<p>Cim Investment Management Inc. 在最近向证券交易委员会（SEC）提交的文件中表示，在第二季度将其在 Lumentum Holdings Inc.（NASDAQ:LITE - 免费报告）的持股比例提高了 100.8%。该机构投资者在此期间购买了额外的 4,829 股后，拥有该科技公司 9,622 股股票。Cim Investment Management Inc. 在 Lumentum 的持股在最近的报告期末价值为 860,000 美元。</p>
<ul>
<li>3 家数据中心股票正在飙升——分析师认为其中一只可能会更高</li>
</ul>
<p>其他一些机构投资者最近也买卖了该股票的股份。MAI Capital Management 在第二季度将其在 Lumentum 的持股增加了 27.0%。MAI Capital Management 现在拥有 452 股该科技公司的股票，价值 43,000 美元，此前在此期间购买了额外的 96 股。路易斯安那州员工退休系统在第二季度将其在 Lumentum 的股份增加了 0.5%。路易斯安那州员工退休系统现在拥有 19,500 股该科技公司的股票，价值 1,854,000 美元，此前在此期间收购了额外的 100 股。贝斯默集团（Bessemer Group Inc.）在第二季度将其在 Lumentum 的股份增加了 5.8%。贝斯默集团现在拥有 2,473 股该科技公司的股票，价值 234,000 美元，此前在此期间收购了额外的 136 股。Keynote Financial Services LLC 在第二季度将其在 Lumentum 的持股增加了 1.8%。Keynote Financial Services LLC 现在拥有 8,396 股该科技公司的股票，价值 798,000 美元，此前在上个季度收购了额外的 148 股。最后，Advisors Asset Management Inc. 在第二季度将其在 Lumentum 的股份提高了 18.8%。Advisors Asset Management Inc. 现在拥有 1,123 股该科技公司的股票，价值 107,000 美元，此前在此期间收购了额外的 178 股。94.05% 的股票由机构投资者持有。</p>
<h2>Lumentum 的内部买卖</h2>
<p>在 Lumentum 的其他消息中，高级副总裁 Jae Kim 于 11 月 17 日星期一出售了 1,367 股公司的股票。该股票以平均价格 234.14 美元出售，总交易额为 320,069.38 美元。出售后，这位高级副总裁在公司拥有 38,570 股，价值约 9,030,779.80 美元。此次交易使其持股减少了 3.42%。该交易已在向证券交易委员会提交的文件中披露，可以通过 SEC 网站访问。此外，董事 Isaac Hosojiro Harris 于 11 月 7 日星期五出售了 7,200 股公司的股票。该股票以平均价格 243.32 美元出售，总价值为 1,751,904.00 美元。交易完成后，该董事在公司拥有 9,764 股，价值约 2,375,776.48 美元。此次交易使其持股减少了 42.44%。该销售的 SEC 文件提供了更多信息。在过去三个月中，内部人士共出售了价值 7,317,398 美元的 28,612 股公司股票。0.43% 的股票由公司内部人士持有。</p>
<h2>Lumentum 股票表现</h2>
<ul>
<li>Coherent 从 AI 芯片热潮中获益</li>
</ul>
<p>NASDAQ:LITE 的股票在周五开盘时为 324.35 美元。该公司的流动比率为 1.37，速动比率为 1.02，债务与股本比率为 2.77。Lumentum Holdings Inc. 的 12 个月最低价为 45.65 美元，最高价为 376.53 美元。该公司的市值为 230 亿美元，市盈率为 217.69，贝塔值为 1.53。该公司的 50 日移动平均线为 237.68 美元，200 日移动平均线为 158.24 美元。</p>
<p>Lumentum（NASDAQ:LITE - 获取免费报告）最近一次公布财报是在 11 月 4 日星期二。该科技公司报告本季度每股收益（EPS）为 1.10 美元，超出市场共识预期的 1.03 美元，超出 0.07 美元。Lumentum 的股本回报率为 4.62%，净利润率为 6.11%。该公司在本季度的收入为 5.338 亿美元，而分析师预期为 5.251 亿美元。去年同期，该公司的每股收益为 0.18 美元。与去年同期相比，该公司的季度收入增长了 58.4%。Lumentum 已将其 2026 年第二季度的指导目标设定为 1.300-1.500 EPS。研究分析师预测 Lumentum Holdings Inc. 本年度将发布 0.03 EPS。</p>
<h2>分析师设定新目标价</h2>
<ul>
<li>Lumentum 在 AI 和 ML 热潮中闪耀</li>
</ul>
<p>LITE 最近成为多份分析师报告的主题。Stifel Nicolaus 在 11 月 5 日星期三的研究报告中将 Lumentum 的目标价设定为 220.00 美元。KGI Securities 在 8 月 18 日星期一的报告中开始覆盖 Lumentum 的股票。他们对该公司的评级为 “跑赢大盘”。Raymond James Financial 将 Lumentum 的评级从 “强力买入” 下调至 “跑赢大盘”，并在 10 月 31 日星期五的研究报告中将目标价设定为 220.00 美元。Susquehanna 在 10 月 22 日星期三的研究报告中将 Lumentum 的目标价从 140.00 美元上调至 190.00 美元，并给予该公司 “积极” 的评级。最后，巴克莱在 11 月 6 日星期四的报告中将 Lumentum 的目标价从 165.00 美元上调至 181.00 美元，并给予该股票 “持平” 的评级。两位投资分析师对该股票给予了 “强力买入” 的评级，十三位给予了 “买入” 的评级，五位给予了 “持有” 的评级，一位给予了 “卖出” 的评级。根据 MarketBeat.com 的数据，该股票的平均评级为 “适度买入”，共识目标价为 215.00 美元。</p>
<p><strong>查看我们最新的 Lumentum 股票分析</strong></p>
<h2>Lumentum 公司简介</h2>
<p>（免费报告）</p>
<p>Lumentum Holdings Inc. 在美洲、亚太地区、欧洲、中东和非洲制造和销售光学及光子产品。该公司通过两个部门运营：光通信（OpComms）和商业激光（Lasers）。OpComms 部门提供组件、模块和子系统，支持通过高容量光纤电缆传输和传送视频、音频和数据。</p>
