<p>Marex Group plc 在第二季度购买了 Lumentum Holdings Inc. (NASDAQ:LITE - 免费报告) 的新股份，根据其最近向证券交易委员会提交的文件。这家机构投资者购买了 3,022 股该科技公司的股票，价值约 287,000 美元。</p>
<ul>
<li>3 家数据中心股票飙升——分析师认为其中一只可能会更高</li>
</ul>
<p>其他几家对冲基金和机构投资者最近也调整了对该公司的持股。Nuveen LLC 在第一季度收购了 Lumentum 的新股份，价值约 27,054,000 美元。HighTower Advisors LLC 在第一季度将其在 Lumentum 的持股增加了 51.1%。HighTower Advisors LLC 现在拥有 5,242 股该科技公司的股票，价值 327,000 美元，此前在上个季度又购买了 1,773 股。Russell Investments Group Ltd. 在第一季度将其在 Lumentum 的持股增加了 58.5%。Russell Investments Group Ltd. 现在拥有 79,276 股该科技公司的股票，价值 4,942,000 美元，此前在上个季度又购买了 29,259 股。Kovitz Investment Group Partners LLC 在第一季度收购了 Lumentum 的新股份，价值 3,764,000 美元。最后，Ethic Inc. 在第一季度将其在 Lumentum 的股份增加了 82.3%。Ethic Inc. 现在拥有 9,574 股该科技公司的股票，价值 609,000 美元，此前在上个季度又收购了 4,323 股。94.05% 的股票由对冲基金和其他机构投资者持有。</p>
<h2>Lumentum 股票上涨 3.2%</h2>
<p>NASDAQ LITE 周二开盘价为 334.69 美元。该公司的债务与股本比率为 2.77，速动比率为 1.02，流动比率为 1.37。该公司的市值为 237.3 亿美元，市盈率为 224.63，贝塔值为 1.52。该公司的 50 日简单移动平均为 241.16 美元，200 日简单移动平均为 160.63 美元。Lumentum Holdings Inc. 的一年低点为 45.65 美元，一年高点为 376.53 美元。</p>
<ul>
<li>Coherent 从 AI 芯片热潮中获益</li>
</ul>
<p>Lumentum (NASDAQ:LITE - 获取免费报告) 最近于 11 月 4 日发布了其财报。该科技公司报告季度每股收益 (EPS) 为 1.10 美元，超出分析师一致预期的 1.03 美元，超出幅度为 0.07 美元。Lumentum 的净利润率为 6.11%，股本回报率为 4.62%。该公司季度收入为 5.338 亿美元，而分析师预期为 5.251 亿美元。在去年同期，该公司每股收益为 0.18 美元。该公司的季度收入同比增长 58.4%。Lumentum 已将其 2026 年第二季度的指导目标设定为 1.300-1.500 每股收益。股票研究分析师预计 Lumentum Holdings Inc. 本财年将发布 0.03 每股收益。</p>
<h2>分析师评级变动</h2>
<p>一些股票研究分析师最近对该股票发布了报告。花旗集团在 8 月 29 日星期五开始覆盖 Lumentum 的股票。他们给予该公司 &#34;买入&#34; 评级，目标价为 165.00 美元。巴克莱在 11 月 6 日的研究报告中将 Lumentum 的目标价从 165.00 美元上调至 181.00 美元，并给予该公司 &#34;持平&#34; 评级。扎克斯研究在 12 月 2 日的研究报告中将 Lumentum 的评级从 &#34;持有&#34; 上调至 &#34;强力买入&#34;。摩根士丹利在 11 月 5 日的研究报告中重申了 &#34;谨慎&#34; 评级，并对 Lumentum 的股票设定了 190.00 美元的目标价。最后，KGI 证券在 8 月 18 日的研究报告中开始覆盖 Lumentum。他们对该公司设定了 &#34;跑赢大盘&#34; 评级。两位投资分析师对该股票给予了强力买入评级，十三位给予了买入评级，五位给予了持有评级，一位给予了卖出评级。根据 MarketBeat.com 的数据，Lumentum 的平均评级为 &#34;适度买入&#34;，平均目标价为 215.00 美元。</p>
<ul>
<li>Lumentum 在 AI 和 ML 热潮中大放异彩</li>
</ul>
<p><strong>获取我们最新的 LITE 研究报告</strong></p>
<h2>内部买卖</h2>
<p>在相关消息中，董事 Isaac Hosojiro Harris 于 11 月 7 日星期五出售了 7,200 股公司的股票。股票以平均价格 243.32 美元出售，总价值为 1,751,904.00 美元。出售后，该董事持有 9,764 股公司的股票，价值 2,375,776.48 美元。这笔交易代表其持股减少了 42.44%。该交易已在向证券交易委员会的法律文件中披露，文件可通过此超链接获取。此外，内部人士 Yuen Wupen 于 11 月 19 日星期三出售了 822 股公司的股票。该股票以平均价格 258.96 美元出售，总交易额为 212,865.12 美元。交易后，内部人士持有 95,077 股公司的股票，价值 24,621,139.92 美元。这笔交易代表其持股减少了 0.86%。该交易的披露信息可在 SEC 文件中找到。过去九十天内，内部人士已出售价值 7,317,398 美元的 28,612 股公司股票。公司内部人士持有公司股票的 0.43%。</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和光子产品。该公司通过两个部门运营：光通信 (OpComms) 和商业激光 (Lasers)。光通信部门提供组件、模块和子系统，以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>特色文章</h2>
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<li>我们更看好的五只股票，而不是 Lumentum</li>
<li>顶尖生物科技股票：探索创新机会</li>
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<li>戴尔和惠普正在涨价——投资者应该注意</li>
<li>什么是稀释每股收益（Diluted EPS）？</li>
<li>为什么 DLocal 是 2026 年值得关注的顶尖新兴市场金融科技股票</li>
