<div id="readability-page-1"><p>03:10 PM EST, 12/23/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:</p><p>We raise our 12-month target price by $100 to $450, 55.0x our FY 27 (Jun.) EPS estimate, a premium to its 10-year historical average P/E at 51.1x. We increase our FY 26 EPS estimate by $0.05 to $5.69 and raise FY 27's by $0.19 to $8.18. LITE identified significant opportunities in AI infrastructure, highlighting that a substantial portion of its revenue is now driven by demand for laser chips and optical transceivers used inside data centers, as well as interconnect and long-haul networks supporting AI workloads. The company estimates that over 60% of its total revenue is now associated with cloud and AI infrastructure, supplied directly to hyperscale customers and indirectly through network equipment and optical transceiver manufacturers integrating LITE's products into their solutions.</p> <p>MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.</p></div>

Lumentum控股

<p>CFRA 对 Lumentum Holdings Inc.维持买入评级，将 12 个月目标价上调至 450 美元，反映出 2027 财年每股收益预估为 55.0 倍。2026 财年和 2027 财年的每股收益预估分别提高至 5.69 美元和 8.18 美元。Lumentum 在人工智能基础设施方面看到显著机会，超过 60% 的收入与云计算和人工智能相关，这得益于激光芯片和光学收发器的需求</p>

研究警报：CFRA 维持对 Lumentum 控股公司股票的买入评级