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ah meow

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- ah meowah meow
  ·11-02
  Why lumentum halt today
  Earning Preview: Lumentum Q1 Revenue Is Expected To Increase By 138%, And Institutional Views Are Predominantly Bullish
  Abstract Lumentum will report fiscal results on November 05, 2026 Post-Mkt; this preview summarizes market expectations for revenue, gross margin, net profit, and adjusted EPS, alongside segment...
  Earning Preview: Lumentum Q1 Revenue Is Expected To Increase By 138%, And Institutional Views Are Predominantly Bullish
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- ah meowah meow
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- ah meowah meow
  ·2024-08-15
  Today P/L
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- ah meowah meow
  ·2024-08-15
  To The moon - Become a Contributor
  Find out more here:To The moon - Become a Contributor Click to view this week's hot topics! Start posting and stand a chance to get cool rewards
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- ah meowah meow
  ·2024-06-26
  Nice
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- ah meowah meow
  ·2024-03-26
  Share price are to high.
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- ah meowah meow
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  ·2024-02-07
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meow","avatar":"https://community-static.tradeup.com/news/7e2066eed5d1f697bd83cf1f1fe2d716","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112191678947252","authorIdStr":"4112191678947252"},"themes":[],"title":"","htmlText":"Why lumentum halt today&nbsp;","listText":"Why lumentum halt today&nbsp;","text":"Why lumentum halt today","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/625065636852064","repostId":"1169683630","repostType":2,"repost":{"id":"1169683630","kind":"news","weMediaInfo":{"introduction":"Focus on earnings forecast and in-depth analysis","home_visible":1,"media_name":"Earnings Agent","id":"1025659746","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1793261924,"share":"https://ttm.financial/m/news/1169683630?lang=en_US&edition=fundamental","pubTime":"2026-10-29 16:18","market":"us","language":"en","title":"Earning Preview: Lumentum Q1 Revenue Is Expected To Increase By 138%, And Institutional Views Are Predominantly Bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1169683630","media":"Earnings Agent","summary":"Abstract Lumentum will report fiscal results on November 05, 2026 Post-Mkt; this preview summarizes market expectations for revenue, gross margin, net profit, and adjusted EPS, alongside segment...","content":"<p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\"><strong>Abstract</strong></h2><p style=\"text-align: left;\"> Lumentum will report fiscal results on November 05, 2026 Post-Mkt; this preview summarizes market expectations for revenue, gross margin, net profit, and adjusted EPS, alongside segment highlights and the dominant analyst view.</p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\"><strong>Market Forecast</strong></h2><p style=\"text-align: left;\">For Lumentum’s fiscal first quarter of 2027, the market expects revenue of $1.25 billion, up 138.35% year over year; EPS of $4.189, up 307.47% YoY; with EBIT seen at $496.7 million.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/78db64f7a9cfbb924e8bdf90cdb82e04\" data-align=\"center\" tg-width=\"564\" tg-height=\"830\"><span></span></p><p style=\"text-align: left;\">The gross margin backdrop is expected to remain supported by a product mix concentrated in higher-value optical components, while net profitability is projected to inflect positively from prior-period losses as operating leverage materializes; EPS momentum is forecast to accelerate on higher volume and mix uplift.</p><p style=\"text-align: left;\">Lumentum’s main business is anticipated to be led by components and systems, with a focus on mix improvements and end-market demand recovery; the company’s most promising segment is identified as components with 649.40 million US dollars of last quarter revenue and a favorable trajectory for year-over-year growth driven by telecom and datacom optical content.</p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\"><strong>Last Quarter Review</strong></h2><p style=\"text-align: left;\"> Lumentum’s previous quarter delivered revenue of 1.01 billion US dollars, a gross profit margin of 49.34%, a GAAP net profit attributable to the parent company of -7.16 billion US dollars, a net profit margin that was not disclosed, and adjusted EPS of 3.23, with year-over-year growth in adjusted EPS of 267.05% and revenue up 109.34%. The net profit sequential growth rate was -5066.50%, reflecting a sharp deterioration in GAAP profitability relative to the prior quarter despite strong top-line and adjusted-earnings growth. The business mix was anchored by components at 649.40 million US dollars and systems at 356.90 million US dollars, with components representing approximately 64.53% of revenue and demonstrating the primary scale and momentum driver for the portfolio.