Added to YB: 2025-12-12
Pitch date: 2025-12-11
LITE [bullish]
Lumentum Holdings Inc.
-7.69%
current return
Author Info
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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
$362.56
Price Target
440.00 (+36%)
Dividend
N/A
EV/EBITDA
174.77
P/E
234.96
EV/Sales
15.26
Sector
Communications Equipment
Category
growth
Lumentum: How far can we go toward 2028?
LITE: AI infrastructure play targeting $440 price target by 2028. Four segments: Datacom capped at $1B (35% GM), OCS ramping to $600M (55% GM) as Google TPU backbone, Commercial Lasers/Chips at $1.2B (52% GM), CPO new wave $800M (60% GM). Projects $11 EPS vs $10 analyst target, 40x P/E justified.
Read full article (3 min)