Lumentum CEO Michael Hurlston: Our demand couldn't be stronger but we're seeing a massive sell-off

Impact · against what's priced in

The CEO's confirmation of strong demand for Lumentum is a non-event for the stock price as hyper-growth is already baked into current valuations. The mention of a 'massive sell-off' is a commentary on price momentum rather than a shift in business fundamentals.

LITE+0.00: Already priced in
The price assumes: The current Q1 revenue guidance of $1.23–$1.27 billion, implying over 130% growth.

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