Finance

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.

Capital Daily Newsroom

Editorial Desk

2026-06-11 · 2 min read

Missed the rally in optical stocks? Coherent and Lumentum just got more attractive, according to J.P. Morgan.

Published June 11, 2026 · Category: Finance

Overview

Investors have been worried about the adoption of co-packaged optics, but those fears seem overblown, says an analyst.

Source

Originally published at www.marketwatch.com.

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