The Latest Breaking News from Mizuho

Wall Street is increasingly turning to optical and networking enablers of AI infrastructure, and Lumentum stands out as a high-conviction pick for 2026.

Be ready for January 5, as Nvidia’s CES 2026 event could mark a pivotal catalyst.

Nvidia recently invested $2 billion in Synopsys. Japanese bank Mizuho, along with many other Wall Street banks, is bullish on SNPS.

DraftKings remains a volatile but high‑conviction Mizuho Top Pick, with management guiding to mid‑20s revenue growth, a sharp swing to positive EPS in 2025, and Street targets implying roughly 27% upside as it expands into prediction markets, new states, and deeper media integrations.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Lumentum rides the AI surge, delivering robust profits and eye-catching analyst upgrades.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

With Lumentum’s stellar YTD rally and Needham doubling down, should investors seize the moment, or step carefully from here?

Lumentum stock has more than tripled investor returns over the past year and trades at a reasonable valuation relative to its growth estimates.