Professional
Added to YB: 2026-07-21
Pitch date: 2026-07-13
LITE [neutral]
Lumentum Holdings Inc.
+2.61%
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
$57.0B
Pitch Price
$816.26
Price Target
N/A
Dividend
N/A
EV/EBITDA
109.44
P/E
139.31
EV/Sales
22.97
Sector
Communications Equipment
Category
growth
Blue Whale Growth Fund Portfolio Holding: Lumentum Holdings Inc.
LITE (holding update): AI infrastructure play via critical optical connectivity. Converts data to light as copper interconnects hit physical limits in scaling AI clusters. Leading position in high-performance lasers—complex to make. Positioned to grow value-chain share as clusters expand. $67bn co.
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