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Top stocks by X chatter · rolling 30-day window
Lumentum reportedly reported fiscal Q4 revenue of $1.006B, up 109.3% YoY, with non-GAAP operating margins expanding to 36.6%. Management guides Q1 revenue to $1.225B-$1.275B, signaling continued demand for optical connectivity in AI infrastructure.
Research →Coherent reportedly beat Q4 revenue and EPS estimates and raised Q1 guidance, but shares fell roughly 5-8% post-earnings. Analysts cite gross margin pressure and capacity constraints as headwinds despite strong DCI demand and raised price targets.
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