- Price
- $849.47
- Day
- +8.92%
- Mkt Cap
- $66.09B
- 52W Range
- $106.16 – $1,085.68
- Volume
- 6.62M
- Beta
- 1.51
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Lumentum Holdings is experiencing rapid AI infrastructure-driven growth, with profitability and free cash flow improving meaningfully. I set a free cash flow estimate of $500 million for fiscal 2027. LITE's valuation remains compelling at 112x forward free cash flow multiple, given expected revenue growth rates exceeding 90% y/y in early fiscal 2027.
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With AI capex dominating market sentiment, tech leaders are tempting the bulls. Speaking at the RAISE Summit, Lumentum CEO Michael Hurlston warned that the next AI infrastructure bottleneck is indium phosphide (InP), a niche semiconductor material.
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Shares of Coherent (NYSE:COHR | COHR Price Prediction) are down 11% to $241.62 midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock falling 10% to $87.89 and Lumentum (NASDAQ:LITE) stock off 9% to $644.56.
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Castleark Management LLC decreased its stake in Lumentum Holdings Inc. (NASDAQ: LITE) by 97.5% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 770 shares of the technology company's stock after selling 30,383 shares during the period. Castleark Management LLC's holdings
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Bank of Nova Scotia cut its stake in Lumentum Holdings Inc. (NASDAQ: LITE) by 86.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,077 shares of the technology company's stock after selling 60,191 shares during the quarter.
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SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. (“Lumentum”) today announced that President and Chief Executive Officer Michael Hurlston has been selected to receive the 2026 Optica i4 Individual Achievement Prize, recognizing his leadership and contributions to the global optics and photonics industry.The Optica i4 Prize honors individuals and organizations whose achievements reflect Optica's core values of Innovation, Integrity, Inclusion, and Impact. The award recognizes leaders who.
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Lumentum Holdings Inc. (âLumentumâ) today announced that President and Chief Executive Officer Michael Hurlston has been selected to receive the 2026 Optica
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Broker rating upgrades and robust earnings growth forecasts put PENN, CC and LITE in the spotlight as three stocks to buy now.
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Dimensional Fund Advisors LP cut its position in Lumentum Holdings Inc. (NASDAQ: LITE) by 29.2% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 359,173 shares of the technology company's stock after selling 147,812 shares during the period. Dimensional
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Alphabet's latest earnings report has renewed optimism for companies like Lumentum supplying optical networking and data center components, even as investors scrutinize the rising cost of artificial intelligence infrastructure. While some investors focused on Alphabet's higher capital expenditure plans, Stifel analysts said the company's results reinforced expectations that AI infrastructure spending remains robust.
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Google's AI spending may be spooking markets but it will benefit a number of stocks linked to the buildout of data centers.
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