Latest news with #LumentumHoldings
Yahoo
6 days ago
- Business
- Yahoo
US High Growth Tech Stocks To Watch In July 2025
The United States market has shown a positive trajectory with a 1.3% increase over the last week and a 15% climb in the past year, while earnings are projected to grow annually by the same percentage. In this context, identifying high growth tech stocks involves looking for companies that not only align with these optimistic market trends but also demonstrate strong potential for innovation and scalability. Top 10 High Growth Tech Companies In The United States Name Revenue Growth Earnings Growth Growth Rating Super Micro Computer 25.17% 38.20% ★★★★★★ Circle Internet Group 30.81% 60.66% ★★★★★★ Ardelyx 21.16% 61.61% ★★★★★★ TG Therapeutics 26.02% 39.11% ★★★★★★ Alkami Technology 20.53% 76.67% ★★★★★★ AVITA Medical 27.39% 61.05% ★★★★★★ Alnylam Pharmaceuticals 24.07% 59.30% ★★★★★★ Ascendis Pharma 34.90% 59.91% ★★★★★★ Caris Life Sciences 24.80% 72.64% ★★★★★★ Lumentum Holdings 21.59% 106.24% ★★★★★★ Click here to see the full list of 221 stocks from our US High Growth Tech and AI Stocks screener. We're going to check out a few of the best picks from our screener tool. CyberArk Software Simply Wall St Growth Rating: ★★★★☆☆ Overview: CyberArk Software Ltd. is a company that develops, markets, and sells software-based identity security solutions and services globally, with a market cap of approximately $19.42 billion. Operations: The company generates revenue primarily from its Security Software & Services segment, which reported $1.10 billion. Its focus on identity security solutions positions it in various international markets, including the United States, Israel, and regions across Europe and the Middle East. CyberArk Software, amid a dynamic tech landscape, showcases robust growth and strategic innovation. Recently, the company expanded its product suite with the launch of CyberArk Secure Cloud Access tools in AWS Marketplace, enhancing AI agent security—a move aligning with growing demands for robust cybersecurity measures in AI-driven environments. Additionally, CyberArk's recent executive appointment underscores its focus on scaling operations effectively through strategic HR leadership aimed at fostering a culture conducive to rapid growth and transformation. These developments reflect CyberArk's proactive approach in both product innovation and organizational agility, essential for navigating the fast-evolving tech sector. Navigate through the intricacies of CyberArk Software with our comprehensive health report here. Learn about CyberArk Software's historical performance. BeOne Medicines Simply Wall St Growth Rating: ★★★★★☆ Overview: BeOne Medicines Ltd. is an oncology company focused on discovering and developing cancer treatments for patients globally, with a market cap of $34.64 billion. Operations: BeOne Medicines Ltd. generates revenue primarily from its pharmaceutical products, amounting to $4.18 billion. Amidst a transformative landscape for biopharmaceuticals, BeOne Medicines recently marked significant strides in oncology and hematology. The European Commission's nod for TEVIMBRA® in combination therapies for nasopharyngeal carcinoma, based on its RATIONALE-309 study outcomes showing notable progression-free survival benefits, underscores BeOne's robust clinical development framework. Moreover, the company's investor R&D day spotlighted advancements across 40+ assets, emphasizing its deep pipeline and innovation prowess in tackling complex cancers with next-generation treatments like BRUKINSA® and sonrotoclax. This strategic focus not only enhances patient outcomes but also positions BeOne as a forward-thinking player in high-growth therapeutic segments. Delve into the full analysis health report here for a deeper understanding of BeOne Medicines. Understand BeOne Medicines' track record by examining our Past report. Circle Internet Group Simply Wall St Growth Rating: ★★★★★★ Overview: Circle Internet Group, Inc. operates as a platform, network, and market infrastructure for stablecoin and blockchain applications with a market cap of $49.19 billion. Operations: Circle Internet Group generates revenue primarily from its data processing segment, which amounts to $1.89 billion. Circle Internet Group's recent strategic moves, including the appointment of tech veteran Adam Selipsky to its Board and a notable collaboration with Fiserv, underscore its commitment to expanding its stablecoin platform. These developments are pivotal as they leverage Selipsky's deep cloud computing expertise and Circle's innovative stablecoin technology to enhance digital payment systems globally. Financially, Circle is poised for rapid growth with a projected annual revenue increase of 30.8% and earnings growth forecast at 60.7%. Despite a volatile share price in recent months, these collaborations and leadership enhancements align Circle well within the high-growth trajectory of digital finance, emphasizing its role in shaping future financial infrastructures through regulated digital dollars like USDC. Click to explore a detailed breakdown of our findings in Circle Internet Group's health report. Evaluate Circle Internet Group's historical performance by accessing our past performance report. Next Steps Investigate our full lineup of 221 US High Growth Tech and AI Stocks right here. Already own these companies? Link your portfolio to Simply Wall St and get alerts on any new warning signs to your stocks. Simply Wall St is a revolutionary app designed for long-term stock investors, it's free and covers every market in the world. Contemplating Other Strategies? Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include CYBR ONC and CRCL. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
