Lumentum LITE shares have risen about 12.1% in the past month, with the rally appearing to be supported by strong AI-driven revenue growth, improving profitability and rising visibility into future optical demand. In the fourth quarter of fiscal 2026, revenues surged 109.3% year over year to $1.01 billion, while non-GAAP gross margin expanded to 50.4% from 37.8% and operating margin jumped to 36.6% from 15%. Lumentum expects first-quarter fiscal 2027 revenues of $1.225-$1.275 billion and non-GAAP earnings of $4.05-$4.35 per share. The strong results and bright near-term forecast are expected to continue the momentum in LITE's shares.
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