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Upturn AI SWOT - About
LITE 
Lumentum Holdings Inc (LITE)
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Upturn Advisory Summary
04/01/2025: LITE (4-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 27.94% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.33B USD | Price to earnings Ratio - | 1Y Target Price 99.69 |
Price to earnings Ratio - | 1Y Target Price 99.69 | ||
Volume (30-day avg) 2696304 | Beta 1.04 | 52 Weeks Range 38.28 - 104.00 | Updated Date 04/1/2025 |
52 Weeks Range 38.28 - 104.00 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -7.72 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin -36.98% | Operating Margin (TTM) -12.66% |
Management Effectiveness
Return on Assets (TTM) -4.69% | Return on Equity (TTM) -48.63% |
Valuation
Trailing PE - | Forward PE 16.69 | Enterprise Value 6026496800 | Price to Sales(TTM) 3.06 |
Enterprise Value 6026496800 | Price to Sales(TTM) 3.06 | ||
Enterprise Value to Revenue 4.26 | Enterprise Value to EBITDA 148.26 | Shares Outstanding 69200000 | Shares Floating 64769816 |
Shares Outstanding 69200000 | Shares Floating 64769816 | ||
Percent Insiders 0.89 | Percent Institutions 117.64 |
Analyst Ratings
Rating 3.81 | Target Price 90.38 | Buy 3 | Strong Buy 6 |
Buy 3 | Strong Buy 6 | ||
Hold 5 | Sell 2 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Lumentum Holdings Inc
Company Overview
History and Background
Lumentum Holdings Inc. was founded in 2015 as a spin-off from JDS Uniphase (JDSU). It emerged as a leading provider of optical and photonic products, leveraging JDSU's established technology and customer base. Since its inception, Lumentum has grown through organic development and strategic acquisitions, focusing on optical transport, datacom, and 3D sensing applications.
Core Business Areas
- Telecom: Provides optical components, modules, and subsystems for optical transport networks, enabling high-speed data transmission over long distances.
- Datacom: Offers optical transceivers and interconnects for data centers and other high-performance computing environments, facilitating efficient data transfer within and between servers.
- Commercial Lasers: Develops and manufactures high-performance lasers for various applications, including manufacturing, biotechnology, and metrology. This includes fiber lasers, solid-state lasers, and diode lasers.
Leadership and Structure
Alan S. Lowe serves as the President and CEO of Lumentum. The company operates with a functional organizational structure, with departments dedicated to engineering, sales, marketing, and operations. Key executives lead each function, reporting directly to the CEO.
Top Products and Market Share
Key Offerings
- Competitors: Coherent (COHR), Infinera (INFN)
- Tunable Lasers: Tunable lasers are used in long-haul and metro optical networks to transmit data over various wavelengths. Market share fluctuates; estimated around 20-25%. Competitors include Coherent (COHR), Infinera (INFN), and NeoPhotonics (now part of Lumentum). Revenue not readily available, varies yearly.
- Competitors: Coherent (COHR), MACOM Technology Solutions Holdings (MTSI)
- Pump Lasers: Pump lasers are critical components in optical amplifiers, boosting signal strength in optical fiber networks. Market share around 25-30%. Competitors include II-VI Incorporated (now Coherent) and MACOM Technology Solutions Holdings (MTSI). Revenue not readily available, varies yearly.
- 3D Sensing Lasers: VCSEL (Vertical-Cavity Surface-Emitting Laser) arrays for 3D sensing applications, particularly in smartphones and automotive lidar systems. While Lumentum's market share fluctuates, it's been significant. Competitors include ams OSRAM AG and STMicroelectronics (STM). Revenue not readily available, varies yearly.
- Competitors: ams OSRAM AG , STMicroelectronics (STM)
Market Dynamics
Industry Overview
The optical communications industry is driven by the increasing demand for bandwidth and data transmission capacity, fueled by cloud computing, streaming video, and 5G deployment. The commercial laser market is experiencing growth due to applications in manufacturing, biotechnology, and advanced materials processing.
