LITE Lumentum Holdings Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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03:13
Jul 19
Jul 19
Named in photonics sector accumulation list during a high-beta sell-off dip.
MED
18:40
Jul 18
Jul 18
Co-mentioned in author's photonics sector pulse-check series alongside CIEN; author signals renewed investor interest in photonics names ahead of earnings reviews.
MED
14:32
Jul 18
Jul 18
Monitor LITE as part of the AI/LLM ecosystem discussion; no explicit position disclosed.
MED
14:31
Jul 18
Jul 18
Monitor LITE as part of a cynical take on insider selling prior to geopolitical escalation; no position.
MED
14:28
Jul 18
Jul 18
Watch LITE as a photonics/connectivity enabler for AI infrastructure scaling.
MED
10:01
Jul 18
Jul 18
Co-mentioned as photonics/co-packaged optics player for AI cluster interconnect, cited as bandwidth/power solution beyond copper limits.
MED
09:53
Jul 18
Jul 18
Author names AVGO, MRVL, and LITE as co-packaged optics beneficiaries, with optical interconnects replacing copper for AI cluster bandwidth — targeting full deployment by 2030.
MED
03:48
Jul 18
Jul 18
Buy LITE as 1.6T transceivers (~2x ASP of 800G) drive unit growth and higher content per module, while mix shift toward OCS, CPO, and pump lasers pushes operating margins from 32% toward 37–40%; supply is fully committed against projected $4.6–5.0B next-12M revenue (+85–100% YoY).
HIGH
00:15
Jul 18
Jul 18
Monitor LITE as optical name completely sold out for next 2 years with strong demand visibility, potential rerating on forward P/E.
MED
21:19
Jul 17
Jul 17
Watch AAOI and LITE as earnings read-through beneficiaries — Innolight's transcript flagging stronger-than-expected 800G demand signals upside for optical transceiver names into their next earnings. No author position disclosed.
MED
19:53
Jul 17
Jul 17
Author names LITE as a "favorite company" in photonics for upcoming pulse-check coverage series; no directional commitment yet.
MED
16:03
Jul 17
Jul 17
Monitor NVDA/MU/SNDK/LITE as beneficiaries of falling frontier LLM costs and rising GAI infrastructure demand; research note, not a position.
MED
14:31
Jul 17
Jul 17
Mentions selling LITE puts; no current direction, catalyst, or reasoning provided.
LOW
12:22
Jul 17
Jul 17
No directional stance – the author lists LITE as part of a future check-in prediction without ownership or conviction language.
MED
11:22
Jul 17
Jul 17
Watch LITE as optical components play benefiting from AI network spending in China.
MED
02:32
Jul 17
Jul 17
Monitor LITE as part of the "100%" basket, but no author-owned position confirmed.
MED
23:37
Jul 16
Jul 16
Author lists growth stocks down from highs as a factual observation of portfolio destruction, with a vague recovery timeline but no explicit position or forward call.
LOW
21:03
Jul 16
Jul 16
Author plans a research series on photonics companies to assess their earnings outlooks and execution, but does not state current positions or explicit forward calls.
LOW
20:17
Jul 16
Jul 16
Buy LITE as a top-weighted holding in the Photonics theme; author sees photonics as the next AI infrastructure buildout wave, deploying fresh capital into names down 30-50% on sentiment-driven dip.
MED
19:45
Jul 16
Jul 16
Watch these AI infrastructure enablers as the author discusses deploying a 2.8T‑parameter OSS LLM on a B300 cluster, implying memory, GPU, and photonics demand.
MED
16:53
Jul 16
Jul 16
Author says LITE/AAOI/CIEN look more attractive but explicitly says he is still choosing to avoid the group.
MED
15:57
Jul 16
Jul 16
Monitor LITE as part of a broad semi bottoming call; no position or explicit buy signal from author.
MED
15:20
Jul 16
Jul 16
Watch LITE as part of the CPO laser trio; institutional positioning and upcoming NASDAQ listing for SIVE may create read-through, but author holds no active position.
MED
14:11
Jul 16
Jul 16
Seeking Alpha highlights Lumentum's 164% rally and improved valuation grade but presents it as a quantitative research summary, not an explicit author position.
14:09
Jul 16
Jul 16
Sell 15-20%+ OTM August puts on LITE for 10-15% monthly yield; author explicitly names it as part of a basket where elevated IV and unwound positioning create favorable put-selling risk/reward.
MED
13:56
Jul 16
Jul 16
The author is soliciting investment ideas for a deep dive and mentions past coverage and potential future research candidates without stating any current positions or forward calls.
LOW
13:13
Jul 16
Jul 16
Watch LITE for GAI infrastructure exposure, but commodity dynamics weigh on the thesis.
MED
13:10
Jul 16
Jul 16
The author asks a speculative question about a potential partnership announcement, providing no position or directional view on any ticker.
LOW
About LITE Analyst Coverage
Buzzberg tracks LITE (Lumentum Holdings) across 62 sources. 327 bullish vs 5 bearish calls from 73 analysts. Sentiment: predominantly bullish (28%). 1169 total trade ideas tracked. Past 7 days: 5 bullish, 58 watch. Latest voices: mkfilko, crux_capital_, TheValueist.