Lumentum Holdings Inc.

Company Details:

Company Symbol: LITE
Sector: Optical Components
Company Rating:
URL: https://www.lumentum.com/

Related Research

  • 10/06/17 Morning Note B. Riley AM Note: BRKS, RLH, STMP; Optical Components (ACIA, FN, FNSR, IPHI, LITE, OCLR, NPTN)
  • 10/06/17 Update Optical Components - China 100G Demand Could Double in 2018
  • 10/02/17 Update B. Riley & Co. Focus List: BV, CARB, DHX.B, KTOS, LITE, MRVL, OOMA, PRMW, TRUE
  • 10/01/17 Morning Note B. Riley AM Note: CARS, CSGP, DCO, EVLV, IMAX, KIRK, MAMS, NCMI, RDI, RLH, TLYS, ZUMZ; Focus List (BV, CARB, DHX.B, KTOS, LITE, MRVL, OOMA, PRMW, TRUE), Semi. Cap. Equipment (ACLS, BRKS, CAMT, FORM)
  • 09/22/17 Morning Note B. Riley AM Note: CALD, CARS (initiation), CVNA (initiation), GOOGL, LITE, OCLR, TXN
  • 09/01/17 Update B. Riley September Focus List Update (BV, CARB, DHX.B, KTOS, LITE, MRVL, OOMA, PRMW, TRUE)
  • 08/29/17 Morning Note B. Riley AM Note: AMSWA, CIEN, FNJN, FSNN, GSM; Internet (ABTL, TRUE), Optical Components (FNSR, LITE, OCLR)
  • 08/24/17 Update B. Riley AM Note: ADI, AIRG, AMSWA, EVLV, LITE, SMTC, TLYS
  • 08/23/17 Morning Note B. Riley AM Note: BLKB, DSW (upgrade), FARM, GDDY, IDCC, KIRK, TIVO; Optical Components (ACIA, FNSR, INFN, LITE, NPTN, OCLR)
  • 08/23/17 Update Optical Components 2Q Recap: Still Waiting…Hoping…For a China Recovery
  • 08/10/17 Update LITE ($57.40, Buy; $81.00 PT): 3D Sensing Ramping Ahead of Expectations; Raising EPS Estimates despite Weak Telecom; Raising PT from $77 to $81; Reiterate Buy
  • 08/10/17 Morning Note B. Riley AM Note: AOSL, ARTX, CLRO, FSNN, HCHC, JCP, LITE, LRCX, PCOM, PDVW, RELY, VIAV, VRS, VSAT
  • 08/03/17 Morning Note B. Riley AM Note: BRKS, CVU, FORM, GRPN, IIVI, KEM, KLIC, LITE, NCMI, NSIT (upgrade), OCLR, RTEC, STMP, UFAB, ZUMZ
  • 08/03/17 Update LITE ($61.70, Buy; $77.00 PT): Earnings Preview: Expect In Line Results/Outlook; 3D Sensing Set to Ramp in F1Q; Reiterate Buy
  • 08/01/17 Update August Focus List Update: BV, CARB, DHX.B, KTOS, LITE, MRVL, OOMA, PRMW, TRUE
  • 08/01/17 Morning Note B. Riley AM Note: CAMT, BLKB, DCO, GRPN, HSKA, IVAC, NSIT, RLH, ROG, RTEC, SIMO, TIVO, XOXO; Focus List Update (BV, CARB, DHX.B, KTOS, LITE, MRVL, OOMA, PRMW, TRUE), Optical Components (ACIA, EMKR, INFN, NPTN, OCLR)
  • 07/14/17 Morning Note B. Riley AM Note: AMAT, AVGO, COHU, CSGP, INTC, KLAC, LRCX, NVDA, SWKS; Optical Components (ACIA, FNSR, INFN, LITE, NPTN, OCLR)
  • 07/14/17 Update Optical Components - Proceed With Caution Into 2Q Earnings Season as China Remains Weak
  • 07/05/17 Update B. Riley & Co. Focus List Update: BV, CARB, DHX.B, KTOS, LITE, MRVL, OOMA, TRUE