<h2>了解更多</h2>
<ul>
<li>五只我们认为比 Lumentum 更好的股票</li>
<li>3 只提供优厚股息收益的天然气股票</li>
<li>迪士尼与 OpenAI 达成 10 亿美元交易，带来魔力</li>
<li>突破股票：它们是什么以及如何识别它们</li>
<li>为什么亚马逊可能在几周内成为 300 美元的股票</li>
<li>超买股票解析：你应该交易它们吗？</li>
<li>Adobe 在财报后获得提振：长期前景看涨</li>
</ul>
<p><strong>想看看其他对 LITE 感兴趣的对冲基金吗？</strong> 访问 HoldingsChannel.com 获取 Lumentum Holdings Inc.（NASDAQ:LITE - 免费报告）的最新 13F 文件和内部交易信息。</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" alt="" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9TElURQ"/></p>
<p><em>此即时新闻提醒由叙述科学技术和 MarketBeat 的金融数据生成，以便为读者提供最快的报道和公正的覆盖。请将任何问题或意见发送至 contact@marketbeat.com。</em></p>
<h2>你现在应该投资 1,000 美元在 Lumentum 吗？</h2>
<p>在考虑 Lumentum 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只顶级分析师悄悄建议客户现在购买的股票，而 Lumentum 并不在名单上。</p>
<p>虽然 Lumentum 目前在分析师中获得中等买入评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</p>

Lumentum控股

<p>Cim Investment Management Inc. 在第二季度将其在 Lumentum Holdings Inc. 的股份增加了 100.8%，目前持有 9,622 股，价值 860,000 美元。其他机构投资者也调整了他们的持股。Lumentum 的股票表现显示出 12 个月的最高价为 376.53 美元，市值为 230 亿美元。最近的财报超出预期，收入同比增长 58.4%。分析师在人工智能和机器学习的增长背景下设定了新的价格目标</p>

<p>Cim Investment Management Inc. lifted its stake in Lumentum Holdings Inc. (NASDAQ:LITE - Free Report) by 100.8% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,622 shares of the technology company's stock after purchasing an additional 4,829 shares during the period. Cim Investment Management Inc.'s holdings in Lumentum were worth $860,000 at the end of the most recent reporting period.</p>
<div class="lb-trans"><p>Cim Investment Management Inc. 在最近向证券交易委员会（SEC）提交的文件中表示，在第二季度将其在 Lumentum Holdings Inc.（NASDAQ:LITE - 免费报告）的持股比例提高了 100.8%。该机构投资者在此期间购买了额外的 4,829 股后，拥有该科技公司 9,622 股股票。Cim Investment Management Inc. 在 Lumentum 的持股在最近的报告期末价值为 860,000 美元。</p>
</div><ul>
<li>3 Data Center Stocks Are Soaring—Analysts Think 1 Could Go Higher</li>
</ul>
<div class="lb-trans"><ul>
<li>3 家数据中心股票正在飙升——分析师认为其中一只可能会更高</li>
</ul>
</div><p>A number of other institutional investors also recently bought and sold shares of the stock. MAI Capital Management grew its holdings in Lumentum by 27.0% during the second quarter. MAI Capital Management now owns 452 shares of the technology company's stock valued at $43,000 after purchasing an additional 96 shares during the period. Louisiana State Employees Retirement System grew its stake in shares of Lumentum by 0.5% during the 2nd quarter. Louisiana State Employees Retirement System now owns 19,500 shares of the technology company's stock valued at $1,854,000 after acquiring an additional 100 shares during the period. Bessemer Group Inc. grew its stake in shares of Lumentum by 5.8% during the 2nd quarter. Bessemer Group Inc. now owns 2,473 shares of the technology company's stock valued at $234,000 after acquiring an additional 136 shares during the period. Keynote Financial Services LLC increased