Movement Alert｜Lumentum Pre-Market Rise 4.04%, AI Computing Capacity Shortage Expectations and Earnings Preview Boost Sentiment

Market Focus

Aug 07

On August 7, Lumentum rose 4.04% in pre-market trading, trading at 867.03 USD/share, with turnover of approximately 7.98万 USD.

On the news front, a research report highlighted that the AI computing power supply chain has entered a deep expansion phase where downstream demand is forcing upstream capacity buildouts. Lumentum's core optical component capacity may be sold out through 2028, significantly elevating capacity shortage expectations. Meanwhile, the company is set to report quarterly earnings after market close on August 11, with consensus estimates projecting revenue of approximately $9.88 billion, representing 111.83% year-over-year growth, and adjusted EPS of approximately $2.97, up 271.06% year-over-year. The core drivers include sustained shipments of high-end components and product mix upgrades lifting average selling prices.

The broader optical communications sector also rallied, with Lumen Technologies gaining 5% and Coherent rising 2% overnight, reflecting broad-based sector strength ahead of earnings season.

(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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