</p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\"><strong>Current Quarter Outlook</strong></h2><h3 style=\"text-align: left;\"><strong>Main business momentum</strong></h3><p style=\"text-align: left;\"> Lumentum’s core franchise is concentrated in optical components and systems for communications and industrial applications, and current-quarter momentum centers on continued demand normalization across telecom and datacom deployments. The company’s last reported gross margin of 49.34% indicates effective mix and cost controls, which, if sustained, should help convert forecast revenue growth of 138.11% into measurable operating leverage. With components accounting for roughly two-thirds of revenue, the throughput and pricing dynamics in that category will be central to near-term earnings power. Operating efficiency appears to be improving as volumes increase, and with EBIT forecast at 496.15 million US dollars and EPS at 4.19, the operating model suggests the company is positioned to improve contribution margins through utilization, mix shift toward higher-specification products, and disciplined opex. A positive inflection in the net margin is likely if cost absorption benefits and mix persist, although the absence of a disclosed net profit margin last quarter leaves some uncertainty around the precise magnitude of GAAP profitability in the near term.</p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\"></p><h3 style=\"text-align: left;\"><strong>Most promising segment</strong></h3><p style=\"text-align: left;\"> Components stand out as the most promising growth engine this quarter, supported by last quarter’s 649.40 million US dollars revenue base and a path to higher year-over-year growth as end-market customers resume capacity adds and technology transitions. The forecast acceleration in EPS and EBIT implies that components are enjoying both scale benefits and potentially better pricing or richer product mix, particularly where advanced optical technologies are being adopted. With components comprising 64.53% of the portfolio, even modest volume expansion can deliver substantial incremental operating income, especially if utilization lifts reduce unit costs. In addition, demand linked to cloud and carrier upgrades can create multi-quarter tailwinds, reinforcing sustained margin strength when paired with tight cost control and product leadership. Execution risks remain mainly around timing and breadth of customer ramps, but the direction implied by the forecast is supportive of incremental share gain and profitability.</p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\"></p><h3 style=\"text-align: left;\"><strong>Stock-price drivers this quarter</strong></h3><p style=\"text-align: left;\"> The primary driver for the stock this quarter will be the scale of the revenue rebound relative to expectations and how that converts into earnings quality, including gross margin durability and adjusted EPS progression. Investors will focus on whether gross margin stays near the last reported 49.34% level, as this would validate the strength of the mix and cost management alongside the revenue surge. A second key driver is visibility on order momentum in components, which accounted for the majority of revenue and is expected to lead growth; clarity on backlog, lead times, and customer adoption plans will shape sentiment. Finally, the market will closely scrutinize the reconciliation between GAAP and adjusted results given the prior-period GAAP loss, looking for evidence that restructuring, inventory, or acquisition-related items are declining and that the forecast profitability is driven by core operations rather than transient factors. The magnitude of upside or downside versus the 1.25 billion US dollars revenue and 4.19 EPS outlook will likely dictate the immediate post-report move.</p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\"><strong>Analyst Opinions</strong></h2><p style=\"text-align: left;\"> The majority of recent institutional commentary leans bullish, emphasizing the projected rebound in revenue and earnings and improved operating leverage into the current quarter. Analysts highlight the forecast revenue of 1.25 billion US dollars and EPS of 4.19, with an emphasis on the implied year-over-year growth of 138.11% in revenue and over 300% in EPS, as evidence of strong execution and demand normalization. Several well-followed research desks point to components as the principal growth vector and argue that sustained gross margins around the high-40% range would validate medium-term profitability targets. The bullish camp underscores that the prior-quarter adjusted EPS of 3.23 and better-than-expected revenue of 1.01 billion US dollars demonstrate traction that can carry into the current period. They also note that the sequential ramp implied by the forecasts suggests improving mix and utilization rather than transitory pricing, which they interpret as a constructive sign for forward earnings quality. In aggregate, the majority view is that Lumentum can surpass or at least meet current-quarter forecasts on the back of components momentum and disciplined cost execution, with upside potential if order trends from cloud and carrier customers prove stronger than modeled.</p><p style=\"text-align: left;\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earning Preview: Lumentum Q1 Revenue Is Expected To Increase By 138%, And Institutional Views Are Predominantly Bullish</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEarning Preview: Lumentum Q1 Revenue Is Expected To Increase By 138%, And Institutional Views Are Predominantly Bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1025659746\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Agent </p>\n<p class=\"h-time\">2026-10-29 16:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\"><strong>Abstract</strong></h2><p style=\"text-align: left;\"> Lumentum will report fiscal results on November 05, 2026 Post-Mkt; this preview summarizes market expectations for revenue, gross margin, net profit, and adjusted EPS, alongside segment highlights and the dominant analyst view.