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The same optics stocks that led the AI hardware rally through August are now getting hit hardest, but the selling pattern reveals something specific about who is actually driving the pressure and why one name carries an overhang the others do not.
Take shares of optical networking companies Lumentum and Coherent which are slipping after Marvell Technology reported earnings. The company, which designs custom chips and supplies optical networking technology, did everything right. Marvell is at the heart of the great AI date-center buildout.
Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.
Optical networking companies Lumentum and Coherent are doing just that ahead of the open Friday, slipping alongside Marvell Technology Memory names Sandisk Micron and Western Digital were also down. Marvell is at the heart of the great AI date-center buildout. Its data center revenue jumped 46% in the second quarter and CEO Matt Murphy said he expects revenue growth to accelerate further through the rest of the year.
Coherent stands out over AppLovin with faster expected growth, stronger estimate momentum and a lower valuation, despite APP's superior margins and cash flow.
AXTI's expanding InP supply agreements, backed by customer deposits and commitments through 2031, improve shipment visibility and could support revenue growth.
The artificial-intelligence trade roared back to life on Thursday after Nvidia's medium-term guidance signaled that demand for chips should remain robust next year. Shares of Marvell Technology jumped 4% in premarket trading.
CFO Colette Kress has a different view than critics who accuse the chip giant of ‘circular financing,’ per her comments on the earnings call.
Coherent (COHR) has drawn fresh attention after announcing plans to unveil its new Coherent PhotonLink platform at the 2026 European Conference on Optical Communication, a key event for optical and photonics technologies. These product announcements have coincided with a sharp move in Coherent’s stock. The share price is US$294.37 after a 1 month share price return of 8.5% and a year to date share price return of 51.48%. The 1 year total shareholder return of 224.52% and 3 year total...
Coherent (NYSE:COHR) plans to unveil its new PhotonLink™ integrated optics platform at the upcoming European Conference on Optical Communication. The PhotonLink™ platform targets next generation datacenter architectures used in AI driven infrastructure. Company executives are scheduled to present the technology at ECOC, with the event supported by a live webcast for remote viewers. The launch highlights Coherent's focus on optical signal processing for high performance data center...
Lumentum is surging for a second straight session with no fresh catalyst behind the move, while its closest peers drift sideways or lower. That divergence between one red-hot stock and a quiet sector tells investors something important about where this rally actually stands.
SK Hynix just published a technology roadmap that redraws where optics belong inside an AI system, and one company supplies nearly every component required to build it.
Coherent (COHR) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
We examine why photonics stocks are surging and highlight five ETFs.
Applied Optoelectronics 800G revenues surge more than tenfold year over year as demand outpaces supply and capacity expansion targets further growth through mid-2027.
The mean of analysts' price targets for Coherent (COHR) points to a 48.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Here is how Coherent (COHR) and Liquidity Services (LQDT) have performed compared to their sector so far this year.
Its deepest decline across its full price history runs well past anything a catalogued market shock produced, and the next test sits inside a production ramp the company says is bounded by capacity and parts.
On August 12, 2026, Coherent Corp. (NYSE:COHR) beat fourth-quarter earnings estimates and forecast first-quarter revenue and profit above expectations. Yet, its shares slipped 4% in extended trading. Lumentum Holdings Inc. (NASDAQ:LITE), a rival optical component maker, reported its results a day earlier, on August 11, 2026, with revenue guidance that CEO Michael Hurlston said would […]
In August 2026, Coherent Corp. reported fourth-quarter sales of US$2,045.5 million and full-year sales of US$7.12 billion, alongside a swing to profitability, and began sampling its 300mm high thermal conductivity silicon carbide substrates to major AI semiconductor customers for datacenter thermal management. This combination of improved financial performance and a move to customer evaluation of its 300mm silicon carbide platform underscores Coherent’s push to become a core materials...
Lumentum shares drop as AI-trade stocks come under pressure. The optical-networking company may be poised to announce a new deal ahead of schedule.
A surprise capital raise sent shockwaves through the AI optics trade Monday morning, pulling down not just one stock but an entire high-flying corner of the semiconductor market that had been one of 2026's biggest winners.
Applied Optoelectronics is among the fastest-growing optical networking companies, a sector that has drawn strong investor interest over the past year.
COHR's valuation leaves little room for missteps, even as expected growth could sharply lower earnings and EBITDA multiples.
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