Filtered library · Theme
networking-optical theme · 17 dossiers
Dossiers in the networking-optical theme cluster — 17 names moving on shared catalysts.
All dossiersLITE
Lumentum Holdings Inc.
Optical-AI picks-and-shovels: the post-print -8.45% sell-the-news is fully reversed LITE reclaimed its pre-print high on a 2026-06-01 +7% signal bar at $866.97, riding Nasdaq-100 inclusion and the 2026-06-02 AI-chip rally to fresh records.…
AAOI
freshApplied Optoelectronics, Inc.
Optical ACCEL but secondary to cleaner COHR; +400% YTD parabola, $600M ATM supply ceiling, ETF/MEME-saturated, ~2.2x consensus PT. Peak-sentiment chase, no catalyst ~8wks WATCH.
COHR
Coherent Corp.
Optical ACCEL (0.90) cluster winner: Jensen optical-shift confirm + NVDA $1.9B stake, RSI 60.8 healthy, buy-the-pullback on a $405 — reclaim. Cleanest non-semi AI-infra expression; prior -8.3% exit warrants volume confirm.
GLW
Corning Incorporated
AI-optical/glass picks-and-shovels narrative is fully public and still being marked up UBS PT $228 (6/5, new Street high) atop Mizuho $220, plus retail 'if-you-invested' clickbait (6/4) and the May photonics-ETF launch = late-stage…
FN
Fabrinet
Optical-CMO narrative broadening from telecom (Q3 telecom +55% YoY, DCI +90%) into a supply-constrained datacom inflection two direct hyperscale 800G programs ramp Q4→mid-FY27, Building 10 adds 50% capacity for 1.6T. Revenue acceleration…
MTSI
MACOM Technology Solutions Holdings, Inc.
AI optical-interconnect arms-dealer with mid-cycle re-acceleration: MACOM raised FY26 data-center growth from 35-40% to >60% on the Q2 call. Theme ACCELERATING + cluster-confirmed (COHR/CRDO/ALAB). But it V-ripped +29%/month back near the…
ATEN
A10 Networks Inc
April sell-side stalemate broke bullish: Q1 (5/07) beat at $75.0M rev +13.4% and the desk cluster flipped to Strong Buy, then Citrini's ~5/29 long initiation ran ATEN to a fresh 52-wk high ($30.57 spot). AI-networking-adjacency narrative…
KEYS
freshKeysight Technologies, Inc.
Q2 FY26 binary (2026-05-20) resolved bullish all-time-high orders/rev/EPS/FCF and a raised guide, and the sell-side caught up in one week ($350–$425 PT cluster vs ~$200 prior median). The first-mover upgrade edge is now consumed; the…
NOK
Nokia Corporation
Legacy telecom-equipment maker re-rating as an AI-data-center-networking play: Nvidia's ~$1B stake at $6.01/sh (Oct 2025) plus the 2026-05-21 AI Networking Lab (AMD, Keysight) drove a multi-month run to a 52-week high on 2026-05-26. Theme…
ADTN
ADTRAN Holdings, Inc.
Post-ADVA turnaround CONFIRMED on the 2026-05-04 Q1 beat non-GAAP GM 43.0%, revenue +15.5% YoY, optical +24% on hyperscaler DCI demand, non-GAAP EPS $0.14. The inflection fat-pitch already ran ~$7→$20; now MATURING and consolidating inside…
CIEN
Ciena Corporation
Optical DCI / WaveLogic-7 1.6T cycle is real, but the binary already fired: Q2 06-04 beat-and-raise (EPS $1.64 vs $1.46; FY26 guide lifted to $6.2-6.4B) sold off from a $620.37 pre-print close expectations sat above even the raised guide.…
CLFD
Clearfield, Inc.
Fiber-connectivity small-cap ripped ~39% on a Q2 revenue MISS (-15% YoY, swung to a loss) as retail bid the AI-fiber + BEAD story; backlog +39% QoQ and book-to-bill 1.3 are the only hard supports. The move already ran ~60% in a month and…
CRDO
freshCredo Technology Group Holding Ltd
Q4 FY26 (2026-06-01) was a blowout revenue +157% YoY, EPS $1.16 vs $1.03, Q1 guide $465–475M above consensus yet the stock sold the news, and the entire sell-side raised PTs to $215–$300 the next morning. That is a narrative shifting from…
EXTR
freshExtreme Networks, Inc.
Legacy enterprise-networking name re-rated ~+98% in 3mo on the "Platform ONE/Agent ONE" AI-NetOps story + SaaS ARR +29% YoY. Now MATURING: spot $28.02 sits ABOVE consensus PT ~$26, two CEO insider blocks sold into the high, stock just…
UI
Ubiquiti Inc.
May 8 binary resolved against the momentum longs: a clean fundamental beat (GM 47% vs the 42% target, revenue +18.7% YoY) wasn't enough EPS missed the run-up consensus ($3.88 vs ~$4.42) and cash fell $437M→$176M, triggering a 42% May…
UNIT
Uniti Group Inc.
Q1 print (reported 2026-05-11) resolved the binary benignly: $987.5M combined revenue, FY2026 guide reaffirmed at $3.63B rev / $1.45B adj EBITDA, net loss on $188M quarterly interest. Story shifts from pre-print coin-flip to a…
VIAV
Viavi Solutions Inc.
Networking-optical/photonics theme maturing toward saturated first US-listed photonics ETF (EUV) debuted 2026-05-13 with 15 of 40 holdings +100% YTD, a late-cycle retail-discovery marker. VIAV is the laggard test-and-measurement sleeve,…