Market Overview - The market has experienced significant volatility, with geopolitical events and economic uncertainties contributing to fluctuations. January saw a rotation between safe haven stocks and technology stocks, with commodities initially rising before pulling back [8][9][12]. - The AI sector is facing challenges, with fears of overvaluation leading to sell-offs, particularly among major technology stocks. The Nasdaq index was down nearly 2% at one point, driven by concerns surrounding NVIDIA and other AI-related investments [10][24]. AI Market Insights - The global AI market is projected to reach $3 trillion by 2033, driven by the demand for AI infrastructure and the rapid adoption of AI technologies. ChatGPT has seen a surge in active users, growing from 200 million to over 1 billion in just two years [16][17]. - AI stocks have outperformed traditional sectors, with chipmakers and technology firms leading the way. The demand for AI infrastructure has outpaced supply, particularly for memory chips [22][37]. Top AI Stocks for 2026 - The top 10 AI stocks identified have a forward revenue growth rate of 38% and a forward EPS growth rate of 99%, significantly outperforming the S&P 500's growth rates of 6% and 10.6% respectively [39]. - The stocks were selected from major AI-focused ETFs and analyzed using a quantitative model to identify strong performers based on various metrics [36][37]. Individual Stock Highlights - **Lumentum Holdings (LITE)**: Market cap of $27 billion, ranked 1st in its sector. The stock has increased by 402% over the past year, with strong growth metrics [41][43]. - **Micron Technology (MU)**: Market cap of $466 billion, ranked 1st in the semiconductor industry. The stock is up 387% over the past year, with a forward EPS growth rate of 222% [46][52]. - **Ciena (CIEN)**: Market cap of $35 billion, ranked 2nd in communications equipment. The company has a long-term growth rate of 44% [54][55]. - **General Motors (GM)**: Market cap of $1.46 trillion, recognized for its integration of AI in automotive technology. The stock is up 76% over the past year [57][59]. - **Taiwan Semiconductor (TSM)**: Market cap of $1.46 trillion, ranked 2nd in semiconductors. The company has a long-term EPS growth rate of 30% [60][61]. - **Hut 8 Corp (HUT)**: Market cap of $6 billion, ranked 1st in application software. The stock has returned 160% over the past year [62][63]. - **Celestica (CLS)**: Market cap of $32 billion, ranked 2nd in electronic manufacturing services. The stock is up 136% over the past year [64][66]. - **Credo Technology Holding (CRDO)**: Ranked 4th in semiconductors, with a long-term EPS growth rate of 69% [70][71]. - **AppLovin Corporation (APP)**: Despite a rocky year, the stock is up 31% and has strong growth metrics [72][74]. - **Globus Medical (GMED)**: Market cap of $12 billion, focused on AI and robotics in healthcare. The stock is up 68% over the past six months [78][80].

对于2026财年第三季度，Lumentum预计，调整后每股收益将介于2.15美元至2.35美元之间，显著高于分 析师平均预期的1.59美元。该公司预计第三季度营收将介于7.8亿美元至8.3亿美元之间，预测区间中值 为8.05亿美元，同样远高于分析师平均预期的7.07亿美元。 智通财经APP获悉，周三，Lumentum(LITE.US)盘前涨近10%，料开盘续创历史新高，现报476.52美 元。消息面上，该公司在截至去年12月27日的第二季度实现营收6.65亿美元，同比大幅增长65%，高于 分析师平均预期的6.52亿美元。GAAP每股收益为0.89美元，显著高于分析师平均预期的0.49美元;调整 后的每股收益为1.67美元，同样高于分析师平均预期的1.41美元。 Lumentum首席执行官迈克尔·赫尔斯顿表示："我们的前瞻指引显示营收同比增长将超过85%，但我们目 前才刚刚站在两大重要机遇的起跑线上——光路开关(OCS)和共封装光器件(CPO)。在OCS领域，我们 正在快速扩张以满足客户的巨大需求，目前我们的积压订单已超过4亿美元。在CPO领域，我们新增了 一份价值数亿美元的订单，预计将于2027年上半年交付。 ...

At 7:55 a.m. ET on Wednesday, premarket trading is seeing notable activity in several stocks, with early price movements signaling potential opportunities before the opening bell.For active traders, premarket trading offers a head start in spotting potential breakouts, reversals, or sharp price swings. These early moves often indicate where momentum may carry into the regular session, making premarket analysis a key part of the trading day.In the Green - Premarket GainersThe following stocks are trading hi ...

