Movement Alert｜Lumentum Rises 3.62% in Pre-Market Trading, Earnings Preview and AI Computing Capacity Shortage Expectations Continue to Boost Sentiment

Market Focus08-10 16:05

On August 10, Lumentum rose 3.62% in pre-market trading, trading at $922.21/share, with turnover of $5.97 million.

On the news front, the company is scheduled to report quarterly earnings after market close on August 11. Consensus estimates call for revenue of approximately $9.88 billion, up 111.83% year-over-year, and adjusted EPS of approximately $2.97, up 271.06% year-over-year. The core growth driver stems from sustained shipments of high-end optical components and product mix upgrades lifting average selling prices.

Additionally, institutional research indicates that the AI computing power supply chain has entered a deep demand-driven capacity explosion phase, with downstream demand forcing upstream capacity expansion. Lumentum's core optical component capacity may be sold out through 2028, significantly heightening supply shortage expectations. The combination of optimistic earnings outlook and capacity tightness narrative continues to support market sentiment ahead of the report.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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