Lumentum: In The Middle Of The AI Boom [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
Despite rapid profit margin expansion, LITE's free cash flow remains weak and close to breakeven, raising sustainability concerns. Customer concentration—40% of revenues from two clients—and a $2B net debt position introduce notable risk factors. At 11x forward sales, LITE offers attractive momentum, but I require stronger evidence of sustainable free cash flow before committing. Looking for a helping hand in the market? Members of Deep Value Returns get exclusive ideas and guidance to navigate any climate. Learn More » tiero/iStock via Getty Images Investment Thesis Lumentum ( LITE ) is a growth story. A well-positioned AI beneficiary that sells optical cables to service the unrelenting demand to move ever increasing amounts of data. More specifically, Lumentum could see its revenue growth More on my IG service *Up more than 160% since 2024, driving strong outperformance. * No tricks, no gimmicks, no options, or leverage. *Just a very easy-to-follow portfolio o
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LITE
News
- 2026's Biggest AI Trends: The Memory Explosion | MU Stock, SNDK Stock, SK Hynix, CAMT Stock [Yahoo! Finance]Yahoo! Finance
- Lumentum Showcases Next-Generation Ultrafast and UV Laser Platforms for Precision Manufacturing at Photonics West 2026 [Yahoo! Finance]Yahoo! Finance
- This Artificial Intelligence (AI) Stock Has Jumped 328% in 1 Year. It Can Soar Higher After Feb. 3. (Hint: It's Not Palantir.) [Yahoo! Finance]Yahoo! Finance
- Lumentum Showcases Next-Generation Ultrafast and UV Laser Platforms for Precision Manufacturing at Photonics West 2026Business Wire
- Lumentum (NASDAQ:LITE) was given a new $365.00 price target on by analysts at Barclays PLC.MarketBeat
LITE
Earnings
- 11/4/25 - Beat
LITE
Sec Filings
- 1/5/26 - Form 4
- 1/5/26 - Form 8-K
- 12/30/25 - Form 4
- LITE's page on the SEC website