Added to YB: 2026-08-14
Pitch date: 2026-08-12
LITE [neutral]
Lumentum Holdings Inc.
-5.09%
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
$82.6B
Pitch Price
$927.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
98.88
P/E
-10.03
EV/Sales
27.06
Sector
Communications Equipment
Category
growth
Lumentum Q4 FY26 Earnings
LITE (earnings): Author sees major undisclosed alpha; mgmt failed to explain differentiation. Big customers integrating lasers into optical engines (NPO/CPO) due to InP shortage — bullish for Lumentum's superior mode-hop-free CW lasers boosting customer yields. UHP laser GM 80-90%, ELS module 50-60%. Pricing power, no real competition (Broadcom sold out). Reduced cavity length again at same linewidth. 'Entire call so damn bullish.'
Read full article (3 min)