Earnings GrowthLonger term, analysts expect LITE to earn $5.00+ per share and exit at that run-rate, indicating strong future earnings potential.
Financial PerformanceAcquisition synergy target raised to $100mn from $80mn, which should support some floor in gross/operating margins.
Product Cycle And Market OpportunityAnalyst reiterates a Positive rating due to excitement for the AI and DC opportunity to come, supplemented by a new product cycle with Google, NVIDIA custom content, and winning VCSELs, EMLs, transceivers, AOCs, and silicon photonics content with other hyperscalers.