Fool - Investing News
30 May 2026, 19:13 UTC · 3h ago
Source · https://www.fool.com/investing/2026/05/30/these-artificial-intelligence-ai-stocks-have-crush/
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Lumentum Holdings reported revenue growth of 72% year over year to over $2 billion for the first nine months of fiscal 2026. — Significant top-line growth driven by AI infrastructure demand indicates strong fundamental momentum for the stock.
+0.60Lumentum's guidance of $985 million for the current quarter suggests revenue will more than double compared to the same period last year. — Accelerating growth guidance typically triggers positive price action and signals sustained demand for AI optical components.
+0.50Lumentum's earnings per share increased 4.5x year over year to $5.27 in the first nine months of fiscal 2026. — Exponential bottom-line growth suggests high operational leverage and improved profitability from high-margin data center products.
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The optical component market is projected to grow at an annual rate of 21% through 2029, reaching $30 billion in revenue. — Broad sector tailwinds provide a supportive long-term valuation floor for companies in the optical networking space.
+0.30Nvidia's shares have appreciated only 12% in 2026, significantly lagging the 74% jump in the PHLX Semiconductor Sector index. — Relative underperformance of the AI bellwether suggests a potential rotation away from the primary chip leaders toward other AI infrastructure plays.
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Model heads
The company is seeing massive growth in revenue and earnings due to AI demand, with stock prices 'flying high'.
The company has seen an impressive 67% jump in shares due to investments in AI infrastructure.
The article describes its 2026 performance as underwhelming compared to the semiconductor sector index despite strong results.
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