Added to YB: 2025-08-15
Pitch date: 2025-08-13
LITE [neutral]
Lumentum Holdings Inc.
+185.3%
current return
Author Info
No bio for this author
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
$26.0B
Pitch Price
$117.31
Price Target
185.40 (-43%)
Dividend
N/A
EV/EBITDA
174.77
P/E
234.96
EV/Sales
15.26
Sector
Communications Equipment
Category
growth
LITE | Lumentum Holdings Q4 2025 Highlights
LITE (earnings update): Q4 surpasses all expectations with 55.9% YoY revenue growth to $480.7M & non-GAAP EPS $0.88 vs $0.80 expected. Operating margin jumps from -5.1% to +15.0%. Strong Q1 guidance: $525M rev, $1.025 EPS. AI data center boom drives photonics supercycle. Target: $130-$185, currently $119.66.
Read full article (6 min)