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Compute Stack AI Platforms Power Buildout Robotics
LITE Compute / Networking

Lumentum

AI datacenter optics

Detail page

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

Price $706.35
1D change -8.52%
Market cap $50.43B
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

Metric LITE
Price $706.35
1D Change -8.52%
Market Cap $50.43B
Enterprise Value $52.60B
Trailing P/E 204.1
Forward P/E 47.9
Price / Sales 24.0
EV / Revenue 25.0
Revenue Growth 65.5%
Earnings Growth —
Gross Margin 37.1%
Operating Margin 10.7%
Net Margin 12.0%
ROE 29.3%
Free Cash Flow $-21.3M
FCF Margin -1.0%
Debt / Equity 3.92x
Current Ratio 0.61x
Dividend Yield —
Next Earnings May 05, 2026
Quarterly Revenue $665.5M
Revenue QoQ +24.7%
Quarterly Net Income $78.2M
Net Income QoQ +1761.9%

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.