  • 07/05/17 Morning Note B. Riley AM Note: DHX.B, FARM, IMAX; July Focus List Update (BV, CARB, DHX.B, KTOS, LITE, MRVL, OOMA, TRUE)
  • 06/27/17 Morning Note B. Riley AM Note: BLKB, DMRC, FC, LITE, MRVL, PCTI, SONS (discontinuation), STMP
  • 06/27/17 Update LITE ($62.65, Buy; $77.00 PT): Incrementally Confident in 3D Sensing Opportunities; Raising FY18 Estimates, PT from $58.00 to $77.00; Reiterate Buy
  • 06/15/17 Update B. Riley & Co. Focus List Update: BV, CARB, IMAX, KTOS, LITE, MRVL, OOMA, TRUE
  • 06/15/17 Morning Note B. Riley AM Note: APPS, KEM, MPAA, NAME (downgrade), VRS; Focus List Update (BV, CARB, IMAX, KTOS, LITE, MRVL, OOMA, TRUE)
  • 06/01/17 Update B. Riley & Co. June Focus List Update: BV, CARB, DKS, IMAX, KTOS, LITE, MPAA, MRVL, OOMA, TRUE
  • 06/01/17 Morning Note B. Riley AM Note: ADI, CYTX, SMTC, ZUMZ; June Focus List (BV, CARB, DKS, IMAX, KTOS, LITE, MPAA, MRVL, OOMA, TRUE)
  • 05/18/17 Morning Note B. Riley AM Note: AEO, NCMI, OOMA, SRI; Optical Components (ACIA, IPHI, LITE, NPTN, OCLR)
  • 05/17/17 Update Industry Update: Optical Components - 2H Snapback Recovery Less Likely to Occur (ACIA, IPHI, LITE, NPTN, OCLR)
  • 05/05/17 Update LITE ($47.00, Buy; $58.00 PT): China Slowdown Negated by 3D Sensing; Raising FY18 EPS Estimate Despite Lowering Revenue Estimate; Raising PT from $53.50 to $58.00; Reiterate Buy
  • 05/05/17 Morning Note B. Riley AM Note: ABTL, ACLS, ARTX, BCOV, CALD, CARB, CTSO, DCO (upgrade), EMKR, IDSY, IMMR, INFN, KEM, KTOS, LFGR, LITE, NCMI, NLST, NTCT, PCMI, REIS, SENS, TREC, TST, TUES, UEIC, WEB; Exhibitors (AMC, CNK, IMAX, MCS, RDI, RGC)
  • 05/02/17 Update Industry Update - Optical Components Earnings Previews: LITE, EMKR, and INFN
  • 05/02/17 Update B. Riley & Co. May Focus List Update: BV, CARB, DKS, IMAX, KTOS, LITE, MPAA, MRVL, OOMA, TRUE
  • 05/02/17 Morning Note B. Riley AM Note: BLKB, DCO, HEAR, IDSY, IMMR, IVAC, JIVE (downgrade), KEM, KTOS, NCMI, NSIT, RLH, RTEC, STMP, TACT, TRUE, TUES, WEYS; May Focus List Update (BV, CARB, DKS, IMAX, KTOS, LITE, MPAA, MRVL, OOMA, TRUE), Optical Components (EMKR, INFN, LITE)
  • 04/13/17 Update Industry Update - Optical Components: Despite AAOI, Proceed with Caution into 1Q Earnings Season as 2Q is Off to a Slow Start (ACIA, CIEN, FN, FNSR, IIVI, IPHI, LITE, NPTN, OCLR)
  • 04/03/17 Update B. Riley & Co. April Focus List Update: BV, CARB, DKS, IMAX, KTOS, LITE, MPAA, MRVL, OOMA, PBH, TRUE
  • 03/27/17 Morning Note B. Riley AM Note: FINL, LGF.A, MCHP, NVDA, ON, SLAB, SMTC; EMS (BELFB, BHE, CLS, CTS, FLEX, IEC, JBL, KTCC, KE, PLXS, SANM, SPA), Exhibitors (AMC, CNK, IMAX, MCS, RDI, RGC), Optical Components (AXTI, CIEN, FN, FNSR, IIVI, IPHI, LITE, NPTN, OCLR)
