LITE Lumentum Holdings Inc.

Mentions (57)

• News (RSS)seekingalpha·3h ago·Neutral

  Lumentum: Explosive Earnings Growth Can Justify The Premium

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• Newsseekingalpha.com·7h ago·Neutral

  Lumentum: Explosive Earnings Growth Can Justify The Premium Lumentum Holdings' Q4 revenue surged 109% to $1.01 billion, while operating margin expanded 2,160 basis points year over year to 36.6%. Q1 midpoint revenue implies 24% sequential growth, while EPS should increase approximately 30% as operating margin approaches 40%. 1.6T, OCS and ultra-high-power lasers remain early-stage growth drivers, suggesting current fiscal 2027 earnings estimates could prove conservative.

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• News (RSS)yahoo·23h ago·Neutral

  Stock Market Hits Highs; Cisco, Lumentum, Super Micro, Sandisk Key Movers: Weekly Review

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• News247wallst.com·1d ago·Neutral

  Corning, Lumentum And Applied Optoelectronics Shares Popping To End The Week Optics stocks are climbing through Friday's midday session, and the character of the move matters.

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• News247wallst.com·1d ago·Negative

  Lumentum Puts The Insane Opportunity for Companies like Marvell and Ciena Into Focus With One Stunning Quote Shares of Lumentum (NASDAQ:LITE | LITE Price Prediction) are trading at $936.95 in Thursday's session, hovering near flat after opening at $925.02.

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• Newsseekingalpha.com·1d ago·Neutral

  Lumentum Q4: Everything Screams Sell, Except The Numbers Lumentum Holdings Inc. guided the September quarter to a $4.20 EPS midpoint, and I had to read it twice. That's 2.04x what the company earned across all of fiscal 2025. Hold the September revenue guide flat for four quarters and credit zero growth ever again. Fiscal 2027 still comes to $5.0 billion, up 66% on the year just closed. The growth is coming from chips (not finished boxes). Components added $329.0 million of the $525.6 million th…

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• News247wallst.com·2d ago·Negative

  Lumentum and Broadcom: Both Have Seen The Light in AI But How Should Investors Play Them? Broadcom (NASDAQ:AVGO | AVGO Price Prediction) and Lumentum (NASDAQ:LITE) both just posted earnings that show optics moving to the center of the AI buildout.

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• News247wallst.com·2d ago·Positive

  Lumentum and AXT Ripped Higher. Investors Looking for Broad Optics Exposure Should Consider This Brand-New ETF Optics stocks were ripping after Lumentum (NASDAQ:LITE | LITE Price Prediction) delivered a fiscal Q4 report that reframed the entire supply chain.

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• News (RSS)seekingalpha·2d ago·Positive

  Lumentum: After A 600% Gain, This AI Powerhouse Is Still Cheap (Rating Upgrade)

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• News (RSS)investing·2d ago·Negative

  Lumentum earnings analysis: questions answered and next catalysts

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• Newsseekingalpha.com·2d ago·Positive

  Lumentum: After A 600% Gain, This AI Powerhouse Is Still Cheap (Rating Upgrade) Lumentum for the first time crossed $1.0 billion in quarterly revenues in Q4, driven by surging AI infrastructure demand in U.S. data centers. LITE delivered a strong double beat, with EPS of $3.23 and revenue up 109% year-over-year, supported by robust optical product sales. Gross profits soared 179% year-over-year, positioning LITE for continued earnings growth as AI data center CapEx accelerates.

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• 4chan /biz/biz·2d ago·Positive

  i sold LITE before this pump That is all

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• Newsseekingalpha.com·2d ago·Positive

  Lumentum's AI Opportunity Just Got Bigger Lumentum Holdings Inc.'s Q4 revenue surged 109% YoY to $1.01 billion, while Q1 guidance implies more than 130% growth. Gross margin reached 50.4% at roughly half the $2 billion quarterly revenue level originally associated with that target. LITE's growth is broadening beyond CPO through 1.6T transceivers, OCS, CW lasers, NPO and pump lasers.

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• News (RSS)marketwatch·2d ago·Positive

  Lumentum’s stock surges, giving a further boost to the optical-networking trade Excitement is building for Coherent’s earnings report after upbeat results from Lumentum.

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• News247wallst.com·3d ago·Positive

  Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through Lumentum (NASDAQ:LITE | LITE Price Prediction) shares are surging Wednesday, up 15% to $942 in midday trading after the optical components maker delivered a blowout fiscal Q4 2026 report.

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• Newszacks.com·3d ago·Positive

  LITE Q4 Earnings Beat as AI Demand Drives Optical Growth Surge Lumentum's Q4 earnings and revenues surge as cloud and AI demand drives record transceiver shipments and 1.6T product shipments begin.

