$Lumentum(LITE)$ Lumentum Hold

$Lumentum(LITE)$ Lumentum Holdings Inc. (LITE) trades near $973 because explosive demand for its AI data center optical hardware has driven triple-digit revenue growth and massive long-term earnings expectations.

On the AI side, optical networking is being adopted at scale across AI infrastructure. There's also a multi-year $2 billion investment and partnership with Nvidia. Q4 revenue came in up 109% year-over-year to $1.01 billion, and forward guidance points to roughly 130% near-term growth.

From a fundamentals standpoint, they're sitting on a contracted backlog of roughly $400 million in optical circuit switches. Analysts project up to $40 per share in earnings power by 2028, and long-term DCF models place intrinsic value near or above current trading levels.

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