LITE

Lumentum Holdings Inc. (LITE) | Rumor.io

Lumentum Holdings

LITE

Attention (50-day avg)0.4%

Attention rank (50-day avg)#41

Bullish sentiment (50-day avg)93%

Price to earnings ratio164.7

Market capitalization82.6B

Earnings per share-92.9

Dividend yield (TTM)—

Revenue (annual)3B

Net income (annual)-6.9B

Social

What share of all stock conversation is about LITE?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.06	0.06% -0.09	0.19% -0.34	0.14% +0.14

Sep 29

Lumentum Holdings Inc. ($LITE) saw a 9% gain from yesterday, according to savvy traders.
The stock's chart is "screaming" a potential price increase to $1,100 by the end of the week.
Traders are showing conviction and "pounding the table" on $LITE, with some expressing high confidence in its future performance.

Generated by AI

Sentiment

Of the messages about LITE that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	94.29% -5.71	96.73% +28.82	95.23% +10.33	86.33% -10.09
Bearish	5.71% new	3.27% -28.82	4.77% -10.33	13.67% +10.09

Bullish· Sep 29

Lumentum Holdings Inc. has been experiencing a strong recovery, with the price showing solid signs of rebounding.
The company's earnings per share (EPS) has seen a significant increase of 149.52% this year and is expected to continue growing at 57.56% next year.
Lumentum's stock price has been breaking above key resistance levels, with 1000 and 1020/1120 being potential breakout points.

Bearish· Aug 12

The stock has been unable to hold gains, with the price already giving back half of its previous gains.
The stock's high price-to-earnings (P/E) ratio and high enterprise value to free cash flow (EV/FCFF) ratio suggest a potential rug pull or overvaluation.
The stock has been unable to maintain its price, with a significant drop from $910 to $840, and is currently trading at a significant discount to its average price target.

Generated by AI

Topics

Of the messages about LITE that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	—	5.57%	32.05%	35.94%
Announcements	—	61.66%	5.53%	15.18%
Technical Analysis	—	28.27%	2.69%	13.31%
Earnings	—	2.21%	29.5%	9.51%
Analysts	—	2.3%	30.23%	26.02%
Controversies	—	0%	0%	0.03%

Earnings· Aug 12

Lumentum Holdings Inc. reported Q4 FY26 revenue of $1.01B, up 109% YoY, with non-GAAP EPS of $3.23 versus the $2.90 estimate.
The company's Q1 FY27 guidance points to $1.225-1.275B revenue and $4.05-4.35 non-GAAP EPS, with the midpoint up roughly 135% YoY.
Lumentum's shares are up over 15% today, with AI-driven optical demand and the Q1 FY27 guide above Street in focus.

Analysts· May 7

Barclays raised Lumentum's price target to $1,000 from $750, while maintaining an Equal Weight rating.
Lumentum's CEO, Michael Hurlston, has been successful in leading the company, with a notable example being the recent stock surge.
Lumentum's ISG segment is growing rapidly, but this growth appears to be under the radar of Wall Street analysts.

Announcements· Aug 4

The Trump administration is drafting a ban on new Chinese optical transceivers and DC devices, which could benefit US photonics names like Lumentum Holdings Inc. ($LITE) and its allies.
The proposed policy could pressure Chinese suppliers while benefiting Western companies, including Lumentum Holdings Inc. ($LITE) and its peers, such as Coherent and Infinera.
Lumentum Holdings Inc. ($LITE) and other Western optical networking suppliers may see a significant boost from the proposed policy, which would restrict imports of new Chinese transceiver models while allowing exemptions for non-Chinese suppliers.

Macro· Aug 4

The Trump administration is reportedly drafting restrictions on new Chinese optical transceivers and certain AI data center components, which could pressure Chinese suppliers and benefit Western companies like Lumentum Holdings Inc. (LITE).
The proposed restrictions could accelerate the shift toward diversified Western AI supply chains, benefiting companies like Lumentum Holdings Inc. (LITE) and potentially leading to increased demand for their products.
The move could also have inflationary effects and make things more expensive without adding value to the return on investment (ROI), similar to the impact seen in other sectors like semiconductors and robotics.

Technical Analysis· May 8

Lumentum (LITE) is lagging the sector with a red bar candle, watching the upsloping trend line and the $815 gap as potential support levels.
Secondary support for LITE is at $791.37, with a deeper support level at $166.99.
A conservative long position in LITE could be considered at the $815 gap, with a 15-minute close stop.

Generated by AI

Community

Of the messages about LITE, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	63.41%	82.96%	82.94%	42.92%
Newcomers	36.59%	17.04%	17.06%	57.08%

Regulars· Sep 29

$LITE is expected to reach $1,100 by the end of the week, with some predictions of a sooner breakout.
The stock has been experiencing a solid recovery, with some participants noting that every little dip is getting bought and bid.
The current level to watch is $1,000, with some participants predicting that once $LITE trades above this level, $1,080 will come very quickly.

