http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Fri, 12 Jun 2026 20:00:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Hot+List+Pro/This+optical+stock+is+a+Top+Pick+at+Needham.+Here%27s+why/26642534.html <p>Investing.com -- An emerging bottleneck in AI infrastructure may be creating a multiyear growth opportunity that investors have yet to fully price in, according to Needham.</p><p>The shortage is being amplified by accelerating adoption of next-generation optical technologies across hyperscale data centers. New opportunities in near-packaged optics, optical circuit switching, and AI-driven data center interconnect deployments are expanding the addressable market, while continued pricing strength and future manufacturing efficiencies could provide additional earnings upside.</p><p>Against that backdrop, Needham reiterated a Buy rating and $1,040 price target on Lumentum Holdings, maintaining the optical components maker as its top stock pick since January 2025. http://www.streetinsider.com/Hot+List+Pro/This+optical+stock+is+a+Top+Pick+at+Needham.+Here%27s+why/26642534.html Fri, 12 Jun 2026 20:00:00 -0400 LITE http://www.streetinsider.com/Hot+List/This+optical+stock+is+a+Top+Pick+at+Needham.+Here%27s+why/26642534.html <p>Investing.com -- An emerging bottleneck in AI infrastructure may be creating a multiyear growth opportunity that investors have yet to fully price in, according to Needham.</p><p>The shortage is being amplified by accelerating adoption of next-generation optical technologies across hyperscale data centers. New opportunities in near-packaged optics, optical circuit switching, and AI-driven data center interconnect deployments are expanding the addressable market, while continued pricing strength and future manufacturing efficiencies could provide additional earnings upside.</p><p>Against that backdrop, Needham reiterated a Buy rating and $1,040 price target on Lumentum Holdings, maintaining the optical components maker as its top stock pick since January 2025. http://www.streetinsider.com/Hot+List/This+optical+stock+is+a+Top+Pick+at+Needham.+Here%27s+why/26642534.html Fri, 12 Jun 2026 20:00:00 -0400 LITE http://www.streetinsider.com/New+Coverage/CMB+International+Securities+Starts+Lumentum+%28LITE%29+at+Buy/26637662.html <p>CMB International Securities analyst Kevin Zhang initiates coverage on Lumentum (NASDAQ: LITE) with a Buy rating and a price target of $1,070.00.</p> <p>For an analyst ratings summary and ratings history on Lumentum <a href="http://www.streetinsider.com/rating_history.php?q=LITE">click here</a>. For more ratings news on Lumentum <a href="http://www.streetinsider.com/stock_lookup_news.php?q=LITE&amp;type=analyst">click here</a>.</p> <p>Shares of Lumentum closed at $889.59 yesterday.</p> http://www.streetinsider.com/New+Coverage/CMB+International+Securities+Starts+Lumentum+%28LITE%29+at+Buy/26637662.html Fri, 12 Jun 2026 05:24:05 -0400 LITE http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Lumentum+Holdings+Inc.++++For%3A+Jun+02++Filed+by%3A+Harris+Isaac+Hosojiro/26607008.html si-local-file:///var/storage/secattach/20260604/26607008.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Lumentum+Holdings+Inc.++++For%3A+Jun+02++Filed+by%3A+Harris+Isaac+Hosojiro/26607008.html Thu, 04 Jun 2026 17:44:00 -0400 LITE O.25176490 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Lumentum+Holdings+Inc.++++For%3A+Jun+02++Filed+by%3A+Harris+Isaac+Hosojiro/26607008.html si-local-file:///var/storage/secattach/20260604/26607008.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Lumentum+Holdings+Inc.++++For%3A+Jun+02++Filed+by%3A+Harris+Isaac+Hosojiro/26607008.html Thu, 04 Jun 2026 17:44:00 -0400 LITE O.25176490 http://www.streetinsider.com/SEC+Filings/Form++144++++++++Lumentum+Holdings+Inc.+++++++++++++++++Filed+by%3A+Harris+Isaac+Hosojiro/26592714.html si-local-file:///var/storage/secattach/20260602/26592714.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++Lumentum+Holdings+Inc.+++++++++++++++++Filed+by%3A+Harris+Isaac+Hosojiro/26592714.html Tue, 02 Jun 2026 16:52:00 -0400 LITE O.25176490 http://www.streetinsider.com/SEC+Filings/Form++144++++++++Lumentum+Holdings+Inc.