Why Light Is the New AI Bottleneck—And 3 Photonics Stocks to Play It

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AI data centers are shifting from copper to optical networking, creating a bottleneck that benefits photonics stocks like Lumentum, Coherent, and Applied Optoelectronics, which have seen strong growth. However, each company faces distinct margin and execution risks. Despite Lumentum's Moderate Buy rating, top analysts currently recommend five other specific stocks over it.

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Should You Invest $1,000 in Lumentum Right Now?

Before you consider Lumentum, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Lumentum wasn't on the list.

While Lumentum currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

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