Lumentum vs D-Wave
This page compares Lumentum and D-Wave, examining their business models, financial performance, and the market context in which they operate. The goal is to present a neutral, accessible overview of each company’s approach, strengths, and circumstances, helping readers understand how they position themselves within their respective industries. Educational content, not financial advice.
This page compares Lumentum and D-Wave, examining their business models, financial performance, and the market context in which they operate. The goal is to present a neutral, accessible overview of e...
Which Baskets Do They Appear In?
Tech Sector Volatility | China Trade Risk Exposure
Recent U.S. tariff announcements on Chinese goods have triggered a massive sell-off in the tech sector, erasing billions in market value. This theme focuses on companies positioned to benefit from the resulting supply chain shifts and geopolitical realignment.
Published: October 12, 2025
Explore BasketUS-UK Tech Alliance | Nvidia CEO Joins Diplomatic Trip
Nvidia's CEO is joining a diplomatic trip to the UK, signaling a new era of corporate-led efforts to boost transatlantic technology partnerships. This initiative is expected to drive investment into AI, semiconductor, and energy companies in both the US and the UK.
Published: September 9, 2025
Explore BasketPowering AT&T's 5G Expansion
AT&T's $23 billion acquisition of EchoStar's spectrum licenses is set to significantly enhance its 5G network capabilities nationwide. This creates a ripple effect, boosting opportunities for companies that provide the essential infrastructure and technology needed for a large-scale 5G network build-out.
Published: August 28, 2025
Explore BasketWhich Baskets Do They Appear In?
Tech Sector Volatility | China Trade Risk Exposure
Recent U.S. tariff announcements on Chinese goods have triggered a massive sell-off in the tech sector, erasing billions in market value. This theme focuses on companies positioned to benefit from the resulting supply chain shifts and geopolitical realignment.
Published: October 12, 2025
Explore BasketUS-UK Tech Alliance | Nvidia CEO Joins Diplomatic Trip
Nvidia's CEO is joining a diplomatic trip to the UK, signaling a new era of corporate-led efforts to boost transatlantic technology partnerships. This initiative is expected to drive investment into AI, semiconductor, and energy companies in both the US and the UK.
Published: September 9, 2025
Explore BasketPowering AT&T's 5G Expansion
AT&T's $23 billion acquisition of EchoStar's spectrum licenses is set to significantly enhance its 5G network capabilities nationwide. This creates a ripple effect, boosting opportunities for companies that provide the essential infrastructure and technology needed for a large-scale 5G network build-out.
Published: August 28, 2025
Explore BasketHigh-Speed M&A: The Race For Data Infrastructure
Amphenol's $10.5 billion acquisition of CommScope's broadband division signals a major consolidation in the telecommunications infrastructure industry. This deal highlights the surging demand for high-speed connectivity, creating opportunities for companies that supply essential fiber-optic components and data center hardware.
Published: August 5, 2025
Explore BasketBroadband Backbone Builders
Amphenol's $10.5 billion acquisition of CommScope's broadband and cable unit marks a major consolidation in the telecommunications hardware sector. This deal spotlights an investment opportunity in companies providing the essential physical components, like fiber optics and connectors, that form the backbone of 5G and future network infrastructure.
Published: August 4, 2025
Explore BasketTech's Divergent Strength
While the broader market sends mixed signals, tech-focused indexes are hitting record highs, creating a clear divergence from industrial stocks. This theme focuses on the technology companies and their key suppliers that are driving this powerful, innovation-led rally.
Published: July 25, 2025
Explore BasketPost-Merger Network Shakeup
A carefully selected group of companies positioned to benefit from HPE's $14 billion acquisition of Juniper Networks. This merger creates a powerful new player in AI-native networking, challenging industry leader Cisco and sparking innovation across the entire data center ecosystem.
Published: July 2, 2025
Explore BasketOracle's AI Cloud Catalyst
Oracle's recent surge proves AI is revolutionizing enterprise cloud spending. These carefully selected companies represent the entire AI infrastructure supply chain — from chips to networking to security — all positioned to ride the same powerful wave.
Published: July 1, 2025
Explore BasketVisionary & Inspiring
Invest in companies led by charismatic leaders who tell compelling stories about our future. These handpicked stocks represent businesses where a leader's ability to inspire translates into innovation, loyal customers, and potentially significant returns.
Published: June 18, 2025
Explore BasketNetwork & Connectivity Portfolio
Invest in the companies building the physical and digital highways of our connected world. As our appetite for data explodes, these carefully selected stocks offer exposure to the essential infrastructure powering our digital future.
Published: June 17, 2025
Explore BasketInvestment Analysis
Lumentum
LITE
Pros
- Reported strong fiscal Q1 2026 with significant year-on-year revenue growth and earnings per share surpassing analyst expectations.
- Q2 revenue forecast of $630M to $670M notably exceeds estimates, indicating robust near-term growth potential.
- Positioned strongly in the optical components market buoyed by demand in AI infrastructure and datacenter expansion.
Considerations
- Current stock price forecast anticipates a modest decline of approximately 2.5% through December 2025.
- Shares trade at a high forward P/E ratio (~40x) indicating potentially stretched valuation relative to earnings.
- High price volatility and a mixed sentiment environment reflect potential risk for short-term investors.
D-Wave
QBTS
Pros
- Market capitalization around $10.6 billion indicating a solid scale in the quantum computing field.
- Price is above 50-day moving average, suggesting recent positive momentum in stock price.
- Strong revenue per employee pointing to operational efficiency relative to peers.
Considerations
- Continues to operate at a net loss with negative earnings per share, reflecting ongoing unprofitability.
- High beta (~2.37) denotes elevated stock price volatility and higher risk exposure to market swings.
- Shares have declined from their 52-week high of $46.75, showing notable recent price correction.
Why invest with Nemo?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
Lumentum vs Entegris
Lumentum vs Entegris
Lumentum vs Allegion
Lumentum vs Allegion: stock comparison
Lumentum vs Snap
Lumentum vs Snap: a neutral business comparison