[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-lumentum-gains-3-as-stonex-starts-at-buy-with-1200-target-critical-scarcity-points-ES":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":184,"relatedPosts":192,"suggestedPosts":271},{"id":152,"title":153,"date":154,"modified":154,"excerpt":155,"content":156,"wordCount":157,"lang":158,"uri":159,"slug":160,"cloudinaryAssetId":161,"featuredImageOriginalUrl":162,"featuredImageMetadata":163,"author":166,"editor":172,"categories":175,"relatedPosts":181,"seo":182},145516,"Lumentum sube un 3% después de que StoneX inicia cobertura con recomendación de compra y objetivo de $1,200: \"Puntos críticos de escasez\"","2026-10-26T19:24:22","\u003Cp>StoneX no está arriesgándose demasiado aquí\u003C\u002Fp>","\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">Puntos clave\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Las acciones de Lumentum subieron un 3% hoy después de que StoneX iniciara cobertura con una calificación de Compra y un precio objetivo de $1,200.\u003C\u002Fli>\n\n\n\n\u003Cli>El objetivo de StoneX coincide con la mediana de los objetivos de Wall Street, y el reciente retroceso hace que la acción parezca una compra razonable antes de los resultados.\u003C\u002Fli>\n\n\n\n\u003Cli>Los analistas esperan que el BPA normalizado de Lumentum suba de $8.67 en el año fiscal 2026 a $35.92 en el año fiscal 2028, y la dirección dice que sus componentes están prácticamente agotados hasta principios de 2029.\u003C\u002Fli>\n\n\n\n\u003Cli>La siguiente prueba es el informe del primer trimestre fiscal el 5 de noviembre, donde la escasez de chips láser debe mantenerse.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Las acciones de Lumentum Holdings (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=272054403&tid=307533788\">LITE\u003C\u002Fa>)\u003C\u002Fstrong> suben un 3% esta mañana después de que StoneX iniciara cobertura con una calificación de Compra y un precio objetivo de $1,200.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El argumento de StoneX gira en torno a la oferta. La firma dice que Lumentum ocupa \"puntos críticos de escasez\" en láseres de fosfuro de indio de alta velocidad y transceptores para la nube, y señala que la compañía tiene sus productos vendidos hasta 2029.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">La llamada llega después de unas semanas difíciles. Las acciones se han \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Flumentum-slips-off-its-1143-peak-as-cfo-sells-25-7-million-ahead-of-earnings\">deslizado bastante desde su máximo de $1,143\u003C\u002Fa> este mes, y el director financiero vendió $25.7 millones en acciones en el camino.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-stonex-s-target-matches-the-street-s\" class=\"wp-block-heading\">El objetivo de StoneX coincide con el de Wall Street\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Los $1,200 de StoneX son la mediana de los 27 objetivos de precio sobre Lumentum, un poco por encima del consenso de $1,165. Ese consenso ha crecido más de siete veces desde octubre de 2025, cuando se situaba en $161.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FLITE-2026-10-26_LITE_street_targets_1yr\u002FLITE-2026-10-26_LITE_street_targets_1yr.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1793018826\u002Fimages\u002FLITE-2026-10-26_LITE_street_targets_1yr\u002FLITE-2026-10-26_LITE_street_targets_1yr.png?_i=AA\" alt=\"Gráfico de líneas de TIKR del consenso (media) de los analistas sobre el precio objetivo de Lumentum, $ por acción, último año.\" class=\"wp-post-145516 wp-image-145513\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793018826\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793018826\u002Fimages\u002FLITE-2026-10-26_LITE_street_targets_1yr\u002FLITE-2026-10-26_LITE_street_targets_1yr.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793018826\u002Fimages\u002FLITE-2026-10-26_LITE_street_targets_1yr\u002FLITE-2026-10-26_LITE_street_targets_1yr.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1793018826\u002Fimages\u002FLITE-2026-10-26_LITE_street_targets_1yr\u002FLITE-2026-10-26_LITE_street_targets_1yr.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1793018826\u002Fimages\u002FLITE-2026-10-26_LITE_street_targets_1yr\u002FLITE-2026-10-26_LITE_street_targets_1yr.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1793018826\u002Fimages\u002FLITE-2026-10-26_LITE_street_targets_1yr\u002FLITE-2026-10-26_LITE_street_targets_1yr.