J.P. Morgan Spots Buying Opportunity in COHR and LITE Post-Pullback

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(SeaPRwire) –   By: Oliver Hawthorne

Coherent and Lumentum fell over 15% from early-June highs. J.P. Morgan says this is a buying chance. The bank kept Overweight on both, with price targets $380 for COHR and $1,130 for LITE. Selloff起因于2026年初的三位数涨幅和共封装光学器件采用延迟担忧。当前股价对应2028年预估收益约25倍，而两家公司年收益预计增长40%。

共封装光学器件采用时间表仍稳定。Computex展会反馈显示英伟达的光学器件量产进度超前。除英伟达外，部分云服务提供商等新买家进入光学网络领域，或为潜在利好。超两打追踪的华尔街机构中，81%给Lumentum买入评级，76%给Coherent买入评级。Author bio: Oliver Hawthorne, Principal Correspondent permanently stationed at an international technology review