<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 對 Lumentum Holdings Inc.維持買入評級，將 12 個月目標價上調至 450 美元，反映出 2027 財年每股收益預估為 55.0 倍。2026 財年和 2027 財年的每股收益預估分別提高至 5.69 美元和 8.18 美元。Lumentum 在人工智能基礎設施方面看到顯著機會，超過 60% 的收入與雲計算和人工智能相關，這得益於激光芯片和光學收發器的需求</p>

研究警報：CFRA 維持對 Lumentum 控股公司股票的買入評級