Added to YB: 2026-08-17
Pitch date: 2026-08-13
LITE [neutral]
Lumentum Holdings Inc.
+3.75%
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
$82.1B
Pitch Price
$892.68
Price Target
1.0K (+14%)
Dividend
N/A
EV/EBITDA
97.04
P/E
-9.96
EV/Sales
26.87
Sector
Communications Equipment
Category
growth
Show full summary:
Lumentum Holdings $LITE FY2026 Q4 and Full Year Financial Report Analysis
LITE (earnings): FY26Q4 rev +109% YoY, non-GAAP EPS beat 8%, GM crossed 50% two yrs early. FY27Q1 guide rev +130% YoY, op margin ~40%. CPO/NPO/OCS ramping; InP supply tightening; convert-to-equity diluted shares +40% YoY. At >100x P/E, ~34x fwd EV/EBITDA—DCF ~1/3 below. Hold, no adds; buy $527-700.
Read full article (23 min)