Lumentum Targets $8B Annual Revenue Runrate
Lumentum presented a long-term financial model at OFC 2026 on Wednesday, forecasting a $2 billion quarterly revenue run rate within 18–24 months and a nearer-term $1.25 billion quarterly target within 9–12 months. The company disclosed a multiyear, multibillion-dollar optical circuit switch win and said Nvidia’s $2 billion investment will fund capacity expansion, including a Greensboro fab qualified in 2027. Stifel maintained a Buy rating and $800 price target.
Key Points
- 1Announces $2B quarterly revenue target within 18–24 months and $1.25B near-term quarterly goal
- 2Secures multiyear, multibillion-dollar optical circuit switch win and Nvidia $2B injection for capacity
- 3Signals capacity expansion with Greensboro fab to support UHP lasers, affecting co‑packaged optics supply
Scoring Rationale
Official guidance, large customer win, and Nvidia-backed capex raise impact; limited by single-company focus and unnamed customer details.
Sources
Public references used for this report.
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