The firm’s math suggests Lumentum’s module business opportunity is so large in 2025 “that we need to get on the right side of history.” Barclays is now incrementally positive on Lumentum ...

Investing.com -- Barclays upgraded Lumentum Holdings Inc (NASDAQ ... “We had our doubts that LITE could scale the module business beyond GOOG, but the combination of massive port count increases ...

Investing.com -- Barclays upgraded Lumentum Holdings Inc (NASDAQ ... “We had our doubts that LITE could scale the module business beyond GOOG, but the combination of massive port count ...

The optical transceiver, shipments projected to grow by 56.5% in 2025; data center interconnectivity set to benefit from ...

Stifel analysts maintained a positive stance on Lumentum (NASDAQ:LITE), reiterating a Buy rating with a $95.00 price target. The stock has shown remarkable momentum, gaining over 90% in the past six ...

The analysts said they had doubts that Lumentum could scale the module business beyond Alphabet (GOOG) (GOOGL) but the combination of massive port count increases, combined with a strong desire to ...

Lumentum Holdings Inc. (NASDAQ:LITE) produces optical and photonic technologies used in cloud data centers, AI/ML applications, and industrial technologies. Barclays upgraded Lumentum (NASDAQ:LITE ...

The firm’s math suggests Lumentum’s module business opportunity is so large in 2025 “that we need to get on the right side of history.” Barclays is now incrementally positive on Lumentum ...

Barclays gave Lumentum a double upgrade to Overweight from Underweight and a $125 price target. "We had our doubts that LITE could scale the module business beyond Google (GOOG), but the ...

Barclays upgraded Lumentum (NASDAQ:LITE) to Overweight from Underweight and raised the price target to $125 from $80. The firm revised its outlook due to strong growth in LITE’s module business ...

Barclays gave Lumentum a double upgrade to Overweight from Underweight and a $125 price target. "We had our doubts that LITE could scale the module business beyond Google (GOOG), but the ...

Alan Lowe; President, Chief Executive Officer, Director; Lumentum Holdings Inc Wajid Ali; Chief Financial Officer, Executive Vice President; Lumentum Holdings Inc Good day, everyone, and welcome ...