That presents an opportunity for suppliers, including photonics companies that provide the solutions needed for fiber optics cables to transmit huge amounts of data. I’ll show you what I mean.
Best Fiber Optics Stocks
Moving data swiftly is crucial for modern technology infrastructure. Even better, moving from traditional switch architecture to optical switch architecture allows for greater speed and lower costs.
These greater efficiencies have spiked demand for optics solutions and the companies that provide them. And there are three key players that stand out due to the institutional support they’re receiving.
The first is Ciena Corp. (CIEN), a leading designer of high-performance optics, photonic systems, and networking platforms. Earnings have been stellar and guidance has been even better.
CIEN called for $6.1 billion in revenue and a non-GAAP operating margin of 18.5% (versus prior guidance of 17%). So, earnings should rise.
Analysts’ per-share earnings estimates are bullish, with 2028 EPS of $11.25 expected:
Check out the inflows from April 2025-2026:
It’s been one of the most accumulated names, with shares going from $84 to over $415.
Another stock seeing Big Money inflows is Lumentum Holdings, Inc. (LITE). It manufactures high-performance lasers and photonic modules, which are sorely needed by hyperscalers.
The demand is real: the $77 billion market cap firm has more than doubled in 2026, gaining 107% – and this rise is expected to accelerate.
Current sales are estimated to hit $2.91 billion. By 2028, analysts expect $6.62 billion:
Institutions have pounced. Initial inflows began last May around $78, but the price is nearly 10 times that now:
The power of institutional inflows is undeniable. They fuel the biggest gaining stocks.
Lastly, a third top fiber optics stock is Coherent Corp. (COHR). This photonics supplier has a $48 billion market cap and recently partnered with NVIDIA (NVDA) to develop optics technology.
Unsurprisingly, Wall Street sales estimates keep rising. This year’s revenue is expected to get near $7 billion and increase to over $10 billion by 2028:
Earnings are set to rise too. Currently EPS is pegged at $4.02 and is expected to hit $8.11 by 2028.
This is music to Big Money’s ears. Huge inflows began last May around $81, and they’ve pushed the share price to nearly $250:
The blue bars on the right are outlier inflows. They show how COHR was one of the top-scoring stocks in MoneyFlows data.
Powerful Outlier Data
Superstar stocks become outliers because of Big Money institutional support.
Following the money flows show where investment is primed for growth. This isn’t intuition, it’s pure, hard data – and it’s powerful.
If you are a Registered Investment Advisor (RIA) or a serious investor, take your investing to the next level and follow our free weekly MoneyFlows insights.
Disclosure: the author holds no positions in CIEN, LITE, COHR, or NVDA at the time of publication.