Editor’s Note: Imagine typing an 18-digit code into your brokerage account and walking away one week later with a $6,316 payday. Sounds like a fantasy, but that’s one of the ways Larry Benedict made over $274 million in profits at his top 1% hedge fund. And now he’s sending the codes to ordinary people. They’ve seen an 84%-win rate so far, and the next code could go out any day now. For details and access, click here or read on…
Dear Reader,
“Punch this 18-digit code into an ordinary brokerage account,” Larry told me.
At first, I was unsure…
But Larry Benedict managed one of the top 100 hedge funds in the world, so I paid attention.
“If my calculations are correct,” he continued, “this code could put over $6,000 in your account in seven days.”
According to Larry, one simple trade could have returned over $6,316 in cold hard cash.
And it took just seven days.
It was that fast.
So what exactly are these codes… and why are they potentially so profitable?
He’s just released a new free video explainer.
Just click here to see the whole thing (including all of the evidence).
Regards,
Lauren Wingfield
Managing Editor, The Opportunistic Trader
3 Data Center Stocks Are Soaring—Analysts Think 1 Could Go Higher
Written by Leo Miller. Published 11/19/2025.
Key Points
- LITE, SNDK, and COHR hit home runs in their latest quarters, with shares surging after earnings.
- Analysts are raising red flags around the potential for future gains in two of these stocks that are up more than 100% in 2025.
- However, for one of these names, updated price targets imply solid upside potential.
Three data center stocks jumped after releasing their latest financial results. However, Wall Street analysts appear cautious on two of these names and more optimistic on the third. Below, we detail their results and what analysts are forecasting going forward.
LITE Soars +20% on Earnings, but Downside Could Be on the Horizon
Tech stock Lumentum (NASDAQ: LITE) makes products essential for data transmission in data centers, including optical transceivers that send data using light. These transceivers offer advantages over copper alternatives, such as higher bandwidth and lower latency.
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Shares of LITE jumped nearly 24% on Nov. 5 as markets reacted to the company’s latest earnings.
Revenue rose 58% to $543 million, beating estimates of $525 million. Adjusted earnings per share (EPS) of $1.10 also beat estimates by $0.07.
Adjusted operating margin increased by 1,570 basis points as the imbalance between customer demand and supply widened. As a result, Lumentum shares have risen about 188% in 2025.
However, analysts warn the stock may be overbought. The consensus price target of just under $191 implies roughly 21% downside.
Analysts issuing price targets after the earnings report are more optimistic, but the average target of about $218 still implies roughly 10% downside. Rosenblatt’s $280 target stands out with an estimated 16% upside, while B. Riley is far more bearish at $147, signaling nearly 40% downside.
Up 500%, Analysts Grow Cautious on SanDisk
Next is one of the hottest names recently, SanDisk (NASDAQ: SNDK). Over the past three months, shares have climbed almost 500%. Shares popped more than 15% on Nov. 7 as the market reacted to the company’s earnings. Revenue rose 23% to $2.31 billion, beating estimates of $2.12 billion. Adjusted EPS of $1.22 exceeded expectations by $0.64.
The company also issued guidance implying much higher profitability next quarter than analysts anticipated. The midpoint of its adjusted EPS guidance was $3.20 versus expectations of $1.82. SanDisk is benefiting from robust data-center demand that outstrips supply for its flash-memory solutions, and the company expects this dynamic to continue into calendar year 2026 and beyond.
Despite the strong results, many analysts believe SanDisk shares are running hot. The consensus price target of $183 implies about 31% downside potential.
Targets updated after the report are much more bullish, though some still see downside. The average of the recently updated targets is roughly $258, which implies about 3% downside. Cantor Fitzgerald’s $300 target suggests 13% upside, while Barclays' $220 target is the most bearish among recent updates, indicating roughly 17% downside potential.
Recent Targets See Upside in Coherent
Coherent (NYSE: COHR) competes with Lumentum in optical networking products and components. Shares rose more than 18% on Nov. 6, the day after the firm reported earnings.
The stock is up about 47% in 2025. Revenue rose over 17% to $1.58 billion, topping estimates of $1.54 billion. Adjusted EPS of $1.16 also beat expectations.
Supply constraints for a key input—indium phosphide lasers—limited Coherent’s growth, but the company posted record bookings last quarter, indicating demand remains strong. Coherent expects supply of these lasers to improve significantly for the rest of the fiscal year.
Analysts are notably more bullish on Coherent than on Lumentum or SanDisk. The consensus price target of $137 implies about 1% downside, but targets updated after the earnings release tell a different story.
The average of the recently updated targets is just under $163, suggesting roughly 17% upside. Needham’s $190 target is the most bullish recent forecast, projecting 37% upside potential. Northland Securities’ $125 target is the most bearish among the updated forecasts, implying about 10% downside—still significantly less pessimistic than the bearish targets for Lumentum and SanDisk.
Data Centers Can’t Get Enough of LITE, SNDK, and COHR
Given the strong rallies in Lumentum and SanDisk, it’s not surprising many analysts are tempering expectations. Still, all three stocks remain compelling as data-center operators and suppliers scramble for equipment. Investors may want to evaluate them further and consider building positions on meaningful pullbacks.
