<p>Sanders Morris Harris LLC 在最近向证券交易委员会提交的文件中表示，在第三季度购买了 Lumentum Holdings Inc.（NASDAQ:LITE - 免费报告）的新头寸。该基金购买了 6,233 股该科技公司的股票，价值约为 1,014,000 美元。</p>
<ul>
<li>三只数据中心股票飙升——分析师认为其中一只可能会更高</li>
</ul>
<p>其他一些对冲基金最近也买卖了该公司的股票。PointState Capital LP 在第一季度获得了价值 2.13503 亿美元的 Lumentum 新头寸。Hood River Capital Management LLC 在第二季度将其在 Lumentum 的持股增加了 82.1%。Hood River Capital Management LLC 目前拥有 2,206,453 股该科技公司的股票，价值 2.09745 亿美元，此前在上个季度又购买了 994,551 股。Analog Century Management LP 在第一季度获得了价值约 6,034,800 美元的 Lumentum 新头寸。挪威银行在第二季度购买了价值约 8,298,300 美元的 Lumentum 新股份。最后，Channing Capital Management LLC 在第一季度购买了价值约 3,671,500 美元的 Lumentum 新股份。机构投资者和对冲基金持有该公司 94.05% 的股票。</p>
<h2>Lumentum 的内部活动</h2>
<p>在其他消息中，董事 Isaac Hosojiro Harris 于 11 月 7 日星期五出售了 7,200 股 Lumentum 股票。该股票以平均价格 243.32 美元出售，总交易额为 1,751,904.00 美元。交易后，该董事在公司中持有 9,764 股，价值约为 2,375,776.48 美元。这笔交易使其持股减少了 42.44%。该出售在向 SEC 提交的文件中披露，相关信息可通过 SEC 网站访问。此外，SVP Jae Kim 于 11 月 18 日星期二出售了 170 股公司的股票。这些股票以平均价格 246.00 美元出售，总价值为 41,820.00 美元。交易完成后，该高级副总裁在公司中持有 38,400 股，价值 9,446,400 美元。这代表其持股减少了 0.44%。有关此次出售的更多细节可在官方 SEC 披露中找到。在过去的 90 天里，内部人士出售了价值 7,317,398 美元的 28,612 股公司股票。内部人士持有该公司 0.43% 的股票。</p>
<h2>Lumentum 股票表现</h2>
<ul>
<li>Coherent 从 AI 芯片热潮中获益</li>
</ul>
<p>LITE 股票在周三开盘价为 316.15 美元。该公司的市值为 224.2 亿美元，市盈率为 212.18，贝塔值为 1.53。该公司的速动比率为 1.02，流动比率为 1.37，债务与股本比率为 2.77。该公司的 50 日移动平均价格为 244.34 美元，200 日移动平均价格为 162.34 美元。Lumentum Holdings Inc. 的 52 周低点为 45.65 美元，52 周高点为 376.53 美元。</p>
<p>Lumentum（NASDAQ:LITE - 获取免费报告）最近于 11 月 4 日星期二公布了季度财报。该科技公司报告本季度每股收益为 1.10 美元，超出市场共识预期的 1.03 美元，超出 0.07 美元。该公司本季度的收入为 5.338 亿美元，而分析师预期为 5.251 亿美元。Lumentum 的股本回报率为 4.62%，净利润率为 6.11%。该公司的收入同比增长 58.4%。在去年同期，该公司每股收益为 0.18 美元。Lumentum 将其 2026 年第二季度的指导目标设定为每股收益 1.300-1.500 美元。根据平均数据，卖方分析师预计 Lumentum Holdings Inc. 本财年将发布每股收益 0.03 美元。</p>
<h2>分析师升级和降级</h2>
<ul>
<li>Lumentum 在 AI 和 ML 激增中闪耀</li>
</ul>
<p>一些股票研究分析师最近对 LITE 股票发表了看法。Zacks Research 在 12 月 2 日星期二的报告中将 Lumentum 的评级从 “持有” 上调至 “强力买入”。Rosenblatt Securities 在 12 月 4 日星期四的报告中将 Lumentum 股票的目标价上调至 380.00 美元，并给予该股票 “买入” 评级。Needham &amp; Company LLC 在 11 月 24 日星期一的报告中将 Lumentum 股票的目标价上调至 290.00 美元，并给予该股票 “买入” 评级。Mizuho 在 11 月 25 日星期二的研究报告中将 Lumentum 股票的目标价上调至 325.00 美元，并给予该股票 “跑赢大盘” 评级。最后，Northland Securities 在 12 月 3 日星期三的研究报告中为 Lumentum 股票设定了 350.00 美元的目标价。两位股票研究分析师将该股票评为强力买入，十三位给予买入评级，五位给予持有评级，一位给予卖出评级。根据 MarketBeat.com 的数据，Lumentum 目前的共识评级为 “适度买入”，平均目标价为 215.00 美元。</p>
<p><strong>查看我们关于 Lumentum 的最新报告</strong></p>
<h2>Lumentum 概况</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>精选故事</h2>
<ul>
<li>五只我们更看好的股票超过 Lumentum</li>
<li>如何购买股票：初学者的逐步指南</li>
<li>AI 芯片离不开这两家被低估的科技巨头</li>
<li>市值计算器：如何计算市值</li>
<li>为什么台湾半导体的 6.5% 下跌可能是一个明智的购买</li>
<li>金融服务股票投资</li>
<li>RTX 在国防订单激增中飙升至创纪录高位</li>