</p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\"><strong>Market Forecast</strong></h2><p style=\"text-align: left;\">For Lumentum’s fiscal first quarter of 2027, the market expects revenue of $1.25 billion, up 138.35% year over year; EPS of $4.189, up 307.47% YoY; with EBIT seen at $496.7 million.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/78db64f7a9cfbb924e8bdf90cdb82e04\" data-align=\"center\" tg-width=\"564\" tg-height=\"830\"><span></span></p><p style=\"text-align: left;\">The gross margin backdrop is expected to remain supported by a product mix concentrated in higher-value optical components, while net profitability is projected to inflect positively from prior-period losses as operating leverage materializes; EPS momentum is forecast to accelerate on higher volume and mix uplift.</p><p style=\"text-align: left;\">Lumentum’s main business is anticipated to be led by components and systems, with a focus on mix improvements and end-market demand recovery; the company’s most promising segment is identified as components with 649.40 million US dollars of last quarter revenue and a favorable trajectory for year-over-year growth driven by telecom and datacom optical content.</p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\"><strong>Last Quarter Review</strong></h2><p style=\"text-align: left;\"> Lumentum’s previous quarter delivered revenue of 1.01 billion US dollars, a gross profit margin of 49.34%, a GAAP net profit attributable to the parent company of -7.16 billion US dollars, a net profit margin that was not disclosed, and adjusted EPS of 3.23, with year-over-year growth in adjusted EPS of 267.05% and revenue up 109.34%. The net profit sequential growth rate was -5066.50%, reflecting a sharp deterioration in GAAP profitability relative to the prior quarter despite strong top-line and adjusted-earnings growth. The business mix was anchored by components at 649.40 million US dollars and systems at 356.90 million US dollars, with components representing approximately 64.53% of revenue and demonstrating the primary scale and momentum driver for the portfolio.</p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\"><strong>Current Quarter Outlook</strong></h2><h3 style=\"text-align: left;\"><strong>Main business momentum</strong></h3><p style=\"text-align: left;\"> Lumentum’s core franchise is concentrated in optical components and systems for communications and industrial applications, and current-quarter momentum centers on continued demand normalization across telecom and datacom deployments. The company’s last reported gross margin of 49.34% indicates effective mix and cost controls, which, if sustained, should help convert forecast revenue growth of 138.11% into measurable operating leverage. With components accounting for roughly two-thirds of revenue, the throughput and pricing dynamics in that category will be central to near-term earnings power. Operating efficiency appears to be improving as volumes increase, and with EBIT forecast at 496.15 million US dollars and EPS at 4.19, the operating model suggests the company is positioned to improve contribution margins through utilization, mix shift toward higher-specification products, and disciplined opex. A positive inflection in the net margin is likely if cost absorption benefits and mix persist, although the absence of a disclosed net profit margin last quarter leaves some uncertainty around the precise magnitude of GAAP profitability in the near term.</p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\"></p><h3 style=\"text-align: left;\"><strong>Most promising segment</strong></h3><p style=\"text-align: left;\"> Components stand out as the most promising growth engine this quarter, supported by last quarter’s 649.40 million US dollars revenue base and a path to higher year-over-year growth as end-market customers resume capacity adds and technology transitions. The forecast acceleration in EPS and EBIT implies that components are enjoying both scale benefits and potentially better pricing or richer product mix, particularly where advanced optical technologies are being adopted. With components comprising 64.53% of the portfolio, even modest volume expansion can deliver substantial incremental operating income, especially if utilization lifts reduce unit costs. In addition, demand linked to cloud and carrier upgrades can create multi-quarter tailwinds, reinforcing sustained margin strength when paired with tight cost control and product leadership. Execution risks remain mainly around timing and breadth of customer ramps, but the direction implied by the forecast is supportive of incremental share gain and profitability.