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Lumentum (LITE) Competitors

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$927.03 -8.67 (-0.93%)
Closing price 09/11/2026 04:00 PM Eastern
Extended Trading
$927.54 +0.51 (+0.06%)
As of 09/11/2026 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?

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

In the previous week, Lumentum had 27 more articles in the media than Advanced Energy Industries. MarketBeat recorded 40 mentions for Lumentum and 13 mentions for Advanced Energy Industries. Advanced Energy Industries' average media sentiment score of 1.34 beat Lumentum's score of 0.87 indicating that Advanced Energy Industries is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Advanced Energy Industries
10 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Lumentum
20 Very Positive mention(s)
2 Positive mention(s)
11 Neutral mention(s)
2 Negative mention(s)
2 Very Negative mention(s)
Positive

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
Advanced Energy Industries10.77% 20.75% 10.39%
Lumentum -230.15%26.34%10.25%

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

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

Advanced Energy Industries has higher earnings, but lower revenue 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
Advanced Energy Industries$1.80B6.40$148.40M$5.3653.59
Lumentum$3.01B27.59-$6.94B-$82.21N/A

Advanced Energy Industries currently has a consensus target price of $409.50, suggesting a potential upside of 42.56%. Lumentum has a consensus target price of $1,053.83, suggesting a potential upside of 13.68%. Given Advanced Energy Industries' stronger consensus rating and higher possible upside, analysts clearly believe Advanced Energy Industries is more favorable than Lumentum.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Advanced Energy Industries
0 Sell rating(s)
2 Hold rating(s)
11 Buy rating(s)
1 Strong Buy rating(s)
2.93
Lumentum
1 Sell rating(s)
5 Hold rating(s)
15 Buy rating(s)
1 Strong Buy rating(s)
2.73

Summary

Advanced Energy Industries beats Lumentum on 9 of the 16 factors compared between the two stocks.

How does Lumentum compare to MKS?

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

In the previous week, Lumentum had 33 more articles in the media than MKS. MarketBeat recorded 40 mentions for Lumentum and 7 mentions for MKS. MKS's average media sentiment score of 1.71 beat Lumentum's score of 0.87 indicating that MKS is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MKS
6 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Lumentum
20 Very Positive mention(s)
2 Positive mention(s)
11 Neutral mention(s)
2 Negative mention(s)
2 Very Negative mention(s)
Positive

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
MKS10.15% 24.72% 7.80%
Lumentum -230.15%26.34%10.25%

MKS has a beta of 1.98, meaning that its stock price is 98% more volatile than the broader market. Comparatively, Lumentum has a beta of 1.53, meaning that its stock price is 53% more volatile than the broader market.

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

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
MKS$3.93B4.60$295M$6.2742.63
Lumentum$3.01B27.59-$6.94B-$82.21N/A

MKS currently has a consensus target price of $382.86, suggesting a potential upside of 43.23%. Lumentum has a consensus target price of $1,053.83, suggesting a potential upside of 13.68%. Given MKS's stronger consensus rating and higher possible upside, analysts clearly believe MKS is more favorable than Lumentum.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MKS
1 Sell rating(s)
1 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.88
Lumentum
1 Sell rating(s)
5 Hold rating(s)
15 Buy rating(s)
1 Strong Buy rating(s)
2.73

Summary

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

How does Lumentum compare to MACOM Technology Solutions?

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

MACOM Technology Solutions has lower revenue, but higher earnings 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
Lumentum$3.01B27.59-$6.94B-$82.21N/A
MACOM Technology Solutions$967.26M21.70-$54.21M$3.1188.39

In the previous week, Lumentum had 32 more articles in the media than MACOM Technology Solutions. MarketBeat recorded 40 mentions for Lumentum and 8 mentions for MACOM Technology Solutions. MACOM Technology Solutions' average media sentiment score of 1.42 beat Lumentum's score of 0.87 indicating that MACOM Technology Solutions is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lumentum
20 Very Positive mention(s)
2 Positive mention(s)
11 Neutral mention(s)
2 Negative mention(s)
2 Very Negative mention(s)
Positive
MACOM Technology Solutions
6 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Lumentum currently has a consensus target price of $1,053.83, indicating a potential upside of 13.68%. MACOM Technology Solutions has a consensus target price of $341.25, indicating a potential upside of 24.14%. Given MACOM Technology Solutions' stronger consensus rating and higher possible upside, analysts clearly believe MACOM Technology Solutions 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)
15 Buy rating(s)
1 Strong Buy rating(s)
2.73
MACOM Technology Solutions
0 Sell rating(s)
4 Hold rating(s)
9 Buy rating(s)
2 Strong Buy rating(s)
2.87

94.1% of Lumentum shares are owned by institutional investors. Comparatively, 76.1% of MACOM Technology Solutions shares are owned by institutional investors. 0.4% of Lumentum shares are owned by insiders. Comparatively, 0.4% of MACOM Technology Solutions shares are owned by 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.

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
Lumentum-230.15% 26.34% 10.25%
MACOM Technology Solutions 20.70%17.82%12.01%

Lumentum has a beta of 1.53, meaning that its share price is 53% more volatile than the broader market. Comparatively, MACOM Technology Solutions has a beta of 1.71, meaning that its share price is 71% more volatile than the broader market.

Summary

MACOM Technology Solutions beats Lumentum on 9 of the 17 factors compared between the two stocks.

