On August 7, Lumentum rose 4.04% in pre-market trading, trading at 867.03 USD/share, with turnover of approximately 7.98万 USD.

On the news front, a research report highlighted that the AI computing power supply chain has entered a deep expansion phase where downstream demand is forcing upstream capacity buildouts. Lumentum's core optical component capacity may be sold out through 2028, significantly elevating capacity shortage expectations. Meanwhile, the company is set to report quarterly earnings after market close on August 11, with consensus estimates projecting revenue of approximately $9.88 billion, representing 111.83% year-over-year growth, and adjusted EPS of approximately $2.97, up 271.06% year-over-year. The core drivers include sustained shipments of high-end components and product mix upgrades lifting average selling prices.

The broader optical communications sector also rallied, with Lumen Technologies gaining 5% and Coherent rising 2% overnight, reflecting broad-based sector strength ahead of earnings season.

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