Lumentum: Priced For Growth, But Not For What Comes Next - Double Growth Cycles
Lumentum Holdings Inc. is experiencing strong demand for its photonic products, which are crucial for AI and data center infrastructure. The company's EML chips and lasers are currently sold out or facing capacity constraints, indicating potential revenue growth. Analysts rate Lumentum as a BUY, highlighting its promising long-term growth cycles.
- ▪Lumentum Holdings is rated BUY due to high demand for its photonic products.
- ▪The company's EML chips and lasers are sold out or capacity-constrained.
- ▪This situation supports near-term revenue and margin expansion.
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