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• News (RSS)yahoo·3d ago·Neutral

  Lumentum Holdings Inc. Q4 2026 Earnings Call Summary

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• News (RSS)zerohedge·3d ago·Neutral

  Futures Rise Led By Tech Before Key CPI Report Futures Rise Led By Tech Before Key CPI Report US: Futures are higher, led by Tech as AI infra earnings boost the theme while the Semis trade was bid overnight led by a surge in Korea's Kospi. As of 7:45am ET, S&P futures are up 0.2% ahead of today's CPI report, while Nasdaq futures gain 0.7% as investors react positively to updates from US technology firms. Semis / Memory are outpacing broader markets with Mag7 trading higher, too. Software is lowe

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• Newsseekingalpha.com·3d ago·Negative

  Credo: Lumentum's Earnings Results Were A Warning Shot Credo Technology Group Holding Ltd is strategically positioned to benefit from next-generation AI infrastructure, with an expanding optical portfolio targeting critical scale-up and scale-out networking bottlenecks. Credo's leverage of SiPho PIC and microLED technologies in its comprehensive roadmap reinforces vertical integration and supports incremental TAM expansion amid the AI-driven optical supercycle. This aligns strategically with ris

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• Newsyoutube.com·3d ago·Positive

  Wednesday's Morning Movers: NBIS, LITE, HRB Beat Earnings It's not just CoreWeave (CRWV) generating buzz in the neocloud space. Diane King Hall discusses earnings from Nebius (NBIS) and its more than 400% year-over-year revenue surge.

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• Newsmarketwatch.com·3d ago·Positive

  Lumentum's stock surges, giving a further boost to the optical-networking trade Excitement is building for Coherent's earnings report after upbeat results from Lumentum.

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• Newszacks.com·3d ago·Neutral

  Lumentum Q4 Earnings Call Focuses on AI Optics, OCS & NPO Ramps LITE's Q4 call spotlights broadening AI optics demand, faster revenue growth and 1.6T and OCS ramps as newer drivers begin contributing.

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• Newsbarrons.com·3d ago·Neutral

  Lumentum, CoreWeave, SMCI, and More Stocks That Explain Today's Market Stock futures are rising after a solid batch of tech earnings gave the broader market a boost ahead of the July inflation report.

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• Newsinvezz.com·3d ago·Neutral

  Lumentum stock surges 8% after earnings as Nvidia bet starts paying off Lumentum Holdings shares surged about 8% in premarket trading on Wednesday after the photonics products maker delivered stronger-than-expected quarterly results and issued an upbeat revenue forecast, underscoring the growing role of optical networking in the artificial intelligence infrastructure boom. Lumentum reported fourth-quarter revenue of $1.01 billion, comfortably ahead of analysts' consensus estimate of $987.9 milli

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• News (RSS)seekingalpha·3d ago·Neutral

  Lumentum: Strike While The Iron Is Hot

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• Newsbarrons.com·3d ago·Neutral

  Lumentum Stock Jumps as Stellar Earnings Extend Blazing-Hot Run The optical networking company reports better-than-expected earnings and revenue for its fiscal fourth quarter.

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• News (RSS)seekingalpha·3d ago·Neutral

  Lumentum anticipates $1.225B-$1.275B Q1 FY2027 revenue as it guides 39.5%-40.5% operating margin

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• News (RSS)seekingalpha·3d ago·Positive

  Lumentum Holdings Inc. (LITE) Q4 2026 Earnings Call Transcript

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• Newsseekingalpha.com·3d ago·Positive

  Lumentum: Strike While The Iron Is Hot Lumentum Holdings is a premier optical and photonics leader, benefiting from surging AI and datacenter infrastructure demand. LITE delivered a phenomenal fiscal Q4, with revenue up 110% year-over-year to $1.01 billion and adjusted gross margin expanding to 50.4%. Guidance for fiscal Q1 is exceptionally bullish, with projected revenue of $1.23–$1.27 billion and adjusted EPS of $4.05–$4.35, far above consensus.

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• News (Marketaux)seekingalpha.com·3d ago·Neutral

  Lumentum Holdings Inc. 2026 Q4 - Results - Earnings Call Presentation (NASDAQ:LITE) 2026-08-11 Lumentum Holdings Inc. 2026 Q4 - Results - Earnings Call Presentation (NASDAQ:LITE) 2026-08-11

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• Newsgurufocus.com·3d ago·Neutral

  Lumentum Holdings Inc (LITE) (Q4 2026) Earnings Call Highlights: Revenue Surges 109% as AI-Driven Demand Propels Record Growth Revenue: Q4 revenue surged 109% year-over-year to $1.01 billion, marking the eighth consecutive quarter of top-line growth.Gross Margin: Non-GAAP gross margin c

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• Newsseekingalpha.com·3d ago·Positive

  Lumentum Holdings Inc. (LITE) Q4 2026 Earnings Call Transcript Lumentum Holdings Inc. (LITE) Q4 2026 Earnings Call Transcript

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• News (RSS)investing·3d ago·Neutral

  Lumentum Q4 FY26 slides: AI demand drives record margins above 50%

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• News (RSS)marketwatch·3d ago·Positive

  Lumentum sees sales more than double as AI demand swells Though Lumentum posted blowout earnings and an upbeat forecast, its stock was largely flat after hours.

