<div id="readability-page-1"><p>Three Seasons Wealth LLC purchased a new position in shares of  Lumentum Holdings Inc. (NASDAQ:LITE - Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 4,425 shares of the technology company's stock, valued at approximately $720,000.</p><ul><li>3 Data Center Stocks Are Soaring—Analysts Think 1 Could Go Higher</li></ul><p>A number of other institutional investors and hedge funds have also recently bought and sold shares of LITE. HighTower Advisors LLC lifted its holdings in shares of  Lumentum by 51.1% in the 1st quarter. HighTower Advisors LLC now owns 5,242 shares of the technology company's stock valued at $327,000 after purchasing an additional 1,773 shares during the last quarter.  MetLife Investment Management LLC grew its stake in  Lumentum by 4.0% during the 1st quarter. MetLife Investment Management LLC now owns 40,258 shares of the technology company's stock worth $2,510,000 after buying an additional 1,546 shares during the last quarter.  Graham Capital Management L.P. acquired a new position in  Lumentum during the first quarter worth approximately $2,453,000.  Paloma Partners Management Co purchased a new stake in  Lumentum in the first quarter valued at approximately $5,299,000.  Finally, Atreides Management LP boosted its holdings in shares of  Lumentum by 6.8% in the first quarter. Atreides Management LP now owns 1,875,257 shares of the technology company's stock valued at $116,904,000 after acquiring an additional 119,938 shares during the period. 94.05% of the stock is owned by hedge funds and other institutional investors. </p><h2>Lumentum Trading Down 1.3%</h2><p>Shares of LITE stock opened at $390.77 on Monday. The business's fifty day moving average price is $278.69 and its 200 day moving average price is $178.88. The firm has a market capitalization of $27.71 billion, a PE ratio of 262.26 and a beta of 1.52. The company has a debt-to-equity ratio of 2.77, a current ratio of 1.37 and a quick ratio of 1.02. Lumentum Holdings Inc. has a 1-year low of $45.65 and a 1-year high of $401.60. </p><ul><li>Coherent gains from the AI chip boom</li></ul><p>Lumentum (NASDAQ:LITE - Get Free Report) last issued its earnings results on Tuesday, November 4th. The technology company reported $1.10 EPS for the quarter, topping the consensus estimate of $1.03 by $0.07. Lumentum had a net margin of 6.11% and a return on equity of 4.62%. The company had revenue of $533.80 million for the quarter, compared to analyst estimates of $525.10 million. During the same period in the previous year, the firm earned $0.18 EPS. The business's revenue was up 58.4% on a year-over-year basis. Lumentum has set its Q2 2026 guidance at 1.300-1.500 EPS.  As a group, sell-side analysts forecast that  Lumentum Holdings Inc. will post 0.03 EPS for the current fiscal year. </p><h2>Insider Buying and Selling</h2><p>In other Lumentum news, Director Pamela Fletcher sold 3,421 shares of the firm's stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $273.53, for a total transaction of $935,746.13. Following the completion of the transaction, the director owned 10,561 shares of the company's stock, valued at approximately $2,888,750.33. This trade represents a 24.47% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Yuen Wupen sold 822 shares of Lumentum stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $258.96, for a total value of $212,865.12. Following the sale, the insider owned 95,077 shares of the company's stock, valued at approximately $24,621,139.92. This represents a 0.86% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 28,612 shares of company stock valued at $7,317,398 in the last three months. 0.43% of the stock is owned by insiders. </p><h2>Wall Street Analyst Weigh In</h2><ul><li>Lumentum Lights Up on the AI and ML Surge</li></ul><p>LITE has been the topic of a number of recent research reports. Wolfe Research  restated an &#34;outperform&#34; rating and issued a $240.00 price objective on shares of Lumentum in a research note on Wednesday, November 5th. Raymond James Financial cut Lumentum from a &#34;strong-buy&#34; rating to an &#34;outperform&#34; rating and set a $220.00 price target on the stock. in a research report on Friday, October 31st. Barclays upped their price objective on Lumentum from $165.00 to $181.00 and gave the company an &#34;equal weight&#34; rating in a research note on Thursday, November 6th. Mizuho boosted their target price on Lumentum to $325.00 and gave the company an &#34;outperform&#34; rating in a report on Tuesday, November 25th. Finally, Northland Securities  set a $350.00 price objective on shares of Lumentum in a research report on Wednesday, December 3rd. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned  a Buy rating and six have assigned  a Hold rating to the company. Based on data from MarketBeat.com, the company  has an average rating of &#34;Moderate Buy&#34; and a consensus target price of $222.13.</p><p><b>Get Our Latest Report on Lumentum</b></p><h2>Lumentum Profile</h2> (Free Report)<p>Lumentum Holdings Inc, headquartered in San Jose, California, is a leading provider of photonic technologies that enable high-speed optical communication networks and advanced industrial applications. The company designs and manufactures a broad range of lasers, optical modules and subsystems tailored to the evolving requirements of telecommunications carriers, cloud data centers and enterprise networking.  </p><p>Its core product portfolio includes tunable and fixed-wavelength laser transmitters, coherent optical engines, transceivers for long-haul, metro and data center interconnects, as well as test and measurement instruments.</p><h2>Recommended Stories</h2><ul><li>Five stocks we like better than Lumentum</li><li>Do not delete, read immediately</li><li>How the Rich Retire</li><li>INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off</li><li>How Long Will $1M Last in Retirement?</li><li>Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why</li></ul><p><strong>Want to see what other hedge funds are holding LITE?</strong> Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Lumentum Holdings Inc. (NASDAQ:LITE - Free Report).</p><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9TElURQ?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="650" height="350" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9TElURQ"/></p><p><em>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.</em></p><h2>Should You Invest $1,000 in Lumentum Right Now?</h2><p>Before you consider Lumentum, you'll want to hear this.</p><p>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.</p><p>While Lumentum currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p><p>View The Five Stocks Here</p>                  </div>

LITE

<p>Three Seasons Wealth LLC has acquired a new position in Lumentum Holdings Inc. (NASDAQ:LITE) worth approximately $720,000 by purchasing 4,425 shares during the 3rd quarter. Other institutional investors have also increased their stakes in Lumentum. The company's stock opened at $390.77, with a market cap of $27.71 billion. Lumentum reported a quarterly EPS of $1.10, exceeding estimates, and a revenue of $533.80 million, up 58.4% year-over-year. Analysts have varied ratings and price targets for Lumentum, reflecting differing outlooks on its performance in the market.</p>

Three Seasons Wealth LLC Takes $720,000 Position in Lumentum Holdings Inc. $LITE