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LITE 4Q25: At the Center of the Optical Communications Revolution, Deeply Aligned with Both Google and Nvidia
FUNDA
High-quality beat/raise; FY26Q3 guide to 30-31% OM + LTAs signal a structural seller's market for LITE.
We have been frequently discussing TPU and TPU Names since last September, and we released a LITE report in early November last year. In the past two months, we have spent a lot of time discussing how InP and AXTI have no impact on LITE's performance, and that we don't need to worry about its capacity constraints.
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