Yahoo
11-07-2025
- Business
- Yahoo
This Underrated Artificial Intelligence (AI) Stock Is Crushing the Market, and It Could Skyrocket Higher
Surging demand for optical components in AI data centers has helped Lumentum record solid growth. Analysts expect Lumentum to maintain healthy growth levels over the next couple of years. Despite the stock's strong recent gains, it continues to trade at an attractive valuation. 10 stocks we like better than Lumentum › The tech-heavy Nasdaq Composite index has been in turnaround mode for the past three months -- up an impressive 31% over that span after a rocky start to the year. That's not surprising, as strong quarterly results from major technology companies seem to have boosted investor confidence in the sector. Lumentum Holdings (NASDAQ: LITE) has been one of the beneficiaries of the tech stock rally. Shares of the company, which sells optical and photonic products that go into data centers and telecom networks to enable fast data transmission, have shot up by an impressive 75% in the past three months, putting them back within 10% of the peak they reached in January. The good part is that Lumentum's rebound wasn't just a function of the broader market's rally, but also because of the company's healthy growth, which is being powered by its customers' increasing investments in artificial intelligence (AI) infrastructure. Better still, this stock is likely to deliver more upside to investors. Lumentum is witnessing terrific demand for its externally modulated lasers (EMLs), which are widely deployed in high-speed optical communications applications such as data centers and telecom networks. Their ability to transmit data over long distances at high speeds makes them ideal for deployment in AI data centers. On Lumentum's May earnings call, CEO Michael Hurlston noted: "We set another record for EML chip set shipments this quarter and remain on track to more than double this business by the end of calendar 2025." At the same time, the company is going to further expand its production capacity of EMLs in an effort to meet the end-market demand. That's the smart thing to do, considering that according to market research firm LightCounting, the optical transceiver market is expected to generate $10 billion in revenue in 2026 -- as compared to $5 billion in 2024 -- before rising to $20 billion in 2030. The company's revenue in its fiscal 2025 third quarter increased by 16% year over year to $425.2 million. Its adjusted earnings per share jumped by more than 500% -- from $0.09 to $0.57 -- on the back of an improvement in manufacturing utilization rates as well as the higher margins of its laser components deployed in AI servers. Analysts' consensus estimates are for a 20% increase in Lumentum's revenue this year to $1.6 billion. Importantly, its top-line growth is expected to remain solid next year as well, thanks to the improving demand for AI-focused optical components. Even better, that top-line growth is expected to filter down to the bottom line as well. The analysts are forecasting a 94% increase in earnings in the current fiscal year to $1.96 per share. That won't be surprising when we take into account the margin gains that its laser components deployed in AI data centers are delivering. What's worth noting is that Lumentum is trading at an incredibly attractive valuation despite the impressive growth that it has been clocking. It has a forward earnings multiple of 24, which is lower than the tech-laden Nasdaq-100 index's average forward price-to-earnings ratio of 29. Even assuming Lumentum continues to trade at a discount to the broader index after a couple of years, if it delivers the healthy earnings growth that analysts are anticipating, its stock could fly higher. Based on a P/E ratio of 24, its projected earnings of $5.21 per share in its fiscal 2027 point toward a stock price of $125. That would be 37% above the current level. However, don't be surprised to see this AI stock jumping higher than that, as the market could reward it with a premium multiple thanks to its strong earnings growth. That's why even after its impressive rebound over the past three months, investors should consider buying Lumentum before it possibly flies even higher. Before you buy stock in Lumentum, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Lumentum wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $674,432!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,005,854!* Now, it's worth noting Stock Advisor's total average return is 1,049% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of July 7, 2025 Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool recommends Lumentum. The Motley Fool has a disclosure policy. This Underrated Artificial Intelligence (AI) Stock Is Crushing the Market, and It Could Skyrocket Higher was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
03-06-2025
- Business
- Yahoo
Lumentum stock rises on raised guidance