+++++++++++++++++Filed+by%3A+Harris+Isaac+Hosojiro/26592714.html si-local-file:///var/storage/secattach/20260602/26592714.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++Lumentum+Holdings+Inc.+++++++++++++++++Filed+by%3A+Harris+Isaac+Hosojiro/26592714.html Tue, 02 Jun 2026 16:52:00 -0400 LITE O.25176490 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Lumentum+Holdings+Inc.++++For%3A+May+29++Filed+by%3A+Harris+Isaac+Hosojiro/26585711.html si-local-file:///var/storage/secattach/20260601/26585711.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Lumentum+Holdings+Inc.++++For%3A+May+29++Filed+by%3A+Harris+Isaac+Hosojiro/26585711.html Mon, 01 Jun 2026 20:58:00 -0400 LITE O.25176490 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Lumentum+Holdings+Inc.++++For%3A+May+29++Filed+by%3A+Harris+Isaac+Hosojiro/26585711.html si-local-file:///var/storage/secattach/20260601/26585711.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Lumentum+Holdings+Inc.++++For%3A+May+29++Filed+by%3A+Harris+Isaac+Hosojiro/26585711.html Mon, 01 Jun 2026 20:58:00 -0400 LITE O.25176490 http://www.streetinsider.com/SEC+Filings/Form++SD+++++++++Lumentum+Holdings+Inc.+++++++++++++++/26585190.html si-local-file:///var/storage/secattach/20260601/26585190.html http://www.streetinsider.com/SEC+Filings/Form++SD+++++++++Lumentum+Holdings+Inc.+++++++++++++++/26585190.html Mon, 01 Jun 2026 17:28:00 -0400 LITE O.25176490 http://www.streetinsider.com/SEC+Filings/Form++SD+++++++++Lumentum+Holdings+Inc.+++++++++++++++/26585190.html si-local-file:///var/storage/secattach/20260601/26585190.html http://www.streetinsider.com/SEC+Filings/Form++SD+++++++++Lumentum+Holdings+Inc.+++++++++++++++/26585190.html Mon, 01 Jun 2026 17:28:00 -0400 LITE O.25176490 http://www.streetinsider.com/SEC+Filings/Form++8-K++++++++Lumentum+Holdings+Inc.++++For%3A+May+29/26578426.html si-local-file:///var/storage/secattach/20260601/26578426.html http://www.streetinsider.com/SEC+Filings/Form++8-K++++++++Lumentum+Holdings+Inc.++++For%3A+May+29/26578426.html Mon, 01 Jun 2026 06:06:00 -0400 LITE O.25176490 http://www.streetinsider.com/SEC+Filings/Form++8-K++++++++Lumentum+Holdings+Inc.++++For%3A+May+29/26578426.html si-local-file:///var/storage/secattach/20260601/26578426.html http://www.streetinsider.com/SEC+Filings/Form++8-K++++++++Lumentum+Holdings+Inc.++++For%3A+May+29/26578426.html Mon, 01 Jun 2026 06:06:00 -0400 LITE O.25176490 http://www.streetinsider.com/SEC+Filings/Form++144++++++++Lumentum+Holdings+Inc.+++++++++++++++++Filed+by%3A+Harris+Isaac+Hosojiro/26575399.html si-local-file:///var/storage/secattach/20260529/26575399.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++Lumentum+Holdings+Inc.+++++++++++++++++Filed+by%3A+Harris+Isaac+Hosojiro/26575399.html Fri, 29 May 2026 16:17:00 -0400 LITE O.25176490 http://www.streetinsider.com/SEC+Filings/Form++144++++++++Lumentum+Holdings+Inc.+++++++++++++++++Filed+by%3A+Harris+Isaac+Hosojiro/26575399.html si-local-file:///var/storage/secattach/20260529/26575399.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++Lumentum+Holdings+Inc.+++++++++++++++++Filed+by%3A+Harris+Isaac+Hosojiro/26575399.html Fri, 29 May 2026 16:17:00 -0400 LITE O.25176490 http://www.streetinsider.com/General+News/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html <p>Investing.com -- Optical component manufacturers are expected to expand production capacity by approximately 12 times between 2025 and 2030, yet supply will remain roughly 50% below demand through the end of the decade, according to Rosenblatt's proprietary supply and demand model.</p><p>The analysis focuses on companies producing Electro-Absorption Modulated Lasers and Continuous Wave lasers for optical transceivers, including Lumentum (NASDAQ:LITE), Coherent (NYSE:COHR), Broadcom (NASDAQ:AVGO), Sumitomo, Mitsubishi, and Applied Optoelectronics (NASDAQ:AAOI).