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Upturn AI Summary - About
Lumentum Holdings Inc(LITE)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for LITE
11/13/2026: LITE (4-star) is currently NOT-A-BUY. Pass it for now.
Lumentum Holdings is a specialized player in the optical and photonic components industry, providing the laser technology and networking infrastructure essential for data centers and modern consumer electronics. The company is known for its technical expertise in 3D sensing and high-speed fiber optics, which support long-term growth in AI and connectivity. While Lumentum maintains a strong position, it faces risks from significant customer concentration and the cyclical nature of its end markets. Investors should monitor the company's progress in capturing AI-driven demand and its ability to manage competitive pressures. The stock is best suited for growth-oriented investors who can tolerate volatility.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Lumentum is well-positioned to benefit from the long-term expansion of AI-driven data center infrastructure. |
| Momentum investor | Strong fit while signal remains positive | The stock often reacts strongly to news regarding hyperscaler data center spending and smartphone design cycles. |
| Value investor | Mixed fit | Valuation fluctuates based on cyclical demand and integration of acquisitions rather than consistent earnings stability. |
| Dividend investor | Weak fit | The company does not pay a dividend, prioritizing capital reallocation to growth and buybacks. |
| Low-risk investor | Weak fit | High exposure to tech sector volatility and customer concentration makes this a higher-risk holding. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock is sensitive to changes in consumer electronics demand and data center spending cycles. |
| Valuation risk | Medium | Market expectations for AI-related revenue can lead to significant valuation swings. |
| Competition risk (Hyperscalers/Tech) | High | Increased competition from larger, vertically integrated technology companies poses a long-term threat. |
| Business quality | Medium | The company possesses strong technical expertise, but is subject to cyclical industry headwinds. |
| Dividend income | Low / none | Investors looking for steady income will not find this stock suitable. |
| Execution risk | Medium / high | Successfully integrating large acquisitions while maintaining margins is critical to long-term performance. |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 53.59B USD | Price to earnings Ratio - | 1Y Target Price 1069.19 |
Price to earnings Ratio - | 1Y Target Price 1069.19 | ||
Volume (30-day avg) 5.9M shares | Beta 1.65 | 52 Weeks Range 229.59 - 1143.00 | Updated Date 11/13/2026 |
52 Weeks Range 229.59 - 1143.00 | Updated Date 11/13/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -89.62 |
Sector & Industry Intelligence
Sector
Technology
Caution- Sentiment
- Near Bearish
- Momentum
- Rapid Breadth Deterioration
- BUY participation
- 30.1%
- Active BUY / eligible
- 37 / 123
- 30-Day BUY Count Change
- -42
- Market state
- Weak Bullish / Near Bearish
BUY participation is falling rapidly, suggesting elevated market vulnerability.
Industry
Communication Equipment
- BUY participation
- 23.1%
- Active BUY / eligible
- 3 / 13
- 30-Day BUY Count Change
- -2
Sector signal summarizes BUY breadth conditions for the sector. It does not override this stock’s BUY, SELL, or PASS advisory.
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Highly Choppy
The stock has experienced frequent, large price swings that make its near-term movement less predictable.
Analysis of Past Performance
Type Stock | Historic Profit 310.43% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/13/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Cloud & Networking | Optical transceivers, ROADMs, and amplifiers for data centers and telcos. | The engine of growth linked to data center and AI infrastructure expansion. |
| Industrial & Consumer | Lasers for 3D sensing and industrial manufacturing. | Revenue driven by smartphone features and industrial factory automation trends. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-11-02 | When Before Market | Estimate 3.82 | Actual 3.76 |
Profitability
Profit Margin -175.78% | Operating Margin (TTM) 23.35% |
Management Effectiveness
Return on Assets (TTM) 9.19% | Return on Equity (TTM) -245.79% |
Valuation
Trailing PE - | Forward PE 29.33 | Enterprise Value 56.10B | Price to Sales(TTM) 14.32 |
Enterprise Value 56.10B | Price to Sales(TTM) 14.32 | ||
Enterprise Value to Revenue 14.99 | Enterprise Value to EBITDA 114.87 | Shares Outstanding 90.68M | Shares Floating 90.24M |
Shares Outstanding 90.68M | Shares Floating 90.24M | ||
Percent Insiders 0.3 | Percent Institutions 93.32 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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