{
LUMENTUM HOLDINGS

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}
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001122334455554433221100

barclays upgrades lumentum stock on hyperscale demand surge

Barclays has upgraded Lumentum from Underweight to Overweight, raising its price target from $80 to $125, driven by a surge in hyperscale demand and a shift towards U.S.-based supply chains. The firm highlights a 59% year-on-year increase in port count and a 76% spike in datacom revenue for 2025, indicating strong long-term growth potential despite lower Q1 guidance. This move signals confidence in Lumentum's ability to capitalize on AI-driven infrastructure spending as hyperscalers rapidly secure supply.
Yahoo Finance
Barclays PLC Alphabet Inc. LUMENTUM HOLDINGS Coherent Corp. USA Show more
Business & Industry, Market Report
17:25 17.01.2025

Lumentum stock surges after Barclays upgrades rating and price target

Lumentum's stock surged approximately 6% in premarket trading following a double upgrade by Barclays, which raised its rating from Underweight to Overweight. The firm also increased the price target for the shares from $80 to $125, highlighting the company's strong position in the networking products sector.
seekingalpha.com
LUMENTUM HOLDINGS USA
Finance & Economy, Market Report
14:23 17.01.2025
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