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Lumentum (LITE) Competitors

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$1,085.42 +39.64 (+3.79%)
Closing price 10/2/2026 04:00 PM Eastern
Extended Trading
$1,087.76 +2.34 (+0.22%)
As of 10/2/2026 07:59 PM Eastern
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LITE vs. AEIS, MKSI, MTSI, TSEM, and CIEN

Should you buy Lumentum stock or one of its competitors? Lumentum's main competitors and comparable companies include Advanced Energy Industries (AEIS), MKS (MKSI), MACOM Technology Solutions (MTSI), Tower Semiconductor (TSEM), and Ciena (CIEN). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "technology" sector.

How does Lumentum compare to Advanced Energy Industries?

Lumentum (NASDAQ:LITE) and Advanced Energy Industries (NASDAQ:AEIS) are both large-cap technology companies, but which is the better investment? We will contrast the two businesses based on the strength of their risk, analyst recommendations, profitability, dividends, valuation, institutional ownership, media sentiment and earnings.

Lumentum has a beta of 1.53, suggesting that its share price is 53% more volatile than the broader market. Comparatively, Advanced Energy Industries has a beta of 1.31, suggesting that its share price is 31% more volatile than the broader market.

In the previous week, Lumentum had 29 more articles in the media than Advanced Energy Industries. MarketBeat recorded 31 mentions for Lumentum and 2 mentions for Advanced Energy Industries. Advanced Energy Industries' average media sentiment score of 1.18 beat Lumentum's score of 0.44 indicating that Advanced Energy Industries is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lumentum
9 Very Positive mention(s)
5 Positive mention(s)
13 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Advanced Energy Industries
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Advanced Energy Industries has lower revenue, but higher earnings than Lumentum. Lumentum is trading at a lower price-to-earnings ratio than Advanced Energy Industries, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Lumentum$3.01B32.30-$6.94B-$82.21N/A
Advanced Energy Industries$1.80B6.77$148.40M$5.3656.77

Advanced Energy Industries has a net margin of 10.77% compared to Lumentum's net margin of -230.15%. Lumentum's return on equity of 26.34% beat Advanced Energy Industries' return on equity.

Company Net Margins Return on Equity Return on Assets
Lumentum-230.15% 26.34% 10.25%
Advanced Energy Industries 10.77%20.75%10.39%

94.1% of Lumentum shares are owned by institutional investors. Comparatively, 99.7% of Advanced Energy Industries shares are owned by institutional investors. 0.4% of Lumentum shares are owned by company insiders. Comparatively, 1.3% of Advanced Energy Industries shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Lumentum presently has a consensus price target of $1,073.25, suggesting a potential downside of 1.12%. Advanced Energy Industries has a consensus price target of $409.50, suggesting a potential upside of 34.58%. Given Advanced Energy Industries' stronger consensus rating and higher possible upside, analysts plainly believe Advanced Energy Industries is more favorable than Lumentum.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lumentum
1 Sell rating(s)
5 Hold rating(s)
16 Buy rating(s)
1 Strong Buy rating(s)
2.74
Advanced Energy Industries
0 Sell rating(s)
2 Hold rating(s)
11 Buy rating(s)
1 Strong Buy rating(s)
2.93

Summary

Advanced Energy Industries beats Lumentum on 10 of the 16 factors compared between the two stocks.

How does Lumentum compare to MKS?

Lumentum (NASDAQ:LITE) and MKS (NASDAQ:MKSI) are both large-cap technology companies, but which is the better investment? We will contrast the two businesses based on the strength of their risk, analyst recommendations, profitability, dividends, valuation, institutional ownership, media sentiment and earnings.

In the previous week, Lumentum had 26 more articles in the media than MKS. MarketBeat recorded 31 mentions for Lumentum and 5 mentions for MKS. MKS's average media sentiment score of 0.72 beat Lumentum's score of 0.44 indicating that MKS is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lumentum
9 Very Positive mention(s)
5 Positive mention(s)
13 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
MKS
3 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

MKS has higher revenue and earnings than Lumentum. Lumentum is trading at a lower price-to-earnings ratio than MKS, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Lumentum$3.01B32.30-$6.94B-$82.21N/A
MKS$3.93B4.80$295M$6.2744.52

MKS has a net margin of 10.15% compared to Lumentum's net margin of -230.15%. Lumentum's return on equity of 26.34% beat MKS's return on equity.

Company Net Margins Return on Equity Return on Assets
Lumentum-230.15% 26.34% 10.25%
MKS 10.15%24.72%7.80%

Lumentum has a beta of 1.53, suggesting that its share price is 53% more volatile than the broader market. Comparatively, MKS has a beta of 2.03, suggesting that its share price is 103% more volatile than the broader market.