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<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，旨在为读者提供最快的报道和公正的覆盖。请将有关此故事的任何问题或评论发送至 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，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 目前在分析师中获得了适度买入评级，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>Sanders Morris Harris LLC 在第三季度收购了 6,233 股 Lumentum Holdings Inc.，价值 1,014,000 美元。其他对冲基金也增加了他们的持仓。Lumentum 的股票表现强劲，市值为 224.2 亿美元，并且最近的财报超出预期。分析师们已对该股票进行了升级，指出其受益于人工智能和机器学习的趋势。内部人士最近出售了价值 730 万美元的股票</p>

<p>Sanders Morris Harris LLC purchased a new position in Lumentum Holdings Inc. (NASDAQ:LITE - Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities &amp; Exchange Commission. The fund purchased 6,233 shares of the technology company's stock, valued at approximately $1,014,000.</p>
<div class="lb-trans"><p>Sanders Morris Harris LLC 在最近向证券交易委员会提交的文件中表示，在第三季度购买了 Lumentum Holdings Inc.（NASDAQ:LITE - 免费报告）的新头寸。该基金购买了 6,233 股该科技公司的股票，价值约为 1,014,000 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>三只数据中心股票飙升——分析师认为其中一只可能会更高</li>
</ul>
</div><p>A number of other hedge funds have also recently bought and sold shares of the business. PointState Capital LP acquired a new position in Lumentum during the 1st quarter worth $213,503,000. Hood River Capital Management LLC lifted its position in shares of Lumentum by 82.1% during the second quarter. Hood River Capital Management LLC now owns 2,206,453 shares of the technology company's stock worth $209,745,000 after purchasing an additional 994,551 shares during the last quarter. Analog Century Management LP acquired a new position in Lumentum in the first quarter worth about $60,348,000. Norges Bank bought a new stake in Lumentum in the second quarter valued at about $82,983,000. Finally, Channing Capital Management LLC bought a new stake in Lumentum in the first quarter valued at about $36,715,000. Institutional investors and hedge funds own 94.05% of the company's stock.</p>
<div class="lb-trans"><p>其他一些对冲基金最近也买卖了该公司的股票。PointState Capital LP 在第一季度获得了价值 2.13503 亿美元的 Lumentum 新头寸。Hood River Capital Management LLC 在第二季度将其在 Lumentum 的持股增加了 82.1%。Hood River Capital Management LLC 目前拥有 2,206,453 股该科技公司的股票，价值 2.09745 亿美元，此前在上个季度又购买了 994,551 股。Analog Century Management LP 在第一季度获得了价值约 6,034,800 美元的 Lumentum 新头寸。挪威银行在第二季度购买了价值约 8,298,300 美元的 Lumentum 新股份。最后，Channing Capital Management LLC 在第一季度购买了价值约 3,671,500 美元的 Lumentum 新股份。机构投资者和对冲基金持有该公司 94.05% 的股票。</p>
</div><h2>Insider Activity at Lumentum</h2>
<div class="lb-trans"><h2>Lumentum 的内部活动</h2>
