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Lumentum Holdings

AN

AnalystConsensusTarget

AnalystConsensusTarget

Consensus Narrative from 17 Analysts

Cloud And AI Markets Will Power Future Manufacturing Capacity

Key Takeaways Expansion in laser transmitter chips and optical circuit switch production is expected to boost revenue growth through increased capacity in cloud and AI markets. Manufacturing upgrades and capacity expansion in indium phosphide wafer production aim to optimize costs and improve margins amidst rising demand.

US$99.82

FV

8.3% overvalued

21.72%

Revenue growth p.a.

0

0

11

13 days ago