Best Fiber Optics Stocks to Buy Now in 2026

AI-driven buildouts are accelerating.

Hyperscaler Capex is estimated to reach over $700 billion this year.

That’s a huge opportunity for photonic companies.

Here are the best fiber optics stocks to buy now in 2026.

Data center demand is causing bottlenecks across supply chains. As we’ve highlighted, memory and storage stocks have thrived given limited supply.

Another opportunity is being created in optics manufacturers.

Hyperscaler needs for lasers, modules, and cables have created constraints…and that means a huge opportunity is available for a handful of critical photonic players.

Today, we’ll break down 3 top-tier optics stocks that should be on your radar this year.

Institutions have been scooping up the space relentlessly.

And we believe there’s plenty of upside in the years ahead.

Best Fiber Optics Stocks to Buy Now in 2026

The shift from traditional switch architecture to optical switch architecture offers speed enhancements and lower costs.

Greater efficiencies have caused demand for optics to surge.

This has benefited key fiber players immensely.

The number one top optic stock for 2026 is Ciena Corp. (CIEN). The $61 billion market-cap company is a leading designer of high-performance coherent optics, photonic systems, and networking platforms.

The company recently announced a beat and raise during its Q1 2026 earnings release.

For FY 2026 CIEN raised revenues to $6.1B at the midpoint while also increasing FY non-GAAP operating margin to 18.5% at the midpoint vs. prior guidance of 17% +/- 1%.

This means earnings will surge.

One look at analysts EPS estimates for 2026 – 2028 proves how bullish Wall Street is on the future.

FY 2026 EPS sits at $6.25/share whereas 2028 is now estimated to vault to $11.25:

Keep it simple. When earnings are trending higher, odds are the stock price is booming too.

It is.

CIEN shares are up a whopping 77% in 2026.

But the story of this name started last summer. Since July, the stock has been one of the most accumulated names in our data when shares traded at $84.

Dozens of inflows later – the stock now trades at $415:

This reveals the predictive power of MoneyFlows data.

Let’s keep going!

The number 2 best optic stock for 2026 is Lumentum (LITE). The $77 billion market cap firm has more than doubled in 2026, gaining 107%.

Lumentum technology manufactures high-performance lasers and photonic modules…core components needed by hyperscalers.

Business has been booming. And it’s projected to accelerate.

Below lists annual analysts sales estimates for years 2026 – 2028.

This year sales are pegged at $2.91B. By 2028, sales will more than double to $6.62B:

When sales trends are accelerating, smart investors position themselves early.

Incredibly, LITE shares saw initial inflows beginning last May at a share price of $78. The stock recently broke above $800.

Institutional footprints are all over this stock.

Note the continuous green bars pushing LITE shares higher week after week:

Don’t fight the flow of money…that’s a losing game.

The biggest winning stocks often are big institutional favorites.

Let’s do another.

The number 3 top fiber optic stock for 2026 is Coherent (COHR). The $48 billion market cap photonic supplier has gained a whopping 34% YTD.

Coherent recently announced a strategic partnership with NVIDIA to develop optics technology. NVDA is investing $2B to support R&D.

That’s not all that’s exciting.

Like Lumentum, sales estimates from Wall Street analysts keep climbing.

2026 revenues are projected to reach ~$7B. By 2028, that figure will climb to $10.35B.

This is the growth you want to see from a top stock:

Importantly, earnings are set to surge alongside this business ramp.

FY 2026 EPS is pegged at $4.02 and will double to $8.11 in FY 2028.

Focus on companies where earnings are surging. That’s how the best on Wall Street always are a step ahead.

Below illustrates this beautifully.

Massive inflows started pushing COHR shares higher last May at a price of $81. Shares went on to $298 recently.

And notice the blue signals on the right. These are Outlier inflows highlighting how COHR was one of the top-scoring stocks in all of our data.

Data is beautiful!

Look, the best winning stocks become leaders because of strong institutional support.

Tons of research out there is backward-looking…our decade-plus process is forward-looking.

Don’t trust research that’s not grounded in evidence.

Serious investors trust MoneyFlows.

Be early next time!

Our PRO subscription allows you to spot daily flows and access our weekly Outlier 20 report.

This is the report that has found EVERY SINGLE ONE of our Outlier stocks.

Professional money managers and RIAs looking for additional portfolio solutions including ETF flows & ranks and your own Portfolio Tracking tools, please reach out about our Advisor Solution and Emerging Advisor Program.

AND don’t miss my deep dive conversation with Jason Bodner on our favorite optical stocks. It’ll showcase our process that allows us to spot new emerging themes year after year.

***NEXT WEEK, join co-founder Jason Bodner LIVE, April 9-11, 2026, at the MoneyShow Masters Symposium in Hollywood, FL (And for a FREE Pre-Show April 8th). As he presents: Use Money Flows to Find the Next Wave of Growth Stocks.

You don’t want to miss this! Click the image below to register now.