Applied Optoelectronics Over Lumentum: One AI Networking Boom, Two Different Valuations
Corroborated by 4 sources from 4 publishers
TL;DR
In December 2025, I had argued that Lumentum (LITE) was trading materially above its long-term fundamental value Applied Materials’ Sales Forecast Gets Boost From AI Demand watch now Applied Materials pops on Q2 beat CNBC's Kristina Partsinevelos joins 'Closing Bell Overtime' to recap Applied Materials quarterly results.
Sources
1
Seeking Alpha Market News
https://seekingalpha.com/article/4904662-applied-optoelectronics-over-lumentum-1-ai-networking-boom-2-different-valuations?source=feed_all_articles
2
Bloomberg Technology
https://www.bloomberg.com/news/articles/2026-05-14/applied-materials-sales-forecast-gets-boost-from-ai-demand
3
CNBC 100004038
https://www.cnbc.com/video/2026/05/14/applied-materials-pops-on-q2-beat.html
4
Dow Jones U.S. Business
https://www.wsj.com/business/earnings/applied-materials-profit-sales-rise-on-demand-for-semiconductor-equipment-af67d1e8?mod=pls_whats_news_us_business_f