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Lumentum
LITE.US
Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. It operates through two segments, Cloud & Networking and Industrial Tech. The Cloud & Networking segment offers optical and photonic chips, components, modules, and subsystems supplied to cloud data center operators, AI/ML infrastructure providers, and network equipment manufacturer customers that are building cloud data centers and network infrastructures.
748.24 B
LITE.USMarket value -Rank by Market Cap -/-

Financial Score

20/12/2025 Update
C
Communications EquipmentIndustry
Industry Ranking22/56
Industry medianC
Industry averageC
Score Analysis
Peer Comparison
  • Criteria
    Rating
  • Profit ScoreB
    • ROE13.42%B
    • Profit Margin6.11%B
    • Gross Margin37.65%B
  • Growth ScoreA
    • Revenue YoY33.62%A
    • Net Profit YoY120.05%A
    • Total Assets YoY16.21%A
    • Net Assets YoY-12.85%E
  • Cash ScoreA
    • Cash Flow Margin1637.24%B
    • OCF YoY33.62%A
  • Operating ScoreC
    • Turnover0.43C
  • Debt ScoreE
    • Gearing Ratio83.07%E

Valuation analysis

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Institutional View & Shareholder

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    News
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    Pre-market hot trades in US stocks: Morgan Stanley raises target price, Lumentum pre-market up 3.36% attracting market attention

    Lumentum Holdings pre-market up 3.36%; Athira Pharma pre-market up 57.19%; Sable Offshore pre-market up 47.16%; Urban-Gro pre-market up 42.74%

    Tracking Unusual Activity·
    US
    LITE
    +10.17%
    Tracking Unusual Activity·
    US
    LITE
    +10.17%

    Sanders Morris Harris LLC Takes Position in Lumentum Holdings Inc. $LITE

    Sanders Morris Harris LLC acquired 6,233 shares of Lumentum Holdings Inc. during Q3, valued at $1,014,000. Other hedge funds also increased their positions. Lumentum's stock performance is strong, with a market cap of $22.42 billion and a recent earnings beat. Analysts have upgraded the stock, citing growth from AI and ML trends. Insiders sold shares worth $7.3 million recently.

    Market Beat·
    US
    LITE
    +10.17%
    Market Beat·
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    LITE
    +10.17%

    Pre-market hot trades in US stocks: Lumentum rose 4.70% in pre-market; ChowChow Cloud fell 4.63% in pre-market

    Lumentum rose 4.70% in pre-market; ChowChow Cloud fell 4.63% in pre-market; Agape ATP rose 54.11% in pre-market; Aditxt rose 47.89% in pre-market; Direct Digital rose 41.82% in pre-market

    Tracking Unusual Activity·
    US
    LITE
    +10.17%
    US
    CHOW
    -2.22%
    Tracking Unusual Activity·
    US
    LITE
    +10.17%
    US
    CHOW
    -2.22%

    U.S. Stock Market Movement Update: HeartBeam leads with a 25% increase, the blockchain sector is active, ECD drops 13% attracting attention

    Overview of the US Stock Market Recently, the market has shown a clear characteristic of sector rotation, with technology stocks and blockchain-related stocks performing actively and significant capital inflows. Small-cap stocks and thematic stocks have experienced large fluctuations, and short-term enthusiasm has increased. It seems that capital preferences are shifting from traditional industries to emerging technology sectors, and market sentiment is showing positive changes. The stock with the largest movement, HeartBeam, leads the market with a 25.00% increase, with significant capital inflows and heightened short-term sentiment. The strong performance of this stock appears to be driven by the market's optimistic expectations for its future growth potential. Strong stocks: 1. Argo Blockchain: up 11.34%, the active performance of the blockchain sector has driven the stock's rise, with significant capital inflows. 2. Sigma Lithium: up 8.50%, the sustained enthusiasm in the lithium battery sector has provided upward momentum, with increased market attention. 3. Moolec Science SA: up 7.40%, capital inflows in the biotechnology sector have pushed the stock price up, with active short-term trading. 4. Lumentum: up 3.49%, the positive performance of the optoelectronics industry has provided support, with optimistic market sentiment. Stocks under pressure: 1. ECD Automotive Design: down 13.43%, the weak performance of the automotive design sector has dragged down the stock price, with significant capital outflows

    Tracking Unusual Activity·
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    BEAT
    +14.39%
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    ECDA
    -4.78%
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    ZYXI
    +5.00%
    Tracking Unusual Activity·
    US
    BEAT
    +14.39%
    US
    ECDA
    -4.78%
    US
    ZYXI
    +5.00%

    U.S. stock night market volatility: Lumentum appoints new director to boost confidence, stock price rises 3.49% in night trading

    Lumentum rose 3.49% in after-hours trading; Ondas fell 0.25%, with a trading volume of USD 539,800; Motorola Solutions rose 1.17% in after-hours trading, with a trading volume of USD 124,300; XunYuan Communication fell 0.53% in after-hours trading, with a trading volume of USD 93,400

    Tracking Unusual Activity·
    US
    LITE
    +10.17%
    Tracking Unusual Activity·
    US
    LITE
    +10.17%
    Posts
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    LightCounting: Sales of optical transceivers will rise 50% to over US$23 billion this year, led by Ethernet optical transceivers, $17 billion of the total, up 60% from last year, with active optical c...............

    Nvidia has increased orders 35% for 800G optical communication modules in 2026 as optical begins to replace copper wires in AI data centers (“light in, copper out”), media report, noting Jensen Huang ..................

    Interesting development for AI Data Centers.

    OCS (Optical Circuit Switch) is a data center switch technology which keeps data in the optical realm for longer and minimizes the amount of electro-optical..................
    • 0

    This is an absolutely fantastic video explaining the evolution of co-packaged optics.

    Sounds like it's inevitable, but 2.5D and 3D co-packaged optics won't hit HVM until 2027/8 at least.

    $Lumentum(LITE................
    • 0

    Cerebras Systems and chip designer Ranovus have been awarded a US$45 million US military contract to develop co-packaged optics (CPO) for high speed connections for wafer-sized computing chips, Reuter...............

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