TCW Artificial Intelligence ETF Q3 2025 Commentary [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
seeks to invest in companies that are leading the development and commercialization of artificial intelligence. We identified key sub-themes that we believe offer a strong investment opportunity as companies and consumers continue to develop and adopt AI and build the infrastructure and technology that enables it. In the near term, the Fund is significantly tilted toward the infrastructure providers to take advantage of the rapid buildout of larger, smarter, more capable AI models. Lumentum Holdings, Arista Networks, and NVIDIA were the strongest performers in the quarter as the “AI trade” gained fervor among investors, broadly driven by solid earnings. We see no evidence of a bubble and would argue that many of the most prominent AI names are actually undervalued. BlackJack3D/E+ via Getty Images Investment Thesis We believe that the artificial intelligence transformation is in the very early stages, with massive potential for use cases that will have an impact on nearly
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LITE
News
- Lumentum (NASDAQ:LITE) was given a new $380.00 price target on by analysts at Rosenblatt Securities.MarketBeat
- Lumentum (NASDAQ:LITE) was upgraded by analysts at Zacks Research from a "hold" rating to a "strong-buy" rating.MarketBeat
- Lumentum Holdings Inc. (LITE) Presents at UBS Global Technology and AI Conference 2025 Transcript [Seeking Alpha]Seeking Alpha
- Cramer's Lightning Round: Buy MSCI [CNBC]CNBC
- Lumentum (NASDAQ:LITE) was given a new $350.00 price target on by analysts at Northland Securities.MarketBeat
LITE
Earnings
- 11/4/25 - Beat
LITE
Sec Filings
- 11/24/25 - Form 8-K
- 11/21/25 - Form 4
- 11/21/25 - Form 4
- LITE's page on the SEC website