Lumentum Holdings: A Hidden Gem Among AI Stocks [Seeking Alpha]
Lumentum Holdings Inc. (LITE)
Last lumentum holdings inc. earnings: 2/4 07:30 am
Check Earnings Report
US:NASDAQ Investor Relations:
investor.lumentum.com/investors/default.aspx
Company Research
Source: Seeking Alpha
The company's FY26 revenue grew 58.44% YoY, beating estimates, and with guidance surpassing its $600M quarterly revenue milestone two quarters early in the second quarter. Its first quarter FY 2026 EBITDA more than doubled sequentially, reducing its debt-to-EBITDA from 41.73 to 24.48, partially mitigating concerns about high leverage. Despite persistent negative FCF, increased cash reserves and rapid deleveraging support a bullish outlook for growth investors. I maintain a buy rating for Lumentum due to its robust revenue growth driven by high demand from the cloud and AI. JHVEPhoto/iStock Editorial via Getty Images Lumentum ( LITE has risen dramatically since my buy recommendation on Oct. 11, 2025, to its Dec. 12 closing price of $324.35, mainly because of its excellent earnings on Nov. 4 that quieted some doubts about the company's lack of profitability while highlighting several reasons This article was written by Analyst's Disclosure: I/we have no stock, option or s
Show less
Read more
Impact Snapshot
Event Time:
LITE
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
LITE alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
LITE alerts
High impacting Lumentum Holdings Inc. news events
Weekly update
A roundup of the hottest topics
LITE
News
- Should First Trust Mid Cap Core AlphaDEX ETF (FNX) Be on Your Investing Radar? [Yahoo! Finance]Yahoo! Finance
- Has Lumentum's AI Driven 296% Surge in 2024 Pushed Its Valuation Too Far? [Yahoo! Finance]Yahoo! Finance
- Is Lumentum (LITE) Overextended? Reviewing Valuation After a 274% Year-to-Date Surge [Yahoo! Finance]Yahoo! Finance
- Jim Cramer on Lumentum (LITE): “I Don't Want You to Be in It” [Yahoo! Finance]Yahoo! Finance
- Lumentum (NASDAQ:LITE) was given a new $304.00 price target on by analysts at Morgan Stanley.MarketBeat
LITE
Earnings
- 11/4/25 - Beat
LITE
Sec Filings
- 12/22/25 - Form 3
- 12/22/25 - Form 8-K
- 12/15/25 - Form 8-K
- LITE's page on the SEC website