Optical Capex Fears Overdone: What It Means for LITE and COHR

Posted on by Eben@CANSLIM Research

In a report previewing what Lumentum and Coherent may say to calm investor nerves this quarter, the analysis contends that none of the catalysts behind the recent weakness materially changes the fundamental picture for optical networking. The drawdown, it notes, coincided with a broader AI sell-off, with Coherent’s move comparable to that of CoreWeave. The cited drivers include softer AI lab revenues, CoreWeave’s financing difficulties, a “sell the news” reaction around OCP, previews that showed no upside to estimates, and a weaker macro backdrop.

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