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LITE
NASDAQNext earningsFeb 2AnalystsBuy28+117%Information Technology · Electronic Equipment, Instruments & Components
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Pure-play optical interconnect manufacturer at the chip-to-chip and rack-to-rack bandwidth bottleneck of AI datacenter scaling. Q3 FY26 record print ($808M revenue, +90% YoY) on optical demand outpacing supply by 25-30%; OCS backlog disclosed >$400M; CPO incremental multi-hundred-million-dollar order deliverable H1 CY27.
NVIDIA strategic partnership Q1 2026: $2B equity investment + multi-year R&D agreement + US-based fab capacity build - structural single-customer concentration but with the dominant counterparty in AI compute. Bull case: optical is the next bottleneck after HBM, NVIDIA partnership locks in volume + co-design.
Bear case: customer concentration on NVIDIA, capacity execution risk on new US fab ramp, multiple-compression risk after +166% YTD run.
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User-supplied 2026-04-25