Lumentum: The Rally May Not Be Over

Impact · against what's priced in

The article provides no new catalysts for Lumentum as the reported Q4 revenue and margin beats are already fully reflected in the current share price. Similarly, the comparison to Coherent is a valuation observation rather than a fundamental change to Coherent's operational assumptions.

COHR+0.00: Doesn't touch the price's assumptions
In context: The article mentions Coherent only to contrast its valuation with Lumentum's EPS growth, offering no new data on Coherent's specific drivers like InP technology or backlog conversion.
What COHR's price assumes · Sep 4

earnings▲26%
valuation▲18%
semiconductors▲8%
revenue growth
ai
infrastructure
COHR

Lumentum: The Rally May Not Be Over

What matters in this story

Fortinet Turned $1,000 Into $24,579 in a Decade While the S&P 500 Delivered $3,585

Lumentum: The Rally May Not Be Over

What matters in this story

Fortinet Turned $1,000 Into $24,579 in a Decade While the S&P 500 Delivered $3,585

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Lumentum: The Rally May Not Be Over

What matters in this story

Next reads from the same story arc

Fortinet Turned $1,000 Into $24,579 in a Decade While the S&P 500 Delivered $3,585

Lumentum: The Rally May Not Be Over

What matters in this story

Next reads from the same story arc

Fortinet Turned $1,000 Into $24,579 in a Decade While the S&P 500 Delivered $3,585

How each ticker is affected

Connected tickers

Track these names every morning.

The AI Chip Revolution Wouldn't Be Possible Without This Company

Micron: The Memory Equity Cycle Is At Its Zenith

Wall Street Expects S&P 500 Profit Growth to Collapse From 35% to 15% in 2027

With Shares Down 41% This Year, Could Buying SoundHound AI (SOUN) Stock Today Set You Up for Life?