8 names are moving together; 13% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| SMTC | Semtech Corporation | Technology | -4.4% | Group member |
| COHR | Coherent Corp. | Technology | -3.7% | Group member |
| VIAV | Viavi Solutions Inc. | Technology | -4.2% | Group member |
| GLW | Corning Incorporated | Technology | -7.1% | Group member |
| TSEM | Tower Semiconductor Ltd. | Technology | -1.9% | Group member |
| FN | Fabrinet | Technology | +0.9% | Group member |
| LITE | Lumentum Holdings Inc. | Technology | -7.7% | Most structurally connected |
| AAOI | Applied Optoelectronics, Inc. | Technology | -13.0% | Group member |
Cohort
8 namesParticipation
13% this sessionObserved history
1 daily buildsFiling coverage
7/8 membersdemand / volume affecting revenue
“The decrease in Industrial Tech net revenue is primarily due to a decline in unit sales of our imaging and sensing products due to higher market competition in the consumer end-market for these products, which was partially offset by a $17.5 million increase in our laser products due to higher market demand.”
LITE 10-K
restructuring affecting expense
“These increases were partially offset by a decrease of $12.9 million in amortization of intangible assets as certain assets were fully amortized, a decrease of $8.4 million in stock-based compensation driven by equity award modifications as well as $5.2 million of severance and sign-on payments, all related to executive employee transitions incurred in the prior year period, and a $3.4 million reduction in bad debt expense.”
LITE 10-Q
demand / volume
“The increase in Components products was primarily driven by the ramp of laser chip and laser assembly product shipments to support strong, broad-based demand across intra-data center, data center interconnect, and long-haul applications.”
LITE 10-Q
Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.