NasdaqGS:LITECommunications
The Bull Case For Lumentum Holdings (LITE) Could Change Following New AI-Driven Optical Demand Forecasts - Learn Why
In early December, JPMorgan analyst Samik Chatterjee reiterated an Overweight rating on Lumentum Holdings and cited stronger financial expectations for optical players, pointing to tightening supply-demand conditions and emerging opportunities in scale-across, multi-rail infrastructure and Optical Circuit Switches.
Lumentum’s own outlook, including anticipated supply-driven price increases as demand outpaces supply and a push toward US$100 million in quarterly Optical Circuit Switch revenue...