What podcasts say about Lumentum Holdings Inc.
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Lumentum Holdings Inc.
9 statements · 8 positive · 1 negative
Analysts are positive on Lumentum after its fourth-quarter results.
“Analysts are positive on the maker of optimal optical equipment after it reported fourth quarter results.”
Open the episode · Closing Bell: CoreWeave Surges, Home Depot Lags, US Antimony DeclinesListen at 2:29
Lumentum benefits from AI-driven demand for faster data movement
“It's benefiting from the AI boom's need to move data”
Open the episode · AI Boost; Lumentum and Cava JumpListen at 2:45
Lumentum’s fourth-quarter results exceeded expectations.
“The the fourth quarter results beat expectations.”
Open the episode · CoreWeave Soars, Super Micro Computer Jumps, Lumentum Rises After Strong Earnings ResultsListen at 2:46
Lumentum’s outlook exceeded consensus expectations.
“Outlook was also above consensus.”
Open the episode · CoreWeave Soars, Super Micro Computer Jumps, Lumentum Rises After Strong Earnings ResultsListen at 2:49
Lumentum’s ability to obtain needed inputs limits its response to demand.
“The ability for Lumentum to get its hands on what it needs to build out to that demand seems to be the major limiting factor”
Open the episode · AI Boost; Lumentum and Cava JumpListen at 3:24
Lumentum beat key quarterly metrics and guided revenue above analyst expectations.
“So it looks like for the most recent quarter it did beat on most of the key metrics and at least right now on the revenue guidance. So going forward it also does appear to be coming in above what the street was looking for.”
Open the episode · Closing Bell: Riot Platforms Rises, eToro Falls, Super Micro Delivers EarningsListen at 4:31
Barclays set Lumentum’s price target at $1,000.
“the price target is actually $1,000”
Open the episode · Lumentum Gains, Apple Falls, AMC Entertainment SoarsListen at 1:43
Barclays’ Lumentum price target implies nearly 40% upside from Friday’s close.
“that would imply close to a 40% increase from where the stock closed on Friday”
Open the episode · Lumentum Gains, Apple Falls, AMC Entertainment SoarsListen at 1:45
Lumentum will benefit from Meta’s expanded computing-power investment.
“Lumentum is part of this when you're thinking about the networking type of stocks that will benefit from a sector catalyst like this.”
Open the episode · Lumentum Surges, PepsiCo Falls, Meta SoarsListen at 2:04
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.