<p>Three Seasons Wealth LLC 在第三季度购买了 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的备案。该公司购买了 4,425 股该科技公司的股票，价值约 720,000 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>其他一些机构投资者和对冲基金最近也买卖了 LITE 的股票。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。MetLife Investment Management LLC 在第一季度将其在 Lumentum 的股份增加了 4.0%。MetLife Investment Management LLC 现在拥有 40,258 股该科技公司的股票，价值 2,510,000 美元，此前在上个季度又购买了 1,546 股。Graham Capital Management L.P. 在第一季度获得了 Lumentum 的新股份，价值约 2,453,000 美元。Paloma Partners Management Co 在第一季度购买了 Lumentum 的新股份，价值约 5,299,000 美元。最后，Atreides Management LP 在第一季度将其在 Lumentum 的持股增加了 6.8%。Atreides Management LP 现在拥有 1,875,257 股该科技公司的股票，价值 116,904,000 美元，此前在此期间又收购了 119,938 股。94.05% 的股票由对冲基金和其他机构投资者持有。</p>
<h2>Lumentum 股价下跌 1.3%</h2>
<p>LITE 股票周一开盘价为 390.77 美元。该公司的 50 日移动平均价格为 278.69 美元，200 日移动平均价格为 178.88 美元。该公司的市值为 277.1 亿美元，市盈率为 262.26，贝塔值为 1.52。该公司的债务与股本比率为 2.77，流动比率为 1.37，速动比率为 1.02。Lumentum Holdings Inc. 的一年低点为 45.65 美元，一年高点为 401.60 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）最近在 11 月 4 日（星期二）发布了其财报。该科技公司报告季度每股收益为 1.10 美元，超出市场共识预期的 1.03 美元，超出 0.07 美元。Lumentum 的净利润率为 6.11%，股本回报率为 4.62%。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。在去年同期，该公司每股收益为 0.18 美元。该公司的收入同比增长 58.4%。Lumentum 将其 2026 年第二季度的指引设定为每股收益 1.300-1.500。作为一个整体，卖方分析师预测 Lumentum Holdings Inc. 本财年将发布 0.03 美元的每股收益。</p>
<h2>内部买卖</h2>
<p>在其他 Lumentum 的新闻中，董事 Pamela Fletcher 于 11 月 19 日（星期三）出售了 3,421 股该公司的股票。股票以平均价格 273.53 美元出售，总交易额为 935,746.13 美元。交易完成后，该董事持有 10,561 股公司的股票，价值约 2,888,750.33 美元。这笔交易代表其持股减少了 24.47%。该交易在向 SEC 的备案中披露，相关信息可通过此链接访问。此外，内部人士 Yuen Wupen 于 11 月 19 日（星期三）出售了 822 股 Lumentum 股票。股票以平均价格 258.96 美元出售，总价值为 212,865.12 美元。出售后，该内部人士持有 95,077 股公司的股票，价值约 24,621,139.92 美元。这代表其持股减少了 0.86%。该销售的 SEC 备案提供了更多信息。在过去三个月中，内部人士已出售 28,612 股公司股票，价值 7,317,398 美元。0.43% 的股票由内部人士持有。</p>
<h2>华尔街分析师观点</h2>
<ul>
<li>Lumentum 在 AI 和 ML 热潮中大放异彩</li>
</ul>
<p>LITE 最近成为多份研究报告的主题。Wolfe Research 在 11 月 5 日（星期三）的研究报告中重申了 “跑赢大盘” 的评级，并对 Lumentum 的股票设定了 240.00 美元的目标价。Raymond James Financial 将 Lumentum 的评级从 “强力买入” 下调至 “跑赢大盘”，并对该股票设定了 220.00 美元的目标价。在 10 月 31 日（星期五）的研究报告中，Barclays 将 Lumentum 的目标价从 165.00 美元上调至 181.00 美元，并在 11 月 6 日（星期四）的研究报告中给予该公司 “持平” 的评级。Mizuho 在 11 月 25 日（星期二）的报告中将 Lumentum 的目标价上调至 325.00 美元，并给予该公司 “跑赢大盘” 的评级。最后，Northland Securities 在 12 月 3 日（星期三）的研究报告中对 Lumentum 的股票设定了 350.00 美元的目标价。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，六位给予了持有评级。根据 MarketBeat.com 的数据，该公司的平均评级为 “适度买入”，共识目标价为 222.13 美元。</p>
<p><strong>获取我们关于 Lumentum 的最新报告</strong></p>
<h2>Lumentum 公司简介</h2>
<p>（免费报告）</p>
<p>Lumentum Holdings Inc. 总部位于加利福尼亚州圣荷西，是高性能光通信网络和先进工业应用的领先光子技术提供商。该公司设计和制造广泛的激光器、光模块和子系统，以满足电信运营商、云数据中心和企业网络不断变化的需求。</p>
<p>其核心产品组合包括可调和固定波长激光发射器、相干光学引擎、用于长途、城域和数据中心互联的收发器，以及测试和测量仪器。</p>
<h2>推荐故事</h2>
<ul>
<li>我们更看好的五只股票，而不是 Lumentum</li>
<li>请勿删除，立即阅读</li>
<li>富人如何退休</li>
<li>投资者警报：微型 “3 美元 AI 奇迹股票” 即将腾飞</li>
<li>100 万美元在退休后能维持多久？</li>
<li>巴菲特、盖茨和贝索斯悄悄抛售股票——原因在这里</li>
</ul>
