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Lumentum Holdings
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Lumentum Holdings
Photonics Risks And Cloud Consolidation Will Erode Margins
AN
AnalystLowTarget
Not Invested
Consensus Narrative from 18 Analysts
Published
24 Aug 25
Updated
24 Aug 25
0
Set Fair Value
0
votes
Share
AnalystLowTarget
's Fair Value
US$99.82
24.8% overvalued
intrinsic discount
24 Aug
US$124.62
1Y
116.8%
7D
5.6%
Loading
1Y
116.8%
7D
5.6%
Author's Valuation
US$99.8
24.8% overvalued
intrinsic discount
AnalystLowTarget Fair Value
View Valuation
Narrative
Updates
0
Valuator
Company Info
Notes
AnalystLowTarget Fair Value
US$99.8
24.8% overvalued
intrinsic discount
Future estimation in
3 Years
time period
Past
Future
-561m
3b
2014
2017
2020
2023
2025
2026
2028
Revenue US$2.7b
Earnings US$273.1m
Revenue
Profit Margin
Future PE
Revenue
% p.a.
0
Decrease
Increase
Current revenue growth rate
20.31%
Communications revenue growth rate
0.42%
Other Inputs & Calculation
Risk Level (Discount Rate)
Our default considers factors like the company's size, volatility, profitablity and country of operation.
Risk Level (Discount Rate)
%
0
Decrease
Increase
Current discount rate
8.60%
Calculation
US$273.08m
Earnings '28
x
34.20x
PE Ratio '28
=
US$9.34b
Market Cap '28
US$9.34b
Market Cap '28
/
73.63m
No. shares '28
=
US$126.85
Share Price '28
US$126.85
Share Price '28
Discounted to 2025 @ 8.62% p.a.
=
US$98.97
Fair Value '25