Top 3 Silicon Photonics Stocks to Own in 2026 and Beyond

If you missed the memory and storage boom, I’ve got good news.

Another bottleneck is presenting itself in silicon photonics.

Here are the top 3 silicon photonics stocks to own in 2026 and beyond.

If you want an edge in the AI trade, pay attention to what top CEOs say.

NVIDIA’s Jensen Huang said it best, the amount of silicon photonics technology capacity that we need is substantially higher than the world has today.

This is why NVIDIA has made strategic photonic investments recently, including names we’ll cover today.

At MoneyFlows, we see optics and photonics as a massive frontier for 2026 and beyond.

Just make sure you own the contenders and not the pretenders.

Top 3 Silicon Photonics Stocks to Own in 2026 and Beyond

The study of photonics should be thought of as the shift away from electrical signals towards light.

Optical signals are faster than traditional copper signals…and produce less heat, helping with energy costs.

Silicon photonics isn’t just one product…it’s an ecosystem.

Here’s how to take advantage of the massive opportunity.

The first silicon photonics stock to own in 2026 is Lumentum (LITE). The $90 billion market cap optical laser-maker has gained a staggering 117% YTD.

In March, NVIDIA made a $2 billion investment in Lumentum as part of a multi-year partnership…commitments and future capacity access rights for laser components and advanced optical interconnects.

It’s not just this announcement that’s exciting for Lumentum.

The incredible forecasted sales and net income are off the charts.

Here we can see that Lumentum sales should reach $3 billion in 2026 with net income of $700 million.

By FY 2028, their top line is estimated to balloon to $8.6 billion while net income explodes to $3 billion:

Whenever the future is this rosy, you can bet that big investors will be involved.

And they have been.

One look at LITE’s money flow picture shows how inflows began around $98 per share and pushed the stock to over $1000 at the peak.

Incredibly, Lumentum hasn’t recorded a single outflow the last year:

The biggest winning stocks are loved by institutional investors…period.

Let’s do another.

The number 2 top silicon photonics stock to own in 2026 is Coherent (COHR). The $74 billion market cap photonics player helps control light signals with precision.

Like Lumentum, Coherent has enjoyed a great start this year, gaining 100%.

Coherent also announced a $2 billion investment from NVIDIA for access to advanced optics and laser technology.

For most investors, that’s enough to seal the deal on owning a stock…but let’s review Coherent’s latest earnings report.

Their Q3 results revealed how sales jumped 27% YOY to $1.8 billion while EPS ramped 55% to $1.41.

The company highlighted how their datacenter & communications segment grew 41%:

Keep investing simple.

Buy companies with massive growth profiles in the biggest themes.

You’ll find them early by studying the demand for their shares.

Coherent shares have been a magnet for institutional sponsorship all year.

Impressively, the stock landed on our elite Outlier 20 report 6 times late last year…highlighting that COHR is one of the highest rated stocks in all of our data.

This is the stairway to heaven formation!

The biggest themes in the market will be loved by institutions well before any headlines hit.

Don’t fly blind!

Our number 3 top silicon photonics stock to buy in 2026 is Marvell (MRVL). The $243 billion integrated circuits player has gained an astounding 220% YTD.

NVIDIA also took a $2 billion stake in Marvell and Jensen Huang anointed the company by calling it the next trillion-dollar company.

If these facts don’t get you excited, one look at Marvell’s estimated Datacenter segment sales will.

FY 2027 is slated to see sales reach $9.1 billion and eclipse $20 billion in FY 2029.

Compared to 2025, this represents an astounding 391% growth:

Big investors have been piling into MRVL shares, not for today’s opportunity.

It’s about the multi-year photonics theme.

Here we can see a wall of money boosting MRVL shares, while being a repeat offender on our Outlier 20 report.

Investing is a lot easier when you’re armed with cutting-edge data…that actually works.

If you’re not having a great year in 2026, it’s time to upgrade your research.

AI bottlenecks will be the norm in the years ahead.

MoneyFlows reveals tomorrow’s opportunities… today.

If you’re a serious investor or money manager, get started today.

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

Enjoy a click-through experience unlike anything out there.

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 on Silicon Photonics with Jason Bodner. We dive into 5 stocks heavily levered to this massive bottleneck!