IIVI II-VI Incorporated Loading... : Bullish and Bearish Analyst Opinions
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May 05
May 05
Even with massive internal expansion, Lumentum is undershipping demand for pump lasers, narrow linewidth lasers, and EMLs by more than 30% and having to allocate supply to customers. — Persistent industry-wide laser and component shortages signal pricing power and potential revenue upside for Lumentum's laser competitors and indicate the AI supply chain remains heavily constrained.
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About IIVI Analyst Coverage
Buzzberg tracks IIVI (II-VI Incorporated) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Michael Harlston.