-- Shares of Lumentum Holdings (NASDAQ: NASDAQ:LITE) climbed 6% after-hours following the company's updated guidance revealed in a recent slide presentation. The optical and photonic products manufacturer adjusted its fourth-quarter net revenue forecast from the previous range of $440 million to $470 million to a new range of $465 million to $475 million, surpassing the consensus estimate of $457.1 million. The company also improved its operating margin outlook, now expecting 14% to 15% compared to the prior 13% to 14%. Additionally, Lumentum's adjusted earnings per share (EPS) for the fourth quarter are now anticipated to be between 78 cents and 85 cents, up from the earlier estimate of 70 cents to 80 cents, and above the analyst expectation of 74 cents. In a longer-term projection, Lumentum anticipates achieving $500 million in revenue in the first quarter of 2026, which is one quarter earlier than previously expected. The company's revenue outlook of $600 million per quarter remains unchanged, with expectations to reach this target by the fourth quarter of FY26 or the first quarter of FY27. The updated guidance suggests that Lumentum is on track to accelerate its revenue growth and improve profitability ahead of its initial schedule. This positive revision in the company's financial outlook is the primary driver behind the stock's upward movement. Related articles Lumentum stock rises on raised guidance Wells Fargo stock rises after Fed lifts growth restrictions Goldman Sachs starts coverage on auto services stock with mixed ratings Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
15-05-2025
- Business
- Yahoo
This Incredibly Cheap Artificial Intelligence (AI) Stock Could Jump 8% as per Wall Street Analysts, But Don't Be Surprised to See It Soar Higher
The rapidly growing demand for high-speed data transmission is turning out to be a tailwind for this optical components supplier. The company delivered impressive growth in its revenue and earnings last quarter, and the trend is expected to continue. The robust growth in this tech stock's earnings and its cheap valuation are reasons why investors should consider buying it right away. 10 stocks we like better than Lumentum › Lumentum Holdings (NASDAQ: LITE) stock took a beating so far in 2025. That's not surprising, considering the broader weakness in the stock market on account of macroeconomic headwinds caused by the tariff-fueled trade war. However, the 9% drop in Lumentum stock this year doesn't seem justified if we consider that artificial intelligence (AI) has been driving a solid turnaround in the company's business. Lumentum is known for selling optical and photonics components that enable high-speed data transmission in communications networks and data centers, and the demand for its products has taken off thanks to AI. This explains why the company's growth has been picking up in recent quarters. In the latest fiscal 2025 third-quarter earnings report (for the three months ended March 29), which was released on May 6, Lumentum easily beat expectations. Let's see what's driving Lumentum's growth, and why it may be a good idea to buy this tech stock hand over fist right now. Lumentum's fiscal Q3 revenue increased 16% year over year to $425 million, while its non-GAAP net income nearly doubled year over year to $0.57 per share. The company's cloud and networking business played a key role in driving this solid growth as it accounted for 86% of the company's top line. Lumentum's non-GAAP operating margin shot up to almost 11% from a slightly negative reading in the year-ago period, which explains the big jump in its bottom line. Lumentum credits the big jump in its margins and earnings to an improvement in manufacturing utilization rates and a favorable product mix. The company is expecting its gross margin to improve on a sequential basis in the current quarter as well, despite an estimated negative effect of 100 basis points on account of tariffs. Additionally, Lumentum says that "AI-driven cloud growth will continue to drive our financial momentum into Q4 and beyond" despite the macroeconomic headwinds caused by the tariff turmoil. That's not surprising, as demand for Lumentum's externally modulated lasers (EML), which are used in optical communications because of their ability to enable high-speed data transmission with high efficiency, increased because of AI. Lumentum's EML shipments hit a record last quarter, and the company believes that it can double revenue from this product this year compared to June 2024 levels. Moreover, the company is increasing its manufacturing capacity of EMLs to support the strong demand for these components. Such a move could pay off in the long run, since sales of optical components used in AI clusters are expected to double from $5 billion last year to $10 billion next year. As such, Lumentum is forecasting a significant acceleration in revenue. The company guided for revenue of $455 million in the current quarter at the midpoint of its guidance range, which would translate into a year-over-year increase of 48%. It's expecting non-GAAP earnings per share to land between $0.70 to $0.80 per share, which points toward a significant multiplication over the year-ago period's figure of $0.06 per share. Lumentum carries a 12-month median price target of $82, as per 18 analysts covering the stock. That points toward an 8% jump from current levels. However, a sharp spike in Lumentum's earnings growth could eventually translate into much stronger gains. Analysts project an 88% increase in Lumentum's earnings for fiscal 2025 to $1.90 per share. The forecast for the next fiscal year is even stronger, followed by another impressive jump in fiscal 2027. Assuming Lumentum manages to achieve $4.77 per share in earnings in fiscal 2027 and trades at 25 times earnings at that time (in line with the tech-laden Nasdaq-100 index's forward earnings multiple), its stock price could hit $120 in a couple of years. That points toward potential gains of 58% from current levels. Given that Lumentum is trading at just 19 times forward earnings, investors can buy this AI stock at an attractive valuation right now before it takes off in the long run. Before you buy stock in Lumentum, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Lumentum wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $613,951!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $796,353!* Now, it's worth noting Stock Advisor's total average return is 948% — a market-crushing outperformance compared to 170% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 12, 2025 Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool recommends Lumentum. The Motley Fool has a disclosure policy. This Incredibly Cheap Artificial Intelligence (AI) Stock Could Jump 8% as per Wall Street Analysts, But Don't Be Surprised to See It Soar Higher was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
