LITE · Lumentum Holdings Inc.
Is LITE setting up for a breakout, what are traders on X and the news saying, are its insiders buying, and how is the business doing? Everything Raspberry Trades measures on Lumentum Holdings Inc., in one place.
Today's breakout radarIs LITE setting up for a breakout?
Breakout Radar API →LITE reports earnings on Nov 5, 2026 — a breakout right before a report can reverse on the numbers.
Not today. LITE is not on today's radar: no tight base just under a resistance that has been tested again and again.
See the stocks that are setting up today →What are traders on X saying about LITE?
Stock Sentiment API →Bulls: Lumentum CEO Michael Hurlston says $LITE is "essentially booked out through 2029" and still about 70% short of demand, with five wafer fabs now and capex planned for four to five more years of AI demand. An expert call cites aggressive '26/'27 EML and CW expansion, a 200G EML 40% mix in '27, 2028 sold out, InP substrate price hikes, and a 3.2T/400G roadmap. Nvidia's Jensen Huang said adding scale-up to the optical domain is "going to be, well, 15x" to aggregate volume and that optics demand will be "several orders of magnitude" larger, naming $LITE and $COHR. The stock trades at 12x NTM revenue and 24x LTM revenue, and one post argues 6-8x growth may be conservative given growth rates and margins.
Bears: One post says $LITE dropped to 100 and warns that Nvidia, new cloud, data centers and power equipment will all be revalued in sync, adding that "pretty much AI is gone too." Another poster says they are thinking about $LITE but will "prob just avoid right now."
Reading from Oct 28, 2026; each post classified by AI, weighted by engagement.
What is the news saying about LITE?
News Sentiment API →No recent news reading for LITE. The News Sentiment API reads today's headlines on any US stock.
Are LITE insiders buying or selling?
Insider Trading API →Open-market trades only, from SEC Form 4 filings — option exercises, tax withholding and grants are left out.
- Sold · Ali Wajid$25.7M · Oct 1, 2026
- Sold · Wupen Yuen$290K · Sep 29, 2026
- Sold · Wupen Yuen$474K · Sep 28, 2026
- Sold · Wupen Yuen$468K · Sep 25, 2026
- Sold · Wupen Yuen$461K · Sep 24, 2026
How is Lumentum Holdings Inc.'s business doing?
Financial Statements API →| Quarter ended | Revenue | vs year before | Net income | EPS |
|---|---|---|---|---|
| Mar 29, 2025 | $425.2M | +16% | −$44.1M | $-0.64 |
| Dec 28, 2024 | $402.2M | +10% | −$60.9M | $-0.88 |
| Sep 28, 2024 | $336.9M | +6% | −$82.4M | $-1.21 |
| Mar 30, 2024 | $366.5M | -4% | −$127.0M | $-1.88 |
From the company's SEC filings (10-Q and 10-K).
What does Lumentum Holdings Inc. expect?
Company Guidance API →- first quarter of fiscal year 2027 · net revenue · 8-K filed Aug 11, 2026
“Net revenue in the range of $1.225 billion to $1.275 billion”
- first quarter of fiscal year 2027 · non-gaap operating margin · 8-K filed Aug 11, 2026
“Non-GAAP operating margin of 39.5% - 40.5%”
- first quarter of fiscal year 2027 · non-gaap diluted net income per share · 8-K filed Aug 11, 2026
“Non-GAAP diluted net income per share of $4.05 to $4.35”
- fourth quarter of fiscal year 2026 · non-gaap operating margin · 8-K filed May 5, 2026
“Non-GAAP operating margin of 35.0% to 36.0%”
Quoted from the outlook the company filed with the SEC.
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Measured data, not recommendations. Not investment advice.