周三盘中，光通信和激光器制造商Lumentum Holdings Inc（纳斯达克股票代码：LITE）股价大涨6.79%，引发投资者关注。该公司强劲的财报业绩和未来展望赢得了华尔街分析师的青睐。
Lumentum最新公布的第四财季业绩超出市场预期。公司实现营收4.807亿美元，高于分析师预期的4.664亿美元。更为重要的是，Lumentum预计2026财年第一季度营收将达到5.1亿美元至5.4亿美元之间，同样超出分析师5.1374亿美元的预期。公司还设定了雄心勃勃的目标，计划到2026年6月季度实现季度收入超过6亿美元。
这一亮眼的业绩表现和乐观展望引发了华尔街分析师的积极反应。至少13家券商在财报发布后上调了Lumentum的目标股价。其中，巴克莱银行将目标价从75美元大幅上调至135美元，杰富瑞将目标价从105美元上调至140美元，摩根大通将目标价从123美元上调至145美元。瑞银分析师指出，尽管核心电信和工业终端市场需求略显低迷，但云基础设施资本支出继续成为公司的有利因素。目前，18位分析师平均给予该股"买入"评级，目标价中值为135美元。
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