Lumentum (NASDAQ: LITE) stands out as one of the market's standout artificial intelligence infrastructure plays. Shares have climbed sharply while revenue gains pick up speed and analysts point to further room for growth. Yet with lofty targets already priced in, buyers must weigh whether expansion can keep pace with the surge.

Stock prices used were the market prices of June 1, 2026. The video was published on June 11, 2026.

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Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Lumentum. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.