MarketWatch
US · 3 hrs ago
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Missed the rally in optical stocks? Coherent and Lumentum just got more attractive, according to J.P. Morgan.
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J.P. Morgan analysts argue that concerns about co-packaged optics adoption have been overstated, making optical equipment stocks like Coherent and Lumentum attractive investment opportunities for those who missed earlier rallies.
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.
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