Added to YB: 2026-10-16
Pitch date: 2026-10-13
LITE [bullish]
Lumentum Holdings Inc.
-9%
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
$955.52
Price Target
N/A
Dividend
N/A
EV/EBITDA
108.23
P/E
-10.63
EV/Sales
29.34
Sector
Communications Equipment
Category
growth
The 10 Investment Opportunities I’m Positioning for Before 2027 - Lumentum Holdings Inc.
LITE (quick overview): Lumentum is positioned to benefit from AI-driven optical-networking demand: Nvidia committed a $2B investment alongside multiyear purchases and access to future capacity, while management says demand for some optical components exceeds production capacity with commitments extending years. After Q4 FY26 revenue of ~$1.01B and a 36.6% non-GAAP operating margin, next-quarter guidance calls for $1.225-$1.275B and a margin approaching 40%; the uncertainty is how much value the industry captures and whether Lumentum delivers the strongest earnings growth.
Read full article (1 min)