Coherent: Reluctantly Heading To The Sidelines (Rating Downgrade) [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
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Source: Seeking Alpha
COHR now trades at premium multiples (24x forward EBITDA), reflecting strong visibility, pricing power, and multi-year bookings into 2027 and beyond. Networking, especially transceivers, now drives the majority of valuation, making COHR increasingly a pure GenAI trade with fewer idiosyncratic growth levers. Valuation and concentration risk are rising as supply catches up, CPO displacement looms, and long-term upside appears less asymmetric than before. Yori Meirizan/iStock via Getty Images It was quite a ride in Coherent ( COHR ) stock last week: Particularly after a soft reaction to earnings from rival Lumentum ( LITE ) earlier in the week, Coherent earnings looked exceptionally dicey. An initial sell-off despite 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 m
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LITE
News
- Lumentum Announces Upcoming Investor EventsBusiness Wire
- Lumentum (LITE) Climbs 41%, Hits All-Time High on Swing to Profits [Yahoo! Finance]Yahoo! Finance
- Lumentum (NASDAQ:LITE) was upgraded by analysts at B.Riley Securit from a "hold" rating to a "strong-buy" rating.MarketBeat
- Lumentum (NASDAQ:LITE) was upgraded by analysts at B. Riley Securities from a "neutral" rating to a "buy" rating. They now have a $526.00 price target on the stock, up previously from $147.00.MarketBeat
- Lumentum CEO: Supplying hardware for AI data centers has been great for us [CNBC]CNBC
LITE
Earnings
- 2/3/26 - Beat
LITE
Sec Filings
- 2/6/26 - Form 144
- 2/5/26 - Form SCHEDULE
- 2/4/26 - Form 10-Q
- LITE's page on the SEC website