companies / NASDAQ
Lumentum
CPO laser + transceivers; NVIDIA $2B investment 2026-03.
近 30 天股價
市值 $66.13B
最新估值
MARKET-IMPLIED BASE — reconstructs the real $850 price instead of declaring it 80% overvalued. The prior FY28E->PV base ($174) was anchored to a narrow CPO-switch TAM ($17-24B); the market prices LITE off the FULL optical-AI franchise (Lumentum's own stated >$90B 2030 TAM). At ~11% capture of $90B, 25% net margin, 78M shares -> $31.7 EPS x 27x = ~$857 ≈ spot. So the market isn't irrational: at $850 it implies LITE owns ~11% of the 2030 optical-AI pie — modest vs the 31% blue-sky, but on the whole franchise not just CPO. This is the realistic centre; blue-sky (31% capture -> $3,000) is the upper tail, and a bear (slower CPO / lost share) sits below. confidence=low: still a 2030 secular bet, but it reconciles to the market's future story.
看歷史估值 →在 BOM 上的位置
題材歸屬
財報 highlight
| 期別 | Revenue (USD) | EPS | 毛利率 | YoY | Source |
|---|---|---|---|---|---|
| 2026Q1 | $0.81B | — | 40.8% | +90.10% | yahoo-finance2 |
| 2025Q4 | $0.67B | — | — | — | yahoo-finance2 |
| 2025Q3 | $0.53B | — | — | — | yahoo-finance2 |
| 2025Q2 | $0.48B | — | — | — | yahoo-finance2 |
競爭對手
相關公司
在 BOM 上跟該公司同列出現的廠商 — 可能是同層 supplier、補位 source、或客戶端，不一定是競爭關係。
新聞 timeline
- LITE: Lumentum Holdings Inc - Stock Price, Quote and News - CNBC2026-06-20 · cnbc.com
* [Stocks making the biggest moves midday: SpaceX, Lumentum, Huntsman & more](https://www.cnbc.com/2026/06/16/stocks-making-the-biggest-moves-midday-spcx-lite-hun-elf-intc.html "Stocks making the biggest moves midday: SpaceX, Lumentum, Huntsman & more")CNBC.com. * [Jim Cramer's top 10 things to watch in the stock market Thursday](https://www.cnbc.com/2026/06/11/jim-cramers-top-10-things-to-watch-in-the-stock-market-thursday-.html "Jim Cramer's top 10 things to watch in the stock market Thursday ") CNBC.com. * [Stocks making the biggest moves midday: Apple, Micron, Coherent & more](https://www.cnbc.com/2026/06/09/stocks-making-the-biggest-moves-midday-aapl-mu-cohr-dkng-sjm.html "Stocks making the biggest moves midday: Apple, Micron, Coherent & more")CNBC.com. * [Stocks making the biggest mo
- Lumentum: LITE Stock Price Quote & News2026-06-20 · robinhood.com
#### Trade Lumentum 24 hours a day, five days a week on Robinhood. The current Lumentum(LITE) stock price is $895.37, with a market capitalization of 68.09B. On 2026-06-17, Lumentum(LITE) stock moved within a range of $863.41 to $961.68. Over the past 52 weeks, Lumentum(LITE) stock has traded between a high of $1,085.68 and a low of $83.59. Stock Market Today: Indexes Mixed Before Warsh’s Fed Debut; Veracyte, Google, Lumentum In Focus - Investor's Business Daily. Stock Market Today: Indexes Mixed Before Warsh’s Fed Debut; Veracyte, Google, Lumentum In Focus - Investor's Business DailyNasdaq 7d. In early trading on Wednesday, shares of Lumentum Holdings topped the list of the day's best performing components of the Nasdaq 100 index, trading up 4.1%. Based on the portfolios of people who own
- Lumentum - Wikipedia2026-06-20 · en.wikipedia.org
**Lumentum Holdings Inc.** is an American manufacturer of optical and photonic products. Following the close of trading on July 31, 2015, JDSU took the name Viavi and moved from the S&P MidCap 400 Index (making way for the addition of Catalent) to the S&P SmallCap 600 Index (replacing Susquehanna Bancshares) and Lumentum was added to the S&P 600 following trading on August 3, 2015 (replacing Comstock Resources). On April 4, 2018, Lumentum was moved to the S&P Midcap index (replacing MSCI and making way for C&J Energy Services). On March 6, 2026, S&P Global announced that it was promoting Lumentum from the S&P MidCap 400 to the S&P 500 effective on the open of trading on March 23.
- LITE - LUMENTUM HOLDINGS INC | Stock Quotes from ...2026-06-20 · digital.fidelity.com
The company was incorporated in 2015 and is headquartered in San Jose, California. Lumentum Holdings (LITE) is trading at 850. Open Price: 881.975; Previous
- Lumentum Holdings Inc. (LITE) Stock Price, News, Quote & History2026-06-20 · finance.yahoo.com
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