Technology · Communication Equipment · NASDAQ
| Market cap | $48.84B |
|---|---|
| Trailing P/E | 45.5 |
| Price / book | 10.3 |
| Price / sales | 16.2 |
| FCF yield | 0.8% |
| Dividend yield | — |
| Gross margin | 41.7% |
| Operating margin | 17.8% |
| Net margin | -230.1% |
| Revenue growth (YoY) | +83.2% |
| Revenue growth (3-yr annual) | +19.5% |
| EPS growth (YoY) | +308.3% |
| FCF/share growth (YoY) | — |
| Beta | 1.5 |
| Exchange | NASDAQ |
| Sector | Technology |
| Industry | Communication Equipment |
Next report: Feb 2, 2027 (Q2 2027, EPS estimate $4.22). Beat the EPS estimate in 4 of 4 recent quarters.
| Quarter | Reported | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|---|
| Q1 2027 | Nov 2, 2026 | $4.57 | $4.22 | +8.3% | $1.26B |
| Q4 2026 | Aug 11, 2026 | $3.23 | $2.97 | +8.8% | $1.01B |
| Q3 2026 | May 5, 2026 | $2.37 | $2.27 | +4.4% | $808.40M |
| Q2 2026 | Feb 3, 2026 | $1.67 | $1.41 | +18.4% | $665.50M |
Median target $1,168.00 from 26 analysts, ranging $685.00 – $1,425.00.
| Ticker | Company | Market cap | P/E |
|---|---|---|---|
| CSCO | Cisco Systems | $370.01B | 21.7 |
| MSI | Motorola Solutions | $85.07B | 30.2 |
| HPE | Hewlett Packard Enterprise | $59.43B | 17.9 |
| NOK | Nokia Oyj | $43.35B | 17.8 |
| UI | Ubiquiti | $35.87B | 33.3 |
| CIEN | Ciena | $34.51B | 40.5 |
| ERIC | Telefonaktiebolaget LM Ericsson | $33.25B | 13.3 |
| ZBRA | Zebra Technologies | $15.16B | 15.8 |
Lumentum trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →
| Member | Chamber | Trade | Amount | Disclosed |
|---|---|---|---|---|
| Gilbert Cisneros | House | Sell | $1,001 - $15,000 | Sep 4, 2026 |
| Alan Armstrong | Senate | Buy | $1,001 - $15,000 | Jul 21, 2026 |
| Josh Gottheimer | House | Buy | $1,001 - $15,000 | Jun 3, 2026 |
| Gilbert Cisneros | House | Buy | $1,001 - $15,000 | May 8, 2026 |