $2 billion investment in Lumentum underscores the strategic importance of this technology transition.The Motley Fool · Sep 18, 2026

Bull of the Day: AXT (AXTI)AXT, a semiconductor substrate manufacturer, is positioned as a critical supplier for AI data-center optical interconnects, particularly in indium phosphide (InP) substrates. The company reported record Q2 2026 revenue of $47.6M (up 165% YoY) with 44.9% gross margins and a 170% EPS beat. With a >$100M backlog, planned capacity expansions to $35M quarterly by end-2026 and $65-70M by 2027/early 2028, and progression toward 6-inch wafers, AXT is transitioning from a cyclical substrate maker into a critical AI infrastructure supplier. However, risks include potential slowdown in AI optical spending, China export controls, and margin sustainability.Zacks Investment Research · Sep 18, 2026

AXT's Geographic Reach Expands: Can It Drive More Revenue Growth?AXT, Inc. is diversifying its revenue streams beyond China, with Europe revenues surging 302.3% and other Asian markets showing strong growth in the first half of 2026. However, the company faces intensifying competition from Coherent and Lumentum in the indium phosphide (InP) substrate market as both rivals expand their optical connectivity capabilities. Despite premium valuation, AXT holds a Zacks Rank #1 (Strong Buy) with 2026 earnings expected at 86 cents per share.Zacks Investment Research · Sep 16, 2026

FPS Q4 Earnings Beat Estimates on Powertrain Solutions GrowthForgent Power Solutions (FPS) reported 94% revenue growth in Q4 fiscal 2026 to $462 million, driven by custom products and Powertrain Solutions for data center customers. The company achieved record bookings of $1.50 billion and backlog of $3.02 billion with a 3.3x book-to-bill ratio. FPS projects fiscal 2027 revenues of $2.4-$2.6 billion with 76% growth and is expanding capacity with a $35 million Powertrain Solutions facility investment.Zacks Investment Research · Sep 16, 2026

Coherent Stock Declines 24% in a Month: Is This a Buying Opportunity?Coherent Corp (COHR) has experienced a 24% monthly decline after a 155% annual surge. Despite premium valuation, the company's AI-focused portfolio, strong datacenter revenue growth (58.6% YoY), expanding margins, and capacity expansion plans support a positive long-term outlook. The stock is rated a Buy, though risks include hyperscaler spending cycles and customer concentration.Zacks Investment Research · Sep 15, 2026

CIEN Falls 15.2% in a Week as AI Growth Faces Persistent Supply RisksCiena Corporation shares dropped 15.2% despite beating Q3 earnings expectations and strong AI-driven cloud-provider revenue growth of 82%. While backlog reached $8.5B with expectations to exceed $10B by year-end, persistent supply constraints through 2027-2028, high customer concentration (41.7% from two providers), and elevated valuation at 35.7X forward P/E create execution risks that offset positive fundamentals.Zacks Investment Research · Sep 11, 2026

Ciena's 2027 Growth Guide Raises the Stakes for AI Optical DemandCiena reported strong Q3 results with 37% revenue growth to $1.67B and 215% adjusted EPS growth to $2.11, driven by AI-related networking demand from hyperscalers. The company projects fiscal 2027 revenues of $8.3B-$8.4B with an $8.5B backlog expected to exceed $10B by year-end. However, supply constraints are expected to persist through 2028, potentially limiting growth conversion.Zacks Investment Research · Sep 11, 2026

Why Is Lumentum (LITE) Up 6.1% Since Last Earnings Report?Lumentum (LITE) reported Q4 fiscal 2026 earnings of $3.23 per share, up 267% YoY and beating estimates by 8.03%, with revenues surging 109.3% to $1.01 billion. Strong demand for cloud and AI products, particularly 1.6T transceivers and optical components, drove growth. The company posted record gross margins of 50.4% and operating margins of 36.6%, with guidance for Q1'27 revenues between $1.225-$1.275 billion. Lumentum has a Zacks Rank #1 (Strong Buy) rating with upward estimate revisions.Zacks Investment Research · Sep 10, 2026

AXT Stock Falls 22% in Three Months: 3 Reasons the Dip Looks AttractiveAXT Inc. shares have declined 22% over three months but remain up 322.4% year-to-date. Despite the pullback, strong demand for indium phosphide (InP) substrates for AI data-center optical applications, aggressive capacity expansion plans, and long-term customer supply agreements support a bullish outlook. The stock is rated Zacks Rank #1 (Strong Buy), though it trades at a premium valuation of 34.85X P/S ratio.Zacks Investment Research · Sep 10, 2026

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