</p><p>These components are manufactured using Indium Phosphide wafers, which cost thousands of dollars per 6-inch wafer due to the rarity of indium and manufacturing complexity. This represents orders of magnitude more than http://www.streetinsider.com/General+News/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html Thu, 28 May 2026 08:49:20 -0400 AAOI AVGO COHR LITE http://www.streetinsider.com/General+News/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html <p>Investing.com -- Optical component manufacturers are expected to expand production capacity by approximately 12 times between 2025 and 2030, yet supply will remain roughly 50% below demand through the end of the decade, according to Rosenblatt's proprietary supply and demand model.</p><p>The analysis focuses on companies producing Electro-Absorption Modulated Lasers and Continuous Wave lasers for optical transceivers, including Lumentum (NASDAQ:LITE), Coherent (NYSE:COHR), Broadcom (NASDAQ:AVGO), Sumitomo, Mitsubishi, and Applied Optoelectronics (NASDAQ:AAOI).</p><p>These components are manufactured using Indium Phosphide wafers, which cost thousands of dollars per 6-inch wafer due to the rarity of indium and manufacturing complexity. This represents orders of magnitude more than http://www.streetinsider.com/General+News/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html Thu, 28 May 2026 08:49:20 -0400 AAOI AVGO COHR LITE http://www.streetinsider.com/General+News/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html <p>Investing.com -- Optical component manufacturers are expected to expand production capacity by approximately 12 times between 2025 and 2030, yet supply will remain roughly 50% below demand through the end of the decade, according to Rosenblatt's proprietary supply and demand model.</p><p>The analysis focuses on companies producing Electro-Absorption Modulated Lasers and Continuous Wave lasers for optical transceivers, including Lumentum (NASDAQ:LITE), Coherent (NYSE:COHR), Broadcom (NASDAQ:AVGO), Sumitomo, Mitsubishi, and Applied Optoelectronics (NASDAQ:AAOI).</p><p>These components are manufactured using Indium Phosphide wafers, which cost thousands of dollars per 6-inch wafer due to the rarity of indium and manufacturing complexity. This represents orders of magnitude more than http://www.streetinsider.com/General+News/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html Thu, 28 May 2026 08:49:20 -0400 AAOI AVGO COHR LITE http://www.streetinsider.com/General+News/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html <p>Investing.com -- Optical component manufacturers are expected to expand production capacity by approximately 12 times between 2025 and 2030, yet supply will remain roughly 50% below demand through the end of the decade, according to Rosenblatt's proprietary supply and demand model.</p><p>The analysis focuses on companies producing Electro-Absorption Modulated Lasers and Continuous Wave lasers for optical transceivers, including Lumentum (NASDAQ:LITE), Coherent (NYSE:COHR), Broadcom (NASDAQ:AVGO), Sumitomo, Mitsubishi, and Applied Optoelectronics (NASDAQ:AAOI).</p><p>These components are manufactured using Indium Phosphide wafers, which cost thousands of dollars per 6-inch wafer due to the rarity of indium and manufacturing complexity. This represents orders of magnitude more than http://www.streetinsider.com/General+News/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html Thu, 28 May 2026 08:49:20 -0400 AAOI AVGO COHR LITE http://www.streetinsider.com/AI/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html <p>Investing.com -- Optical component manufacturers are expected to expand production capacity by approximately 12 times between 2025 and 2030, yet supply will remain roughly 50% below demand through the end of the decade, according to Rosenblatt's proprietary supply and demand model.</p><p>The analysis focuses on companies producing Electro-Absorption Modulated Lasers and Continuous Wave lasers for optical transceivers, including Lumentum (NASDAQ:LITE), Coherent (NYSE:COHR), Broadcom (NASDAQ:AVGO), Sumitomo, Mitsubishi, and Applied Optoelectronics (NASDAQ:AAOI).