  • 03/27/17 Update Industry Update: Optical Components - OFC Review, Incrementally Positive on IPHI and LITE on Significant Competitive Lead
  • 03/17/17 Morning Note B. Riley AM Note: AMRK (resuming coverage), ARTX, AXTI (downgrade), FINL, GSM, LLNW, NKE, NMRX, PFSW, RDI, SCVL; Focus List Update (BV, CARB, DKS, IMAX, KTOS, LITE, MPAA, MRVL, OOMA, PBH, TRUE), Optical Components (CIEN, FNSR, INFN, LITE, NPTN, OCLR)
  • 03/17/17 Update B. Riley & Co. Focus List Update: BV, CARB, DKS, IMAX, KTOS, LITE, MPAA, MRVL, OOMA, PBH, TRUE
  • 03/17/17 Update Industry Update - Optical Components: OFC Preview, Favor CIEN/3D Sensing Stocks as China Demand Wobbles (CIEN, FNSR, INFN, LITE, NPTN, OCLR)
  • 03/02/17 Update B. Riley & Co. March Focus List Update: BV, CARB, DKS, IMAX, KTOS, LITE, MPAA, MRVL, OOMA, PBH, PFSW, TRUE
  • 02/28/17 Desk Report B. Riley AM Note: AEO, AMC, CTSO, HEAR, ISIL (discontinuation), KTOS, MEI, MRVL, NTRI, PODD, SRI, STMP, SUP, TRUE; Optical Components (CIEN, FNSR, INFN, LITE, NPTN, OCLR), The Weiser Consumer (AVP, FLWS, JAKK, MAT, NWL, PBH)
  • 02/27/17 Update Industry Update: Optical Components Recap – Buy FNSR and LITE
  • 02/08/17 Morning Note B. Riley AM Note: AKAM, CALD, COTY, DHX, EMKR, EVLV, FARM, IMMR, IPHI, LITE, MCHP, SKX; The Weiser Consumer (EL, FLWS, FTD, MAT, NWL, PBH, TUP)
  • 02/08/17 Update LITE ($40.20, Buy; $53.50 PT): Despite Mixed Results/Outlook, LITE Remains our Top Optical Pick Based on Unique Growth Drivers; Raising EPS Estimates and PT from $51.75 to $53.50; Reiterate Buy
  • 02/03/17 Morning Note B. Riley AM Note: DECK, EL, FARM, FN, KEM, KLIC, LGF.A, LITE, P, PBH, PCMI, RNWK, RTEC, UTEK; Optical Components (FN, LITE), Software (BLKB, CALD, TYL)
  • 02/03/17 Update Industry Update: Optical Components - Earnings Previews for FN and LITE
  • 02/01/17 Update B. Riley & Co. February Focus List Update: BV, CARB, DKS, IMAX, KTOS, LITE, MPAA, MRVL, OOMA, PBH, PFSW, TRUE
  • 01/25/17 Update B. Riley & Co. Focus List Update: BV, CARB, DKS, IMAX, KTOS, LITE, MPAA, MRVL, OOMA, PBH, PFSW, TRUE
  • 01/10/17 Update B. Riley & Co. Top Ideas for 2017: BC, CARB, CTSO, DKS, HCHC, IMAX, LITE, MRVL, NVTR, OOMA, PBH, PRMW, SANM, STMP, TLYS, TRUE, VSAT
  • 01/05/17 Update Industry Update - LITE and FNSR: Our Top Optical Picks for 2017
  • 01/03/17 Update B. Riley & Co. January Focus List Update: BV, DKS, FLEX, IMAX, KTOS, LITE, MPAA, MRVL, PBH, PFSW, TNAV, TRUE
  • 01/03/17 Morning Note B. Riley AM Note: AKAM, BOOT (upgrade), GSM, IMAX, SPCB, TUP, VVI; Exhibitors (AMC, CNK, IMAX, MCS, RDI, RGC), Focus List (BV, DKS, FLEX, GSM, IMAX, KTOS, LITE, MPAA, MRVL, PBH, PFSW, TNAV, TRUE), Internet (AKAM, LLNW, TRUE, WEB), Media (EVLV, RDI, RLH)
