Lumentum Rockets on Strong Q4 Beat, Raises 2027 Outlook

TL;DR Summary
Lumentum Holdings beat fiscal fourth-quarter estimates with adjusted earnings of $3.23 per share on revenue of $1.01 billion and issued guidance for the first quarter of 2027 of $4.05–$4.35 per share on about $1.25 billion in revenue, prompting a roughly 7% premarket jump as AI infrastructure demand and its optical-networking business support a blistering stock run.
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