Lumentum Holdings Inc.

Company Details:

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

Related Research

  • 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)
  • 05/02/16 Update Industry Update: Optical Components - 1Q Earnings Season Week #1 Highlights (CIEN, FNSR, IPHI, LITE, NPTN, OCLR)
  • 04/13/16 Morning Note B. Riley AM Note: APPS, ASML, BOOT, DMD, IDCC, INTC, LLTC, LRCX, MCFT, MXIM, OUTR; Exhibitors (AMC, CKEC, CNK, DWA, IMAX, LGF, MCS, NCMI, RGC), Optical Components (FNSR, IPHI, LITE), The Weiser Consumer (CL, JAKK, MAT, NWL, PG, PRGO, WDFC)
  • 04/13/16 Update Industry Update - Optical Components: JNPR’s Negative Preannouncement and VZ’s Strike (CIEN, FNSR, IPHI, LITE, NPTN, OCLR)
  • 04/01/16 Update B. Riley & Co. April Focus List Update: ABTL, BV, CHKE, DKS, IMAX, ISIL, KTOS, LITE, MCFT, NTRI, TACT, TNAV,
  • 04/01/16 Morning Note B. Riley AM Note: CKEC, FC, MRVL, MXIM, ROVI, SLAB, SWKS, VPG; April Focus List Update (ABTL, BV, CHKE, DKS, IMAX, ISIL, KTOS, LITE, MCFT, NTRI, TACT, TNAV, VVI)
  • 03/28/16 Morning Note B. Riley AM Note: AMC, CKEC, FINL, HEAR, KTOS, OUTR, ROVI, SIX, TIVO; Optical Components (CIEN, FN, FNSR, GIG, IIVI, IPHI, LITE, NPTN, OCLR)
  • 03/28/16 Update B. Riley & Co. Industry Update - Optical Components: OFC Wrap (CIEN, FN, FNSR, GIG, IIVI, IPHI, LITE, NPTN, OCLR)
  • 03/18/16 Update Industry Update: Optical Components OFC Preview (AFOP, CIEN, FN, FNSR, IPHI, LITE, NPTN, OCLR)
  • 03/18/16 Morning Note B. Riley AM Note: ACLS, GES, LRCX, NWL, SQNS, TLYS; Optical Components (AFOP, CIEN, FN, FNSR, IPHI, LITE, NPTN, OCLR)
  • 03/09/16 Update Industry Update: Assessing ZTE’s Ban Effects on the Optical Industry (FN, FNSR, GIG, LITE, NPTN, OCLR)
  • 03/01/16 Desk Report B. Riley & Co. March Focus List Update: ABTL, BV, CHKE, DKS, IMAX, ISIL, KTOS, LITE, MCFT, NTRI, TACT, TNAV, VVI
  • 02/25/16 Update B. Riley & Co. February Focus List Update: ABTL, CHKE, IMAX, ISIL, KTOS, LITE, MCFT, NTRI, TNAV
  • 02/23/16 Update B. Riley & Co. February Focus List Update: ABTL, BV, CHKE, IMAX, ISIL, KTOS, LITE, NTRI, TNAV
  • 02/22/16 Update B. Riley & Co. February Focus List Update: BV, CHKE, IMAX, ISIL, KTOS, LITE, NTRI, RUBI, TNAV
  • 02/22/16 Morning Note B. Riley AM Note: ARC, ARTX, CTG, DMRC, FORM, IMAX, ISIL, JAKK, TROX, VFC, XCRA; Consumer Products (FLWS, FTD, NTRI), February Focus List Update (NTRI), Optical Components (AFOP, FN, FNSR, LITE, NPTN, OCLR), The Weiser Consumer (JAKK, NWL, PG, PRGO)
  • 02/22/16 Update Industry Update: Wireless and Optical’s Yin and Yang Relationship (AFOP, FN, FNSR, LITE, NPTN, OCLR)
  • 02/12/16 Update B. Riley & Co. February Focus List Update: BV, CHKE, FLWS, IMAX, ISIL, KTOS, LITE, RUBI, TNAV
  • 02/05/16 Update B. Riley & Co. February Focus List: BV, CHKE, FLWS, IMAX, ISIL, KTOS, LITE, MWW, RUBI, TNAV
  • 02/05/16 Update LITE ($22.20, Buy; $31.50 PT): Delivers Solid F2Q Results and Strong F3Q Outlook; Raising EPS Estimates and PT from $28.00 to $31.50; Adding to Focus List; Reiterate Buy
  • 02/05/16 Morning Note B. Riley AM Note: BLKB, CALD, COTY, CSCD, DECK, EMKR, FORM, HZO, KE, LGF, LITE, MFLX, OUTR, PBH, UTEK, VSAT, VVI
  • 02/02/16 Morning Note B. Riley AM Note: APPS, CAMP, CKEC, COTY, DECK, ELNK, FN, GOOGL, HEAR, KE, LITE, MAT, NSSC, RLD, RTEC
  • 02/02/16 Update LITE ($20.43, Buy; $28.00 PT): Earnings Preview: Expect F2Q/F3Q Results/Outlook to be In Line or Better; ROADMs in Two Major Cycles; Reiterate Buy
  • 01/13/16 Update B. Riley & Co. Top Picks for 2016: ACLS, BV, FINL, GSM, HZO, IPAR, JBL, LITE, MESG, NAME, PRMW, ROVI, SYRX, VPG
  • 01/13/16 Update Industry Update: LITE and OCLR - Our Top Optical Picks for 2016 (AFOP, CIEN, FN, FNSR, GIG, LITE, NPTN, OCLR)
  • 01/13/16 Morning Note B. Riley AM Note: ACLS, COTY, DMRC, HEAR, IPAR, LOV, RCKY, RLD; 2016 Top Picks (ACLS, BV, FINL, GSM, HZO, IPAR, JBL, LITE, MESG, NAME, PRMW, ROVI, SYRX, VPG), Optical Components (AFOP, CIEN, FN, FNSR, GIG, LITE, NPTN, OCLR)
  • 12/17/15 Update Industry Update: Optical Components - Rising Demand Tightens Supply Chain
  • 12/17/15 Morning Note B. Riley AM Note: JBL, NTRI, P; Optical Components (AFOP, CIEN, FN, FNSR, GIG, LITE, NPTN, OCLR)
  • 11/11/15 Morning Note B. Riley AM Note: AMRK, BOOT, EVOL, HEAR, III, IPAR, ITI, LGF, LITE, RNWK, SPA, SWKS
  • 11/11/15 Update LITE ($16.54, Buy; $28.00 PT): Solid F1Q/F2Q Results/Outlook; Telecom Gaining Momentum; Raising EPS Estimates and PT from $27.25 to $28.00; Reiterate Buy
  • 11/06/15 Morning Note B. Riley AM Note: ABTL, AOSL, BRKS, CALD, CNK, COTY, CROX, CVU, DMD, DWA, EMKR, EXAR, FARM, GSM, KE, KTOS, KW, LITE, NVDA, PBH, PLXS, RELY, RNWK, STMP, SWKS, TACT, TROX, TRUE, UEIC; Internet (APPS, NAME)
  • 11/06/15 Update LITE ($16.35, Buy; $27.25 PT): Earnings Preview: Led by 100G, Expect F1Q/F2Q Results/Guide to be In Line; Reiterate Buy
  • 10/26/15 Update Industry Update: Optical Components - 3Q Earnings Season Week #1 Highlights
  • 10/05/15 Morning Note B. Riley AM Note: IPAR, JCP, MAT, SYRX; Optical Components (AFOP, CIEN, FN, GIG, LITE, NPTN, OCLR)