<p><strong>想看看其他对 LITE 感兴趣的对冲基金持有哪些股票吗？</strong> 请访问 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>此即时新闻警报由叙事科学技术和 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。请将任何问题或意见发送至 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 目前在分析师中获得了中等买入评级，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>Three Seasons Wealth LLC 在第三季度通过购买 4,425 股 Lumentum Holdings Inc. (NASDAQ:LITE) 的股票，获得了价值约 720,000 美元的新头寸。其他机构投资者也增加了在 Lumentum 的持股。该公司的股票开盘价为 390.77 美元，市值为 277.1 亿美元。Lumentum 报告的季度每股收益为 1.10 美元，超出预期，收入为 5.338 亿美元，同比增长 58.4%。分析师对 Lumentum 的评级和目标价格各不相同，反映了对其市场表现的不同看法</p>

<p>Three Seasons Wealth LLC purchased a new position in shares of Lumentum Holdings Inc. (NASDAQ:LITE - Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 4,425 shares of the technology company's stock, valued at approximately $720,000.</p>
<div class="lb-trans"><p>Three Seasons Wealth LLC 在第三季度购买了 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的备案。该公司购买了 4,425 股该科技公司的股票，价值约 720,000 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>A number of other institutional investors and hedge funds have also recently bought and sold shares of LITE. HighTower Advisors LLC lifted its holdings in shares of Lumentum by 51.1% in the 1st quarter. HighTower Advisors LLC now owns 5,242 shares of the technology company's stock valued at $327,000 after purchasing an additional 1,773 shares during the last quarter. MetLife Investment Management LLC grew its stake in Lumentum by 4.0% during the 1st quarter. MetLife Investment Management LLC now owns 40,258 shares of the technology company's stock worth $2,510,000 after buying an additional 1,546 shares during the last quarter. Graham Capital Management L.P. acquired a new position in Lumentum during the first quarter worth approximately $2,453,000. Paloma Partners Management Co purchased a new stake in Lumentum in the first quarter valued at approximately $5,299,000. Finally, Atreides Management LP boosted its holdings in shares of Lumentum by 6.8% in the first quarter. Atreides Management LP now owns 1,875,257 shares of the technology company's stock valued at $116,904,000 after acquiring an additional 119,938 shares during the period. 94.05% of the stock is owned by hedge funds and other institutional investors.</p>
<div class="lb-trans"><p>其他一些机构投资者和对冲基金最近也买卖了 LITE 的股票。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。MetLife Investment Management LLC 在第一季度将其在 Lumentum 的股份增加了 4.0%。MetLife Investment Management LLC 现在拥有 40,258 股该科技公司的股票，价值 2,510,000 美元，此前在上个季度又购买了 1,546 股。Graham Capital Management L.P. 在第一季度获得了 Lumentum 的新股份，价值约 2,453,000 美元。Paloma Partners Management Co 在第一季度购买了 Lumentum 的新股份，价值约 5,299,000 美元。最后，Atreides Management LP 在第一季度将其在 Lumentum 的持股增加了 6.8%。Atreides Management LP 现在拥有 1,875,257 股该科技公司的股票，价值 116,904,000 美元，此前在此期间又收购了 119,938 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 Down 1.3%</h2>
<div class="lb-trans"><h2>Lumentum 股价下跌 1.3%</h2>
</div><p>Shares of LITE stock opened at $390.77 on Monday. The business's fifty day moving average price is $278.69 and its 200 day moving average price is $178.88. The firm has a market capitalization of $27.71 billion, a PE ratio of 262.26 and a beta of 1.52. The company has a debt-to-equity ratio of 2.77, a current ratio of 1.37 and a quick ratio of 1.02. Lumentum Holdings Inc. has a 1-year low of $45.65 and a 1-year high of $401.60.</p>
