--- title: "GAMMA Investing LLC Acquires 126,667 Shares of Lumentum Holdings Inc. (NASDAQ:LITE)" description: "GAMMA Investing LLC significantly increased its stake in Lumentum Holdings Inc. (NASDAQ:LITE) by 10,626.4% in Q1, acquiring 126,667 shares, bringing its total to 127,859 shares valued at approximately" type: "news" locale: "en" url: "https://longbridge.com/en/news/243655699.md" published_at: "2025-06-09T08:02:21.000Z" --- # GAMMA Investing LLC Acquires 126,667 Shares of Lumentum Holdings Inc. (NASDAQ:LITE) > GAMMA Investing LLC significantly increased its stake in Lumentum Holdings Inc. (NASDAQ:LITE) by 10,626.4% in Q1, acquiring 126,667 shares, bringing its total to 127,859 shares valued at approximately $7.97 million. Other institutional investors also raised their positions in Lumentum. The company reported earnings of $0.57 per share, exceeding estimates, with a revenue increase of 16% year-over-year. Lumentum's stock performance shows a market cap of $5.65 billion and a P/E ratio of -10.59. Analysts have set a target price of $90.00 for the stock, indicating strong buy sentiment. GAMMA Investing LLC raised its position in shares of Lumentum Holdings Inc. (NASDAQ:LITE - Free Report) by 10,626.4% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 127,859 shares of the technology company's stock after buying an additional 126,667 shares during the period. GAMMA Investing LLC owned about 0.18% of Lumentum worth $7,971,000 at the end of the most recent reporting period. - Coherent gains from the AI chip boom Other institutional investors have also added to or reduced their stakes in the company. J.Safra Asset Management Corp grew its position in Lumentum by 31.1% in the 4th quarter. J.Safra Asset Management Corp now owns 514 shares of the technology company's stock worth $43,000 after purchasing an additional 122 shares during the period. Jones Financial Companies Lllp boosted its stake in shares of Lumentum by 54.2% during the 4th quarter. Jones Financial Companies Lllp now owns 370 shares of the technology company's stock worth $31,000 after acquiring an additional 130 shares during the last quarter. Quadrant Capital Group LLC boosted its stake in shares of Lumentum by 27.2% during the 4th quarter. Quadrant Capital Group LLC now owns 766 shares of the technology company's stock worth $64,000 after acquiring an additional 164 shares during the last quarter. Manchester Capital Management LLC boosted its stake in shares of Lumentum by 22.6% during the 4th quarter. Manchester Capital Management LLC now owns 1,029 shares of the technology company's stock worth $86,000 after acquiring an additional 190 shares during the last quarter. Finally, Commonwealth of Pennsylvania Public School Empls Retrmt SYS lifted its stake in shares of Lumentum by 1.4% during the 4th quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 15,173 shares of the technology company's stock valued at $1,274,000 after buying an additional 206 shares in the last quarter. Hedge funds and other institutional investors own 94.05% of the company's stock. ## Lumentum Stock Performance NASDAQ:LITE opened at $81.46 on Monday. The company has a current ratio of 4.76, a quick ratio of 3.60 and a debt-to-equity ratio of 2.94. The firm has a 50-day moving average price of $65.04 and a two-hundred day moving average price of $74.96. Lumentum Holdings Inc. has a twelve month low of $38.29 and a twelve month high of $104.00. The company has a market capitalization of $5.65 billion, a P/E ratio of -10.59 and a beta of 1.28. - Lumentum Lights Up on the AI and ML Surge Lumentum (NASDAQ:LITE - Get Free Report) last released its earnings results on Tuesday, May 6th. The technology company reported $0.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.50 by $0.07. Lumentum had a negative net margin of 36.98% and a negative return on equity of 7.25%. The business had revenue of $425.20 million for the quarter, compared to analysts' expectations of $418.18 million. During the same period last year, the company earned $0.09 earnings per share. The company's quarterly revenue was up 16.0% on a year-over-year basis. As a group, research analysts expect that Lumentum Holdings Inc. will post 0.03 earnings per share for the current fiscal year. ## Insider Activity In related news, Director Alan S. Lowe sold 10,000 shares of the company's stock in a transaction on Wednesday, June 4th. The stock was sold at an average price of $83.58, for a total value of $835,800.00. Following the completion of the transaction, the director now directly owns 270,471 shares in the company, valued at approximately $22,605,966.18. This represents a 3.57% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Yuen Wupen sold 4,426 shares of the company's stock in a transaction on Tuesday, May 13th. The shares were sold at an average price of $71.80, for a total value of $317,786.80. Following the completion of the transaction, the insider now owns 92,099 shares of the company's stock, valued at $6,612,708.20. The trade was a 4.59% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 26,520 shares of company stock worth $2,103,278 in the last 90 days. Company insiders own 0.19% of the company's stock. ## Wall Street Analyst Weigh In - New Name, Coherent is a Compelling AI Data Infrastructure Play A number of research firms recently weighed in on LITE. Raymond James lifted their target price on shares of Lumentum from $80.00 to $90.00 and gave the company a "strong-buy" rating in a research note on Wednesday, June 4th. Morgan Stanley boosted their target price on shares of Lumentum from $70.00 to $76.00 and gave the stock an "equal weight" rating in a report on Wednesday, June 4th. Rosenblatt Securities upped their price target on shares of Lumentum from $94.00 to $105.00 and gave the company a "buy" rating in a report on Wednesday, June 4th. Needham & Company LLC cut their price target on shares of Lumentum from $110.00 to $100.00 and set a "buy" rating on the stock in a report on Wednesday, May 7th. Finally, Stifel Nicolaus boosted their price objective on shares of Lumentum from $85.00 to $100.00 and gave the company a "buy" rating in a research report on Thursday. One research analyst has rated the stock with a sell rating, three have given a hold rating, ten have assigned a buy rating and two have issued a strong buy rating to the company. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $82.80. **Check Out Our Latest Stock Analysis on Lumentum** ## About Lumentum (Free Report) Lumentum Holdings Inc manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. The company operates through two segments: Optical Communications (OpComms) and Commercial Lasers (Lasers). The OpComms segment offers components, modules, and subsystems that enable the transmission and transport of video, audio, and data over high-capacity fiber optic cables. ## Further Reading - Five stocks we like better than Lumentum - Stock Ratings and Recommendations: Understanding Analyst Ratings - Five Below Pops on Strong Earnings, But Rally May Stall - With Risk Tolerance, One Size Does Not Fit All - Intel's Dual Gamble: AI Innovation Now, Foundry Fortunes Later? - Investing in Construction Stocks - X: 1 Reason to Bet on U.S. Steel, and 1 Reason to Hold Back *This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.* ## Should You Invest $1,000 in Lumentum Right Now? Before you consider Lumentum, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Lumentum wasn't on the list. While Lumentum currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. 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