{ "ticker": "LITE", "reference_close": "2026-09-25", "analysis_path": "data/analyses-data/LITE.json", "analysis_sha256": "995ff9b7bdff2989ef4c822bb8ab5f5e70103f7339057cd3585ac80a1ebd8779", "claims": [ { "path": "meta.date", "value": "2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/meta.date" }, { "path": "meta.dateDisplay", "value": "25 septembre 2026", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/meta.dateDisplay" }, { "path": "meta.version", "value": 3, "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/values/meta/version" }, { "path": "meta.levelsCloseDate", "value": "2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/meta.levelsCloseDate" }, { "path": "meta.description", "value": "Lumentum : l’optique qui relie les puces d’IA dans les centres de données, chiffre d’affaires quasi doublé à 3,01 Md$ et adossé à 2,0 Md$ de NVIDIA. Mais 27× les revenus contre 8× pour les pairs optiques, perte GAAP comptable, convertibles dilutives. Close du 25 septembre 2026, aucun ordre.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/meta.description" }, { "path": "meta.ogDescription", "value": "Lumentum : revenus +83 % à 3,01 Md$, EBITDA 789 M$, NVIDIA investit 2,0 Md$ ; mais EV/revenus 27,7× contre 8× pour les pairs, perte GAAP comptable ; aucun ordre.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/meta.ogDescription" }, { "path": "meta.lastMcpRefresh", "value": "2026-09-27T20:58:19.565204835Z", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/meta.lastMcpRefresh" }, { "path": "meta.levelsVerifiedAt", "value": "2026-09-27T20:58:19.565204835Z", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/meta.levelsVerifiedAt" }, { "path": "meta.statusHistory.0.at", "value": "2026-09-27T20:58:19.565204835Z", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.at" }, { "path": "meta.statusHistory.0.from", "value": "tp2-hit", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.from" }, { "path": "meta.statusHistory.0.note", "value": "refonte v3 du 25 septembre : le plan de juin a atteint son second objectif et est clos ; nouvelle fiche au close du 2026-09-25, titre en consolidation sous son plus haut, valorisation tendue, aucun ordre au cours actuel", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.note" }, { "path": "meta.statusHistory.0.close", "value": 941.65, "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/values/meta/statusHistory/0/close" }, { "path": "header.price", "value": 941.65, "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/values/header/price" }, { "path": "header.changePct", "value": 1.3573150779299104, "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/values/header/changePct" }, { "path": "header.metrics.marketCap", "value": "84,5 Md$", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/header.metrics.marketCap" }, { "path": "header.metrics.volume", "value": "3,9 M", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/header.metrics.volume" }, { "path": "header.metrics.evRevenue", "value": "27,7×", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/header.metrics.evRevenue" }, { "path": "verdict.score", "value": 55, "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/values/verdict/score" }, { "path": "verdict.confidence", "value": "Score éditorial non prédictif. Les chiffres d’entreprise viennent des dépôts SEC et des données XBRL officielles ; les niveaux, du close certifié du 25 septembre.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/verdict.confidence" }, { "path": "verdict.summary", "value": "Lumentum fabrique les composants optiques — transcepteurs, lasers, modules — qui transportent les données entre les puces des centres de données d’intelligence artificielle. La demande a explosé : le chiffre d’affaires de l’exercice 2026 a atteint 3,01 Md$, contre 1,65 Md$ un an plus tôt, et la société prévoit 1,225 à 1,275 Md$ pour le seul premier trimestre 2027, soit un rythme annuel supérieur à 5 Md$. Le résultat opérationnel GAAP est de 525 M$, l’EBITDA de 789 M$, le résultat net non-GAAP de 782 M$, soit 8,67 $ par action. NVIDIA a investi 2,0 Md$ dans une préférence convertible en mars, un adossement rare. La perte nette GAAP de 6,9 Md$ n’est pas opérationnelle : c’est une charge non monétaire unique de 7,8 Md$ liée à la conversion en actions de la dette convertible. Le problème est le prix : à 27,7 fois ses revenus, Lumentum se paie plus de trois fois le multiple de ses pairs optiques directs — Coherent à 8,4×, Ciena à 8,5×. Le titre clôture à 941,65 $, en consolidation nerveuse sous son plus haut de 1085,68 $. Bon dossier, prix exigeant, aucun point d’entrée propre : aucun ordre au cours actuel.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/verdict.summary" }, { "path": "verdict.whyBuy.0", "value": "Croissance rare : chiffre d’affaires de l’exercice 2026 à 3,01 Md$, contre 1,65 Md$ un an plus tôt, et prévision du premier trimestre 2027 de 1,225 à 1,275 Md$, soit un rythme annuel de plus de 5 Md$.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/verdict.whyBuy.0" }, { "path": "verdict.whyBuy.1", "value": "Rentabilité réelle sous la perte comptable : résultat opérationnel GAAP de 525 M$, EBITDA de 789 M$, résultat net non-GAAP de 782 M$ (8,67 $ par action), flux de trésorerie libre de 300 M$.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/verdict.whyBuy.1" }, { "path": "verdict.whyBuy.2", "value": "Adossement stratégique : NVIDIA a investi 2,0 Md$ dans une préférence convertible Série A en mars 2026, alignant le fournisseur d’optique sur le principal moteur de la demande.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/verdict.whyBuy.2" }, { "path": "verdict.whyBuy.3", "value": "Bilan assaini : la dette est retombée à 1,6 Md$ après conversion des obligations en actions, pour 2,7 Md$ de trésorerie et placements.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/verdict.whyBuy.3" }, { "path": "verdict.whyAvoid.0", "value": "Valorisation tendue : 27,7 fois les revenus des douze derniers mois, contre 8,4× pour Coherent et 8,5× pour Ciena, les pairs optiques directs — plus de trois fois leur multiple.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.0" }, { "path": "verdict.whyAvoid.1", "value": "Perte nette GAAP de 6,9 Md$ sur l’exercice : d’origine comptable, mais elle rappelle qu’une part de la croissance a été financée par de la dette convertible désormais transformée en actions.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.1" }, { "path": "verdict.whyAvoid.2", "value": "Dilution : les obligations convertibles restantes, 1 554 M$ de principal, sont toutes dans la monnaie ; le nombre d’actions est déjà passé de 69,8 à 89,7 millions en un an et continuera de monter à mesure des conversions.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.2" }, { "path": "verdict.whyAvoid.3", "value": "Titre volatil et sans setup : 941,65 $ au milieu d’un couloir de septembre allant de 818,89 $ à 1026,76 $, sous le plus haut de 1085,68 $ ; aucun point d’entrée à rapport risque-rendement défini au cours actuel.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.3" }, { "path": "verdict.controlChecklist.0.evidence", "value": "Série quotidienne certifiée au close du 25 septembre.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.0.evidence" }, { "path": "verdict.controlChecklist.1.evidence", "value": "10-K : 89,7 millions d’actions ordinaires ; 1 554 M$ d’obligations convertibles 2026-2032 toutes dans la monnaie ; préférence Série A de 2,0 Md$ détenue par NVIDIA.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.1.evidence" }, { "path": "verdict.controlChecklist.2.evidence", "value": "Clôture à 941,65 $, dans un couloir 818,89 $–1026,76 $, sous le plus haut de 1085,68 $.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.evidence" }, { "path": "business.overview", "value": "

