LumentumLITE
LITE
0
Funds holding %
of 7,398 funds
0
Analysts bullish %
of 9 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
149% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 43
71% more funds holding in top 10
Funds holding in top 10: 7 [Q3] → 12 (+5) [Q4]
35% more capital invested
Capital invested by funds: $4.62B [Q3] → $6.22B (+$1.6B) [Q4]
15% more funds holding
Funds holding: 382 [Q3] → 441 (+59) [Q4]
14% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 121
0.72% more ownership
Funds ownership: 107.18% [Q3] → 107.9% (+0.72%) [Q4]
29% less call options, than puts
Call options by funds: $120M | Put options by funds: $170M
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$70
10%
upside
Avg. target
$95
49%
upside
High target
$125
97%
upside
9 analyst ratings
5 positive
56%
4 neutral
44%
0 negative
0%
Raymond James Simon Leopold 29% 1-year accuracy 6 / 21 met price target | 29%upside $82 | Strong Buy Upgraded | 24 Mar 2025 |
B. Riley Securities Dave Kang 42% 1-year accuracy 5 / 12 met price target | 18%upside $75 | Neutral Maintained | 7 Feb 2025 |
Stifel Ruben Roy 38% 1-year accuracy 11 / 29 met price target | 65%upside $105 | Buy Maintained | 7 Feb 2025 |
UBS David Vogt 33% 1-year accuracy 5 / 15 met price target | 51%upside $96 | Neutral Maintained | 7 Feb 2025 |
Rosenblatt Mike Genovese 46% 1-year accuracy 19 / 41 met price target | 73%upside $110 | Buy Maintained | 7 Feb 2025 |
Financial journalist opinion
Based on 8 articles about LITE published over the past 30 days
Neutral
Business Wire
8 hours ago
Lumentum Showcases Next-Generation InP Chip Solutions Enabling Scalable AI Data Centers at OFC 2025
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum"), a global leader in optical and photonic solutions for the cloud and networking markets, announced today new advancements in foundational indium phosphide (InP) photonic chip technologies designed to deliver higher bandwidth and more power efficient connectivity for next-generation AI-driven data centers. Lumentum's latest InP innovations — enabling future 400 Gbps-per-lane optical links, more efficient 200 Gbps-per-lane opt.
Neutral
Business Wire
8 hours ago
Lumentum Unveils New Transceivers to Double Fiber Capacity Across Wide Range of Transmission Distances
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum"), a global leader in optical and photonic solutions for the cloud and networking markets, announced today limited sampling of its new 400/800G ZR+ L-band pluggable transceivers, along with general availability of its 800G ZR+ C-band module. Both products will be showcased in live demonstrations at the 2025 Optical Fiber Communications Conference and Exhibition (OFC) at Lumentum Booth #2119 in San Francisco, California, April.
Neutral
Business Wire
1 day ago
Lumentum and Marvell Showcase Industry's First Integrated 450G High-Speed Optical Interface at OFC 2025
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum"), a global leader in optical and photonic innovations for the cloud and networking markets, and Marvell Technology, Inc., a leader in data infrastructure semiconductor solutions, today announced an industry-first demonstration integrating Marvell® 400G/per lane PAM4 technology operating at 225 Gbaud with Lumentum's indium phosphide (InP) monolithically-integrated DFB-MZI optical transmitter. The demonstration will take place.
Neutral
Business Wire
5 days ago
Lumentum to Showcase Cutting-Edge Optical Innovations for Cloud, AI, and Networking Infrastructure at OFC 2025
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum"), a global leader in optical and photonic solutions for the cloud and networking markets, will unveil its latest innovations in optical networking at the Optical Fiber Communications Conference and Exhibition (OFC) 2025, March 30–April 3 in San Francisco. At booth #2119, Lumentum will present advancements in high-speed data interconnect products and technologies, optical circuit switching (OCS), high-power pump lasers, and ne.
Neutral
Business Wire
6 days ago
Lumentum Optical Circuit Switch to Improve Next-Generation AI Data Center Scalability
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum"), a global leader in optical and photonic solutions for the cloud and networking markets, announced today that its R300 optical circuit switch (OCS) 300x300 port product is currently sampling with multiple hyperscale customers and is slated for general availability in the second half of 2025. The R300 is a breakthrough solution designed to enhance the scalability, performance, and efficiency of artificial intelligence (AI) cl.
Neutral
Investors Business Daily
1 week ago
Lumentum Stock, Coherent Upgraded On View Nvidia Threat Overblown
A Raymond James analyst upgraded Lumentum stock and Coherent on views that Nvidia's co-packaged optics technology is not a big threat. The post Lumentum Stock, Coherent Upgraded On View Nvidia Threat Overblown appeared first on Investor's Business Daily.
Neutral
Business Wire
1 week ago
Lumentum Selected as an NVIDIA Silicon Photonics Ecosystem Partner to Advance AI Networking at Scale
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum"), a market-leading designer and manufacturer of innovative optical and photonic products for cloud, networking and industrial applications, has been selected as a key contributor in NVIDIA's silicon photonics ecosystem. Lumentum's high-power, high-efficiency lasers have a crucial role in the development and deployment of new NVIDIA Spectrum-X Photonics networking switches. This collaboration highlights Lumentum's differentiat.
Neutral
Business Wire
4 weeks ago
Lumentum to Host Investor Briefing at OFC 2025
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum") today announced that company management will host an investor briefing during the 2025 Optical Fiber Communication Conference and Exhibition (OFC). This briefing is scheduled for Tuesday, April 1, 2025, from 10:00 to 11:30 a.m. PT. Event: Lumentum Investor Briefing at OFC 2025 Location: San Francisco Marriott Marquis, Golden Gate A ballroom, 780 Mission St., San Francisco Date: Tuesday, April 1, 2025 Time: 10:00 – 11.
Neutral
Business Wire
1 month ago
Lumentum Announces Upcoming Investor Events
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum") today announced that company management is currently scheduled to participate in the following investor events in the coming weeks. Event: Susquehanna Financial Group's 14th Annual Technology Conference (virtual) Date: Friday, February 28, 2025 Meeting Availability: 10:00 a.m. – 3:00 p.m. Eastern Time Event: Morgan Stanley Technology, Media & Telecom Conference Date: Tuesday, March 4, 2025 Webcast Link: https://url.us.
Positive
The Motley Fool
1 month ago
This Magnificent Artificial Intelligence (AI) Stock Delivered Stellar Gains in 2024. It Can Jump Another 60%
Optical and photonics component seller Lumentum Holdings (LITE -0.58%) delivered an outstanding performance on the stock market last year, registering healthy gains of 61% as investors took note of the growing impact of artificial intelligence (AI) on the company's business, and it looks like the stock's red-hot run is here to stay in 2025.
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