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Lumentum vs Bilibili

This page compares Lumentum and Bilibili, outlining business models, financial performance, and market context in clear, accessible terms. It presents neutral information to help readers understand how each company operates and performs within its sector. Educational content, not financial advice.

This page compares Lumentum and Bilibili, outlining business models, financial performance, and market context in clear, accessible terms. It presents neutral information to help readers understand ho...

Investment Analysis

Lumentum

LITE

Pros

Lumentum showed strong fiscal Q1 2026 results with year-on-year revenue growth and earnings per share beating analyst estimates.
The company benefits from growing demand for optical components driven by AI infrastructure expansion and cloud data centers.
Major investment firms upgraded price targets reflecting confidence in Lumentum’s increasing operating margins and robust future outlook.

Considerations

Despite strong recent performance, analyst price targets suggest a potential downside of around 25%-30% over the next year.
The stock exhibits very high price volatility and a recent technical forecast points to a slight near-term price decline.
Lumentum operates in cyclical sectors like cloud networking and industrial tech, which can be sensitive to macroeconomic fluctuations.

Bilibili

BILI

Pros

Bilibili has a significant market capitalization of approximately $11.6 billion, indicating strong size and investor interest.
The company remains a prominent player in China’s online entertainment and video streaming sector with notable user engagement.
Bilibili’s PE ratio, though very high, has recently decreased, hinting at some valuation adjustment and potential growth expectations.

Considerations

Bilibili’s extremely elevated PE ratio above 350 indicates heightened valuation risk and concerns about profitability sustainability.
The company faces regulatory uncertainties in China’s internet and media space, which could impact growth and operational freedoms.
Profitability challenges are evident given negative historical PE averages and the need to improve earnings consistency over time.

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Frequently asked questions

About The Companies

Lumentum (LITE)

Lumentum Holdings Inc (LITE) designs and manufactures optical and photonic components used in fibre‑optic communications, data‑centre interconnects, industrial lasers and consumer sensing. Its products include lasers, modulators and transceivers that support telecom networks, cloud infrastructure and 3D sensing applications. With a market capitalisation of about $11.56bn, Lumentum sits in a specialised niche where technological innovation and volume demand both matter. Revenue tends to track data‑centre traffic growth, telecom upgrades (including 5G) and periodic consumer product cycles. Investors should note the industry’s cyclical nature, competition from other photonics and semiconductor suppliers, and sensitivity to supply‑chain dynamics and capital spending by carriers and hyperscalers. Lumentum has historically prioritised reinvestment in R&D over yielding high dividends. This summary is educational only and not personalised advice; investments can fall as well as rise and you should check the latest company filings and consider your own circumstances before acting.

Bilibili (BILI)

Bilibili Inc (BILI) is a Chinese online entertainment and community platform known for its strong focus on anime, gaming and youth culture. It mixes user-generated and professional content, live streaming, mobile games, memberships and e-commerce to build a multi‑product ecosystem. Revenue streams include advertising, game publishing, value‑added services (memberships and virtual gifts), and content licensing. With a market capitalisation near $12.07bn, Bilibili benefits from high engagement among younger users, which can support monetisation and IP development, but it also faces heavy competition, rising content costs and regulatory scrutiny in China. Financial results can be volatile as the company balances growth investments and path to profitability. This is general, educational information and not personal advice; values can rise or fall and returns are not guaranteed. Investors should assess their own objectives and risk tolerance before considering any investment.