$Lumentum(LITE)$ Let go.

Lumentum Target Raised to $950! Optical the Next Big Investment Theme?

At OFC 2026, Lumentum projected the AI optical communications market — spanning pluggable modules, CPO, and OCS — will surge from $18 billion in 2025 to $90 billion by 2030, implying a 40% CAGR. JPMorgan analyst Samik Chatterjee reiterated a Buy rating on $LITE and raised his price target from $565 to $950. Is optical modules shaping up as this year's defining investment theme alongside memory — and will you bet on this frontier sector the way Nvidia did?

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