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Lumentum Holdings Inc. (LITE) Stock Analysis

SellModerate Confidence

Technology · Communication Equipment

Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. It operates through two segments, Cloud & Networking and Industrial Tech. The Cloud & Networking segment offers optical and... Read more

$780.06+2.0% upside
Score 5.3/10Target $792.62Reward/Risk 0.1:1

TrendMatrix rates Lumentum Holdings Inc. (LITE) as Sell with moderate confidence. The stock trades at $780.06 with +2.0% upside to the $792.62 price target. Overall score: 5.3/10 across 10 analysis dimensions. Reward/risk ratio: 0.1:1.

Passes 3/4 gates (positive momentum, clean insider activity, no SEC red flags). Fails on favorable risk/reward ratio. Suitability: aggressive.

Val3.0Qual3.9Grw10.0Mom5.2Sent6.5Ins3.2Peer5.7Tech3.9Risk3.45.3OVERALL

Investment Thesis

- V8: Target reached (-22.5% upside)
- Quality below floor (3.9 < 4.0)

Fundamentals

P/E (TTM)232.1
P/E (Fwd)53.1
Mkt Cap$56.8B
EV/EBITDA202.5
Profit Mgn12.0%
ROE29.3%
Rev Growth65.5%
Beta1.41
DividendNone
Analysts29
Frequently Asked Questions
Is LITE stock a buy right now?

TrendMatrix rates Lumentum Holdings Inc. (LITE) as Sell with moderate confidence. Score 5.3/10.

What is the LITE stock price target?

Take-profit target: $792.62 (+2.0% upside). Reward/risk ratio: 0.1:1. Stop-loss: $531.79.

What are the risks of investing in LITE?

V8: Target reached (-22.5% upside); Quality below floor (3.9 < 4.0).

Is LITE overvalued or undervalued?

Lumentum Holdings Inc. trades at a P/E of 232.1 (forward 53.1). TrendMatrix value score: 3.0/10. Verdict: Sell.

What do analysts say about LITE?

29 analysts cover LITE with a consensus score of 4.1/5. Average price target: $709.

What does Lumentum Holdings Inc. do?Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe,...

Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. It operates through two segments, Cloud & Networking and Industrial Tech. The Cloud & Networking segment offers optical and photonic chips, components, modules, and subsystems supplied to cloud data center operators, AI/ML infrastructure providers, and network equipment manufacturer customers that are building cloud data centers and network infrastructures. Its Industrial Tech segment provides short-pulse solid-state lasers, kilowatt-class fiber lasers, diode lasers, and gas lasers that serves the semiconductor device, solar cell, display, and electric vehicle and battery manufacturing markets. The company was incorporated in 2015 and is headquartered in San Jose, California.

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60 NEUTRAL
20d50d200dGOLDEN CROSSSupp $548.24Res $808.80

Price Targets

$532
$793
Upside+2.0%
Reward/Risk0.1:1

Position Sizing

ConvictionNONE
Suggested %0.5%
Max %1%
RegimeNEUTRAL

Risk Alerts

! V8: Target reached (-22.5% upside)
! Quality below floor (3.9 < 4.0)
! ASYMMETRY:-0.8=NEGATIVE
BREAKOUTSuitability: Aggressive
Momentum 5.2>=5.0
Insider activity: OK
No SEC red flags
Risk/Reward -0.8=NEGATIVE