NVIDIA CPO Acceleration expectations drive Lumentum up nearly 6%, strengthening the optical communications sector
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AT A GLANCE
NVIDIA CPO Deployment expectations are heating up, and Lumentum and the optical communications sector have attracted market attention.
Article
NVIDIA CPO Acceleration expectations benefit optical module stocks,Lumentum rising nearly 6%BlockBeats reported that September 30, NVIDIA's progress in deploying co-packaged optics (CPO) is faster than the market expected, further heating market demand for AI data-center optical interconnects. As an important participant in NVIDIA's advanced optics supply chain,Lumentum is viewed as a potential direct beneficiary.GF Securities' latest research report estimates that Lumentum's CPO laser revenue will rise from 2027 in 427000000 USD to 2028 in 750000000 USD; over the same period, near-packaged optics (NPO) laser revenue is expected to increase from 501000000 USD to 2550000000 USD, and it reiterated its “Buy” rating on Lumentum.
Meanwhile, Citi recently raised Lumentum's target price from 1200 USD to 1400 USD, further reinforcing market expectations for growth in its AI optical communications business, with the entire optical communications sector posting gains of varying degrees.
According to TradingBeats monitoring, the LITE perpetual contract on Hyperliquid was recently quoted at 972 USD，24, up approximately 6%over the past hour.
Original link https://m.theblockbeats.info/flash/369727
Key points
01
BlockBeats said that NVIDIA's deployment progress in co-packaged optics (CPO) is faster than the market expected.
02
Market demand for AI data-center optical interconnects is heating up further.
03
Lumentum is viewed as an important participant in NVIDIA's advanced optics supply chain and a potential direct beneficiary.
04
GF Securities expects that Lumentum's CPO laser revenue will rise from 2027 in 427000000 USD to 2028 in 750000000 USD。
05
GF Securities expects that Lumentum's near-packaged optics (NPO) laser revenue will rise from 2027 in 501000000 USD to 2028 in 2550000000 USD, and reiterated its “Buy” rating.
06
Citi raised Lumentum's target price from 1200 USD to 1400 USD。
07
The headline reported that Lumentum rose nearly 6%, and said that the entire optical communications sector posted gains of varying degrees.
08
TradingBeats monitoring reported that the LITE perpetual contract on Hyperliquid was recently quoted at 972 USD，24, up approximately 6%。
AI-assisted interpretation
The following is analysis, separate from reported facts. Verify important claims independently.
CPO is a technology that combines optical components and chips more closely. The report says that NVIDIA's related deployment progress may boost AI data-center demand for optical interconnects, and therefore Lumentum has attracted attention. The article also cites revenue forecasts, target-price adjustments, and contract-price data.
Why it matters to readers
If subsequent information verifies the relevant deployments and revenue forecasts,Lumentum market expectations and those for the optical communications sector may continue to be affected; however, the current report mainly relays research reports and market data.
This is a market report about AI infrastructure supply chains and optical communications companies. Company revenue forecasts, broker target prices, and actual realized performance should be distinguished.
Risks and unknowns
NVIDIA CPO The article does not specify whether deployment progress is supported by a company announcement or other primary source material.
GF The basis for Securities' revenue forecast and the full research report were not provided in the original article.
The full basis for Citi's target-price adjustment was not provided in the original article.
LITE Perpetual contracts and Lumentum the specific correspondence between the underlying assets was not further explained in the article.
The reported magnitude of the increase and revenue forecasts may still change.
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Related concepts
Co-packaged optics (CPO）
This term is not in the glossary yet. Browse related concepts in the glossary.
A derivative contract with no expiration date, designed for continuous holding, whose funding rate mechanism helps keep its price close to that of the underlying asset.
