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Lumentum (LITE) Competitors

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$866.71 -12.57 (-1.43%)
As of 08/21/2026 04:00 PM Eastern

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 superior investment? We will compare the two companies based on the strength of their valuation, institutional ownership, dividends, earnings, profitability, media sentiment, analyst recommendations and risk.

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$1.80B6.36$148.40M$5.3653.33
Lumentum$3.01B25.79-$6.94B-$82.21N/A

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 1.29, suggesting that its share price is 29% more volatile than the broader market. Comparatively, Lumentum has a beta of 1.5, suggesting that its share price is 50% more volatile than the broader market.

In the previous week, Lumentum had 58 more articles in the media than Advanced Energy Industries. MarketBeat recorded 76 mentions for Lumentum and 18 mentions for Advanced Energy Industries. Advanced Energy Industries' average media sentiment score of 1.43 beat Lumentum's score of 1.04 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
16 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Lumentum
50 Very Positive mention(s)
2 Positive mention(s)
9 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive

Advanced Energy Industries presently has a consensus price target of $409.50, indicating a potential upside of 43.27%. Lumentum has a consensus price target of $1,044.67, indicating a potential upside of 20.53%. Given Advanced Energy Industries' stronger consensus rating and higher probable upside, equities 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)
13 Buy rating(s)
1 Strong Buy rating(s)
2.70

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 is poised for long-term growth.

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 superior investment? We will contrast the two companies based on the strength of their media sentiment, risk, valuation, profitability, analyst recommendations, dividends, earnings and institutional ownership.

Lumentum has a beta of 1.5, indicating that its share price is 50% more volatile than the broader market. Comparatively, MKS has a beta of 1.98, indicating that its share price is 98% more volatile than the broader market.

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%

In the previous week, Lumentum had 50 more articles in the media than MKS. MarketBeat recorded 76 mentions for Lumentum and 26 mentions for MKS. MKS's average media sentiment score of 1.50 beat Lumentum's score of 1.04 indicating that MKS is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lumentum
50 Very Positive mention(s)
2 Positive mention(s)
9 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive
MKS
23 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$3.01B25.79-$6.94B-$82.21N/A
MKS$3.93B4.80$295M$6.2744.52

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 large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Lumentum currently has a consensus price target of $1,044.67, suggesting a potential upside of 20.53%. MKS has a consensus price target of $385.00, suggesting a potential upside of 37.94%. 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
Lumentum
1 Sell rating(s)
5 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.70
MKS
1 Sell rating(s)
1 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.88

Summary

MKS beats Lumentum on 11 of the 15 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 earnings, dividends, analyst recommendations, valuation, profitability, risk, institutional ownership and media sentiment.

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$3.01B25.79-$6.94B-$82.21N/A
MACOM Technology Solutions$967.26M21.05-$54.21M$3.1185.73

Lumentum presently has a consensus target price of $1,044.67, suggesting a potential upside of 20.53%. MACOM Technology Solutions has a consensus target price of $341.25, suggesting a potential upside of 28.00%. Given MACOM Technology Solutions' stronger consensus rating and higher probable upside, analysts plainly 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)
13 Buy rating(s)
1 Strong Buy rating(s)
2.70
MACOM Technology Solutions
0 Sell rating(s)
5 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.73

In the previous week, Lumentum had 54 more articles in the media than MACOM Technology Solutions. MarketBeat recorded 76 mentions for Lumentum and 22 mentions for MACOM Technology Solutions. MACOM Technology Solutions' average media sentiment score of 1.40 beat Lumentum's score of 1.04 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
50 Very Positive mention(s)
2 Positive mention(s)
9 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive
MACOM Technology Solutions
17 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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%

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 company insiders. Comparatively, 0.4% of MACOM Technology Solutions shares are owned 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.

Lumentum has a beta of 1.5, suggesting that its share price is 50% more volatile than the broader market. Comparatively, MACOM Technology Solutions has a beta of 1.7, suggesting that its share price is 70% more volatile than the broader market.

Summary

MACOM Technology Solutions beats Lumentum on 9 of the 16 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 better stock? We will contrast the two businesses based on the strength of their risk, earnings, media sentiment, valuation, institutional ownership, dividends, analyst recommendations and profitability.

