Lumentum Holdings Inc.

Lumentum Holdings Inc.

Lumentum is a global technology leader providing innovative optical and photonic products.

Stock Performance Snapshot

Buy

Analyst Rating

Analysts recommend buying Lumentum's stock, expecting significant growth with a target price of $69.13.

Above Average

Financial Health

Lumentum is showing strong revenue and cash flow, with a solid profit margin, indicating good financial health.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

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Why You’ll Want to Watch This Stock

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Data‑centre tailwinds

Growing cloud traffic and higher‑speed links can lift demand for optical transceivers, though sales can be lumpy and dependent on hyperscaler capex cycles.

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Product innovation edge

Investment in photonics and laser tech can create differentiation, but rapid innovation and competitors mean product leadership must be maintained.

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Cyclical market dynamics

Telecom upgrades and consumer cycles drive revenue swings; investors should be prepared for volatility and check company guidance regularly.

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