Lumentum (LITE) is an interesting AI stock with strong demand, effectively sold out and ramping up capacity to meet future orders.
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What's Going on With Lumentum Stock? | LITE Stock Deep Dive Part 2
May 21, 2026
Lumentum (LITE) is an AI stock experiencing significant demand, with component revenue up 77% year-over-year and products effectively sold out. The company is securing long-term agreements with hyperscalers to increase capacity and meet surging demand, with its wafer fabrication facility fully allocated. Lumentum is also ramping up manufacturing for CPO applications and has a multi-hundred-million-dollar purchase order for the first half of 2027.
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LITEbuy opened May 21, 2026
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