  • 12/01/16 Update B. Riley & Co. December Focus List Update: BV, DKS, FLEX, GSM, KTOS, LITE, MPAA, MRVL, PBH, PFSW, TIVO, TNAV, TRUE
  • 12/01/16 Morning Note B. Riley AM Note: AEO, BV, GES, IVAC, MCHP, MRVL, SANM, SMTC, TLYS, TYPE; December Focus List (BV, DKS, FLEX, GSM, KTOS, LITE, MPAA, MRVL, PBH, PFSW, TIVO, TNAV, TRUE)
  • 11/28/16 Update B. Riley & Co. Focus List Update: BV, DKS, FLEX, KTOS, LITE, MPAA, MRVL, PBH, PFSW, TIVO, TNAV, TRUE, VVI
  • 11/16/16 Morning Note B. Riley AM Note: AMC, COHU, DKS, EL, EVLV, FNJN, IMAX, KLIC, MAMS, SBH, UFAB, UTEK; Optical Components (FNSR, IIVI, LITE, VIAV)
  • 11/16/16 Update Industry Update: Optical Components - IIVI’s 3D Sensing TAM is the Largest in our Optical Coverage (FNSR, IIVI, LITE, VIAV)
  • 11/10/16 Update B. Riley & Co. Focus List Update: BV, DKS, FLEX, KTOS, LITE, MPAA, MRVL, PBH, PFSW, TIVO, TLYS, TNAV, TRUE, VVI
  • 11/04/16 Update B. Riley & Co. Focus List Update: BV, DKS, FLEX, KTOS, LITE, MEI, MRVL, PBH, PFSW, TIVO, TLYS, TNAV, TRUE, VVI
  • 11/01/16 Update B. Riley & Co. November Focus List Update: ABTL, BV, DKS, FLEX, KTOS, LITE, MEI, MRVL, PBH, PFSW, TIVO, TLYS, TNAV, VVI
  • 10/28/16 Morning Note B. Riley AM Note: AMAT, AVGO, BC, CL, COLM, COHU, CSGP, DECK, DHX, FLEX, FORM, GOOGL, HSKA, IDCC, KTOS, LITE, MCS, NLS, NTCT, OCLR, OSIS, PCTI, PFSW, PLXS, PRGX, PRMW, RGC, SIMO, SPCB, SRI, SQNS, TNAV, TST, TUES, TYL, VVI; The Weiser Consumer
  • 10/28/16 Update LITE ($38.90, Buy; $51.75 PT): Delivers Strong/Solid F1Q/F2Q Results/Outlook Despite Supply Issue; Optical Demand Remains Strong; Raising Estimates and PT from $50.00 to $51.75; Reiterate Buy
  • 10/20/16 Update Industry Update: Optical Components - Earnings Previews For LITE, AXTI, and IIVI
  • 10/20/16 Morning Note B. Riley AM Note: ASML, LRCX, INTC, MAT; Optical Components (AXTI, IIVI, LITE)
  • 10/03/16 Update B. Riley & Co. October Focus List Update: ABTL, BV, DKS, KTOS, LITE, MEI, MRVL, PBH, PFSW, SANM, TIVO, TNAV, VVI
  • 10/03/16 Morning Note B. Riley AM Note: JAKK, JCP, LGF; October Focus List Update (ABTL, BV, DKS, KTOS, LITE, MEI, MRVL, PBH, PFSW, SANM, TIVO, TNAV, VVI)
  • 09/30/16 Update LITE ($41.36, Buy; $50.00 PT): Optical Demand Remains Strong; 3D Sensing a Possible Major Catalyst in 2017; Raising Estimates and PT from $41.50 to $50.00; Reiterate Buy
  • 09/30/16 Update Industry Update - Optical Components: 3D Sensing Could be the Second Catalyst for Those with VCSEL Technology (AXTI, FNSR, IIVI, LITE)