</div><p>In other news, Director Isaac Hosojiro Harris sold 7,200 shares of Lumentum stock in a transaction on Friday, November 7th. The stock was sold at an average price of $243.32, for a total transaction of $1,751,904.00. Following the transaction, the director owned 9,764 shares in the company, valued at approximately $2,375,776.48. The trade was a 42.44% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, SVP Jae Kim sold 170 shares of the company's stock in a transaction dated Tuesday, November 18th. The shares were sold at an average price of $246.00, for a total value of $41,820.00. Following the completion of the transaction, the senior vice president owned 38,400 shares in the company, valued at $9,446,400. This represents a 0.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 28,612 shares of company stock worth $7,317,398. Insiders own 0.43% of the company's stock.</p>
<div class="lb-trans"><p>在其他消息中，董事 Isaac Hosojiro Harris 于 11 月 7 日星期五出售了 7,200 股 Lumentum 股票。该股票以平均价格 243.32 美元出售，总交易额为 1,751,904.00 美元。交易后，该董事在公司中持有 9,764 股，价值约为 2,375,776.48 美元。这笔交易使其持股减少了 42.44%。该出售在向 SEC 提交的文件中披露，相关信息可通过 SEC 网站访问。此外，SVP Jae Kim 于 11 月 18 日星期二出售了 170 股公司的股票。这些股票以平均价格 246.00 美元出售，总价值为 41,820.00 美元。交易完成后，该高级副总裁在公司中持有 38,400 股，价值 9,446,400 美元。这代表其持股减少了 0.44%。有关此次出售的更多细节可在官方 SEC 披露中找到。在过去的 90 天里，内部人士出售了价值 7,317,398 美元的 28,612 股公司股票。内部人士持有该公司 0.43% 的股票。</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 LITE opened at $316.15 on Wednesday. The firm has a market capitalization of $22.42 billion, a PE ratio of 212.18 and a beta of 1.53. The company has a quick ratio of 1.02, a current ratio of 1.37 and a debt-to-equity ratio of 2.77. The firm has a 50-day moving average price of $244.34 and a 200 day moving average price of $162.34. Lumentum Holdings Inc. has a 52-week low of $45.65 and a 52-week high of $376.53.</p>
<div class="lb-trans"><p>LITE 股票在周三开盘价为 316.15 美元。该公司的市值为 224.2 亿美元，市盈率为 212.18，贝塔值为 1.53。该公司的速动比率为 1.02，流动比率为 1.37，债务与股本比率为 2.77。该公司的 50 日移动平均价格为 244.34 美元，200 日移动平均价格为 162.34 美元。Lumentum Holdings Inc. 的 52 周低点为 45.65 美元，52 周高点为 376.53 美元。</p>
</div><p>Lumentum (NASDAQ:LITE - Get Free Report) last announced its quarterly earnings data on Tuesday, November 4th. The technology company reported $1.10 earnings per share for the quarter, beating the consensus estimate of $1.03 by $0.07. The business had revenue of $533.80 million during the quarter, compared to analyst estimates of $525.10 million. Lumentum had a return on equity of 4.62% and a net margin of 6.11%.The company's revenue was up 58.4% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.18 earnings per share. Lumentum has set its Q2 2026 guidance at 1.300-1.500 EPS. On average, sell-side analysts anticipate that Lumentum Holdings Inc. will post 0.03 earnings per share 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 日星期二公布了季度财报。该科技公司报告本季度每股收益为 1.10 美元，超出市场共识预期的 1.03 美元，超出 0.07 美元。该公司本季度的收入为 5.338 亿美元，而分析师预期为 5.251 亿美元。Lumentum 的股本回报率为 4.62%，净利润率为 6.11%。该公司的收入同比增长 58.4%。在去年同期，该公司每股收益为 0.18 美元。Lumentum 将其 2026 年第二季度的指导目标设定为每股收益 1.300-1.500 美元。根据平均数据，卖方分析师预计 Lumentum Holdings Inc. 本财年将发布每股收益 0.03 美元。</p>
