Added to YB: 2025-06-24
Pitch date: 2025-06-21
LITE [neutral]
Lumentum Holdings Inc.
+276.56%
current return
Author Info
No bio for this author
Company Info
Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.
Market Cap
$26.0B
Pitch Price
$88.88
Price Target
75.00 (-77%)
Dividend
N/A
EV/EBITDA
174.77
P/E
234.96
EV/Sales
15.26
Sector
Communications Equipment
Category
growth
Lumentum Holdings Inc. - $LITE
LITE (wait for below $70): Key optical component supplier in AI data center supply chain. Benefits from high-speed module demand (400G, 800G) driven by NVIDIA GPUs. VCSEL tech used in 3D sensing/autonomous driving. Recent revenue hit by weak China mobile demand. M&A integration pressure affecting margins. DCF valuation $66-75. Entry at $60-70 recommended. Risks: competition, China weakness, M&A synergy.
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