Lumentum Holdings Inc (NASDAQ:LITE) reported better-than-expected second-quarter financial results and issued third-quarter guidance above estimates on Tuesday.Lumentum reported quarterly earnings of $1.67 per share which beat the analyst consensus estimate of $1.40 per share. The company reported quarterly sales of $665.500 million which beat the analyst consensus estimate of $646.677 million.Lumentum said it sees third-quarter adjusted EPS of $2.15-$2.35 versus market estimates of $1.55. The company expec ...

Lumentum Stock Climbs As Earnings, Revenue Top Estimates | Investor's Business DailySPECIAL REPORT: [Find The Online Broker That Best Fits Your Needs]---Lumentum Holdings (LITE) reported fiscal second quarter earnings and revenue that handily beat Wall Street targets amid a big run-up in shares. The company's guidance for Lumentum stock came in well above expectations. While Lumentum still sells fiber-optic devices to telecom companies, its new growth engine has been internet giants and cloud computing serv ...

Group 1 - Dow Jones futures rose slightly, along with S&P 500 futures, while Nasdaq futures edged higher [1] - Advanced Micro Devices (AMD) and Lumentum Holdings (LITE) were highlighted as key earnings movers after the market close [1] - The stock market rally saw major indexes retreat, with the Nasdaq breaking below key support levels [1] Group 2 - The Nasdaq experienced its fourth distribution day in five trading sessions, indicating a sell-off in software stocks [1] - Despite a beat-and-raise earnings report, AMD's stock dropped [1] - Lumentum reported strong earnings and revenue, exceeding expectations [1]

Core Viewpoint - Lumentum's financial results and guidance exceeded Wall Street expectations, leading to a significant increase in stock price [1][2]. Financial Performance - Lumentum reported Q2 revenue of $665.5 million, a year-over-year increase of 65.5% and a quarter-over-quarter increase of 24.7% [1]. - The Non-GAAP earnings per share (EPS) were $1.67, significantly higher than the previous year's $0.42 [1]. - The Non-GAAP gross margin was 42.5%, up from 32.3% year-over-year [1]. - Analysts had predicted Q2 revenue of $652.1 million and Non-GAAP EPS of $1.41 [1]. Future Outlook - For the upcoming quarter (Q3), Lumentum forecasts revenue between $780 million and $830 million, with Non-GAAP EPS expected to be between $2.15 and $2.35 [1]. - Analysts had estimated Q3 revenue of $760.4 million and Non-GAAP EPS of $1.60 [1]. Business Opportunities - CEO Michael Hurlston indicated that revenue growth could exceed 85%, driven by opportunities in Optical Circuit Switches (OCS) and Co-Packaged Optics (CPO) [2]. - The company is rapidly expanding capacity for OCS to meet customer demand, with backlogged orders exceeding $400 million [2]. - Lumentum has received a multi-hundred million dollar additional order for CPO, expected to be delivered in the first half of 2027 [2]. Stock Performance - Lumentum's stock rose 2.76% during regular trading to $435.10, reaching a record closing high, and surged 7.68% in after-hours trading to $468.50 [2]. - Year-to-date, Lumentum's stock has increased by 18.04%, and it has skyrocketed by 339.06% since 2025 [2].

Lumentum盘前大幅上涨7.5%报467.99美元。财报显示，Lumentum2026财年Q2营收6.655亿美元，同比 暴增65%。AI业务成增长引擎，光断路开关(OCS)订单积压超4亿美元，共封装光学(CPO)新获数亿美元 订单。Q3指引更强劲：营收预计7.8-8.3亿美元，同比增长超85%。公司CEO强调，随着AI数据中心对带 宽和能效要求的爆发式增长，Lumentum正迎来其历史上最强劲的增长周期。 | LITE Lumentum | | | | --- | --- | --- | | 435 100 ↑ +11.680 +2.76% | | 收盘价 02/03 16:00 美东 | | 467.990 ↑ 32.890 +7.56% | | 盘前价 02/04 04:28 美东 | | 27 2 5 2 5 5 7 8 7 2 3 | ♥ 自选 ● 快捷交易 | | | 最高价 464.000 | 开盘价 451.740 成交量 810.94万 | | | 最低价 424.520 | 昨收价 423.420 成交额 36.25亿 | | | 平均价 447.008 | 市盈率TTM 126.11 ...

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Lumentum Holdings Inc. (NASDAQ:LITE) shares are trending on Wednesday.Shares of the San Jose–based technology company rose 8.48% in after-hours trading on Tuesday, reaching $472 after the release of second-quarter earnings results.Q2 Results Exceed ExpectationsLumentum Holdings reported earnings per share of $1.67, exceeding analysts' estimates of $1.23 by 36%. Revenue increased by $263.3 million compared with the same period last year.The company's management issued guidance for the third quarter of 2026, ...