keine Finanzberatung

LITE · Lumentum Holdings Inc.

Optical and photonic components for AI datacenters and telecom

Risiko 8/10 · HIGH RISK · AI-optics momentum · $881.25 ▲ 4.00%Von KI geschrieben

Stand der Zahlen: · Quellen: öffentliche Markt-Aggregatoren

Kennzahlen

  • Price $881.25
  • Market cap $79.0B
  • P/E (ttm) n/a
  • Div yield none
  • 52-wk range $144.52 – $1085.68
  • Index rank #195 / #72

Wichtigste Risiken

  • AI capex pause hits optics orders first (Shareholders) — EXTREME
  • Momentum valuation with no earnings cushion (Shareholders) — EXTREME
  • Order book concentrated in a few hyperscalers (Shareholders) — HIGH
  • Insiders selling heavily into the rally (Shareholders) — MED

Fazit

A great AI story already paid many times over — momentum can carry it further, but from here the risk-reward is speculative.

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⚠️ Independent research for a video, not financial advice. Figures from public sources/aggregators, can be stale; risk scores are editorial estimates. Verify before relying on any of it.