its holdings in Lumentum by 1.8% in the 2nd quarter. Keynote Financial Services LLC now owns 8,396 shares of the technology company's stock worth $798,000 after acquiring an additional 148 shares in the last quarter. Finally, Advisors Asset Management Inc. raised its stake in Lumentum by 18.8% during the 2nd quarter. Advisors Asset Management Inc. now owns 1,123 shares of the technology company's stock worth $107,000 after acquiring an additional 178 shares during the period. 94.05% of the stock is owned by institutional investors.</p>
<div class="lb-trans"><p>其他一些机构投资者最近也买卖了该股票的股份。MAI Capital Management 在第二季度将其在 Lumentum 的持股增加了 27.0%。MAI Capital Management 现在拥有 452 股该科技公司的股票，价值 43,000 美元，此前在此期间购买了额外的 96 股。路易斯安那州员工退休系统在第二季度将其在 Lumentum 的股份增加了 0.5%。路易斯安那州员工退休系统现在拥有 19,500 股该科技公司的股票，价值 1,854,000 美元，此前在此期间收购了额外的 100 股。贝斯默集团（Bessemer Group Inc.）在第二季度将其在 Lumentum 的股份增加了 5.8%。贝斯默集团现在拥有 2,473 股该科技公司的股票，价值 234,000 美元，此前在此期间收购了额外的 136 股。Keynote Financial Services LLC 在第二季度将其在 Lumentum 的持股增加了 1.8%。Keynote Financial Services LLC 现在拥有 8,396 股该科技公司的股票，价值 798,000 美元，此前在上个季度收购了额外的 148 股。最后，Advisors Asset Management Inc. 在第二季度将其在 Lumentum 的股份提高了 18.8%。Advisors Asset Management Inc. 现在拥有 1,123 股该科技公司的股票，价值 107,000 美元，此前在此期间收购了额外的 178 股。94.05% 的股票由机构投资者持有。</p>
</div><h2>Insider Buying and Selling at Lumentum</h2>
<div class="lb-trans"><h2>Lumentum 的内部买卖</h2>
</div><p>In other Lumentum news, SVP Jae Kim sold 1,367 shares of the business's stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $234.14, for a total transaction of $320,069.38. Following the sale, the senior vice president owned 38,570 shares in the company, valued at approximately $9,030,779.80. The trade was a 3.42% decrease in their position. The transaction was disclosed in a document filed with the Securities &amp; Exchange Commission, which can be accessed through the SEC website. Also, Director Isaac Hosojiro Harris sold 7,200 shares of the firm's stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $243.32, for a total value of $1,751,904.00. Following the completion of the transaction, the director owned 9,764 shares of the company's stock, valued at approximately $2,375,776.48. The trade was a 42.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 28,612 shares of company stock worth $7,317,398 in the last three months. 0.43% of the stock is owned by company insiders.</p>
<div class="lb-trans"><p>在 Lumentum 的其他消息中，高级副总裁 Jae Kim 于 11 月 17 日星期一出售了 1,367 股公司的股票。该股票以平均价格 234.14 美元出售，总交易额为 320,069.38 美元。出售后，这位高级副总裁在公司拥有 38,570 股，价值约 9,030,779.80 美元。此次交易使其持股减少了 3.42%。该交易已在向证券交易委员会提交的文件中披露，可以通过 SEC 网站访问。此外，董事 Isaac Hosojiro Harris 于 11 月 7 日星期五出售了 7,200 股公司的股票。该股票以平均价格 243.32 美元出售，总价值为 1,751,904.00 美元。交易完成后，该董事在公司拥有 9,764 股，价值约 2,375,776.48 美元。此次交易使其持股减少了 42.44%。该销售的 SEC 文件提供了更多信息。在过去三个月中，内部人士共出售了价值 7,317,398 美元的 28,612 股公司股票。0.43% 的股票由公司内部人士持有。</p>
</div><h2>Lumentum Stock Performance</h2>
