Added to YB: 2026-08-14
Pitch date: 2026-08-12
LITE [neutral]
Lumentum Holdings Inc.
-5.09%
current return
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
$82.6B
Pitch Price
$927.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
98.88
P/E
-10.03
EV/Sales
27.06
Sector
Communications Equipment
Category
growth
LITE: The TSMC Of Light
LITE (overview): Top-tier optical play; grows InP EML laser chips for 800G/1.6T transceivers (Innolight, Eoptolink, Fabrinet/NVDA). Industry 30%+ short EML supply; LITE, AVGO, 6503.T control 72% capacity. Pump lasers +80% YoY, narrow linewidth +120%. Cloud Light adds transceivers/OCS (multi-$B deal). Greensboro fab 2028 ~$5B rev, half locked to NVDA. NVDA took $2B equity stake (dilution ~7M shares). Risks: China InP substrate ban, dilution, capacity constraints.
Read full article (5 min)