Seeking Alpha
13 Oct 2026, 06:25 UTC · 1h ago
Lumentum: The Free Cash Flow Inflection I'm Betting On
Impact · against what's priced in
The article provides no catalyst for Lumentum as its growth and liquidity claims are already baked into the current valuation. The projected 70% revenue growth for FY2027 is specifically what the market is currently discounting in favor of a more conservative 38.4% CAGR, making the author's 'bet' a reflection of the existing gap between the stock price and analyst targets rather than new information.
- LITE+0.10
Challenges what's priced in
- The price assumes
Sustained revenue growth above 38.4% through FY2027 and beyond
The author's projection of 70% revenue growth for FY2027 supports a growth trajectory that the market is currently declining to pay for, as the price only assumes a 38.4% CAGR.
What LITE's price assumes · Sep 4
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