15-05-2025
- Business
- Yahoo
This Incredibly Cheap Artificial Intelligence (AI) Stock Could Jump 8% as per Wall Street Analysts, But Don't Be Surprised to See It Soar Higher
The rapidly growing demand for high-speed data transmission is turning out to be a tailwind for this optical components supplier. The company delivered impressive growth in its revenue and earnings last quarter, and the trend is expected to continue. The robust growth in this tech stock's earnings and its cheap valuation are reasons why investors should consider buying it right away. 10 stocks we like better than Lumentum › Lumentum Holdings (NASDAQ: LITE) stock took a beating so far in 2025. That's not surprising, considering the broader weakness in the stock market on account of macroeconomic headwinds caused by the tariff-fueled trade war. However, the 9% drop in Lumentum stock this year doesn't seem justified if we consider that artificial intelligence (AI) has been driving a solid turnaround in the company's business. Lumentum is known for selling optical and photonics components that enable high-speed data transmission in communications networks and data centers, and the demand for its products has taken off thanks to AI. This explains why the company's growth has been picking up in recent quarters. In the latest fiscal 2025 third-quarter earnings report (for the three months ended March 29), which was released on May 6, Lumentum easily beat expectations. Let's see what's driving Lumentum's growth, and why it may be a good idea to buy this tech stock hand over fist right now. Lumentum's fiscal Q3 revenue increased 16% year over year to $425 million, while its non-GAAP net income nearly doubled year over year to $0.57 per share. The company's cloud and networking business played a key role in driving this solid growth as it accounted for 86% of the company's top line. Lumentum's non-GAAP operating margin shot up to almost 11% from a slightly negative reading in the year-ago period, which explains the big jump in its bottom line. Lumentum credits the big jump in its margins and earnings to an improvement in manufacturing utilization rates and a favorable product mix. The company is expecting its gross margin to improve on a sequential basis in the current quarter as well, despite an estimated negative effect of 100 basis points on account of tariffs. Additionally, Lumentum says that "AI-driven cloud growth will continue to drive our financial momentum into Q4 and beyond" despite the macroeconomic headwinds caused by the tariff turmoil. That's not surprising, as demand for Lumentum's externally modulated lasers (EML), which are used in optical communications because of their ability to enable high-speed data transmission with high efficiency, increased because of AI. Lumentum's EML shipments hit a record last quarter, and the company believes that it can double revenue from this product this year compared to June 2024 levels. Moreover, the company is increasing its manufacturing capacity of EMLs to support the strong demand for these components. Such a move could pay off in the long run, since sales of optical components used in AI clusters are expected to double from $5 billion last year to $10 billion next year. As such, Lumentum is forecasting a significant acceleration in revenue. The company guided for revenue of $455 million in the current quarter at the midpoint of its guidance range, which would translate into a year-over-year increase of 48%. It's expecting non-GAAP earnings per share to land between $0.70 to $0.80 per share, which points toward a significant multiplication over the year-ago period's figure of $0.06 per share. Lumentum carries a 12-month median price target of $82, as per 18 analysts covering the stock. That points toward an 8% jump from current levels. However, a sharp spike in Lumentum's earnings growth could eventually translate into much stronger gains. Analysts project an 88% increase in Lumentum's earnings for fiscal 2025 to $1.90 per share. The forecast for the next fiscal year is even stronger, followed by another impressive jump in fiscal 2027. Assuming Lumentum manages to achieve $4.77 per share in earnings in fiscal 2027 and trades at 25 times earnings at that time (in line with the tech-laden Nasdaq-100 index's forward earnings multiple), its stock price could hit $120 in a couple of years. That points toward potential gains of 58% from current levels. Given that Lumentum is trading at just 19 times forward earnings, investors can buy this AI stock at an attractive valuation right now before it takes off in the long run. Before you buy stock in Lumentum, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Lumentum wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $613,951!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $796,353!* Now, it's worth noting Stock Advisor's total average return is 948% — a market-crushing outperformance compared to 170% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 12, 2025 Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool recommends Lumentum. The Motley Fool has a disclosure policy. This Incredibly Cheap Artificial Intelligence (AI) Stock Could Jump 8% as per Wall Street Analysts, But Don't Be Surprised to See It Soar Higher was originally published by The Motley Fool