  • 09/30/16 Morning Note B. Riley AM Note: ADI, CAMP, JBL, KE, KEM; Optical Components (AXTI, FNSR, LITE), Semiconductors (AOSL, EXAR, SLAB, SMTC, SQNS), The Weiser Consumer (COTY, MAT, PBH, PRGO, TUP)
  • 09/01/16 Update B. Riley & Co. September Focus List Update: ABTL, BV, DKS, JCP, KTOS, LITE, MEI, MRVL, PBH, ROVI, TACT, TNAV, VVI
  • 08/26/16 Update Industry Update: Optical Components - Before October Rally, Beware of September Volatility (CIEN, FN, FNSR, INFN, IPHI, LITE, NPTN, OCLR)
  • 08/26/16 Morning Note B. Riley AM Note: AMSWA, FLWS, GSM, HEAR, ISIL, MEI, MRVL, NKE (downgrade), ON, WWW, XCRA; Boardsport (DECK, NKE, VFC), Footwear (COLM, CROX, DECK, VFC, WEYS, WWW), Internet (ABTL, TRUE), Optical Components (CIEN, FN, FNSR, INFN, IPHI, LITE, NPTN, OCLR)
  • 08/18/16 Update Industry Update: Optical Components (CIEN, FN, FNSR, IPHI, LITE, NPTN, OCLR)
  • 08/11/16 Update B. Riley & Co. August Focus List Update: ABTL, BV, DKS, ISIL, KTOS, LITE, MEI, PBH, ROVI, TACT, TNAV, VVI
  • 08/11/16 Morning Note B. Riley AM Note: AMAT, AOSL (upgrade), ASML, IEC, KLAC, LOV, LRCX, RELY, RTEC, STMP; Retail Apparel (AEO, GES, JCP, KIRK, TLYS, TUES); Focus List (ABTL, BV, DKS, ISIL, KTOS, LITE, MEI, PBH, ROVI, TACT, TNAV, VVI)
  • 08/10/16 Update LITE ($32.13, Buy; $41.50 PT): Delivers Strong F4Q/F1Q Results/Outlook Despite Capacity Constraints; Metro Cycle Just Getting Started; Raising Estimates and PT from $33.00 to $41.50; Reiterate Buy
  • 08/10/16 Morning Note B. Riley AM Note: APPS, CNK, ELNK, FNJN, HCHC, HDSN, HEAR, IPAR, LITE, MPAA (downgrade), MWW (downgrade), NAME, RDNT, RELY, ROG, VIAV, VPG, VSAT, YELP; Boardsport (DECK, NKE, VFC)
  • 08/05/16 Update Industry Update: Optical Components Earnings Previews for IPHI, NPTN and LITE
  • 08/05/16 Morning Note B. Riley AM Note: ABTL, CBR, CSOD, CVU, DCO, DMD, EMKR, FTD, HEAR, IDSY, IEC, III, IMMR, ITI, KE, KTOS, KW, LGF, LIOX, MRVL, MWW, NMRX, NVDA, PBH, PFSW, REIS, TACT, TREC, TROX, TRUE, UEIC; Internet (APPS, NAME, YELP), Optical Components (IPHI, LITE, NPTN)
  • 08/01/16 Update B. Riley & Co. August Focus List Update: ABTL, BV, DKS, ISIL, KIRK, KTOS, LITE, MEI, PBH, ROVI, TACT, TNAV, VVI
  • 07/29/16 Update Industry Update: Optical Components - Analysis of INFN’s Mess; Earnings Previews of OCLR and IIVI (CIEN, FN, FNSR, IIVI, INFN, IPHI, LITE, NPTN, OCLR)
  • 07/01/16 Desk Report B. Riley & Co. July Focus List Update: ABTL, BV, DKS, ISIL, KIRK, KTOS, LITE, MEI, PBH, ROVI, TACT, TNAV, VVI
  • 06/24/16 Morning Note B. Riley AM Note: AMSWA, JCP, MEI, P, ROG; Focus List Update (ABTL, BV, DKS, ISIL, KIRK, KTOS, LITE, MEI, PBH, ROVI, TACT, TNAV, VVI)