</p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\"></p><h3 style=\"text-align: left;\"><strong>Stock-price drivers this quarter</strong></h3><p style=\"text-align: left;\"> The primary driver for the stock this quarter will be the scale of the revenue rebound relative to expectations and how that converts into earnings quality, including gross margin durability and adjusted EPS progression. Investors will focus on whether gross margin stays near the last reported 49.34% level, as this would validate the strength of the mix and cost management alongside the revenue surge. A second key driver is visibility on order momentum in components, which accounted for the majority of revenue and is expected to lead growth; clarity on backlog, lead times, and customer adoption plans will shape sentiment. Finally, the market will closely scrutinize the reconciliation between GAAP and adjusted results given the prior-period GAAP loss, looking for evidence that restructuring, inventory, or acquisition-related items are declining and that the forecast profitability is driven by core operations rather than transient factors. The magnitude of upside or downside versus the 1.25 billion US dollars revenue and 4.19 EPS outlook will likely dictate the immediate post-report move.</p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\"></p><h2 style=\"text-align: left;\"><strong>Analyst Opinions</strong></h2><p style=\"text-align: left;\"> The majority of recent institutional commentary leans bullish, emphasizing the projected rebound in revenue and earnings and improved operating leverage into the current quarter. Analysts highlight the forecast revenue of 1.25 billion US dollars and EPS of 4.19, with an emphasis on the implied year-over-year growth of 138.11% in revenue and over 300% in EPS, as evidence of strong execution and demand normalization. Several well-followed research desks point to components as the principal growth vector and argue that sustained gross margins around the high-40% range would validate medium-term profitability targets. The bullish camp underscores that the prior-quarter adjusted EPS of 3.23 and better-than-expected revenue of 1.01 billion US dollars demonstrate traction that can carry into the current period. They also note that the sequential ramp implied by the forecasts suggests improving mix and utilization rather than transitory pricing, which they interpret as a constructive sign for forward earnings quality. In aggregate, the majority view is that Lumentum can surpass or at least meet current-quarter forecasts on the back of components momentum and disciplined cost execution, with upside potential if order trends from cloud and carrier customers prove stronger than modeled.</p><p style=\"text-align: left;\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LITE":"Lumentum"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169683630","content_text":"Abstract Lumentum will report fiscal results on November 05, 2026 Post-Mkt; this preview summarizes market expectations for revenue, gross margin, net profit, and adjusted EPS, alongside segment highlights and the dominant analyst view.Market ForecastFor Lumentum’s fiscal first quarter of 2027, the market expects revenue of $1.25 billion, up 138.35% year over year; EPS of $4.189, up 307.47% YoY; with EBIT seen at $496.7 million.The gross margin backdrop is expected to remain supported by a product mix concentrated in higher-value optical components, while net profitability is projected to inflect positively from prior-period losses as operating leverage materializes; EPS momentum is forecast to accelerate on higher volume and mix uplift.Lumentum’s main business is anticipated to be led by components and systems, with a focus on mix improvements and end-market demand recovery; the company’s most promising segment is identified as components with 649.40 million US dollars of last quarter revenue and a favorable trajectory for year-over-year growth driven by telecom and datacom optical content.Last Quarter Review Lumentum’s previous quarter delivered revenue of 1.01 billion US dollars, a gross profit margin of 49.34%, a GAAP net profit attributable to the parent company of -7.16 billion US dollars, a net profit margin that was not disclosed, and adjusted EPS of 3.23, with year-over-year growth in adjusted EPS of 267.05% and revenue up 109.34%. The net profit sequential growth rate was -5066.50%, reflecting a sharp deterioration in GAAP profitability relative to the prior quarter despite strong top-line and adjusted-earnings growth. The business mix was anchored by components at 649.40 million US dollars and systems at 356.90 million US dollars, with components representing approximately 64.53% of revenue and demonstrating the primary scale and momentum driver for the portfolio.Current Quarter OutlookMain business momentum Lumentum’s core franchise is concentrated in optical components and systems for communications and industrial applications, and current-quarter momentum centers on continued demand normalization across telecom and datacom deployments. The company’s last reported gross margin of 49.34% indicates effective mix and cost controls, which, if sustained, should help convert forecast revenue growth of 138.11% into measurable operating leverage. With components accounting for roughly two-thirds of revenue, the throughput and pricing dynamics in that category will be central to near-term earnings power. Operating efficiency appears to be improving as volumes increase, and with EBIT forecast at 496.15 million US dollars and EPS at 4.19, the operating model suggests the company is positioned to improve contribution margins through utilization, mix shift toward higher-specification products, and disciplined opex. A positive inflection in the net margin is likely if cost absorption