2024-02-21 01:49:14 ET
Summary
- Lumentum Holdings' inventory situation is not improving as quickly as expected, but I still think this is seen as a temporary issue.
- The company's Cloud Light product is proving successful in helping customers achieve cost efficiency, which is positive for long-term growth.
- The inventory situation may take longer than expected to normalize, so investors should be prepared for potential share price pullbacks.
Summary
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Lumentum Holdings: Positive Growth Outlook Despite Inventory Situation