  • 06/24/16 Update B. Riley & Co. June Focus List Update: ABTL, BV, DKS, ISIL, KIRK, KTOS, LITE, MEI, PBH, ROVI, TACT, TNAV, VVI
  • 06/13/16 Desk Report B. Riley & Co. June Focus List Update: ABTL, BV, DKS, ISIL, KIRK, KTOS, LITE, PBH, ROVI, TACT, TNAV, VVI
  • 06/01/16 Update B. Riley & Co. June Focus List Update: ABTL, BV, DKS, ISIL, KIRK, KTOS, LITE, NTRI, ROVI, TACT, TNAV, VVI
  • 05/31/16 Morning Note B. Riley AM Note: DSW, GES, LGF, NPTN, SYRX, TLYS, VSAT; Optical Components (IPHI, LITE, OCLR)
  • 05/31/16 Update Industry Update - Optical Components: B. Riley Conference Highlights (AXTI, IIVI, IPHI, LITE, OCLR)
  • 05/20/16 Morning Note B. Riley AM Note: ACLS, AMAT, DKS, EGHT, FNJN, GSM, IVAC, JAKK, MRVL, REIS, SSI, XCRA; Optical Components (CIEN, FNSR, IPHI, LITE, OCLR)
  • 05/20/16 Update Industry Update - Optical Components: Negative Report from OTR Slams the Optical Group (CIEN, FNSR, IPHI, LITE, OCLR)
  • 05/13/16 Update B. Riley & Co. May Focus List Update: ABTL, BV, CHKE, DKS, ISIL, KTOS, LITE, MCFT, NTRI, ROVI, TACT, TNAV, VVI
  • 05/09/16 Update Industry Update: Optical Components 1Q Earnings Season Week #2 Highlights (CIEN, FN, FNSR, IPHI, LITE, NPTN, OCLR)
  • 05/09/16 Morning Note B. Riley AM Note: AMRK, APPS, ARTX, CLRO, CROX, DCO, MFLX, NLS, NVDA, RDEN, REIS, STMP, VPG, WYY, YELP; Exhibitors (AMC, CKEC, CNK, DWA, IMAX, LGF, MCS, NCMI, RGC), Internet (DMD, NAME), Optical Components (CIEN, FN, FNSR, IPHI, LITE, NPTN, OCLR)
  • 05/05/16 Update LITE ($25.00, Buy; $33.00 PT): Delivers Solid F3Q/F4Q Results/Outlook Despite Capacity Constraints; Raising EPS Estimates and PT from $31.50 to $33.00; Reiterate Buy
  • 05/05/16 Morning Note B. Riley AM Note: ACW, AOSL, CLX, CSOD, DTSI, EL, EMKR, GDDY, HDSN, III, KE, KLIC, KTOS, LITE, MBUU, MCHP, NCMI, NSSC, OCLR, PCOM, PFSW, SPA, SRI, TACT, TST, VSAT, WEYS, XOXO, ZUMZ
  • 05/04/16 Update B. Riley & Co. May Focus List Update: ABTL, BV, CHKE, DKS, IMAX, ISIL, KTOS, LITE, MCFT, NTRI, TACT, TNAV, VVI
  • 05/03/16 Update LITE ($25.50, Buy; $31.50 PT): Earnings Preview: Expect F3Q/F4Q Results/Outlook to be In Line or Better; ROADMs in Two Major Cycles; Reiterate Buy
  • 05/03/16 Morning Note B. Riley AM Note: ACLS, AVP, AXTI, FARM, CKEC, ELNK, FN, FTD, HDSN, IDSY, IMMR, IVAC, LGF, LITE, MWW, PCTI, RDEN, ROG, ROVI, RTEC, SBH, SRI, TIVO, TYL, WEYS; The Weiser Consumer (CL, FLWS, NWL, PG, PRGO)
  • 05/02/16 Morning Note B. Riley AM Note: AMC, ARC, AXTI, DRAD, FN, IL, JCP, KTOS, NEWP, NTRI, NWL, OCLR, PRMW, REIS, ROVI, RWNK, SWKS, TACT, TUES, TYPE, VFC, VIAV, VSAT; Exhibitors, Optical (CIEN, FNSR, IPHI), Semis/SemiCap (ACLS, CAMT, MCHP ), Software (CALD, CSOD, GUID, NTCT)