Lumentum Holdings Inc. (LITE)
Lumentum Stock Is Overvalued at 11.4X P/S: Should You Still Buy It?
LITE's 11.4X P/S signals a premium valuation, but AI-driven optics growth, rising margins and stronger FY27 estimates may support the case.
24/7 Wall St.'s Lumentum Recommendation is Up More than 1000%. Here's Why the Stock Can Keep Rallying.
The following recap comes from a segment of The AI Investor Podcast, hosted by 247 Wall St.
Lumentum: Explosive Earnings Growth Can Justify The Premium
Lumentum Holdings' Q4 revenue surged 109% to $1.01 billion, while operating margin expanded 2,160 basis points year over year to 36.6%. Q1 midpoint revenue implies 24% sequential growth, while EPS should increase approximately 30% as operating margin approaches 40%. 1.6T, OCS and ultra-high-power lasers remain early-stage growth drivers, suggesting current fiscal 2027 earnings estimates could prove conservative.
Corning, Lumentum And Applied Optoelectronics Shares Popping To End The Week
Optics stocks are climbing through Friday's midday session, and the character of the move matters.
Lumentum Puts The Insane Opportunity for Companies like Marvell and Ciena Into Focus With One Stunning Quote
Shares of Lumentum (NASDAQ:LITE | LITE Price Prediction) are trading at $936.95 in Thursday's session, hovering near flat after opening at $925.02.
Lumentum Q4: Everything Screams Sell, Except The Numbers
Lumentum Holdings Inc. guided the September quarter to a $4.20 EPS midpoint, and I had to read it twice. That's 2.04x what the company earned across all of fiscal 2025. Hold the September revenue guide flat for four quarters and credit zero growth ever again. Fiscal 2027 still comes to $5.0 billion, up 66% on the year just closed. The growth is coming from chips (not finished boxes). Components added $329.0 million of the $525.6 million that the June quarter gained YOY, against Systems' $196.6 million.
Lumentum and Broadcom: Both Have Seen The Light in AI But How Should Investors Play Them?
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) and Lumentum (NASDAQ:LITE) both just posted earnings that show optics moving to the center of the AI buildout.
Lumentum Still Down Over 90 Days: A Respected Analyst Sees 22% Gains Ahead Following Sharp Upturn
Lumentum (NASDAQ:LITE | LITE Price Prediction) currently trades at $932.47, while Wall Street's average analyst price target sits at $1,125.93.
Lumentum and AXT Ripped Higher. Investors Looking for Broad Optics Exposure Should Consider This Brand-New ETF
Optics stocks were ripping after Lumentum (NASDAQ:LITE | LITE Price Prediction) delivered a fiscal Q4 report that reframed the entire supply chain.
Lumentum: After A 600% Gain, This AI Powerhouse Is Still Cheap (Rating Upgrade)
Lumentum for the first time crossed $1.0 billion in quarterly revenues in Q4, driven by surging AI infrastructure demand in U.S. data centers. LITE delivered a strong double beat, with EPS of $3.23 and revenue up 109% year-over-year, supported by robust optical product sales. Gross profits soared 179% year-over-year, positioning LITE for continued earnings growth as AI data center CapEx accelerates.
Lumentum's AI Opportunity Just Got Bigger
Lumentum Holdings Inc.'s Q4 revenue surged 109% YoY to $1.01 billion, while Q1 guidance implies more than 130% growth. Gross margin reached 50.4% at roughly half the $2 billion quarterly revenue level originally associated with that target. LITE's growth is broadening beyond CPO through 1.6T transceivers, OCS, CW lasers, NPO and pump lasers.
Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through
Lumentum (NASDAQ:LITE | LITE Price Prediction) shares are surging Wednesday, up 15% to $942 in midday trading after the optical components maker delivered a blowout fiscal Q4 2026 report.
