Business

Optical Stocks Gain Analyst Support

Updated 2026-06-11 20:55 UTC 1 source Positive

J.P. Morgan analysts have reassured investors that fears over the adoption of co-packaged optics in optical stocks are unfounded, suggesting Coherent and Lumentum remain attractive investments despite concerns.

Coverage timeline — 1 article

MarketWatch

Missed the rally in optical stocks? Coherent and Lumentum just got more attractive, according to J.P. Morgan.

Investors have been worried about the adoption of co-packaged optics, but those fears seem overblown, says an analyst.

2026-06-11 20:48 UTC