Stock Track | Lumentum Soars 5.11% Intraday on Strong CPO Revenue Outlook from Earnings Report

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Lumentum's stock surged 5.11% during intraday trading on Wednesday, as the market reacted positively to the company's latest financial results and forward-looking statements regarding its position in the emerging Co-Packaged Optics (CPO) market.

The movement follows the release of Lumentum's FY2026 Q2 earnings report, where the company provided specific guidance on expected revenue from CPO-related orders. During its earnings call, Lumentum stated it anticipates approximately $50 million, potentially more, in CPO-related orders to convert into revenue in the fourth quarter of 2026. Furthermore, the company projected that several hundred million dollars in CPO-related orders would begin shipping and converting to revenue in the first half of 2027.

Lumentum also indicated it expects a significant volume ramp-up for CPO in Scale-Up scenarios by the fourth quarter of 2027, suggesting the company is positioning itself as a key beneficiary of the potential industry shift from copper to optical interconnects in AI data centers. These positive projections come amid a heated market debate about the future of optical modules versus CPO technology, with Lumentum's commentary providing concrete financial expectations that appear to have bolstered investor confidence.

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