Lumentum: AI's Hidden Bottleneck Winner [Seeking Alpha]
Lumentum Holdings Inc. (LITE)
Last lumentum holdings inc. earnings: 2/4 07:30 am
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US:NASDAQ Investor Relations:
investor.lumentum.com/investors/default.aspx
Company Research
Source: Seeking Alpha
LITE's growth is driven by hyperscaler demand, a favorable product mix, and operating leverage, with Q2 FY26 delivering both revenue and margin beats. Risks include high client concentration, manufacturing scaling challenges, and elevated market expectations; any execution miss could trigger a sharp downside. Getty Images Lumentum Holdings Inc. ( LITE ) is quite an attractive investment. The company is operating in one of the most important AI infrastructure chains, where the demand grows due to physical network restrictions and not a short-term hype. At the same This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentio
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LITE
News
- Why Lumentum Wins Over Coherent (For Now) [Seeking Alpha]Seeking Alpha
- Lumentum (NASDAQ:LITE) had its price target raised by analysts at Mizuho from $525.00 to $645.00. They now have an "outperform" rating on the stock.MarketBeat
- Is Lumentum Holdings (LITE) Still Attractive After A 73.6% Monthly Surge? [Yahoo! Finance]Yahoo! Finance
- Lumentum's AI Optics Contract Puts Earnings Quality And Risks In Focus [Yahoo! Finance]Yahoo! Finance
- Lumentum Holdings (LITE) Is Up 15.7% After AI-Driven Beat And Revenue Guidance Hike - What's Changed [Yahoo! Finance]Yahoo! Finance
LITE
Earnings
- 2/3/26 - Beat
LITE
Sec Filings
- 2/18/26 - Form 4
- 2/18/26 - Form 4
- 2/18/26 - Form 4
- LITE's page on the SEC website