companies / NASDAQ
Lumentum
CPO laser + transceivers; NVIDIA $2B investment 2026-03.
近 30 天股價
市值 $59.36B
最新估值
MARKET-IMPLIED BASE — reconstructs the real $850 price instead of declaring it 80% overvalued. The prior FY28E->PV base ($174) was anchored to a narrow CPO-switch TAM ($17-24B); the market prices LITE off the FULL optical-AI franchise (Lumentum's own stated >$90B 2030 TAM). At ~11% capture of $90B, 25% net margin, 78M shares -> $31.7 EPS x 27x = ~$857 ≈ spot. So the market isn't irrational: at $850 it implies LITE owns ~11% of the 2030 optical-AI pie — modest vs the 31% blue-sky, but on the whole franchise not just CPO. This is the realistic centre; blue-sky (31% capture -> $3,000) is the upper tail, and a bear (slower CPO / lost share) sits below. confidence=low: still a 2030 secular bet, but it reconciles to the market's future story.
看歷史估值 →在 BOM 上的位置
題材歸屬
在 research 中被提到
- Rubin NVL576 的 CPO 光通訊鏈——誰在做什麼
…PO module 與 EML 雷射的優先供應商；同一公告把 Marvell 與 Broadcom 列為交換器 ASIC 與光電整合的合作對象。 - **CPO module 整合**：Coherent (COHR)、Lumentum (LITE) 各自把雷射、modulator、driver 封裝成一顆光引擎，份額目前估在 35% / 35% / 各 15% 給 Marvell 與 Broadcom（產業估算）。 - **EML / DFB 雷射**：Lumentum 自…
- NVIDIA Vera Rubin — 平台與三條 SKU 線
… 顆 GPU 的 super-rack，靠 Co-Packaged Optics (CPO) 取代 copper cable 處理 NVLink。是 NVIDIA 第一個全 CPO 機架平台，2027 H2 才會少量出貨。Coherent、Lumentum、Marvell、Broadcom 是 CPO module 供應商，由 NVIDIA 在 2026-03-02 公告投資 40 億美元保供。 ## 為什麼分三個 SKU 分流是有經濟邏輯的。NVL72 賣給超大型雲服務…
- 光聖科技 (6442.TWO)：從光纖被動元件到 CPO 矽光子主動光源
…VL576 機架（內部 scale-up）"] direction LR GPU1[GPU] -. Lotes/BizLink 連接器 .-> CPO1["NVSwitch CPO<br/>Coherent/Lumentum 光引擎"] CPO1 -- Corning 單模光纖 --> CPO2["NVSwitch CPO<br/>Coherent/Lumentum 光引擎"] CPO2 -. 連接器 .-> G…
- 低軌衛星台廠供應鏈 — 衛星端、地面端與 2027/2028 之後的規劃
… Tbps） — https://www.tomshardware.com/service-providers/network-providers/spacex-shows-off-massive-new-v3-starlink-satellites-expanded-technology-will-deliver-gigabit-internet-to-customers-for-the-first-time-and-enable-60-tera-bits-per-seco…
財報 highlight
| 期別 | Revenue | Gross profit | Operating income | EPS | 毛利率 | 營益率 | YoY | QoQ | Source |
|---|---|---|---|---|---|---|---|---|---|
| 2026Q1 | $808.4M | $0 | — | — | 0.0% | — | +90.10% | +21.47% | yahoo-finance2 |
| 2025Q4 | $665.5M | $0 | — | — | 0.0% | — | — | +24.67% | yahoo-finance2 |
| 2025Q3 | $533.8M | $0 | — | — | 0.0% | — | — | +11.05% | yahoo-finance2 |
| 2025Q2 | $480.7M | $0 | — | — | 0.0% | — | — | — | yahoo-finance2 |
法說 / IR events
競爭對手
相關公司
在 BOM 上跟該公司同列出現的廠商 — 可能是同層 supplier、補位 source、或客戶端，不一定是競爭關係。
新聞 timeline
- Lumentum - Wikipedia2026-08-02 · en.wikipedia.org
Following the close of trading on July 31, 2015, JDSU took the name Viavi and moved from the S&P MidCap 400 Index (making way for the addition of Catalent) to the S&P SmallCap 600 Index (replacing Susquehanna Bancshares) and Lumentum was added to the S&P 600 following trading on August 3, 2015 (replacing Comstock Resources). Lumentum shares began trading on the NASDAQ stock market under the ticker symbol LITE on August 4. On April 4, 2018, Lumentum was moved to the S&P Midcap index (replacing [...] 4. ↑ "Here's Why Lumentum Stock Is a Promising Portfolio Pick Right Now". NASDAQ. November 11, 2025. Retrieved March 3, 2026. 5. ↑ "Morningstar: Lumentum Holdings Inc LITE". Morningstar, Inc. Retrieved March 3, 2026. 6. ↑ Krause, Reinhardt (March 2, 2026). "Lumentum, Coherent Surge On Nvidia's O
