Added to YB: 2026-01-05
Pitch date: 2025-12-30
LITE [bullish]
Lumentum Holdings Inc.
-4.27%
current return
Author Info
Gaetano shares institutional-quality research on the future of AI infrastructure and photonics. Deep dives, timely updates, and real education built for conviction investors. Sign up for the newsletter.
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
$26.1B
Pitch Price
$372.99
Price Target
N/A
Dividend
N/A
EV/EBITDA
175.92
P/E
236.62
EV/Sales
15.36
Sector
Communications Equipment
Category
growth
Lumentum: Supply-Constrained Photonics for AI
LITE: AI scaling now connectivity-constrained; Lumentum supplies laser chips/transceivers for 800G-1.6T data center optics. InP fab fully allocated, demand 25-30% above supply, driving pricing power. 40% capacity expansion planned. 200G mix growing through 2026. $100M quarterly OCS revenue target by Dec 2026. Risk: execution on capacity ramp.
Read full article (5 min)