How does Lumentum compare to Tower Semiconductor?

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

Tower Semiconductor has higher earnings, but lower revenue 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
Tower Semiconductor$1.57B15.19$220.47M$2.5383.60
Lumentum$3.01B27.59-$6.94B-$82.21N/A

70.5% of Tower Semiconductor shares are owned by institutional investors. Comparatively, 94.1% of Lumentum shares are owned by institutional investors. 1.0% of Tower Semiconductor shares are owned by insiders. Comparatively, 0.4% of Lumentum shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Tower Semiconductor presently has a consensus price target of $290.67, indicating a potential upside of 37.42%. Lumentum has a consensus price target of $1,053.83, indicating a potential upside of 13.68%. Given Tower Semiconductor's stronger consensus rating and higher probable upside, equities analysts clearly believe Tower Semiconductor is more favorable than Lumentum.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Tower Semiconductor
0 Sell rating(s)
2 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.89
Lumentum
1 Sell rating(s)
5 Hold rating(s)
15 Buy rating(s)
1 Strong Buy rating(s)
2.73

Tower Semiconductor has a beta of 0.88, indicating that its stock price is 12% less volatile than the broader market. Comparatively, Lumentum has a beta of 1.53, indicating that its stock price is 53% more volatile than the broader market.

In the previous week, Lumentum had 34 more articles in the media than Tower Semiconductor. MarketBeat recorded 40 mentions for Lumentum and 6 mentions for Tower Semiconductor. Tower Semiconductor's average media sentiment score of 1.30 beat Lumentum's score of 0.87 indicating that Tower Semiconductor is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Tower Semiconductor
4 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Lumentum
20 Very Positive mention(s)
2 Positive mention(s)
11 Neutral mention(s)
2 Negative mention(s)
2 Very Negative mention(s)
Positive

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
Tower Semiconductor16.94% 9.83% 8.25%
Lumentum -230.15%26.34%10.25%

Summary

Lumentum beats Tower Semiconductor on 9 of the 16 factors compared between the two stocks.

How does Lumentum compare to Ciena?

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

Ciena presently has a consensus target price of $475.68, indicating a potential upside of 36.31%. Lumentum has a consensus target price of $1,053.83, indicating a potential upside of 13.68%. Given Ciena's stronger consensus rating and higher probable upside, equities analysts clearly believe Ciena is more favorable than Lumentum.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ciena
0 Sell rating(s)
6 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.75
Lumentum
1 Sell rating(s)
5 Hold rating(s)
15 Buy rating(s)
1 Strong Buy rating(s)
2.73

Ciena has a beta of 1.3, suggesting that its share price is 30% more volatile than the broader market. Comparatively, Lumentum has a beta of 1.53, suggesting that its share price is 53% more volatile than the broader market.

In the previous week, Lumentum had 3 more articles in the media than Ciena. MarketBeat recorded 40 mentions for Lumentum and 37 mentions for Ciena. Ciena's average media sentiment score of 0.89 beat Lumentum's score of 0.87 indicating that Ciena is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Ciena
15 Very Positive mention(s)
7 Positive mention(s)
5 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Lumentum
20 Very Positive mention(s)
2 Positive mention(s)
11 Neutral mention(s)
2 Negative mention(s)
2 Very Negative mention(s)
Positive

92.0% of Ciena shares are held by institutional investors. Comparatively, 94.1% of Lumentum shares are held by institutional investors. 0.6% of Ciena shares are held by insiders. Comparatively, 0.4% of Lumentum shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

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
Ciena$4.77B10.38$123.34M$4.4877.90
Lumentum$3.01B27.59-$6.94B-$82.21N/A

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
Ciena10.87% 25.33% 11.27%
Lumentum -230.15%26.34%10.25%

Summary

Ciena beats Lumentum on 9 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$83.15B$16.01B$29.62B$12.72B
Dividend YieldN/A4.20%2.74%11.15%
P/E Ratio145.7630.2676.6225.29
Price / Sales27.5943.32589.1098.94
Price / Cash71.19103.4647.5051.44
Price / Book15.536.987.706.20
Net Income-$6.94B$310.13M$704.99M$358.50M
7 Day Performance5.19%1.14%-1.08%-2.35%
1 Month Performance-0.58%-6.04%-3.65%-2.77%
1 Year Performance468.66%49.55%180.35%7.63%

Lumentum Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LITE
Lumentum
3.5866 of 5 stars
$927.03
-0.9%
$1,053.83
+13.7%
+462.2%$83.15B$3.01B145.7613,757
AEIS
Advanced Energy Industries
4.86 of 5 stars
$280.90
flat
$409.50
+45.8%
+80.1%$11.25B$1.80B52.4113,000
MKSI
MKS
4.885 of 5 stars
$260.31
flat
$382.86
+47.1%
+130.4%$17.60B$3.93B41.5210,300
MTSI
MACOM Technology Solutions
4.5642 of 5 stars
$268.95
flat
$341.25
+26.9%
+109.7%$20.54B$967.26M86.482,000
TSEM
Tower Semiconductor
4.3781 of 5 stars
$222.34
flat
$290.67
+30.7%
+220.4%$25.00B$1.71B87.885,316

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This page (NASDAQ:LITE) was last updated on 9/12/2026 by MarketBeat.com Staff.
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