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financial forecast

Lumentum Stock Skyrockets on AI Boom – Record Sales & Bold Forecast

Lumentum Stock Skyrockets on AI Boom – Record Sales & Bold Forecast

Recent News: Earnings Spark Rally Lumentum’s San Jose headquarters. The company’s stock jumped after it announced record quarterly revenue and upbeat guidance, fueled by surging demand from AI data centers. Lumentum made headlines on November 4–5, 2025 with a stellar earnings report that ignited its stock. The firm announced Q1 FY2026 (quarter ended Sep 27, 2025) results featuring record-high sales of $533.8 million – about 58% higher than a year ago simplywall.st and even slightly above Wall Street’s consensus (FactSet had ~$526M) marketscreener.com. This top-line feat, the largest quarterly revenue in Lumentum’s 10-year history optics.org, was driven by unprecedented demand
Cadence’s AI-Fueled Q3 Surprise: Earnings Beat, Big Deals, and Bold Forecasts Ignite CDNS Stock

Cadence’s AI-Fueled Q3 Surprise: Earnings Beat, Big Deals, and Bold Forecasts Ignite CDNS Stock

Q3 Earnings Beat Expectations Cadence Design Systems delivered better-than-expected third-quarter results, showcasing resilient growth as the semiconductor design boom continues. Adjusted EPS jumped to $1.93, topping analyst forecasts of $1.79 uk.investing.com. Revenue for Q3 hit $1.34 billion, edging past the $1.32 B consensus and rising ~10% from $1.22 B in the year-ago quarter uk.investing.com. On a GAAP basis, net income was $287.1 million ($1.05 per share), up ~20% year-on-year nasdaq.com – reflecting solid operational gains even after accounting for acquisition costs. The company cited broad-based strength across its product lines (which span chip design software, IP, and hardware systems), as customers accelerated projects in
American Express Raises Forecasts Amid Spending Boom – Is AXP Stock Poised to Soar?

American Express Raises Forecasts Amid Spending Boom – Is AXP Stock Poised to Soar?

AXP Stock Near Highs on Earnings Momentum American Express shares have been on a tear in recent months. The stock surged roughly 50% off its April lows following market jitters over tariffs, ultimately reaching a record high of $349.19 earlier this month schwabnetwork.com. After peaking, AXP saw a quick 9.5% pullback over 14 trading days to around $315, before buyers stepped in. Notably, a single-session jump of +3% on Tuesday, October 14 helped break the downtrend and lifted the stock back above its 21-day moving average near $329 schwabnetwork.com. As of October 17, AXP hovers around the $330 level, putting
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