- Lumentum: LITE Stock Price Quote & News | Robinhood2026-08-02 · robinhood.com
# Lumentum #### Trade Lumentum 24 hours a day, five days a week on Robinhood. ## About LITE ### Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. Show more ## LITE Key Statistics ## Stock Snapshot Lumentum(LITE) stock is priced at $729.53, giving the company a market capitalization of 53.97B. It carries a P/E multiple of 141.61. [...] ## LITE News Lumentum Holdings ( (LITE) ) has provided an announcement. On July 27, 2026, Lumentum Holdings Inc. disclosed that Vincent Retort, Executive Vice President, Gl... ... Coherent, Lumentum, Ciena Stocks Fall After Corning Earnings Trigger Sector Selloff - Benzinga AI Infrastructure Stocks sit at the crossroads of powerful trends inv
- LITE Stock Quote Price and Forecast2026-08-02 · cnn.com
### CNN values your feedback # Lumentum Holdings, Inc. LITE LITE is trading in the middle of its 52-week range and near its 200-day simple moving average. The price of LITE shares has decreased $49.58 since the market last closed. This is a 7.61% drop. The stock has since dropped $3.16 in after-hours trading. ### Key terms ## About LITE [...] ## About LITE Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded
- Lumentum Holdings Inc (LITE) Stock Price & News - Google Finance2026-08-02 · google.com
LITE:NASDAQ Lumentum Holdings Inc $713.94 arrow\_upward +2.99% (+20.70) Today Closed: Jul 31, 4:00:01 PM GMT-4 · USD $705.76 arrow\_downward -1.15% (-8.18) bedtimeAfter hours · 7:59 PM show\_chartLine area\_chartArea candlestick\_chartCandle bar\_chartBar search All symbols Moving average Moving average convergence divergence Moving average envelope No data 1D 5D 1M 6M YTD 1Y 5Y MAX | Symbol | Price | Change | % Change | Prev Close | --- --- [...] About Lumentum Holdings Inc CEOMichael E. Hurlston Employees10.6K Founded2015 HeadquartersSan Jose, California, United States SectorComputer hardware Websitelumentum.com Analyst ratings Based on 18 analysts giving stock ratings to LITE in the past 3 months Strong buy Buy 14 Hold 4 Sell 0 12-mo
- LITE: Lumentum Holdings Inc - Stock Price, Quote and News2026-08-02 · cnbc.com
MORE Lumentum Holdings Inc. is an optical and photonic technology that powers the networks and infrastructure behind artificial intelligence (AI), cloud computing, and next-generation communications. Its segments include Cloud & Networking and Industrial Tech. The Cloud & Networking segment products include a comprehensive portfolio of optical and photonic components, modules, and subsystems supplied to cloud and communications network operators and network equipment manufacturers... [...] Lumentum call volume above normal and directionally bullishTipRanks Most of the Fastest Growing Companies Are Not in the S&P 500: How the Golden Eagle Dynamic Hypergrowth ETF is Built to Capture ThemTipRanks Lumentum Holdings (LITE): New Buy Recommendation for This Technology Giant: New Buy Recommenda