Lumentum Holdings Watchlist

tz-plus logo Lumentum - AI Boom Fuels Growth!

M. Springman
Reading Time: 1 minute

Business Driver: Lumentum Holdings (LITE) specializes primarily in optical components, sensors, and modules for high-speed communication networks. As a result, it is currently benefiting significantly from the ongoing expansion of cloud and data center capacities in the context of the AI boom. Lumentum is also well-positioned in laser systems and 3D sensing solutions for industrial applications as well as in the field of medical technology. On November 4, Lumentum surpassed expectations with a significant increase in adjusted EPS from 0.18 to...

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