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<p><strong>想看看其他对 LITE 持有的对冲基金吗？</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事科学技术和 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。请将任何问题或评论发送至 contact@marketbeat.com。</em></p>
<h2>你现在应该投资 1000 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，以便在更广泛的市场注意到之前……而 Lumentum 并不在名单上。</p>
<p>虽然 Lumentum 目前在分析师中有中等买入评级，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>Marex Group plc 在第二季度收购了 3,022 股 Lumentum Holdings Inc. 的股票，价值 287,000 美元。Lumentum 的股票主要由机构投资者持有，最近有 Nuveen LLC 和 HighTower Advisors LLC 等公司的活动。Lumentum 的股价上涨了 3.2%，市值为 237.3 亿美元。分析师的评级意见不一，普遍持中性买入的共识，目标价为 215.00 美元。最近的内部交易包括董事 Isaac Hosojiro Harris 和内部人士 Yuen Wupen 的股票出售</p>

<p>Marex Group plc bought a new stake in Lumentum Holdings Inc. (NASDAQ:LITE - Free Report) in the second quarter, according to its most recent filing with the Securities &amp; Exchange Commission. The institutional investor bought 3,022 shares of the technology company's stock, valued at approximately $287,000.</p>
<div class="lb-trans"><p>Marex Group plc 在第二季度购买了 Lumentum Holdings Inc. (NASDAQ:LITE - 免费报告) 的新股份，根据其最近向证券交易委员会提交的文件。这家机构投资者购买了 3,022 股该科技公司的股票，价值约 287,000 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 家数据中心股票飙升——分析师认为其中一只可能会更高</li>
</ul>
</div><p>Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Nuveen LLC acquired a new stake in Lumentum in the 1st quarter valued at about $27,054,000. HighTower Advisors LLC lifted its position in Lumentum by 51.1% during the first quarter. HighTower Advisors LLC now owns 5,242 shares of the technology company's stock worth $327,000 after buying an additional 1,773 shares in the last quarter. Russell Investments Group Ltd. boosted its stake in Lumentum by 58.5% during the first quarter. Russell Investments Group Ltd. now owns 79,276 shares of the technology company's stock worth $4,942,000 after buying an additional 29,259 shares during the last quarter. Kovitz Investment Group Partners LLC purchased a new stake in Lumentum in the 1st quarter valued at $3,764,000. Finally, Ethic Inc. increased its stake in shares of Lumentum by 82.3% in the 1st quarter. Ethic Inc. now owns 9,574 shares of the technology company's stock worth $609,000 after acquiring an additional 4,323 shares during the last quarter. 94.05% of the stock is owned by hedge funds and other institutional investors.</p>
<div class="lb-trans"><p>其他几家对冲基金和机构投资者最近也调整了对该公司的持股。Nuveen LLC 在第一季度收购了 Lumentum 的新股份，价值约 27,054,000 美元。HighTower Advisors LLC 在第一季度将其在 Lumentum 的持股增加了 51.1%。HighTower Advisors LLC 现在拥有 5,242 股该科技公司的股票，价值 327,000 美元，此前在上个季度又购买了 1,773 股。Russell Investments Group Ltd. 在第一季度将其在 Lumentum 的持股增加了 58.5%。Russell Investments Group Ltd. 现在拥有 79,276 股该科技公司的股票，价值 4,942,000 美元，此前在上个季度又购买了 29,259 股。Kovitz Investment Group Partners LLC 在第一季度收购了 Lumentum 的新股份，价值 3,764,000 美元。最后，Ethic Inc. 在第一季度将其在 Lumentum 的股份增加了 82.3%。Ethic Inc. 现在拥有 9,574 股该科技公司的股票，价值 609,000 美元，此前在上个季度又收购了 4,323 股。94.05% 的股票由对冲基金和其他机构投资者持有。</p>
</div><h2>Lumentum Trading Up 3.2%</h2>
