Oct. 1 at 9:31 PM
$LITE @jmlin1 In this Trader Times article (3 Sept 2025), "Lumentum Holdings - AI Boom Creates bright Prospects!", the current positives of the stock are highlighted:
"LITE is one of the technology leaders in optical components, sensors, and modules for high-speed communication networks, currently benefiting significantly from the AI boom and the continued expansion of data and cloud center capacities. Lumentum is also well-positioned in laser systems and 3D sensor solutions for industrial applications as well as in the medical technology sector.
On August 12, Lumentum Holdings surprised with an unexpected significant EPS increase from 6 cents to 88 cents, clearly surpassing consensus expectations of 80 cents. They also exceeded revenue expectations, reporting
$465.76 million (+55.92%)...
Subsequently, they surprised with a positive outlook for the current Q1, expecting an EPS of
$0.95-1.10, while the analyst consensus had been at
$0.87."
