Lumentum's Massive Run Now Faces A Reality Check [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
Nvidia invested $2B with multi-year supply commitments, confirming lasers and optics are becoming strategic AI infrastructure rather than optional components. Optical circuit switches backlog exceeds $400M, with shipments expected in late 2026, creating a new high-margin growth engine beyond transceivers. At roughly $48B market cap, the stock already assumes ~$10–11 EPS by FY2027, leaving limited upside without earnings or multiple expansion. piranka/E+ via Getty Images The interesting part about Lumentum Holdings Inc. ( LITE ) right now isn't that the AI optics business is growing strongly. Everyone can see that. What's interesting is that Lumentum is starting to look like a capacity-rationed utility This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives
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News
- Vertiv, Lumentum, Coherent, and EchoStar to Join S&P 500 [Barron's]Barrons
- Lumentum, Coherent, and Vertiv Added to the S&P 500 As AI Stocks Dominate Rebalancing [Yahoo! Finance]Yahoo! Finance
- S&P 500 Rebalancing Tonight: Could Vertiv, SoFi, or Lumentum Join the Index? [Yahoo! Finance]Yahoo! Finance
- Coherent Nvidia Alliance Puts AI Optical Infrastructure In Investor Focus [Yahoo! Finance]Yahoo! Finance
- Why Are Shares of These 2 Optics Tech Companies Soaring? [Yahoo! Finance]Yahoo! Finance
LITE
Earnings
- 2/3/26 - Beat
LITE
Sec Filings
- 3/3/26 - Form 4
- 3/2/26 - Form 4
- 3/2/26 - Form 8-K
- LITE's page on the SEC website