94.1% of Lumentum shares are held by institutional investors. Comparatively, 70.5% of Tower Semiconductor shares are held by institutional investors. 0.4% of Lumentum shares are held by insiders. Comparatively, 1.0% of Tower Semiconductor shares are held by 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.

In the previous week, Lumentum had 68 more articles in the media than Tower Semiconductor. MarketBeat recorded 76 mentions for Lumentum and 8 mentions for Tower Semiconductor. Lumentum's average media sentiment score of 1.04 beat Tower Semiconductor's score of 0.47 indicating that Lumentum is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lumentum
50 Very Positive mention(s)
2 Positive mention(s)
9 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive
Tower Semiconductor
2 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral

Lumentum presently has a consensus target price of $1,044.67, indicating a potential upside of 20.53%. Tower Semiconductor has a consensus target price of $294.80, indicating a potential upside of 32.44%. Given Tower Semiconductor's stronger consensus rating and higher probable upside, analysts clearly 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)
13 Buy rating(s)
1 Strong Buy rating(s)
2.70
Tower Semiconductor
0 Sell rating(s)
2 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
2.88

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%

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$3.01B25.79-$6.94B-$82.21N/A
Tower Semiconductor$1.71B14.64$220.47M$2.5387.98

Lumentum has a beta of 1.5, meaning that its share price is 50% more volatile than the broader market. Comparatively, Tower Semiconductor has a beta of 0.9, meaning that its share price is 10% less volatile than the broader market.

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 contrast the two companies based on the strength of their profitability, institutional ownership, dividends, valuation, media sentiment, analyst recommendations, earnings and risk.

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

In the previous week, Lumentum had 53 more articles in the media than Ciena. MarketBeat recorded 76 mentions for Lumentum and 23 mentions for Ciena. Lumentum's average media sentiment score of 1.04 beat Ciena's score of 0.38 indicating that Lumentum is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Ciena
8 Very Positive mention(s)
3 Positive mention(s)
4 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Neutral
Lumentum
50 Very Positive mention(s)
2 Positive mention(s)
9 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive

Ciena has a beta of 1.3, meaning that its stock price is 30% more volatile than the broader market. Comparatively, Lumentum has a beta of 1.5, meaning that its stock price is 50% more volatile than the broader market.

Ciena currently has a consensus target price of $527.78, indicating a potential upside of 32.96%. Lumentum has a consensus target price of $1,044.67, indicating a potential upside of 20.53%. Given Ciena's higher possible 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)
14 Buy rating(s)
0 Strong Buy rating(s)
2.70
Lumentum
1 Sell rating(s)
5 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.70

Ciena has a net margin of 7.87% 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
Ciena7.87% 18.15% 8.63%
Lumentum -230.15%26.34%10.25%

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$4.77B11.78$123.34M$3.00132.31
Lumentum$3.01B25.79-$6.94B-$82.21N/A

Summary

Ciena and Lumentum tied by winning 8 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$77.74B$16.34B$29.55B$12.85B
Dividend YieldN/A4.18%2.75%11.08%
P/E Ratio-10.5430.5973.3524.24
Price / Sales25.7936.52598.8499.78
Price / Cash66.56119.6650.3553.99
Price / Book16.746.759.446.20
Net Income-$6.94B$306.24M$679.74M$348.59M
7 Day Performance-6.42%-3.91%-1.29%0.08%
1 Month Performance3.97%-0.83%4.03%3.88%
1 Year Performance626.25%65.58%189.70%16.98%

Lumentum Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LITE
Lumentum
4.2808 of 5 stars
$866.71
-1.4%
$1,044.67
+20.5%
+626.3%$77.74B$3.01BN/A10,562
AEIS
Advanced Energy Industries
4.8143 of 5 stars
$330.26
flat
$409.50
+24.0%
+85.0%$13.23B$1.80B61.6213,000
MKSI
MKS
4.9546 of 5 stars
$310.73
flat
$385.00
+23.9%
+165.2%$21.01B$3.93B49.5610,300
MTSI
MACOM Technology Solutions
4.5084 of 5 stars
$316.44
flat
$341.82
+8.0%
+111.3%$24.17B$967.26M101.752,000
TSEM
Tower Semiconductor
4.6455 of 5 stars
$265.48
flat
$294.80
+11.0%
+306.7%$29.85B$1.71B104.935,316

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This page (NASDAQ:LITE) was last updated on 8/23/2026 by MarketBeat.com Staff.
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