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Lumentum's SWOT analysis: laser tech firm rides AI wave amid stock volatility

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Summary
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88% Informative

Lumentum Holdings Inc. (NASDAQ:LITE) has demonstrated remarkable momentum with a 56% return over the past year .

The company's market value has shown significant volatility, reflecting the dynamic nature of the tech sector.

Analysts estimate FY1 EPS at 1.81 , with a substantial jump to 4.20 for FY2, indicating strong growth expectations.

The push into the AI sector has become a focal point for investors and analysts alike.

Lumentum's strategic focus on AI presents a significant opportunity for future growth.

Investors will need to closely monitor the company's ability to convert its recent customer wins and technological advancements into tangible financial results.

The company's current valuation may be pricing in aggressive growth assumptions, and any shortfall in meeting these expectations could lead to a reassessment of the stock's value.