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• News (RSS)investing.com·3d ago·Neutral

  After-Hours Movers: CRWV, NBIS, SMCI, LITE, CAVA, HRB

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• News (RSS)seekingalpha·3d ago·Neutral

  Stocks to watch on Tuesday after hours: CRWV, SMCI, LITE

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• 4chan /biz/biz·3d ago·Neutral

  >LITE becomes DARK

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• Newsmarketbeat.com·3d ago·Neutral

  Lumentum Q4 Earnings Call Highlights Lumentum NASDAQ: LITE reported fiscal fourth-quarter revenue of $1.01 billion, up 109% from a year earlier and 23% sequentially, as demand tied to AI data-center connectivity lifted sales of optical components and systems. The company said the quarter marked its eighth consecutive period of year-over-year revenue growth and its third consecutive quarter with sequential growth exceeding 20%.

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• Newszacks.com·3d ago·Positive

  Lumentum (LITE) Q4 Earnings and Revenues Top Estimates Lumentum (LITE) came out with quarterly earnings of $3.23 per share, beating the Zacks Consensus Estimate of $2.99 per share. This compares to earnings of $0.88 per share a year ago.

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• News (RSS)investing.com·3d ago·Neutral

  CRWV, LITE, SMCI: Which earnings is most important to watch tonight?

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• Newsmarketwatch.com·3d ago·Positive

  Lumentum sees sales more than double as AI demand swells Though Lumentum posted blowout earnings and an upbeat forecast, its stock was largely flat after hours.

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• Newsbenzinga.com·3d ago·Neutral

  Lumentum Beats Q4 Estimates: CEO Says Data Centers Turn Increasingly to Optical Links Lumentum Holdings Inc. (NASDAQ:LITE) posted its fourth-quarter results after Tuesday's closing bell, beating analyst estimates on the top and bottom lines.

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• Newsbenzinga.com·3d ago·Positive

  Lumentum Shares Up 3% After Key Trading Signal Lumentum Holdings Inc (NASDAQ:LITE) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.

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• Newsyoutube.com·3d ago·Positive

  Cory Johnson on LITE "Crucial" Role in "Pedal to the Metal" AI Buildout Lumentum (LITE) reports earnings after the close Tuesday, and Cory Johnson says the company makes "crucial components" that are "just as important" as semiconductors. While some push back against data center construction, he argues "there are zero signs" that it's impacting business momentum.

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• News (RSS)marketwatch·4d ago·Neutral

  Lumentum gears up for earnings. There's a sign the optical trade is coming back.

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• Newsmarketwatch.com·4d ago·Neutral

  As Lumentum gears up for earnings, here's a sign the optical trade is clawing back The optical sector has heated up again ahead of earnings, judging in part by a new ETF that's exciting investors.

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• 4chan /biz/biz·4d ago·Neutral

  >>62580923 >wonder what's happening to LITE with earnings soon Oh... oh dear

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• News (RSS)seekingalpha·4d ago·Neutral

  Lumentum well positioned for Q4 on AI-infrastructure-driven growth, say analysts

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• News (RSS)investing.com·4d ago·Neutral

  Why is Lumentum stock sliding today?

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• 4chan /biz/biz·5d ago·Neutral

  I'm glad I got out of LITE. This shit has bigger mood swings than a woman.

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• Newsinvezz.com·5d ago·Neutral

  Lumentum stock: Is the valuation too rich heading into Q4 results? Lumentum stock continues to rebound, reaching its highest level since June 16 as investors await its upcoming earnings report, which is expected to provide further insight into the company's business performance amid ongoing valuation concerns. LITE surged to $920, representing a 56% gain from its lowest level this month.

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• News (RSS)seekingalpha·6d ago·Neutral

  Quant snapshot: Lenovo Group and Lumentum Holdings lead top-rated names as Cannae Holdings and Crescent Capital BDC Payments lag

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• 4chan /biz/biz·7d ago·Positive

  >>62572466 hoping for more optics pumping on LITE and COHR

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• 4chan /biz/biz·7d ago·Neutral

  >>62572443 Amat, LITE and csco should be interesting.

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• 4chan /biz/biz·8d ago·Positive

  >>62570741 I'm giga long LITE. It's up in AH rn based on aaoi's report. Best of luck

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• 4chan /biz/biz·8d ago·Negative

  LITE finally looks shortable dpending on tomorrow. tight stop though

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• 4chan /biz/biz·8d ago·Negative

  Should I sell some LITE before earnings

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