<div class="lb-trans"><p>LITE 股票周一开盘价为 390.77 美元。该公司的 50 日移动平均价格为 278.69 美元，200 日移动平均价格为 178.88 美元。该公司的市值为 277.1 亿美元，市盈率为 262.26，贝塔值为 1.52。该公司的债务与股本比率为 2.77，流动比率为 1.37，速动比率为 1.02。Lumentum Holdings Inc. 的一年低点为 45.65 美元，一年高点为 401.60 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 issued its earnings results on Tuesday, November 4th. The technology company reported $1.10 EPS for the quarter, topping the consensus estimate 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 previous year, the firm earned $0.18 EPS. The business's revenue was up 58.4% on a year-over-year basis. Lumentum has set its Q2 2026 guidance at 1.300-1.500 EPS. As a group, sell-side analysts forecast 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）最近在 11 月 4 日（星期二）发布了其财报。该科技公司报告季度每股收益为 1.10 美元，超出市场共识预期的 1.03 美元，超出 0.07 美元。Lumentum 的净利润率为 6.11%，股本回报率为 4.62%。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。在去年同期，该公司每股收益为 0.18 美元。该公司的收入同比增长 58.4%。Lumentum 将其 2026 年第二季度的指引设定为每股收益 1.300-1.500。作为一个整体，卖方分析师预测 Lumentum Holdings Inc. 本财年将发布 0.03 美元的每股收益。</p>
</div><h2>Insider Buying and Selling</h2>
<div class="lb-trans"><h2>内部买卖</h2>
</div><p>In other Lumentum news, Director Pamela Fletcher sold 3,421 shares of the firm's stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $273.53, for a total transaction of $935,746.13. Following the completion of the transaction, the director owned 10,561 shares of the company's stock, valued at approximately $2,888,750.33. This trade represents a 24.47% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Yuen Wupen sold 822 shares of Lumentum stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $258.96, for a total value of $212,865.12. Following the sale, the insider owned 95,077 shares of the company's stock, valued at approximately $24,621,139.92. This represents a 0.86% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 28,612 shares of company stock valued at $7,317,398 in the last three months. 0.43% of the stock is owned by insiders.</p>
<div class="lb-trans"><p>在其他 Lumentum 的新闻中，董事 Pamela Fletcher 于 11 月 19 日（星期三）出售了 3,421 股该公司的股票。股票以平均价格 273.53 美元出售，总交易额为 935,746.13 美元。交易完成后，该董事持有 10,561 股公司的股票，价值约 2,888,750.33 美元。这笔交易代表其持股减少了 24.47%。该交易在向 SEC 的备案中披露，相关信息可通过此链接访问。此外，内部人士 Yuen Wupen 于 11 月 19 日（星期三）出售了 822 股 Lumentum 股票。股票以平均价格 258.96 美元出售，总价值为 212,865.12 美元。出售后，该内部人士持有 95,077 股公司的股票，价值约 24,621,139.92 美元。这代表其持股减少了 0.86%。该销售的 SEC 备案提供了更多信息。在过去三个月中，内部人士已出售 28,612 股公司股票，价值 7,317,398 美元。0.43% 的股票由内部人士持有。</p>
</div><h2>Wall Street Analyst Weigh In</h2>
<div class="lb-trans"><h2>华尔街分析师观点</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 热潮中大放异彩</li>
</ul>