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Lumentum (LITE): consenso (media) de los analistas sobre el precio objetivo, $ por acción, último año (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El viernes, la acción cerró justo por encima del objetivo más bajo de Wall Street, $750. Eso deja el objetivo de $1,200 de StoneX más de un 50% por encima del precio de la acción.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>TIKR sigue a 27 analistas sobre Lumentum. ¿Cuántos dicen \"Comprar\"?\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Vea el desglose completo de las calificaciones de Compra, Mantener y Vender sobre Lumentum, junto con las estimaciones de ingresos y ganancias de Wall Street, todo en un solo lugar. Más de 500,000 inversores usan TIKR para investigar acciones como esta. \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">Vea las Calificaciones de los Analistas de Lumentum\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-pullback-made-the-stock-cheaper\" class=\"wp-block-heading\">El retroceso hizo que la acción fuera más barata\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El objetivo depende de las ganancias, y los analistas esperan muchas más. El BPA normalizado saltó de $1.01 en el año fiscal 2024 a $8.67 en el año fiscal 2026 (el año hasta junio de 2026). El consenso apunta a $21.79 en el año fiscal 2027 y $35.92 en el año fiscal 2028.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FLITE-2026-10-26_LITE_eps_estimates_2024-2028\u002FLITE-2026-10-26_LITE_eps_estimates_2024-2028.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1793018824\u002Fimages\u002FLITE-2026-10-26_LITE_eps_estimates_2024-2028\u002FLITE-2026-10-26_LITE_eps_estimates_2024-2028.png?_i=AA\" alt=\"Gráfico de barras de TIKR del BPA normalizado de Lumentum, datos reales y estimaciones de consenso, $ por acción, años fiscales 2024–2028 (años hasta junio).\" class=\"wp-post-145516 wp-image-145514\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793018824\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793018824\u002Fimages\u002FLITE-2026-10-26_LITE_eps_estimates_2024-2028\u002FLITE-2026-10-26_LITE_eps_estimates_2024-2028.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793018824\u002Fimages\u002FLITE-2026-10-26_LITE_eps_estimates_2024-2028\u002FLITE-2026-10-26_LITE_eps_estimates_2024-2028.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1793018824\u002Fimages\u002FLITE-2026-10-26_LITE_eps_estimates_2024-2028\u002FLITE-2026-10-26_LITE_eps_estimates_2024-2028.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1793018824\u002Fimages\u002FLITE-2026-10-26_LITE_eps_estimates_2024-2028\u002FLITE-2026-10-26_LITE_eps_estimates_2024-2028.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1793018824\u002Fimages\u002FLITE-2026-10-26_LITE_eps_estimates_2024-2028\u002FLITE-2026-10-26_LITE_eps_estimates_2024-2028.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Lumentum (LITE): BPA normalizado, datos reales y estimaciones de consenso, $ por acción, años fiscales 2024–2028 (años hasta junio) (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El CEO de Lumentum \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Flumentum-stock-jumps-ai-optical-components-sold-out-2029\">dijo este mes\u003C\u002Fa> que sus componentes están prácticamente agotados hasta principios de 2029, y que construir nueva capacidad de láser lleva unos tres años. StoneX está apostando por esa escasez.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Mientras tanto, el retroceso ha reducido el múltiplo. Al cierre del viernes, Lumentum cotizaba a 35 veces las ganancias futuras.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FLITE-2026-10-26_LITE_ntm_pe_3y\u002FLITE-2026-10-26_LITE_ntm_pe_3y.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1793018821\u002Fimages\u002FLITE-2026-10-26_LITE_ntm_pe_3y\u002FLITE-2026-10-26_LITE_ntm_pe_3y.png?_i=AA\" alt=\"Gráfico de líneas de TIKR del P\u002FE forward (NTM) de Lumentum, últimos 3 años.\" class=\"wp-post-145516 wp-image-145515\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793018821\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793018821\u002Fimages\u002FLITE-2026-10-26_LITE_ntm_pe_3y\u002FLITE-2026-10-26_LITE_ntm_pe_3y.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793018821\u002Fimages\u002FLITE-2026-10-26_LITE_ntm_pe_3y\u002FLITE-2026-10-26_LITE_ntm_pe_3y.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1793018821\u002Fimages\u002FLITE-2026-10-26_LITE_ntm_pe_3y\u002FLITE-2026-10-26_LITE_ntm_pe_3y.