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Lumentum Holdings Inc. (LITE)

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84,33+0,34 (+0,40%)
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  • s
    stocktargetadvisor
    $LITE conversation
    $LITE
    Downgrades Morgan Stanley Equal-Weight USD 81
    Target Lowered by Needham & Company LLC Buy USD 123 » USD 87
  • v
    varun
    Would $lite be involved in the autonomous car announced by Apple?
  • z
    zuperzee2003
    $OCLR conversation
    A. Schmitt's take on twitter:

    OCLARO sold to Lumentum. We just got our OFC surprise news. I think someone else steps up - I think there are better combos than $LITE $OCLR
  • B
    Beau
    $CRNT conversation
    From Twitter- $crnt 5g play.. when 5g sector starts ripping such as $gsat last night and $insg being mentioned regularly by @jimcramer this gem will be found. Demand for wired $lite and wireless upgrades will grow tremendously and $crnt is a small cap leader in the space.. tons of potential
  • t
    tony
    The long thesis on this move is interesting - if the Chinese want to rule the world they need our technology - this is our leverage to force them to change - part of this change is to “really” open their markets and one of these areas would be competition to wow-weigh - the competition would buy $lite’s products - just going to take sometime to sort it all out - in the mean time the buildout of 5g continues elsewhere and $lite sells products into these efforts
  • z
    zuperzee2003
    $OCLR conversation
    A. Schmitt tweet:
    Jerry Rawls $FNSR - Lumentum $LITE has a bigger market cap than we do and and that gives them the flexibility to buy Oclaro $OCLR #OFC18 OSA Executive Forum

    Looks as if this comment indicates there likely will be no counter offer from FNSR.
  • t
    tony
    I’m really wondering how this affects $lite for more than one qrtr regardless. On the telcom side they are overbooked so any decrease by one vendor means the supply is just redirected to another vendor that is waiting for product. On the phone side, it’s all about volume and given they are in just about every high-end phone if Apple sells less and xoami sells more they still produce the same amount of chips.....
  • M
    Mike
    Lumentum Holdings Inc.
    $LITE obviously they try to artificially keep the price low, but they will regret this manipulation when price goes 130 less than 2 months . Will see soon
  • B
    Bargainseeker
    Lumentum Holdings Inc.
    at $5B market cap this is way undervalued ! if $ACIA is somehow worth $2.8B , $LITE and Oclaro are much larger outfits worth more like $10B , especially with 5G ramp up. $100 stock ,ore like $150 not $70
  • z
    zuperzee2003
    $LITE conversation
    Daniel Niles Sep 24:

    Wall Street firm claims $LITE called asking firms to cut Dec qtr due to $AAPL pulling in demand in front of the Sept 1 tariffs. If accurate, bad for many others in supply chain. I sold $LITE earlier as I got more cautious but at some point will buy back for 2020 opportunities.
  • A
    Amit
    $OLED $LITE The iPhone X May Be Here to Stay
    https://finance.yahoo.com/news/iphone-x-may-stay-220800408.html
  • A
    Ali
    $LITE conversation
    $LITE Soon We Will Journey Through $100...
  • J
    JAM
    $VFF conversation
    #Lite er Up, I agree with your synopsis re VFF. I believe the defining strength of a company is its leadership. As in…Buffet, Ma, Jobs/Cook, Bezos. Each one of these leaders were not only dynamic chance takers they were also very transparent in their forward looking. I put DeGiglio in this category as well. His track record since 1987, speaks for itself. Going forward VFF will be a MAJOR player in the HEMP industry. To me it will be a much larger than the ‘Marijuana Field’ no pun intended. I’ve have family in BC & have driven by the huge well maintained facility in Delta, really eye popping! I recently attended the MoneyShow in Las Vegas and the Cannabis Investing Event, was standing room only with people lined up at the door trying to hear the presentations. Not one investor in the room had heard of VFF. so when the news gets out and that could be at very, very soon, they’ll be in the same $ as Canopy + $40.00 ++. jmho glta
  • t
    tony
    Stocktwits posts are stating that analysts checks report $lite saying $cien problem is specific to them - anyone else have confirmation of this?
  • F
    Followup
    $AMD conversation
    Will be red tomorrow for tech sector particularly electronic supplier and semi sector, ripple affect of Apple cutting Q revenue estimate by 8% from just announced last month due to lagging sales in China & Asia. Apple suppliers like $SWKS, $LITE, $MU, $CY will feel the pain. Tiny Donnie was proud and took credit for China economic and global downturn, but the ripple and time eventually arrive and now it will hit home. If the China trade deal is off – recession, if the trade deal is reached it would probably take 2 Qs to recover.

    Hopefully good news by Dr Su at the CES will keep AMD afloat & rising.
    GLTA.
  • c
    charles
    $OCLR conversation
    Andrew Schmidt "OCLARO sold to Lumentum. We just got our OFC surprise news. I think someone else steps up - I think there are better combos than $LITE $OCLR

    7:19 AM - 12 Mar 2018 from San Diego, CA
  • m
    msumak
    Inseego Corp.
    Lumentum, Qualcomm facing new Huawei pressure - Goldman https://seekingalpha.com/news/3542148?source=ansh $LITE, $QCOM
    Goldman Sachs analyst Rod Hall says the expanded U.S. case against Huawei could ding Lumentum (NASDAQ:LITE), which attributed 13% of its Q2 sales to Huawei.Hall also sees potential damage to Qualcomm'
    Goldman Sachs analyst Rod Hall says the expanded U.S. case against Huawei could ding Lumentum (NASDAQ:LITE), which attributed 13% of its Q2 sales to Huawei.Hall also sees potential damage to Qualcomm'
    seekingalpha.com
  • A
    AIKIDO
    AAOI wooow CNBC report uptick in data center buying, Zacks saying positive earnings this low float stock could explode, $LITE $CSCO $NPTN should take advantage of cheap buyout here
  • W
    Will
    Apple Inc.
    Another Apple supplier cuts guidance https://seekingalpha.com/news/3410129?source=ansh $AAPL, $QRVO, $LITE, $JPDYY, $SWKS
    Austria-based 3D imaging supplier AMS becomes the latest Apple (AAPL +1.8%) supplier to cut its guidance, citing “recent demand changes from a major consumer customer.” AMS says the “increasing volat
    Austria-based 3D imaging supplier AMS becomes the latest Apple (AAPL +1.8%) supplier to cut its guidance, citing “recent demand changes from a major consumer customer.” AMS says the “increasing volat
    seekingalpha.com
  • A
    Amit
    Hearing rumours about $AAPL acquiring $LITE.