</div><p>LITE has been the topic of a number of recent research reports. Wolfe Research restated an &#34;outperform&#34; rating and issued a $240.00 price objective on shares of Lumentum in a research note on Wednesday, November 5th. Raymond James Financial cut Lumentum from a &#34;strong-buy&#34; rating to an &#34;outperform&#34; rating and set a $220.00 price target on the stock. in a research report on Friday, October 31st. Barclays upped their price objective on 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. Mizuho boosted their target price on Lumentum to $325.00 and gave the company an &#34;outperform&#34; rating in a 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 investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of &#34;Moderate Buy&#34; and a consensus target price of $222.13.</p>
<div class="lb-trans"><p>LITE 最近成为多份研究报告的主题。Wolfe Research 在 11 月 5 日（星期三）的研究报告中重申了 “跑赢大盘” 的评级，并对 Lumentum 的股票设定了 240.00 美元的目标价。Raymond James Financial 将 Lumentum 的评级从 “强力买入” 下调至 “跑赢大盘”，并对该股票设定了 220.00 美元的目标价。在 10 月 31 日（星期五）的研究报告中，Barclays 将 Lumentum 的目标价从 165.00 美元上调至 181.00 美元，并在 11 月 6 日（星期四）的研究报告中给予该公司 “持平” 的评级。Mizuho 在 11 月 25 日（星期二）的报告中将 Lumentum 的目标价上调至 325.00 美元，并给予该公司 “跑赢大盘” 的评级。最后，Northland Securities 在 12 月 3 日（星期三）的研究报告中对 Lumentum 的股票设定了 350.00 美元的目标价。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，六位给予了持有评级。根据 MarketBeat.com 的数据，该公司的平均评级为 “适度买入”，共识目标价为 222.13 美元。</p>
</div><p><strong>Get Our Latest Report on Lumentum</strong></p>
<div class="lb-trans"><p><strong>获取我们关于 Lumentum 的最新报告</strong></p>
</div><h2>Lumentum 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, headquartered in San Jose, California, is a leading provider of photonic technologies that enable high-speed optical communication networks and advanced industrial applications. The company designs and manufactures a broad range of lasers, optical modules and subsystems tailored to the evolving requirements of telecommunications carriers, cloud data centers and enterprise networking.</p>
<div class="lb-trans"><p>Lumentum Holdings Inc. 总部位于加利福尼亚州圣荷西，是高性能光通信网络和先进工业应用的领先光子技术提供商。该公司设计和制造广泛的激光器、光模块和子系统，以满足电信运营商、云数据中心和企业网络不断变化的需求。</p>
</div><p>Its core product portfolio includes tunable and fixed-wavelength laser transmitters, coherent optical engines, transceivers for long-haul, metro and data center interconnects, as well as test and measurement instruments.</p>
<div class="lb-trans"><p>其核心产品组合包括可调和固定波长激光发射器、相干光学引擎、用于长途、城域和数据中心互联的收发器，以及测试和测量仪器。</p>
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<div class="lb-trans"><h2>推荐故事</h2>
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<li>Do not delete, read immediately</li>
<li>How the Rich Retire</li>
<li>INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off</li>
<li>How Long Will $1M Last in Retirement?</li>
<li>Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why</li>
</ul>
<div class="lb-trans"><ul>
<li>我们更看好的五只股票，而不是 Lumentum</li>
<li>请勿删除，立即阅读</li>
<li>富人如何退休</li>
<li>投资者警报：微型 “3 美元 AI 奇迹股票” 即将腾飞</li>
<li>100 万美元在退休后能维持多久？</li>
<li>巴菲特、盖茨和贝索斯悄悄抛售股票——原因在这里</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 感兴趣的对冲基金持有哪些股票吗？</strong> 请访问 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>此即时新闻警报由叙事科学技术和 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 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 目前在分析师中获得了中等买入评级，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>

Three Seasons Wealth LLC 在 Lumentum 控股公司持有 72 万美元的头寸