94.1% of Lumentum shares are owned by institutional investors. Comparatively, 99.8% of MKS shares are owned by institutional investors. 0.4% of Lumentum shares are owned by company insiders. Comparatively, 0.6% of MKS shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Lumentum presently has a consensus price target of $1,073.25, suggesting a potential downside of 1.12%. MKS has a consensus price target of $375.93, suggesting a potential upside of 34.67%. Given MKS's stronger consensus rating and higher possible upside, analysts plainly believe MKS is more favorable than Lumentum.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lumentum
1 Sell rating(s)
5 Hold rating(s)
16 Buy rating(s)
1 Strong Buy rating(s)
2.74
MKS
1 Sell rating(s)
2 Hold rating(s)
12 Buy rating(s)
1 Strong Buy rating(s)
2.81

Summary

MKS beats Lumentum on 11 of the 16 factors compared between the two stocks.

How does Lumentum compare to MACOM Technology Solutions?

MACOM Technology Solutions (NASDAQ:MTSI) and Lumentum (NASDAQ:LITE) are both large-cap technology companies, but which is the superior investment? We will contrast the two companies based on the strength of their earnings, profitability, analyst recommendations, dividends, institutional ownership, media sentiment, valuation and risk.

In the previous week, Lumentum had 25 more articles in the media than MACOM Technology Solutions. MarketBeat recorded 31 mentions for Lumentum and 6 mentions for MACOM Technology Solutions. MACOM Technology Solutions' average media sentiment score of 0.57 beat Lumentum's score of 0.44 indicating that MACOM Technology Solutions is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MACOM Technology Solutions
2 Very Positive mention(s)
3 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Lumentum
9 Very Positive mention(s)
5 Positive mention(s)
13 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

MACOM Technology Solutions presently has a consensus price target of $341.25, suggesting a potential upside of 6.11%. Lumentum has a consensus price target of $1,073.25, suggesting a potential downside of 1.12%. Given MACOM Technology Solutions' stronger consensus rating and higher possible upside, equities research analysts plainly believe MACOM Technology Solutions is more favorable than Lumentum.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MACOM Technology Solutions
0 Sell rating(s)
3 Hold rating(s)
10 Buy rating(s)
2 Strong Buy rating(s)
2.93
Lumentum
1 Sell rating(s)
5 Hold rating(s)
16 Buy rating(s)
1 Strong Buy rating(s)
2.74

MACOM Technology Solutions has a beta of 1.77, suggesting that its stock price is 77% more volatile than the broader market. Comparatively, Lumentum has a beta of 1.53, suggesting that its stock price is 53% more volatile than the broader market.

76.1% of MACOM Technology Solutions shares are owned by institutional investors. Comparatively, 94.1% of Lumentum shares are owned by institutional investors. 0.4% of MACOM Technology Solutions shares are owned by insiders. Comparatively, 0.4% of Lumentum shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

MACOM Technology Solutions has a net margin of 20.70% compared to Lumentum's net margin of -230.15%. Lumentum's return on equity of 26.34% beat MACOM Technology Solutions' return on equity.

Company Net Margins Return on Equity Return on Assets
MACOM Technology Solutions20.70% 17.82% 12.01%
Lumentum -230.15%26.34%10.25%

MACOM Technology Solutions has higher earnings, but lower revenue than Lumentum. Lumentum is trading at a lower price-to-earnings ratio than MACOM Technology Solutions, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MACOM Technology Solutions$967.26M25.39-$54.21M$3.11103.41
Lumentum$3.01B32.30-$6.94B-$82.21N/A

Summary

MACOM Technology Solutions beats Lumentum on 10 of the 17 factors compared between the two stocks.

How does Lumentum compare to Tower Semiconductor?

Lumentum (NASDAQ:LITE) and Tower Semiconductor (NASDAQ:TSEM) are both large-cap technology companies, but which is the superior business? We will compare the two businesses based on the strength of their earnings, dividends, risk, institutional ownership, profitability, analyst recommendations, valuation and media sentiment.

Tower Semiconductor has lower revenue, but higher earnings than Lumentum. Lumentum is trading at a lower price-to-earnings ratio than Tower Semiconductor, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Lumentum$3.01B32.30-$6.94B-$82.21N/A
Tower Semiconductor$1.57B17.29$220.47M$2.5395.20

Tower Semiconductor has a net margin of 16.94% compared to Lumentum's net margin of -230.15%. Lumentum's return on equity of 26.34% beat Tower Semiconductor's return on equity.

Company Net Margins Return on Equity Return on Assets
Lumentum-230.15% 26.34% 10.25%
Tower Semiconductor 16.94%9.83%8.25%

Lumentum presently has a consensus target price of $1,073.25, indicating a potential downside of 1.12%. Tower Semiconductor has a consensus target price of $316.00, indicating a potential upside of 31.20%. Given Tower Semiconductor's stronger consensus rating and higher probable upside, analysts plainly believe Tower Semiconductor is more favorable than Lumentum.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lumentum
1 Sell rating(s)
5 Hold rating(s)
16 Buy rating(s)
1 Strong Buy rating(s)
2.74
Tower Semiconductor
0 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.90

Lumentum has a beta of 1.53, indicating that its stock price is 53% more volatile than the broader market. Comparatively, Tower Semiconductor has a beta of 0.89, indicating that its stock price is 11% less volatile than the broader market.