<div class="lb-trans"><h2>Lumentum 股票表现</h2>
</div><ul>
<li>Coherent gains from the AI chip boom</li>
</ul>
<div class="lb-trans"><ul>
<li>Coherent 从 AI 芯片热潮中获益</li>
</ul>
</div><p>Shares of NASDAQ:LITE opened at $324.35 on Friday. The company has a current ratio of 1.37, a quick ratio of 1.02 and a debt-to-equity ratio of 2.77. Lumentum Holdings Inc. has a 12 month low of $45.65 and a 12 month high of $376.53. The company has a market capitalization of $23.00 billion, a price-to-earnings ratio of 217.69 and a beta of 1.53. The firm's 50-day moving average is $237.68 and its 200 day moving average is $158.24.</p>
<div class="lb-trans"><p>NASDAQ:LITE 的股票在周五开盘时为 324.35 美元。该公司的流动比率为 1.37，速动比率为 1.02，债务与股本比率为 2.77。Lumentum Holdings Inc. 的 12 个月最低价为 45.65 美元，最高价为 376.53 美元。该公司的市值为 230 亿美元，市盈率为 217.69，贝塔值为 1.53。该公司的 50 日移动平均线为 237.68 美元，200 日移动平均线为 158.24 美元。</p>
</div><p>Lumentum (NASDAQ:LITE - Get Free Report) last announced its earnings results on Tuesday, November 4th. The technology company reported $1.10 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.03 by $0.07. Lumentum had a return on equity of 4.62% and a net margin of 6.11%.The business had revenue of $533.80 million during the quarter, compared to analyst estimates of $525.10 million. During the same quarter in the previous year, the business earned $0.18 earnings per share. The company's revenue for the quarter was up 58.4% compared to the same quarter last year. Lumentum has set its Q2 2026 guidance at 1.300-1.500 EPS. Research analysts predict that Lumentum Holdings Inc. will post 0.03 EPS for the current year.</p>
<div class="lb-trans"><p>Lumentum（NASDAQ:LITE - 获取免费报告）最近一次公布财报是在 11 月 4 日星期二。该科技公司报告本季度每股收益（EPS）为 1.10 美元，超出市场共识预期的 1.03 美元，超出 0.07 美元。Lumentum 的股本回报率为 4.62%，净利润率为 6.11%。该公司在本季度的收入为 5.338 亿美元，而分析师预期为 5.251 亿美元。去年同期，该公司的每股收益为 0.18 美元。与去年同期相比，该公司的季度收入增长了 58.4%。Lumentum 已将其 2026 年第二季度的指导目标设定为 1.300-1.500 EPS。研究分析师预测 Lumentum Holdings Inc. 本年度将发布 0.03 EPS。</p>
</div><h2>Analysts Set New Price Targets</h2>
<div class="lb-trans"><h2>分析师设定新目标价</h2>
</div><ul>
<li>Lumentum Lights Up on the AI and ML Surge</li>
</ul>
<div class="lb-trans"><ul>
<li>Lumentum 在 AI 和 ML 热潮中闪耀</li>
</ul>
</div><p>LITE has been the subject of a number of recent analyst reports. Stifel Nicolaus set a $220.00 price target on shares of Lumentum in a research report on Wednesday, November 5th. KGI Securities assumed coverage on shares of Lumentum in a report on Monday, August 18th. They issued an &#34;outperform&#34; rating for the company. Raymond James Financial lowered Lumentum from a &#34;strong-buy&#34; rating to an &#34;outperform&#34; rating and set a $220.00 price objective for the company. in a research note on Friday, October 31st. Susquehanna lifted their target price on Lumentum from $140.00 to $190.00 and gave the company a &#34;positive&#34; rating in a research note on Wednesday, October 22nd. Finally, Barclays boosted their price target on Lumentum from $165.00 to $181.00 and gave the stock an &#34;equal weight&#34; rating in a report on Thursday, November 6th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the stock has an average rating of &#34;Moderate Buy&#34; and a consensus price target of $215.00.</p>
