I Am Still Buying Lumentum, But For A Better Reason Now [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 revenue content per unit is expected to rise 2–2.5x with broader participation in the external light source market. Despite high headline valuation multiples, LITE's forward PEG ratio of 0.87x reflects a 40% discount to the sector median, justified by rapid growth. Year-over-year revenue growth of 48.89% and forward EPS growth of 132.11% position LITE favorably versus peers like COHR and LRCX. I reiterate Lumentum with a Strong Buy rating. JHVEPhoto/iStock Editorial via Getty Images Investment Thesis In my previous work on Lumentum Holdings ( LITE ), I leaned on AI-driven demand and improvement in its profitability. I also talked about the optical circuit switches [OCS] backlog going above $400Mn, incremental CPO orders, and the NVIDIA ( This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of LITE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own op
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LITE
News
- Lumentum Holdings Inc. (LITE): Light-Based AI Networking Is New Big Thing [Yahoo! Finance]Yahoo! Finance
- Power Check: IonQ, Coherent and Lumentum [CNBC]CNBC
- Lumentum (LITE) was given a new $1,000.00 price target by Northland Securities.MarketBeat
- Lumentum (LITE) had its price target raised by Morgan Stanley from $595.00 to $710.00. They now have an "equal weight" rating on the stock.MarketBeat
- Lumentum (LITE) had its price target raised by Susquehanna from $550.00 to $1,100.00. They now have a "positive" rating on the stock.MarketBeat
LITE
Earnings
- 2/3/26 - Beat
LITE
Sec Filings
- 4/8/26 - Form 8-K
- 3/27/26 - Form SCHEDULE
- 3/3/26 - Form 4
- LITE's page on the SEC website