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1793018821\u002Fimages\u002FLITE-2026-10-26_LITE_ntm_pe_3y\u002FLITE-2026-10-26_LITE_ntm_pe_3y.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1793018821\u002Fimages\u002FLITE-2026-10-26_LITE_ntm_pe_3y\u002FLITE-2026-10-26_LITE_ntm_pe_3y.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Lumentum (LITE): P\u002FE forward (NTM), últimos 3 años (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Eso está por debajo de su promedio de tres años de 40x y menos de la mitad de su máximo de 80x en mayo. (Al precio de hoy está más cerca de 36x).\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-earnings-come-nov-5\" class=\"wp-block-heading\">Los resultados llegan el 5 de noviembre\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Lumentum reporta los resultados del primer trimestre fiscal después del cierre del 5 de noviembre. La dirección dio previsiones de ingresos de $1.225 mil millones a $1.275 mil millones y un BPA no-GAAP de $4.05 a $4.35. El déficit de chips láser importa igual: la dirección lo situó la última vez en más del 30% de la demanda.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El riesgo es que la escasez se desvanezca. Los ingresos de Lumentum cayeron un 23% en el año fiscal 2024 cuando los clientes redujeron inventarios, y los márgenes de hoy dependen de que los chips láser sigan siendo difíciles de conseguir.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Mi opinión: la llamada de StoneX no pide nada que el resto de Wall Street no espere ya. Y después del retroceso, la acción cotiza por debajo de su múltiplo promedio de tres años mientras las estimaciones siguen subiendo. Eso hace de este un punto razonable para comprar antes de los resultados. Por supuesto, si el informe de noviembre muestra que la brecha de oferta se está reduciendo, ese múltiplo parecerá mucho menos barato.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-lumentum-stock-actually-worth\" class=\"wp-block-heading\">Entonces, ¿cuánto vale realmente la acción de Lumentum?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR te permite pronosticar el precio futuro de cualquier acción en menos de un minuto. Solo ingresa algunas suposiciones en el modelo de valoración de TIKR y mira cuánto podría valer Lumentum. Comienza desde las estimaciones de consenso de Wall Street, o ajusta los insumos para reflejar tu propia visión del negocio. Es gratis usarlo.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">Valora Lumentum gratis\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>Descargo de responsabilidad:\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>Tenga en cuenta que los artículos en TIKR no pretenden servir como consejo de inversión o financiero de TIKR o nuestro equipo de contenido, ni son recomendaciones para comprar o vender acciones. Creamos nuestro contenido basándonos en los datos de inversión de TIKR Terminal y las estimaciones de los analistas. Nuestro análisis podría no incluir noticias recientes de la empresa o actualizaciones importantes. TIKR no tiene posición en ninguna de las acciones mencionadas. ¡Gracias por leer y felices inversiones!\u003C\u002Fem>\u003C\u002Fp>",730,"es","\u002Fblog\u002Flumentum-gains-3-as-stonex-starts-at-buy-with-1200-target-critical-scarcity-points","lumentum-gains-3-as-stonex-starts-at-buy-with-1200-target-critical-scarcity-points","images\u002Fconfident-man-rising-green-chart\u002Fconfident-man-rising-green-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792770636\u002Fimages\u002Fconfident-man-rising-green-chart\u002Fconfident-man-rising-green-chart.png?_i=AA",{"altText":164,"imageCredit":165},"Lumentum Gains 3% as StoneX Starts at Buy With $1,200 Target: “Critical Scarcity Points”","g-stockstudio from Getty Images Pro via Canva",{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":171},"Roxanna Maglangit","roxtikr","author","",[],{"name":167,"slug":168,"role":173,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":174},"editor",[],[176],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},"Inversión General","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":164,"metaDesc":183,"opengraphDescription":183,"twitterTitle":164,"twitterDescription":183},"StoneX isn’t going out on a limb here",{"title":185,"description":186,"twitterTitle":185,"twitterDescription":186,"author":167,"articlePublisher":187,"articlePublishedTime":154,"articleModifiedTime":154,"twitterLabel1":188,"twitterData1":189,"ogTitle":185,"ogDescription":186,"ogUrl":159,"ogImage":162,"ogImageWidth":190,"ogImageHeight":191,"ogImageSecureUrl":162,"ogImageAlt":164,"twitterImage":162},"Lumentum