BNP Paribas Predicts Lumentum Stock to Reach $1k with Nvidia and Google Wins

Monday, Mar 23, 2026 2:30 pm ET1min read
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Lumentum's recent design wins for 100G and 200G EML chipsets in 800G and 1.6T optical modules, including wins with Nvidia and Google, could send the stock to over $1,000 per share, according to BNP Paribas Equity Research.

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