Lumentum Holdings Inc. (LITE): A Bull Case Theory
We came across a bullish thesis on Lumentum Holdings Inc. on Bullseye Investing’s Substack. In this article, we will summarize the bulls’ thesis on LITE.
Lumentum Holdings Inc. (LITE)
Market is closed
Sector: Technology
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Broad Peak Investment Holdings Hyder Ahmad | 433,780 | $70,580,344 | 19.69% | |
| 2. | Ariose Capital Yi Xin | 97,609 | $15,881,960 | 5.33% | |
| 3. | 1,745,000 | $2,939,836 | 0.14% | ||
| 4. | 0 | $0 | 0% |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $124.86 | 3,281 | $409,665.66 | 101,273 | 2025-08-27 | Filing | |
| $124.39 | 3,282 | $408,247.98 | 104,554 | 2025-08-26 | Filing | |
| $124.39 | 2,526 | $314,209.14 | 77,087 | 2025-08-26 | Filing | |
| $119.25 | 3,282 | $391,378.50 | 107,836 | 2025-08-25 | Filing | |
| $117.36 | 1,100 | $129,092.04 | 33,465 | 2025-08-22 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 149,765,000 | $208,922,175 | 0.21% | |
| 2. | 67,564,000 | $94,324,313 | 0.7% | |
| 3. | 556,358 | $90,525,011 | 0.09% | |
| 4. | 471,048 | $76,644,220 | 1.72% | |
| 5. | 441,100 | $71,771,381 | 6.55% |
News See All
Lumentum Expands Optical Circuit Switch Line with R64 Platform for AI Data Centers
Lumentum Holdings Inc. (NASDAQ:LITE) is one of the best performing large cap stocks to buy.
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Lumentum Holdings Inc. (NASDAQ:LITE) Q4 2025 Earnings Call Transcript
Operator: Good day, everyone, and welcome to the Lumentum Holdings Fourth Quarter Fiscal Year 2025 Earnings Call.
Rosenblatt Raises Lumentum (LITE) Price Target, Keeps Buy Rating
Rosenblatt analysts have a positive outlook for the company’s financial performance in the future. The analysts increased the firm’s earnings per share estimates for Lumentum Holdings Inc.
Stifel Maintains Buy Rating on Lumentum (LITE), Raises Price Target to $100
On June 5, Stifel analysts lifted their price target for Lumentum Holdings Inc. (NASDAQ:LITE) to $100 from $85 while maintaining a ‘Buy’ rating.
Raymond James Lifts Lumentum (LITE) Price Target to $90, Maintains Strong Buy Rating
On June 4, Raymond James analysts raised their price target for Lumentum Holdings Inc. (NASDAQ:LITE) to $90 from $80 while maintaining a ‘Strong Buy’ rating.
Lumentum Holdings Inc. (NASDAQ:LITE) Q3 2025 Earnings Call Transcript
Operator: Good day, everyone. And welcome to the Lumentum Holdings Third Quarter Fiscal Year 2025 Earnings Call. All participants will be in listen mode only.
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