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21:00
May 05 ◎
Michael Harlston LITE Q3 FY26 call
Lumentum is shifting to contract manufacturing to improve margins, a strategic change from its historical insourcing approach. — Outsourcing production to EMS providers like Flex could signal a new source of demand for those companies and a margin tailwind for Lumentum.
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About FLEX Analyst Coverage

Buzzberg tracks FLEX (Flex Ltd.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Michael Harlston.