Fair Value Distribution — percentile bands
0.0% of simulations place fair value above current price
WHAT IS PRICED IN
FCF-Based Reverse DCF
94.8%/yr
±4.0% · FCF growth to justify current price
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Lumentum is optical backbone of AI data centers. OCS tech is key catalyst — $100M/q target by end 2026. Post-900% run valuation is the primary risk. Fascinating business, difficult entry.
Lumentum is the optical backbone of AI data centers. OCS tech is the key catalyst — $100M/q target by end 2026. Post-900% run valuation is the primary risk. Fascinating business, difficult entry.