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LITE AI Data Center Fabric

Lumentum

AI datacenter optics

Detail page

Optical interconnect is becoming a bigger AI datacenter constraint as cluster size and bandwidth rise.

Price $538.59
1D change +5.67%
Market cap $48.84B
Sector Technology

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Metric LITE
Price $538.59
1D Change +5.67%
Market Cap $48.84B
Enterprise Value $48.30B
Trailing P/E -6.0
Forward P/E 13.5
PEG Ratio 0.63x
Price / Sales 13.0
EV / Revenue 12.9
Revenue Growth 136.5%
Earnings Growth 6980.0%
Gross Margin 48.0%
Operating Margin 28.0%
Net Margin -175.8%
ROE -245.8%
Free Cash Flow $142.8M
FCF Margin 3.8%
Debt / Equity 0.31x
Current Ratio 1.61x
Dividend Yield 0.00%
Next Earnings Feb 02, 2027
Quarterly Revenue $1.26B
Revenue QoQ +25.5%
Quarterly Net Income $360.3M
Net Income QoQ +105.0%

LITE thesis lens

AI datacenter optics

Why it could benefit

  • Optical interconnect is becoming a bigger AI datacenter constraint as cluster size and bandwidth rise.
  • Lumentum adds exposure to the photonics layer rather than just the switch or accelerator.
  • That makes it useful if the next wave of AI bottlenecks shifts from compute to connectivity and optics.

Moat / edge

  • Photonics and optical-component expertise in a demanding market.
  • Positioning in a layer of the stack that becomes harder to ignore as systems scale.
  • Strategic relevance if large AI platforms push harder into optical networking.

What to watch

  • Cloud and AI optics demand versus telecom weakness.
  • Product mix and margin recovery.
  • How quickly optical buildouts become material in AI infrastructure.

Key risks

  • Optics can still be timing-sensitive and program-dependent.
  • The company has other end markets that can muddy the AI signal.