{
  "id": 1215561,
  "title": "Jim Cramer Weighs In on Lumentum (LITE) and Coherent (COHR) Post-Earnings",
  "url": "https://urgent.news/2026/08/14/jim-cramer-weighs-in-on-lumentum-lite-and-coherent-cohr-post-earnings",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-08-14T23:35:22.000Z",
  "source": {
    "name": "Yahoo Finance",
    "slug": "yahoo-finance",
    "url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-weighs-lumentum-lite-233522087.html"
  },
  "original_language": "en",
  "account": "Shares of optical technology leaders Lumentum Holdings Inc. and Coherent Corp. experienced activity following their respective earnings reports. On CNBC's Mad Money, Jim Cramer pointed out a short-term disconnect between market trading and business fundamentals in the optical hardware sector. Lumentum reported a strong quarter, with a 109% year-over-year increase in net revenue to $1.01 billion, beating estimates. Non-GAAP diluted earnings per share surpassed expectations at $3.23. The company issued optimistic guidance for Q1 2027, projecting net revenue between $1.225 billion and $1.275 billion and non-GAAP EPS of $4.05 to $4.35. This positive report drove Lumentum's shares up and sparked a broader rally in the photonics sector. In contrast, Coherent reported a 34% year-over-year increase in net revenue to $2.05 billion, surpassing Wall Street expectations. Non-GAAP EPS of $1.74 also exceeded forecasts by $0.12. The company provided optimistic guidance for Q1 2027, with revenue between $2.2 billion and $2.4 billion and non-GAAP EPS of $1.85 to $2.05. Despite strong earnings and guidance, Coherent shares declined in after-hours trading, following an 8% gain during regular hours. The after-hours dip was attributed to sell-the-news reactions, despite rising hedge fund interest in both companies. While short-term trading dynamics and valuation-driven pullbacks can cause volatility, both companies maintain strong multi-quarter demand visibility in the optical networking space. As hyperscalers continue scaling AI clusters, both companies are positioned at the center of multi-year growth. Although LITE and COHR were considered for investment, it was suggested that certain AI stocks may offer greater upside potential with less downside risk.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}