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Stock impact report

Why Lumentum (LITE) Made the Best Performing AI Stocks List [Yahoo! Finance]

Lumentum Holdings Inc. (LITE) 
Last lumentum holdings inc. earnings: 2/4 07:30 am Check Earnings Report
Company Research Source: Yahoo! Finance
Lumentum Holdings Inc. (NASDAQ:LITE) from $500 to $1,225 and kept its Buy rating on the stock. The research firm pointed out that the large increase in the price target reflects significant upgrades to its earnings per share forecasts. Aletheia Capital now expects the company's earnings per share to grow four times between fiscal years 2026 and 2028. This growth is expected to come from revenue expanding by 2.5 to 3 times and a 15 percentage point improvement in margins over the same period. Why Lumentum (LITE) Made the Best Performing AI Stocks List Aletheia Capital pointed to three structural tailwinds supporting this strong outlook. First, demand for EML lasers is stronger than expected, with a compound annual growth rate of 75% to 80% supported by the rapid migration to 200Gbps diodes, which is doubling content value. Second, Lumentum Holdings Inc. (NASDAQ:LITE) is continuing to gain market share and currently holds about 90% share in the 200Gbps segment. Third, sales of OCS Show less Read more
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