Lumentum's Next Move Is Bigger Than AI [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
Indium phosphide capacity is fully allocated, with 40% expansion pulled forward and EML supply contracted through 2027 under long-term agreements. OCS backlog exceeds $400 million with multi-customer demand, signaling structural integration into AI network architecture rather than cyclical component exposure. Revenue expected to grow from $2.9B in FY2026 to $6.4B by FY2028, supporting rapid multiple compression despite ~100x near-term earnings valuation. JHVEPhoto/iStock Editorial via Getty Images Lumentum ( LITE ) is one of the more interesting plays in the AI space. The stock is not an easy call. My general view is that Lumentum's business is strong. Revenue growth is accelerating, margin expansion is happening quickly, supply is tight and
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LITE
News
- After Massive Surge, Can Lumentum Stock Hit $1,040 Next? [Yahoo! Finance]Yahoo! Finance
- Watch Lumentum Rise on Big Money Buys [Yahoo! Finance]Yahoo! Finance
- This Week In Cloud AI - Enhancing AI Agent Scalability Through Robust Browser Infrastructure [Yahoo! Finance]Yahoo! Finance
- Lumentum acquires facility for AI data center lasers, joins S&P 500 [FOX Business Network]FOX Business Network
- Lumentum Announces New U.S. Manufacturing Facility to Produce Advanced Lasers for the World’s Largest AI Data CentersBusiness Wire
LITE
Earnings
- 2/3/26 - Beat
LITE
Sec Filings
- 3/27/26 - Form SCHEDULE
- 3/3/26 - Form 4
- 3/2/26 - Form 4
- LITE's page on the SEC website