10/02/2024, 01:34 PM UTC
Lumentum Holdings:无问题实现季度收入目标Lumentum Holdings: No Issues Achieving Quarterly Revenue Target
1. 由于其积极增长潜力和近期发展,维持对Lumentum Holdings的买入评级;2. LITE的4Q24业绩和1Q25指引表明,在连续六个季度下降后,首次实现同比增长;3. 关键发展包括与一家主要云服务提供商的新800G收发器交易以及扩大EML制造能力以满足人工智能驱动的需求。1. Maintain a buy rating for Lumentum Holdings due to its positive growth potential and recent developments; 2. LITE's 4Q24 performance and 1Q25 guidance suggest the first y/y growth after six consecutive quarters of decline; 3. Key developments include a new 800G transceiver deal with a major cloud provider and expanding EML manufacturing capacity to meet AI-driven demand.
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