Lumentum Holdings Inc. Common Stock LITE

The Motley Fool 14 nov

Marvell Technology and ServiceNow both dropped significantly on Oct. 29—Marvell due to its $115 billion acquisition of Lumentum, and ServiceNow due to lower-than-expected contract revenue guidance. Despite the sell-offs, both stocks trade at valuations below their long-term 2030-2031 targets, making them potentially attractive for buy-and-hold investors focused on AI infrastructure and enterprise software.

Zacks Investment Research 13 nov

Coherent Corp. (COHR) demonstrated notable profitability improvements in Q1 FY27, with non-GAAP gross margin expanding 184 basis points to 40.6% and operating margin increasing 368 basis points to 23.2%. Non-GAAP EPS surged 80% year-over-year to $2.09, driven by stronger operational execution and improved cost efficiency. The stock has gained 61% over the past year and currently carries a Zacks Rank #2 (Buy) rating.

The Motley Fool 11 nov

The article compares AMD and Marvell Technology as AI semiconductor investments through 2027. While AMD shows strong growth with major partnerships (Meta, OpenAI) and $34.6B revenue, Marvell is recommended as the better value due to lower valuation multiples, higher profit margins (32.6% vs 12.5%), and aggressive growth guidance ($20B revenue by FY2028, $70-90B by FY2031). Marvell's acquisition of Lumentum strengthens its optical components capabilities for AI infrastructure.

Zacks Investment Research 11 nov

AXT Inc. (AXTI) reported record Q3 2026 revenues of $73.4 million, up 162% year-over-year, driven by strong demand for indium phosphide (InP) substrates used in AI data center optical connectivity. The company's backlog exceeded $500 million with customers on allocation, and it surpassed its 2026 capacity doubling goal. However, the stock's valuation appears stretched at 15.14X P/S ratio compared to industry average of 8.51X.

Zacks Investment Research 11 nov

Coherent Corp. (COHR) shares gained 10% following fiscal Q1 2027 earnings that beat expectations with adjusted EPS of $2.09 and record revenues of $2.37 billion. Datacenter revenues surged 85% year-over-year, driving 82% of total revenues, while gross margins expanded and operating efficiency improved. The company projects fiscal 2027 pro forma revenue growth exceeding 60% and expects quarterly revenues to reach $3 billion by end of fiscal 2027 and $4 billion in fiscal 2028, supported by strong AI infrastructure demand and a $20 billion five-year customer agreement.