Gains 3% as StoneX Starts at Buy With $1,200 Target: “Critical Scarcity Points”","StoneX isn’t going out on a limb here","TIKR.com","Tiempo de lectura estimado","6 minutes",1200,630,[193,210,225,240,254],{"id":180,"title":194,"date":195,"excerpt":196,"wordCount":197,"uri":198,"slug":199,"cloudinaryAssetId":200,"featuredImageOriginalUrl":201,"featuredImageMetadata":202,"author":203,"categories":207,"relatedPosts":209},"Circle Cae un 7% mientras Mizuho Advierte de un \"Riesgo Marcado\" por los Agentes de IA y Reduce su Precio Objetivo a $43","2026-10-26 19:07:47","Mizuho preguntó a los agentes de IA dónde mantener efectivo, y no eligieron USDC.",701,"\u002Fblog\u002Fcircle-sinks-7-as-mizuho-warns-of-marked-risk-from-ai-agents-cuts-target-to-43","circle-sinks-7-as-mizuho-warns-of-marked-risk-from-ai-agents-cuts-target-to-43","images\u002F5-9_118780a9ab7\u002F5-9_118780a9ab7","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784630659\u002Fimages\u002F5-9_118780a9ab7\u002F5-9_118780a9ab7.png?_i=AA",{"altText":194},{"name":204,"slug":205,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":206},"Gian Estrada","giantikr",[],[208],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},[],{"id":180,"title":211,"date":212,"excerpt":213,"wordCount":214,"uri":215,"slug":216,"cloudinaryAssetId":217,"featuredImageOriginalUrl":218,"featuredImageMetadata":219,"author":220,"categories":222,"relatedPosts":224},"Xencor se dispara un 31% tras datos de ensayo en cáncer renal que muestran \"actividad antitumoral impresionante\"","2026-10-26 18:55:19","Solo 11 pacientes, pero qué comienzo.",742,"\u002Fblog\u002Fxencor-soars-31-on-kidney-cancer-trial-data-showing-impressive-antitumor-activity","xencor-soars-31-on-kidney-cancer-trial-data-showing-impressive-antitumor-activity","images\u002Fcheering-woman-rising-green-chart\u002Fcheering-woman-rising-green-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793020037\u002Fimages\u002Fcheering-woman-rising-green-chart\u002Fcheering-woman-rising-green-chart.png?_i=AA",{"altText":211},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":221},[],[223],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},[],{"id":180,"title":226,"date":227,"excerpt":228,"wordCount":229,"uri":230,"slug":231,"cloudinaryAssetId":232,"featuredImageOriginalUrl":233,"featuredImageMetadata":234,"author":235,"categories":237,"relatedPosts":239},"Range Resources se dispara un 11% tras la adquisición de EQT en acciones, creando \"una compañía energética imprescindible\"","2026-10-26 18:53:00","Los tenedores de Range ahora son tenedores de EQT, para bien o para mal",721,"\u002Fblog\u002Frange-resources-soars-11-on-eqts-all-stock-takeover-creating-a-must-own-energy-company","range-resources-soars-11-on-eqts-all-stock-takeover-creating-a-must-own-energy-company","images\u002Fshocked-man-rising-green-chart\u002Fshocked-man-rising-green-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793020221\u002Fimages\u002Fshocked-man-rising-green-chart\u002Fshocked-man-rising-green-chart.png?_i=AA",{"altText":226},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":236},[],[238],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},[],{"id":180,"title":241,"date":242,"excerpt":243,"wordCount":244,"uri":245,"slug":246,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":247,"featuredImageMetadata":248,"author":249,"categories":251,"relatedPosts":253},"Barclays Sigue Viendo un 100% de Potencial de Alza para Oracle. Así es Como Llega a los $252","2026-10-26 18:50:58","Las matemáticas funcionan, solo que no en un año",746,"\u002Fblog\u002Fbarclays-still-sees-100-upside-for-oracle-heres-how-it-gets-to-252","barclays-still-sees-100-upside-for-oracle-heres-how-it-gets-to-252","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F10\u002FOracleStock-600x400.png",{"altText":241},{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":250},[],[252],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},[],{"id":180,"title":255,"date":256,"excerpt":257,"wordCount":258,"uri":259,"slug":260,"cloudinaryAssetId":261,"featuredImageOriginalUrl":262,"featuredImageMetadata":263,"author":264,"categories":268,"relatedPosts":270},"Jim Cramer Advierte que los Nuevos Ingresos en la Nube de Microsoft Están \"Rehenes de OpenAI\" Antes de los Resultados","2026-10-26 18:42:00","El backlog parece excelente hasta que ves de quién es",1039,"\u002Fblog\u002Fjim-cramer-warns-microsofts-new-cloud-revenue-is-hostage-to-openai-ahead-of-earnings","jim-cramer-warns-microsofts-new-cloud-revenue-is-hostage-to-openai-ahead-of-earnings","images\u002FMicrosoft\u002FMicrosoft","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792787957\u002Fimages\u002FMicrosoft\u002FMicrosoft.png?