<div class="lb-trans"><h2>Lumentum 股票上涨 3.2%</h2>
</div><p>NASDAQ LITE opened at $334.69 on Tuesday. The company has a debt-to-equity ratio of 2.77, a quick ratio of 1.02 and a current ratio of 1.37. The firm has a market cap of $23.73 billion, a price-to-earnings ratio of 224.63 and a beta of 1.52. The firm has a 50 day simple moving average of $241.16 and a 200-day simple moving average of $160.63. Lumentum Holdings Inc. has a one year low of $45.65 and a one year high of $376.53.</p>
<div class="lb-trans"><p>NASDAQ LITE 周二开盘价为 334.69 美元。该公司的债务与股本比率为 2.77，速动比率为 1.02，流动比率为 1.37。该公司的市值为 237.3 亿美元，市盈率为 224.63，贝塔值为 1.52。该公司的 50 日简单移动平均为 241.16 美元，200 日简单移动平均为 160.63 美元。Lumentum Holdings Inc. 的一年低点为 45.65 美元，一年高点为 376.53 美元。</p>
</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>Lumentum (NASDAQ:LITE - Get Free Report) last released its earnings results on Tuesday, November 4th. The technology company reported $1.10 earnings per share (EPS) for the quarter, topping analysts' consensus estimates 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 prior year, the business earned $0.18 EPS. The firm's quarterly revenue was up 58.4% on a year-over-year basis. Lumentum has set its Q2 2026 guidance at 1.300-1.500 EPS. Equities research analysts anticipate that Lumentum Holdings Inc. will post 0.03 EPS for the current fiscal year.</p>
<div class="lb-trans"><p>Lumentum (NASDAQ:LITE - 获取免费报告) 最近于 11 月 4 日发布了其财报。该科技公司报告季度每股收益 (EPS) 为 1.10 美元，超出分析师一致预期的 1.03 美元，超出幅度为 0.07 美元。Lumentum 的净利润率为 6.11%，股本回报率为 4.62%。该公司季度收入为 5.338 亿美元，而分析师预期为 5.251 亿美元。在去年同期，该公司每股收益为 0.18 美元。该公司的季度收入同比增长 58.4%。Lumentum 已将其 2026 年第二季度的指导目标设定为 1.300-1.500 每股收益。股票研究分析师预计 Lumentum Holdings Inc. 本财年将发布 0.03 每股收益。</p>
</div><h2>Analyst Ratings Changes</h2>
<div class="lb-trans"><h2>分析师评级变动</h2>
</div><p>A number of equities research analysts recently issued reports on the stock. Citigroup began coverage on shares of Lumentum in a report on Friday, August 29th. They issued a &#34;buy&#34; rating and a $165.00 price objective for the company. Barclays increased their price target on shares of 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. Zacks Research raised shares of Lumentum from a &#34;hold&#34; rating to a &#34;strong-buy&#34; rating in a research report on Tuesday, December 2nd. Morgan Stanley reiterated a &#34;cautious&#34; rating and issued a $190.00 price objective on shares of Lumentum in a research report on Wednesday, November 5th. Finally, KGI Securities began coverage on Lumentum in a research note on Monday, August 18th. They set an &#34;outperform&#34; rating for the company. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Lumentum has an average rating of &#34;Moderate Buy&#34; and an average price target of $215.00.</p>