Newcomers· Sep 29

Newcomers are excited about Lumentum Holdings Inc.'s ($LITE) price breakout, with some expecting a significant move.
Traders are speculating about LITE's options, with some setting alerts for specific strikes and prices.
Some newcomers are warning about the potential for a "falling knife" in LITE's stock, advising others to be cautious.

Generated by AI

News

Lumentum Stock Climbs Tuesday: What's Happening? - Lumentum Holdings (NASDAQ:LITE)

Shares of Lumentum advance alongside broader fiber optic connectivity equities.

15h agoBenzinga

Lumentum Stock: I Bought At $800; 2027 Could Change The Story (NASDAQ:LITE)

Lumentum Holdings rises with the tech rally as laser demand surges and AI CapEx tightens supply. Click to know why LITE is rated a Strong Buy.

17h agoSeeking Alpha

Lumentum and Bloom Energy Climb Ahead of EPS All-Stars Reconstitution

Here’s a reminder about our All-Stars reconstitution game plan and timing.

20h agoTheStreet Pro

Lumentum Climbs 7% as Optics Selloff Reverses a Day After Citi’s $11B Switching Call; Coherent and Corning Rise 5%

Optics stocks cratered after Citi dropped a major optical switching forecast, then buyers rushed back in less than 24 hours. What snapped sentiment around so fast, and how durable is the rebound?

20h agoYahoo Finance

Why is Lumentum stock surging today?

20h agoInvesting.com

Lumentum's outlook brightens on Nvidia's co-packaged optics scale-out: GF

22h agoSeeking Alpha

Also Discussed

Investors talking about LITE also mention

#	Name	Attention
1	Coherent Corp.COHR	0%-0.01
2	FabrinetFN	0%0
3	Applied Optoelectronics IncAAOI	0.41%+0.07
4	Ciena CorpCIEN	0.01%-0.05
5	IIVI - II-VI Incorporated	——
6	AXT Inc.AXTI	0.13%+0.05
7	MACOM Technology Solutions Holdings, Inc.MTSI	0%-0.05
8	Credo Technology Group Holding Ltd Ordinary SharesCRDO	0.09%-0.1
9	POET Technologies Inc.POET	0.04%+0.01
10	Sandisk Corp.SNDK	0.7%+0.13

Lumentum Holdings Inc.

Technology
Communication Equipment

Lumentum Holdings Inc. is an optical and photonic technology company that develops products used in high-speed communications and advanced industrial applications. Its business is organized around Cloud & Networking and Industrial Tech, with offerings that include optical components, modules, subsystems, optical circuit switches, semiconductor laser chips, and industrial laser systems. These products support cloud infrastructure, telecommunications networks, AI-enabled data centers, and a range of consumer and industrial uses. Lumentum serves customers across the Americas, Asia-Pacific, Europe, the Middle East, and Africa, supplying technology that helps move, route, and process light in complex electronic and communication systems. Headquartered in San Jose, California, Lumentum Holdings Inc. plays a significant role in the broader communications equipment and photonics market.

Website

Location

1001 Ridder Park Drive

San Jose, CA, 95131

United States

Social

What share of all stock conversation is about LITE?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.06	0.06% -0.09	0.19% -0.34	0.14% +0.14

Sep 29

Lumentum Holdings Inc. ($LITE) saw a 9% gain from yesterday, according to savvy traders.
The stock's chart is "screaming" a potential price increase to $1,100 by the end of the week.
Traders are showing conviction and "pounding the table" on $LITE, with some expressing high confidence in its future performance.

Generated by AI

Sentiment

Of the messages about LITE that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	94.29% -5.71	96.73% +28.82	95.23% +10.33	86.33% -10.09
Bearish	5.71% new	3.27% -28.82	4.77% -10.33	13.67% +10.09

Bullish· Sep 29

Lumentum Holdings Inc. has been experiencing a strong recovery, with the price showing solid signs of rebounding.
The company's earnings per share (EPS) has seen a significant increase of 149.52% this year and is expected to continue growing at 57.56% next year.
Lumentum's stock price has been breaking above key resistance levels, with 1000 and 1020/1120 being potential breakout points.

Bearish· Aug 12

The stock has been unable to hold gains, with the price already giving back half of its previous gains.
The stock's high price-to-earnings (P/E) ratio and high enterprise value to free cash flow (EV/FCFF) ratio suggest a potential rug pull or overvaluation.
The stock has been unable to maintain its price, with a significant drop from $910 to $840, and is currently trading at a significant discount to its average price target.

