Lumentum (LITE) Can’t Meet Demand. Can Its Valuation Hold Up?
According to Lumentum Holdings Inc. (NASDAQ:LITE) CEO Michael Hurlston, the company is now almost sold out of components for 2029, as he said in a recent interview. Just six months ago, he said Lumentum was on track to sell out by 2028. The demand outlook is strong, but Lumentum’s strong demand raises the question of […]
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