<div class="lb-trans"><p>一些股票研究分析师最近对该股票发布了报告。花旗集团在 8 月 29 日星期五开始覆盖 Lumentum 的股票。他们给予该公司 &#34;买入&#34; 评级，目标价为 165.00 美元。巴克莱在 11 月 6 日的研究报告中将 Lumentum 的目标价从 165.00 美元上调至 181.00 美元，并给予该公司 &#34;持平&#34; 评级。扎克斯研究在 12 月 2 日的研究报告中将 Lumentum 的评级从 &#34;持有&#34; 上调至 &#34;强力买入&#34;。摩根士丹利在 11 月 5 日的研究报告中重申了 &#34;谨慎&#34; 评级，并对 Lumentum 的股票设定了 190.00 美元的目标价。最后，KGI 证券在 8 月 18 日的研究报告中开始覆盖 Lumentum。他们对该公司设定了 &#34;跑赢大盘&#34; 评级。两位投资分析师对该股票给予了强力买入评级，十三位给予了买入评级，五位给予了持有评级，一位给予了卖出评级。根据 MarketBeat.com 的数据，Lumentum 的平均评级为 &#34;适度买入&#34;，平均目标价为 215.00 美元。</p>
</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 热潮中大放异彩</li>
</ul>
</div><p><strong>Get Our Latest Research Report on LITE</strong></p>
<div class="lb-trans"><p><strong>获取我们最新的 LITE 研究报告</strong></p>
</div><h2>Insider Buying and Selling</h2>
<div class="lb-trans"><h2>内部买卖</h2>
</div><p>In related news, Director Isaac Hosojiro Harris sold 7,200 shares of the firm's stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $243.32, for a total value of $1,751,904.00. Following the sale, the director owned 9,764 shares of the company's stock, valued at $2,375,776.48. This trade represents a 42.44% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities &amp; Exchange Commission, which is available through this hyperlink. Also, insider Yuen Wupen sold 822 shares of the business's stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $258.96, for a total transaction of $212,865.12. Following the transaction, the insider owned 95,077 shares of the company's stock, valued at $24,621,139.92. This trade represents a 0.86% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 28,612 shares of company stock worth $7,317,398 over the last ninety days. Company insiders own 0.43% of the company's stock.</p>
<div class="lb-trans"><p>在相关消息中，董事 Isaac Hosojiro Harris 于 11 月 7 日星期五出售了 7,200 股公司的股票。股票以平均价格 243.32 美元出售，总价值为 1,751,904.00 美元。出售后，该董事持有 9,764 股公司的股票，价值 2,375,776.48 美元。这笔交易代表其持股减少了 42.44%。该交易已在向证券交易委员会的法律文件中披露，文件可通过此超链接获取。此外，内部人士 Yuen Wupen 于 11 月 19 日星期三出售了 822 股公司的股票。该股票以平均价格 258.96 美元出售，总交易额为 212,865.12 美元。交易后，内部人士持有 95,077 股公司的股票，价值 24,621,139.92 美元。这笔交易代表其持股减少了 0.86%。该交易的披露信息可在 SEC 文件中找到。过去九十天内，内部人士已出售价值 7,317,398 美元的 28,612 股公司股票。公司内部人士持有公司股票的 0.43%。</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和光子产品。该公司通过两个部门运营：光通信 (OpComms) 和商业激光 (Lasers)。光通信部门提供组件、模块和子系统，以支持通过高容量光纤电缆传输和传送视频、音频和数据。</p>
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</ul>
<div class="lb-trans"><ul>
<li>我们更看好的五只股票，而不是 Lumentum</li>
<li>顶尖生物科技股票：探索创新机会</li>
<li>ServiceNow 的 70 亿美元赌注：恐慌还是机会？</li>
<li>什么是二次公开募股？投资者需要知道什么</li>
<li>戴尔和惠普正在涨价——投资者应该注意</li>
<li>什么是稀释每股收益（Diluted EPS）？</li>
<li>为什么 DLocal 是 2026 年值得关注的顶尖新兴市场金融科技股票</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 持有的对冲基金吗？</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事科学技术和 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。请将任何问题或评论发送至 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 1000 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，以便在更广泛的市场注意到之前……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 目前在分析师中有中等买入评级，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>

Marex Group plc 对 Lumentum Holdings Inc. $LITE 进行了新的投资