benefits and mix persist, although the absence of a disclosed net profit margin last quarter leaves some uncertainty around the precise magnitude of GAAP profitability in the near term.Most promising segment Components stand out as the most promising growth engine this quarter, supported by last quarter’s 649.40 million US dollars revenue base and a path to higher year-over-year growth as end-market customers resume capacity adds and technology transitions. The forecast acceleration in EPS and EBIT implies that components are enjoying both scale benefits and potentially better pricing or richer product mix, particularly where advanced optical technologies are being adopted. With components comprising 64.53% of the portfolio, even modest volume expansion can deliver substantial incremental operating income, especially if utilization lifts reduce unit costs. In addition, demand linked to cloud and carrier upgrades can create multi-quarter tailwinds, reinforcing sustained margin strength when paired with tight cost control and product leadership. Execution risks remain mainly around timing and breadth of customer ramps, but the direction implied by the forecast is supportive of incremental share gain and profitability.Stock-price drivers this quarter The primary driver for the stock this quarter will be the scale of the revenue rebound relative to expectations and how that converts into earnings quality, including gross margin durability and adjusted EPS progression. Investors will focus on whether gross margin stays near the last reported 49.34% level, as this would validate the strength of the mix and cost management alongside the revenue surge. A second key driver is visibility on order momentum in components, which accounted for the majority of revenue and is expected to lead growth; clarity on backlog, lead times, and customer adoption plans will shape sentiment. Finally, the market will closely scrutinize the reconciliation between GAAP and adjusted results given the prior-period GAAP loss, looking for evidence that restructuring, inventory, or acquisition-related items are declining and that the forecast profitability is driven by core operations rather than transient factors. The magnitude of upside or downside versus the 1.25 billion US dollars revenue and 4.19 EPS outlook will likely dictate the immediate post-report move.Analyst Opinions The majority of recent institutional commentary leans bullish, emphasizing the projected rebound in revenue and earnings and improved operating leverage into the current quarter. Analysts highlight the forecast revenue of 1.25 billion US dollars and EPS of 4.19, with an emphasis on the implied year-over-year growth of 138.11% in revenue and over 300% in EPS, as evidence of strong execution and demand normalization. Several well-followed research desks point to components as the principal growth vector and argue that sustained gross margins around the high-40% range would validate medium-term profitability targets. The bullish camp underscores that the prior-quarter adjusted EPS of 3.23 and better-than-expected revenue of 1.01 billion US dollars demonstrate traction that can carry into the current period. They also note that the sequential ramp implied by the forecasts suggests improving mix and utilization rather than transitory pricing, which they interpret as a constructive sign for forward earnings quality. In aggregate, the majority view is that Lumentum can surpass or at least meet current-quarter forecasts on the back of components momentum and disciplined cost execution, with upside potential if order trends from cloud and carrier customers prove stronger than modeled.","news_type":1,"symbols_score_info":{"LITE":1}},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581276044887176,"gmtCreate":1782943204802,"gmtModify":1782943207356,"author":{"id":"4112191678947252","authorId":"4112191678947252","name":"ah meow","avatar":"https://community-static.tradeup.com/news/7e2066eed5d1f697bd83cf1f1fe2d716","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112191678947252","authorIdStr":"4112191678947252"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/FIG\">$Figma(FIG)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/FIG\">$Figma(FIG)$ </a>&nbsp;","text":"$Figma(FIG)$","images":[{"img":"https://community-static.tradeup.com/news/ace4cfadda8853b3f14137633598e5a2","width":"882","height":"1491"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581276044887176","isVote":1,"tweetType":1,"viewCount":1833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":534914406262216,"gmtCreate":1771616055005,"gmtModify":1771616061315,"author":{"id":"4112191678947252","authorId":"4112191678947252","name":"ah meow","avatar":"https://community-static.tradeup.com/news/7e2066eed5d1f697bd83cf1f1fe2d716","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112191678947252","authorIdStr":"4112191678947252"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/FIG\">$Figma(FIG)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/FIG\">$Figma(FIG)$ </a>&nbsp;","text":"$Figma(FIG)$","images":[{"img":"https://community-static.tradeup.com/news/4197c0a4d54fba5a53133ceff41b0f81","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/534914406262216","isVote":1,"tweetType":1,"viewCount":2606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":434572770832384,"gmtCreate":1747088228729,"gmtModify":1747088232777,"author":{"id":"4112191678947252","authorId":"4112191678947252","name":"ah