</div><h2>Analyst Upgrades and Downgrades</h2>
<div class="lb-trans"><h2>分析师升级和降级</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 激增中闪耀</li>
</ul>
</div><p>A number of equities research analysts have recently weighed in on LITE shares. Zacks Research upgraded Lumentum from a &#34;hold&#34; rating to a &#34;strong-buy&#34; rating in a report on Tuesday, December 2nd. Rosenblatt Securities lifted their price objective on shares of Lumentum to $380.00 and gave the stock a &#34;buy&#34; rating in a report on Thursday, December 4th. Needham &amp; Company LLC increased their target price on shares of Lumentum to $290.00 and gave the stock a &#34;buy&#34; rating in a report on Monday, November 24th. Mizuho raised their price target on shares of Lumentum to $325.00 and gave the stock an &#34;outperform&#34; rating in a research 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 equities research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Lumentum currently has a consensus rating of &#34;Moderate Buy&#34; and an average target price of $215.00.</p>
<div class="lb-trans"><p>一些股票研究分析师最近对 LITE 股票发表了看法。Zacks Research 在 12 月 2 日星期二的报告中将 Lumentum 的评级从 “持有” 上调至 “强力买入”。Rosenblatt Securities 在 12 月 4 日星期四的报告中将 Lumentum 股票的目标价上调至 380.00 美元，并给予该股票 “买入” 评级。Needham &amp; Company LLC 在 11 月 24 日星期一的报告中将 Lumentum 股票的目标价上调至 290.00 美元，并给予该股票 “买入” 评级。Mizuho 在 11 月 25 日星期二的研究报告中将 Lumentum 股票的目标价上调至 325.00 美元，并给予该股票 “跑赢大盘” 评级。最后，Northland Securities 在 12 月 3 日星期三的研究报告中为 Lumentum 股票设定了 350.00 美元的目标价。两位股票研究分析师将该股票评为强力买入，十三位给予买入评级，五位给予持有评级，一位给予卖出评级。根据 MarketBeat.com 的数据，Lumentum 目前的共识评级为 “适度买入”，平均目标价为 215.00 美元。</p>
</div><p><strong>Check Out Our Latest Report on Lumentum</strong></p>
<div class="lb-trans"><p><strong>查看我们关于 Lumentum 的最新报告</strong></p>
</div><h2>Lumentum Profile</h2>
<div class="lb-trans"><h2>Lumentum 概况</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>
</div><h2>Featured Stories</h2>
<div class="lb-trans"><h2>精选故事</h2>
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<li>Five stocks we like better than Lumentum</li>
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<li>五只我们更看好的股票超过 Lumentum</li>
<li>如何购买股票：初学者的逐步指南</li>
<li>AI 芯片离不开这两家被低估的科技巨头</li>
<li>市值计算器：如何计算市值</li>
<li>为什么台湾半导体的 6.5% 下跌可能是一个明智的购买</li>
<li>金融服务股票投资</li>
<li>RTX 在国防订单激增中飙升至创纪录高位</li>
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</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，旨在为读者提供最快的报道和公正的覆盖。请将有关此故事的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 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，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 目前在分析师中获得了适度买入评级，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>

Sanders Morris Harris LLC 在 Lumentum 控股公司 $LITE 中建立头寸