Added to YB: 2026-01-27
Pitch date: 2026-01-25
LITE [neutral]
Lumentum Holdings Inc.
+157.45%
current return
Author Info
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Company Info
Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.
Market Cap
$89.5B
Pitch Price
$337.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
108.23
P/E
-10.63
EV/Sales
29.34
Sector
Communications Equipment
Category
growth
Practical Datacom Lasers - Lumentum Holdings Inc.
LITE (holding update): Author's #2 position despite 17% short interest. DFB lasers dominate where VCSELs fail (above 800G, all EML/SiPho need DFB). High-power narrow-linewidth DFB has almost no competitors - author challenges finding any competitor making public claims on laser linewidth for 300mW+ DFB at O-band.
Read full article (6 min)