In the previous week, Lumentum had 25 more articles in the media than Tower Semiconductor. MarketBeat recorded 31 mentions for Lumentum and 6 mentions for Tower Semiconductor. Tower Semiconductor's average media sentiment score of 0.50 beat Lumentum's score of 0.44 indicating that Tower Semiconductor is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lumentum
9 Very Positive mention(s)
5 Positive mention(s)
13 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Tower Semiconductor
1 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

94.1% of Lumentum shares are owned by institutional investors. Comparatively, 70.5% of Tower Semiconductor shares are owned by institutional investors. 0.4% of Lumentum shares are owned by company insiders. Comparatively, 1.0% of Tower Semiconductor shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Summary

Lumentum and Tower Semiconductor tied by winning 8 of the 16 factors compared between the two stocks.

How does Lumentum compare to Ciena?

Lumentum (NASDAQ:LITE) and Ciena (NYSE:CIEN) are both large-cap technology companies, but which is the superior stock? We will contrast the two companies based on the strength of their dividends, analyst recommendations, institutional ownership, valuation, earnings, profitability, risk and media sentiment.

Ciena has higher revenue and earnings than Lumentum. Lumentum is trading at a lower price-to-earnings ratio than Ciena, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Lumentum$3.01B32.30-$6.94B-$82.21N/A
Ciena$4.77B11.65$123.34M$4.4887.46

In the previous week, Lumentum had 5 more articles in the media than Ciena. MarketBeat recorded 31 mentions for Lumentum and 26 mentions for Ciena. Ciena's average media sentiment score of 0.56 beat Lumentum's score of 0.44 indicating that Ciena is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lumentum
9 Very Positive mention(s)
5 Positive mention(s)
13 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Ciena
11 Very Positive mention(s)
5 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Lumentum has a beta of 1.53, indicating that its share price is 53% more volatile than the broader market. Comparatively, Ciena has a beta of 1.28, indicating that its share price is 28% more volatile than the broader market.

Lumentum currently has a consensus price target of $1,073.25, indicating a potential downside of 1.12%. Ciena has a consensus price target of $490.05, indicating a potential upside of 25.07%. Given Ciena's stronger consensus rating and higher probable upside, analysts plainly believe Ciena is more favorable than Lumentum.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lumentum
1 Sell rating(s)
5 Hold rating(s)
16 Buy rating(s)
1 Strong Buy rating(s)
2.74
Ciena
0 Sell rating(s)
5 Hold rating(s)
15 Buy rating(s)
1 Strong Buy rating(s)
2.81

Ciena has a net margin of 10.87% compared to Lumentum's net margin of -230.15%. Lumentum's return on equity of 26.34% beat Ciena's return on equity.

Company Net Margins Return on Equity Return on Assets
Lumentum-230.15% 26.34% 10.25%
Ciena 10.87%25.33%11.27%

94.1% of Lumentum shares are held by institutional investors. Comparatively, 92.0% of Ciena shares are held by institutional investors. 0.4% of Lumentum shares are held by insiders. Comparatively, 0.6% of Ciena shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Summary

Ciena beats Lumentum on 10 of the 16 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding LITE and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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LITE vs. The Competition

MetricLumentumCommunications Equipment IndustryTechnology SectorNASDAQ Exchange
Market Cap$93.81B$16.65B$31.50B$13.10B
Dividend YieldN/A4.24%2.75%16.77%
P/E Ratio-13.2032.7281.2826.04
Price / Sales32.3043.32584.8793.41
Price / Cash80.31107.6850.0751.75
Price / Book18.187.318.106.30
Net Income-$6.94B$310.13M$702.36M$361.43M
7 Day Performance15.27%1.95%114.89%-1.67%
1 Month Performance28.09%4.46%73.47%-4.51%
1 Year Performance562.61%60.45%167.69%2.03%

Lumentum Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LITE
Lumentum
2.9124 of 5 stars
$1,085.42
+3.8%
$1,073.25
-1.1%
+539.4%$93.81B$3.01BN/A13,757
AEIS
Advanced Energy Industries
4.8451 of 5 stars
$279.68
flat
$409.50
+46.4%
+70.9%$11.20B$1.80B52.1813,000
MKSI
MKS
4.8766 of 5 stars
$260.82
flat
$375.93
+44.1%
+104.4%$17.64B$3.93B41.6010,300
MTSI
MACOM Technology Solutions
3.4701 of 5 stars
$285.57
flat
$341.25
+19.5%
+151.1%$21.81B$1.16B91.822,000
TSEM
Tower Semiconductor
4.2957 of 5 stars
$230.47
flat
$316.00
+37.1%
+216.1%$25.92B$1.71B91.105,316

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This page (NASDAQ:LITE) was last updated on 10/3/2026 by MarketBeat.com Staff.
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