3 AI Optical Networking Stocks Positioned for the Data Center Buildout

finance.yahoo.com · 2026-09-08

Ciena beat Q3 earnings estimates with record margins, yet shares fell on margin concerns, prompting a look at rivals Lumentum and Coherent for AI optical networking exposure.

TickrTrends take: LITE is included among AI optical networking stocks that analysts believe could benefit from increased data center infrastructure investment. Given TickrTrends' current assessment that LITE is overvalued, investors focused on valuation metrics should monitor whether the company's financial performance and growth rates can justify its current market price as the data center buildout accelerates. The disconnect between sector tailwinds and current valuation suggests tracking LITE's upcoming earnings and revenue growth relative to peers in the optical networking space.

Read the full story at finance.yahoo.com →