_i=AA",{"altText":255},{"name":265,"slug":266,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":267},"Bobby Sankhagowit","bobby",[],[269],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},[],[272,292,307,321],{"id":180,"title":273,"date":274,"excerpt":275,"wordCount":276,"uri":277,"slug":278,"cloudinaryAssetId":279,"featuredImageOriginalUrl":280,"featuredImageMetadata":281,"author":282,"categories":286,"relatedPosts":291},"Subió un 13% en los últimos 12 meses, ¿puede la acción de Arista Networks ofrecer mejores rendimientos en 2026?","2026-10-26 12:57:00","Las acciones de Arista han subido un 10% en un año. Vea lo que el Modelo de Valoración de TIKR dice sobre el potencial alcista de ANET, con un precio objetivo de $275 para diciembre de 2028.",1099,"\u002Fblog\u002Farista-networks-stock-valuation-anet-2026","arista-networks-stock-valuation-anet-2026","images\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793010558\u002Fimages\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva.png?_i=AA",{"altText":273},{"name":283,"slug":284,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":285},"Aditya Raghunath","adityatikr",[],[287],{"name":288,"slug":289,"uri":290,"description":170,"postsCount":180},"Valoración","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":180,"title":293,"date":294,"excerpt":295,"wordCount":296,"uri":297,"slug":298,"cloudinaryAssetId":299,"featuredImageOriginalUrl":300,"featuredImageMetadata":301,"author":302,"categories":304,"relatedPosts":306},"Con una caída del 48% en los últimos 12 meses, ¿puede la acción de SoFi ofrecer mejores resultados en 2026?","2026-10-26 12:45:00","La acción de SoFi ha caído un 51% en un año. Descubre lo que el Modelo de Valoración de TIKR dice sobre el potencial alcista de SOFI, con un precio objetivo de $22 para diciembre de 2028.",1081,"\u002Fblog\u002Fsofi-stock-valuation-sofi-2026","sofi-stock-valuation-sofi-2026","images\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793015325\u002Fimages\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":293},{"name":283,"slug":284,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":303},[],[305],{"name":288,"slug":289,"uri":290,"description":170,"postsCount":180},[],{"id":180,"title":308,"date":294,"excerpt":309,"wordCount":310,"uri":311,"slug":312,"cloudinaryAssetId":313,"featuredImageOriginalUrl":314,"featuredImageMetadata":315,"author":316,"categories":318,"relatedPosts":320},"Con un aumento de solo el 9% en los últimos 12 meses, ¿puede la acción de Palantir ofrecer mejores rendimientos en 2026?","La acción de Palantir solo ha subido un 4% en un año. Mira lo que dice el Modelo de Valoración de TIKR sobre el potencial alcista de PLTR, con un objetivo de $529 para diciembre de 2028.",1024,"\u002Fblog\u002Fpalantir-stock-valuation-pltr-2026","palantir-stock-valuation-pltr-2026","images\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793003212\u002Fimages\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c.png?_i=AA",{"altText":308},{"name":283,"slug":284,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":317},[],[319],{"name":288,"slug":289,"uri":290,"description":170,"postsCount":180},[],{"id":180,"title":322,"date":323,"excerpt":324,"wordCount":325,"uri":326,"slug":327,"cloudinaryAssetId":328,"featuredImageOriginalUrl":329,"featuredImageMetadata":330,"author":331,"categories":333,"relatedPosts":335},"Con una caída del 56% en los últimos 12 meses, ¿puede la acción de AppLovin ofrecer mejores rendimientos en 2026?","2026-10-26 12:33:00","La acción de AppLovin ha caído un 60% en un año. Descubre lo que el Modelo de Valoración de TIKR dice sobre el potencial alcista de APP, con un precio objetivo de $366 para diciembre de 2028.",1139,"\u002Fblog\u002Fapplovin-stock-valuation-app-2026","applovin-stock-valuation-app-2026","images\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793013215\u002Fimages\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2.png?_i=AA",{"altText":322},{"name":283,"slug":284,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":332},[],[334],{"name":288,"slug":289,"uri":290,"description":170,"postsCount":180},[]]