Generated by AI

Topics

Of the messages about LITE that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	—	5.57%	32.05%	35.94%
Announcements	—	61.66%	5.53%	15.18%
Technical Analysis	—	28.27%	2.69%	13.31%
Earnings	—	2.21%	29.5%	9.51%
Analysts	—	2.3%	30.23%	26.02%
Controversies	—	0%	0%	0.03%

Earnings· Aug 12

Lumentum Holdings Inc. reported Q4 FY26 revenue of $1.01B, up 109% YoY, with non-GAAP EPS of $3.23 versus the $2.90 estimate.
The company's Q1 FY27 guidance points to $1.225-1.275B revenue and $4.05-4.35 non-GAAP EPS, with the midpoint up roughly 135% YoY.
Lumentum's shares are up over 15% today, with AI-driven optical demand and the Q1 FY27 guide above Street in focus.

Analysts· May 7

Barclays raised Lumentum's price target to $1,000 from $750, while maintaining an Equal Weight rating.
Lumentum's CEO, Michael Hurlston, has been successful in leading the company, with a notable example being the recent stock surge.
Lumentum's ISG segment is growing rapidly, but this growth appears to be under the radar of Wall Street analysts.

Announcements· Aug 4

The Trump administration is drafting a ban on new Chinese optical transceivers and DC devices, which could benefit US photonics names like Lumentum Holdings Inc. ($LITE) and its allies.
The proposed policy could pressure Chinese suppliers while benefiting Western companies, including Lumentum Holdings Inc. ($LITE) and its peers, such as Coherent and Infinera.
Lumentum Holdings Inc. ($LITE) and other Western optical networking suppliers may see a significant boost from the proposed policy, which would restrict imports of new Chinese transceiver models while allowing exemptions for non-Chinese suppliers.

Macro· Aug 4

The Trump administration is reportedly drafting restrictions on new Chinese optical transceivers and certain AI data center components, which could pressure Chinese suppliers and benefit Western companies like Lumentum Holdings Inc. (LITE).
The proposed restrictions could accelerate the shift toward diversified Western AI supply chains, benefiting companies like Lumentum Holdings Inc. (LITE) and potentially leading to increased demand for their products.
The move could also have inflationary effects and make things more expensive without adding value to the return on investment (ROI), similar to the impact seen in other sectors like semiconductors and robotics.

Technical Analysis· May 8

Lumentum (LITE) is lagging the sector with a red bar candle, watching the upsloping trend line and the $815 gap as potential support levels.
Secondary support for LITE is at $791.37, with a deeper support level at $166.99.
A conservative long position in LITE could be considered at the $815 gap, with a 15-minute close stop.

Generated by AI

Community

Of the messages about LITE, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	63.41%	82.96%	82.94%	42.92%
Newcomers	36.59%	17.04%	17.06%	57.08%

Regulars· Sep 29

$LITE is expected to reach $1,100 by the end of the week, with some predictions of a sooner breakout.
The stock has been experiencing a solid recovery, with some participants noting that every little dip is getting bought and bid.
The current level to watch is $1,000, with some participants predicting that once $LITE trades above this level, $1,080 will come very quickly.

Newcomers· Sep 29

Newcomers are excited about Lumentum Holdings Inc.'s ($LITE) price breakout, with some expecting a significant move.
Traders are speculating about LITE's options, with some setting alerts for specific strikes and prices.
Some newcomers are warning about the potential for a "falling knife" in LITE's stock, advising others to be cautious.

Generated by AI

Lumentum Holdings

Social

Sep 29

Bullish· Sep 29

Bearish· Aug 12

Earnings· Aug 12

Analysts· May 7

Announcements· Aug 4

Macro· Aug 4

Technical Analysis· May 8

Regulars· Sep 29

Newcomers· Sep 29

Lumentum Stock Climbs Tuesday: What's Happening? - Lumentum Holdings (NASDAQ:LITE)

Lumentum Stock: I Bought At $800; 2027 Could Change The Story (NASDAQ:LITE)

Lumentum and Bloom Energy Climb Ahead of EPS All-Stars Reconstitution

Lumentum Climbs 7% as Optics Selloff Reverses a Day After Citi’s $11B Switching Call; Coherent and Corning Rise 5%

Why is Lumentum stock surging today?

Lumentum's outlook brightens on Nvidia's co-packaged optics scale-out: GF

Also Discussed

Lumentum Holdings Inc.

Company Information

Location

Lumentum Stock Climbs Tuesday: What's Happening? - Lumentum Holdings (NASDAQ:LITE)

Lumentum Stock: I Bought At $800; 2027 Could Change The Story (NASDAQ:LITE)

Lumentum and Bloom Energy Climb Ahead of EPS All-Stars Reconstitution

Lumentum Climbs 7% as Optics Selloff Reverses a Day After Citi’s $11B Switching Call; Coherent and Corning Rise 5%

Why is Lumentum stock surging today?

Lumentum's outlook brightens on Nvidia's co-packaged optics scale-out: GF

Also Discussed

Social

Sep 29

Bullish· Sep 29

Bearish· Aug 12

Earnings· Aug 12

Analysts· May 7

Announcements· Aug 4

Macro· Aug 4

Technical Analysis· May 8

Regulars· Sep 29

Newcomers· Sep 29