Targeted exposure to U.S.-listed leaders in AI optical communication and network infrastructure.
Q4 and full-year fiscal 2026 earnings release scheduled on 2026-08-17. Analysts forecast EPS of approximately $3.78-$3.85. High importance estimated as full-year results typically drive significant market volatility scheduled.
Lumentum is scheduled to release its fiscal fourth quarter and full year 2026 financial results after the market closes on August 11, 2026. High importance is estimated as earnings releases often lead to >10% price impact, scheduled.
Q2 2026 earnings release with revenue guidance between $180 million and $198 million and EPS between -$0.03 and $0.03. Low importance is assigned as the market reaction to this event is estimated at >1%; scheduled.
Low importance estimated as a routine reporting date; second quarter 2026 financial results and third quarter 2026 guidance scheduled.
MACOM is scheduled to announce its fiscal Q3 2026 earnings results on 2026-07-30. Analysts forecast an adjusted EPS of approximately $1.35, in line with the company's prior guidance of $1.31 to $1.37. A price impact of >=5% is estimated based on historical earnings volatility. This event is scheduled.
Corning is scheduled to release its Q2 2026 financial results on July 28, 2026. The company has provided guidance for core sales of approximately $4.6 billion and core EPS between $0.73 and $0.77. This release is highly anticipated, especially after JPMorgan placed the stock on a 'Negative Catalyst Watch' on July 16, 2026, scheduled.
Nokia is scheduled to report its Q2 and half-year 2026 financial results on July 23, 2026. Analysts forecast EPS of around $0.07 on revenue of approximately $5.59 billion, expected. Earnings reports typically drive price changes of over 5%.
Barclays analyst Tom O'Malley upgraded Lumentum stock to 'Overweight' from 'Equal Weight' and maintained a $1,000 price target on July 20, 2026, citing rapidly improving profitability metrics; the stock gained over 9%.
Expansion of its Pearland, Texas manufacturing campus to increase production capacity for 800G and 1.6T optical transceivers, driven by demand from the AI sector. Medium importance is assigned as this expansion is estimated to cause a >5% price impact; expected.
Nokia announced a collaboration with NVIDIA on July 15, 2026, to develop an AI-driven Radio Access Network (AI-RAN) platform, aiming to significantly increase data transmission capacity.
Announced a strategic expansion in Japan with METI support and raised 2028 financial targets; high importance estimated due to significant long-term growth projection.
Nokia announced on July 14, 2026, that it signed a new agreement to expand and modernize Taiwan Mobile's 5G network using its AirScale RAN portfolio and AI-powered software.