Theses›Listed companies›LITE

Lumentum

NASDAQ: LITE · US
200G/lane EML lasers — only volume shipper.

Markets it anchors
015254060+cheapfairfullexpensive13.5x 015254060+cheapfairfullexpensive13.5x
Fig. 1The screen as it last ran, 6 Nov 2026: Cheap at 13.5x forward earnings; the table below has the latest prices. A screen flags where to look; it is not a valuation.
Market datarefreshed 6 Nov 2026
Price538.59 USD
Market value$49B
Revenue, last 12 months$3.7B
Forward P/E13.5x
EV to revenue12.2x
Gross and operating margin48% · 28%

Not advice. Where I hold a position it is disclosed to members, with the reasoning.