+40% vs analyst target · new source · 2 agree · 0 dissent
Why BUY: Jefferies lifts its Lumentum PT to $1,250 (Buy), seeing it become Alphabet's top optical-circuit-switch supplier next year.
⚠ The stock is up ~137% this year, and Zacks cut it to Hold this month; AI optics names swing hard on capex news.