</p><p>These components are manufactured using Indium Phosphide wafers, which cost thousands of dollars per 6-inch wafer due to the rarity of indium and manufacturing complexity. This represents orders of magnitude more than http://www.streetinsider.com/AI/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html Thu, 28 May 2026 08:49:20 -0400 AAOI AVGO COHR LITE http://www.streetinsider.com/AI/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html <p>Investing.com -- Optical component manufacturers are expected to expand production capacity by approximately 12 times between 2025 and 2030, yet supply will remain roughly 50% below demand through the end of the decade, according to Rosenblatt's proprietary supply and demand model.</p><p>The analysis focuses on companies producing Electro-Absorption Modulated Lasers and Continuous Wave lasers for optical transceivers, including Lumentum (NASDAQ:LITE), Coherent (NYSE:COHR), Broadcom (NASDAQ:AVGO), Sumitomo, Mitsubishi, and Applied Optoelectronics (NASDAQ:AAOI).</p><p>These components are manufactured using Indium Phosphide wafers, which cost thousands of dollars per 6-inch wafer due to the rarity of indium and manufacturing complexity. This represents orders of magnitude more than http://www.streetinsider.com/AI/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html Thu, 28 May 2026 08:49:20 -0400 AAOI AVGO COHR LITE http://www.streetinsider.com/AI/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html <p>Investing.com -- Optical component manufacturers are expected to expand production capacity by approximately 12 times between 2025 and 2030, yet supply will remain roughly 50% below demand through the end of the decade, according to Rosenblatt's proprietary supply and demand model.</p><p>The analysis focuses on companies producing Electro-Absorption Modulated Lasers and Continuous Wave lasers for optical transceivers, including Lumentum (NASDAQ:LITE), Coherent (NYSE:COHR), Broadcom (NASDAQ:AVGO), Sumitomo, Mitsubishi, and Applied Optoelectronics (NASDAQ:AAOI).</p><p>These components are manufactured using Indium Phosphide wafers, which cost thousands of dollars per 6-inch wafer due to the rarity of indium and manufacturing complexity. This represents orders of magnitude more than http://www.streetinsider.com/AI/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html Thu, 28 May 2026 08:49:20 -0400 AAOI AVGO COHR LITE http://www.streetinsider.com/AI/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html <p>Investing.com -- Optical component manufacturers are expected to expand production capacity by approximately 12 times between 2025 and 2030, yet supply will remain roughly 50% below demand through the end of the decade, according to Rosenblatt's proprietary supply and demand model.</p><p>The analysis focuses on companies producing Electro-Absorption Modulated Lasers and Continuous Wave lasers for optical transceivers, including Lumentum (NASDAQ:LITE), Coherent (NYSE:COHR), Broadcom (NASDAQ:AVGO), Sumitomo, Mitsubishi, and Applied Optoelectronics (NASDAQ:AAOI).</p><p>These components are manufactured using Indium Phosphide wafers, which cost thousands of dollars per 6-inch wafer due to the rarity of indium and manufacturing complexity. This represents orders of magnitude more than http://www.streetinsider.com/AI/Optical+component+supply+to+lag+AI+data+center+demand+through+2030%2C+says+Rosenblatt/26561992.html Thu, 28 May 2026 08:49:20 -0400 AAOI AVGO COHR LITE http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Lumentum+Holdings+Inc.++++For%3A+May+21++Filed+by%3A+Small+Ian/26542454.html si-local-file:///var/storage/secattach/20260522/26542454.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Lumentum+Holdings+Inc.++++For%3A+May+21++Filed+by%3A+Small+Ian/26542454.html Fri, 22 May 2026 16:38:00 -0400 LITE O.25176490 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Lumentum+Holdings+Inc.++++For%3A+May+21++Filed+by%3A+Small+Ian/26542454.html si-local-file:///var/storage/secattach/20260522/26542454.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Lumentum+Holdings+Inc.++++For%3A+May+21++Filed+by%3A+Small+Ian/26542454.html Fri, 22 May 2026 16:38:00 -0400 LITE O.25176490