Lumentum revenue rises 90.1% year over year Lumentum Holdings Inc. reported fiscal third-quarter 2026 revenue of $808.4 million, up 90.1% year over year. Non-GAAP operating margin expanded to 32.2%, while non-GAAP diluted earnings per share rose to $2.37 from $0.57 a
Semtech reports $1.05 billion in fiscal 2026 sales, up 15% YoY, as new 224G chips target AI data center bottlenecks. Semtech Corporation (NASDAQ:SMTC) unveiled a new family of 224 Gbps per lane optical chips designed for AI data center interconnects, addressing critical bo
Aviat Networks expands its microwave platform with new long-haul solutions, targeting a $250 million incremental market for AI-driven data traffic growth. Aviat Networks (NASDAQ:AVNW) launched a new long-haul portfolio aimed at enhancing capacity and reliability for long-d
CIEN reports 40% revenue growth to $1.57 billion in Q2, lifts fiscal 2026 guidance to $6.3 billion on AI infrastructure demand. Ciena Corporation (CIEN) posted fiscal second-quarter revenue of $1.57 billion, a 40% year-over-year increase, driven by rising demand for AI-dri
Vertiv’s new digital twin system aims to optimize power, cooling, and workflows for AI factories before deployment, addressing scalability challenges. Vertiv Holdings Co (NYSE:VRT) announced progress on a production-grade digital twin capability for its SmartRun platform,
ADTRAN Holdings, Inc. (NASDAQ:ADTN) is one of the best AI networking stocks to buy according to analysts. The company gave investors a recent optical networking angle on May 27, when euNetworks launched a new quantum-safe private connectivity service powered by Adtran’s en
Calix, Inc. (NYSE:CALX) is one of the best AI networking stocks to buy according to analysts. The company gave investors a recent regulatory and deployment angle on June 3, when it said the FCC’s latest Conditional Approval notice, combined with prior authorizations, now c
Broadcom Inc. (NASDAQ:AVGO) is one of the best AI networking stocks to buy according to analysts. The company gave investors a fresh AI infrastructure catalyst on June 9, when it announced the AI XPV Platform with Apollo and Blackstone as initial anchor investors Th
Hewlett Packard Enterprise Company (NYSE:HPE) is one of the best AI networking stocks to buy according to analysts. The company gave investors a fresh AI networking update on June 1, when it reported fiscal second-quarter revenue of $10.7 billion, up 40% from the prior-yea
Vistance Networks (VISN): Oakland Arena Deployment Shows the Practical Edge of High-Density Wi-Fi 7 Networks Vistance Networks, Inc. (NASDAQ:VISN) is one of the best AI networking stocks to buy according to analysts. The company gave investors a recent enterprise networkin