<div class="lb-trans"><p>LITE 最近成为多份分析师报告的主题。Stifel Nicolaus 在 11 月 5 日星期三的研究报告中将 Lumentum 的目标价设定为 220.00 美元。KGI Securities 在 8 月 18 日星期一的报告中开始覆盖 Lumentum 的股票。他们对该公司的评级为 “跑赢大盘”。Raymond James Financial 将 Lumentum 的评级从 “强力买入” 下调至 “跑赢大盘”，并在 10 月 31 日星期五的研究报告中将目标价设定为 220.00 美元。Susquehanna 在 10 月 22 日星期三的研究报告中将 Lumentum 的目标价从 140.00 美元上调至 190.00 美元，并给予该公司 “积极” 的评级。最后，巴克莱在 11 月 6 日星期四的报告中将 Lumentum 的目标价从 165.00 美元上调至 181.00 美元，并给予该股票 “持平” 的评级。两位投资分析师对该股票给予了 “强力买入” 的评级，十三位给予了 “买入” 的评级，五位给予了 “持有” 的评级，一位给予了 “卖出” 的评级。根据 MarketBeat.com 的数据，该股票的平均评级为 “适度买入”，共识目标价为 215.00 美元。</p>
</div><p><strong>Check Out Our Latest Stock Analysis on Lumentum</strong></p>
<div class="lb-trans"><p><strong>查看我们最新的 Lumentum 股票分析</strong></p>
</div><h2>Lumentum Company Profile</h2>
<div class="lb-trans"><h2>Lumentum 公司简介</h2>
</div><p>(Free Report)</p>
<div class="lb-trans"><p>（免费报告）</p>
</div><p>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.</p>
<div class="lb-trans"><p>Lumentum Holdings Inc. 在美洲、亚太地区、欧洲、中东和非洲制造和销售光学及光子产品。该公司通过两个部门运营：光通信（OpComms）和商业激光（Lasers）。OpComms 部门提供组件、模块和子系统，支持通过高容量光纤电缆传输和传送视频、音频和数据。</p>
</div><h2>Read More</h2>
<div class="lb-trans"><h2>了解更多</h2>
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</ul>
<div class="lb-trans"><ul>
<li>五只我们认为比 Lumentum 更好的股票</li>
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<li>Adobe 在财报后获得提振：长期前景看涨</li>
</ul>
</div><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>
<div class="lb-trans"><p><strong>想看看其他对 LITE 感兴趣的对冲基金吗？</strong> 访问 HoldingsChannel.com 获取 Lumentum Holdings Inc.（NASDAQ:LITE - 免费报告）的最新 13F 文件和内部交易信息。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9TElURQ" alt="" original-src="https://www.marketbeat.com/scripts/SECFilingChart.ashx?Prefix=NASDAQ&amp;Symbol=LITE"/></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>
<div class="lb-trans"><p><em>此即时新闻提醒由叙述科学技术和 MarketBeat 的金融数据生成，以便为读者提供最快的报道和公正的覆盖。请将任何问题或意见发送至 contact@marketbeat.com。</em></p>
</div><h2>Should You Invest $1,000 in Lumentum Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1,000 美元在 Lumentum 吗？</h2>
</div><p>Before you consider Lumentum, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑 Lumentum 之前，你需要听听这个。</p>
</div><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>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只顶级分析师悄悄建议客户现在购买的股票，而 Lumentum 并不在名单上。</p>
</div><p>While Lumentum currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 Lumentum 目前在分析师中获得中等买入评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

Cim Investment Management Inc. 增加了在 Lumentum 控股公司 $LITE 的持仓