Lumentum Holdings Inc. - Common Stock (LITE)

Citigroup initiated coverage of Lumentum with a buy rating on AI data center growth. Lumentum stock has surged 55% in 2025.

Lumentum (LITE) is a high-growth momentum stock with 1367% recent EPS growth and a perfect technical rating, signaling a strong breakout candidate.

Investors looking to buy a fast-growing AI stock should take a closer look at this company before it soars higher.

Lumentum (NASDAQ:LITE) beats Q4 and FY2025 estimates with $480.7M revenue, driven by cloud & networking growth. Shares rise on strong outlook and AI demand.

Wall Street is in full rally mode after July’s inflation data eased fears that tariff-related cost pressures were widespread. The headline Consumer Price Index (CPI) came in below expectations, holding steady at 2.7% year-over-year and fueling speculation of upcoming interest rate cuts.

The AI revolution is booming with tech giants like Meta, Microsoft, and Google investing $240 billion in AI infrastructure, signaling its growth potential. This also benefits hardware and infrastructure companies like Amphenol, Arista, and Lumentum.

Amphenol Corp (APH) stock nears 52-week high, with 48% sales growth, 30% topline growth, and record operating margin. Benefits from Nvidia's Blackwell Ultra ramp.

BofA analyst favors 5 SMid cap names in semiconductor sector for strong growth, EPS leverage, and TAM expansion, raises price forecasts for MTSI, NVMI.