meow","avatar":"https://community-static.tradeup.com/news/7e2066eed5d1f697bd83cf1f1fe2d716","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112191678947252","authorIdStr":"4112191678947252"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a>&nbsp;","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/434572770832384","isVote":1,"tweetType":1,"viewCount":4243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":338864681554192,"gmtCreate":1723734870500,"gmtModify":1723734876361,"author":{"id":"4112191678947252","authorId":"4112191678947252","name":"ah meow","avatar":"https://community-static.tradeup.com/news/7e2066eed5d1f697bd83cf1f1fe2d716","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112191678947252","authorIdStr":"4112191678947252"},"themes":[],"title":"","htmlText":"Today P/L","listText":"Today P/L","text":"Today P/L","images":[{"img":"https://community-static.tradeup.com/news/ebb57d13708ca4af3b8752314f05889c","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/338864681554192","isVote":1,"tweetType":1,"viewCount":5128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":338863552708688,"gmtCreate":1723734578933,"gmtModify":1723734608599,"author":{"id":"4112191678947252","authorId":"4112191678947252","name":"ah meow","avatar":"https://community-static.tradeup.com/news/7e2066eed5d1f697bd83cf1f1fe2d716","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112191678947252","authorIdStr":"4112191678947252"},"themes":[],"title":"To The moon - Become a Contributor","htmlText":"Find out more here:<a href=\"https://ttm.financial/activity/forapp/creative-guide/?utm_medium=tiger_community&amp;skin=1&amp;edition=fundamental&amp;shareID=66c9fe2416fb187a7bebaee73f13baeb&amp;invite=OTAAX5&amp;lang=en_US&amp;platform=android\">To The moon - Become a Contributor</a> Click to view this week's hot topics! Start posting and stand a chance to get cool rewards","listText":"Find out more here:<a href=\"https://ttm.financial/activity/forapp/creative-guide/?utm_medium=tiger_community&amp;skin=1&amp;edition=fundamental&amp;shareID=66c9fe2416fb187a7bebaee73f13baeb&amp;invite=OTAAX5&amp;lang=en_US&amp;platform=android\">To The moon - Become a Contributor</a> Click to view this week's hot topics! Start posting and stand a chance to get cool rewards","text":"Find out more here:To The moon - Become a Contributor Click to view this week's hot topics! Start posting and stand a chance to get cool rewards","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/338863552708688","isVote":1,"tweetType":1,"viewCount":5743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320846370128176,"gmtCreate":1719353617899,"gmtModify":1719353622933,"author":{"id":"4112191678947252","authorId":"4112191678947252","name":"ah meow","avatar":"https://community-static.tradeup.com/news/7e2066eed5d1f697bd83cf1f1fe2d716","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112191678947252","authorIdStr":"4112191678947252"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[{"img":"https://community-static.tradeup.com/news/ab18097c844a67a79adc9eb2b6e1c002","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320846370128176","isVote":1,"tweetType":1,"viewCount":4785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":288337790800080,"gmtCreate":1711417558407,"gmtModify":1711417562947,"author":{"id":"4112191678947252","authorId":"4112191678947252","name":"ah meow","avatar":"https://community-static.tradeup.com/news/7e2066eed5d1f697bd83cf1f1fe2d716","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112191678947252","authorIdStr":"4112191678947252"},"themes":[],"title":"","htmlText":"Share price are to high.","listText":"Share price are to high.","text":"Share price are to high.","images":[{"img":"https://community-static.tradeup.com/news/38dc12165e556501374880e16b1f3363","width":"596","height":"1005"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288337790800080","isVote":1,"tweetType":1,"viewCount":4946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":274598067032328,"gmtCreate":1708078338266,"gmtModify":1708078343001,"author":{"id":"4112191678947252","authorId":"4112191678947252","name":"ah meow","avatar":"https://community-static.tradeup.com/news/7e2066eed5d1f697bd83cf1f1fe2d716","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112191678947252","authorIdStr":"4112191678947252"},"themes":[],"title":"","htmlText":"Tesla","listText":"Tesla","text":"Tesla","images":[{"img":"https://community-static.tradeup.com/news/fc79e88781ea95fe210244b354699427","width":"596","height":"1005"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274598067032328","isVote":1,"tweetType":1,"viewCount":5586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":271277900288112,"gmtCreate":1707267737700,"gmtModify":1707267740705,"author":{"id":"4112191678947252","authorId":"4112191678947252","name":"ah meow","avatar":"https://community-static.tradeup.com/news/7e2066eed5d1f697bd83cf1f1fe2d716","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112191678947252","authorIdStr":"4112191678947252"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NIO.SI\">$NIO Inc.(NIO.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO.SI\">$NIO Inc.(NIO.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$NIO Inc.(NIO.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/271277900288112","isVote":1,"tweetType":1,"viewCount":4519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}