Added to YB: 2025-12-13
Pitch date: 2025-12-12
LITE [neutral]
Lumentum Holdings Inc.
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
$26.0B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
174.77
P/E
234.96
EV/Sales
15.26
Sector
Communications Equipment
Category
growth
Optics: The Next Big Theme & The Best Stocks Today - Lumentum Holdings Inc.
LITE (quick overview): Optical components & transceiver pure-play, acquired Cloud Light 2023. Est 58% revenue growth, 154% EBITDA growth by FY26, 8.9% net margin. Trades 9.7x NTM EV/Sales, 35.2x EV/EBITDA, 56.2x P/E. Direct competitor to COHR but different niches.
Read full article (1 min)