Positioning
Lumentum is positioned as a technology leader in optical and photonic products, with a focus on innovation and customer partnerships. Its competitive advantages include its extensive product portfolio, strong R&D capabilities, and established relationships with leading telecom equipment manufacturers and data center operators.
Total Addressable Market (TAM)
TAM is estimated to be over $20 billion across all of Lumentum's segments. Lumentum is well positioned to capture a significant portion of this market, leveraging its technology leadership and strong customer relationships.
Upturn SWOT Analysis
Strengths
- Technological leadership in optical components and lasers
- Strong customer relationships with leading telecom and datacom companies
- Diversified product portfolio across multiple end markets
- Robust R&D capabilities and intellectual property portfolio
Weaknesses
- Reliance on a few major customers
- Exposure to cyclical demand in the telecom and datacom industries
- Potential impact from geopolitical tensions and trade restrictions
- Dependence on global supply chain disruptions
Opportunities
- Growth in demand for high-speed optical transport driven by 5G and cloud computing
- Expansion of 3D sensing applications in automotive, industrial, and consumer markets
- Increased adoption of advanced laser technologies in manufacturing and biotechnology
- Strategic acquisitions to expand product portfolio and market reach
Threats
- Intense competition from established players and emerging companies
- Rapid technological changes and the need for continuous innovation
- Economic downturns and reduced capital spending by customers
- Disruptions in the global supply chain and increased raw material costs
Competitors and Market Share
Key Competitors
- COHR
- IPGP
- VIAV
- KEYS
Competitive Landscape
Lumentum competes with a mix of established players and emerging companies. It aims to differentiate itself through technology leadership, product breadth, and customer relationships. Competitors like Coherent often have a more diversified revenue base, while IPG Photonics dominates certain laser applications.
Major Acquisitions
NeoPhotonics
- Year: 2022
- Acquisition Price (USD millions): 918
- Strategic Rationale: Expanded Lumentumu2019s portfolio of products for high-speed applications and improves access to the China market.
Growth Trajectory and Initiatives
Historical Growth: Lumentum's historical growth has been driven by increased demand for its products in optical communications and lasers.
Future Projections: Future growth is expected to be driven by 5G deployment, cloud computing, and the adoption of 3D sensing technologies.
Recent Initiatives: Recent strategic initiatives include acquisitions to expand its product portfolio and investments in R&D to develop new technologies.
Summary
Lumentum is a key player in the optical communication and laser space, benefitting from growing demand. The acquisition of NeoPhotonics bolstered its portfolio but integration risks exist. Intense competition and cyclical demand pose challenges. Future growth hinges on continued innovation and market expansion.
Similar Companies
- COHR
- IPGP
- VIAV
- KEYS
- ACIA
- FNSR
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Industry Reports
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Market share estimates are based on available data and may not be precise. Financial data is illustrative and requires access to real-time databases for accurate analysis.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Lumentum Holdings Inc
Exchange NASDAQ | Headquaters San Jose, CA, United States | ||
IPO Launch date 2015-08-04 | President, CEO & Director Mr. Michael E. Hurlston | ||
Sector Technology | Industry Communication Equipment | Full time employees 7257 | Website https://www.lumentum.com |
Full time employees 7257 | Website https://www.lumentum.com | ||
Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. The company operates through two segments: Cloud & Networking and Industrial Tech. The Cloud & Networking segment offers components, modules, and subsystems to support the high-speed transmission of data over high-capacity fiber optic links in cloud data center, AI/ML, enterprise and communications services networking applications that enable the transmission and transport of data, video, and audio over high-capacity fiber-optic cables. It offers high-speed transceivers, reconfigurable optical add/drop multiplexers, coherent dense wavelength division multiplexing pluggable transceivers, and tunable small form-factor pluggable transceivers. We also sell laser chips for use in high-speed datacom transceivers and data interconnection solutions. The Industrial Tech segment offers solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers, as well as laser diode products. It serves to customers in semiconductor device, solar cell, display, electric vehicle, and battery manufacturing markets, as well as broader materials processing and precision micromachining end-markets. Lumentum Holdings Inc. was incorporated in 2015 and is headquartered in San Jose, California.
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