Which Optics Stock Has Dominated in 2026: Applied Optoelectronics, Lumentum, or Coherent?
The article compares the 2026 performance of three major U.S. optics stocks—Applied Optoelectronics, Lumentum, and Coherent—noting that AI datacenter spending has made optical networking one of the year's hottest trades. It highlights the wide divergence in stock performance among the three companies, with returns ranging significantly in magnitude.
Why it matters — A COHR watcher would care because the article directly benchmarks Coherent's 2026 share-price performance against its two main U.S. optics rivals amid surging AI-driven datacenter demand.