Lumentum fabrique les composants qui transportent la lumière — et donc les données — dans les réseaux. Ses transcepteurs optiques, ses lasers et ses modules relient les serveurs et les puces à l’intérieur des centres de données, ainsi que les villes entre elles dans les réseaux télécoms. Une seconde activité vend des lasers pour l’industrie et la détection tridimensionnelle. Le moteur du moment est l’intelligence artificielle : à mesure que les calculs s’accélèrent, les architectes des centres de données remplacent les liaisons en cuivre par de l’optique, ce qui élargit le marché de Lumentum.

Sur l’exercice clos le 27 juin 2026, le chiffre d’affaires a atteint 3,01 Md$, en hausse de 83 % sur un an, avec un quatrième trimestre à 1,01 Md$. La marge brute GAAP du trimestre est de 47,4 %, la marge opérationnelle de 27,8 %. Sur l’exercice, le résultat opérationnel GAAP est de 525 M$ et l’EBITDA de 789 M$. La société met en avant un résultat non-GAAP de 782 M$, soit 8,67 $ par action.

Deux clients finaux dépassent chacun 10 % du chiffre d’affaires — 26,6 % et 15,0 % sur l’exercice 2026 — mais ne sont pas nommés dans le rapport annuel. Depuis le premier trimestre 2026, Lumentum est gérée comme une seule entreprise intégrée, sans segments distincts. NVIDIA a pris une participation en préférence convertible de 2,0 Md$ en mars, signe de l’importance stratégique du fournisseur d’optique dans la chaîne de l’IA.

", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/business.overview" }, { "path": "business.segments.0.description", "value": "Transcepteurs et modules à haut débit — la montée vers le 1,6 térabit — plus l’optique de commutation et les lasers de forte puissance.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/business.segments.0.description" }, { "path": "business.segments.1.pct", "value": "Lasers industriels et détection 3D", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/business.segments.1.pct" }, { "path": "business.sourceRefs.0.name", "value": "Lumentum 10-K", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.name" }, { "path": "business.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1633978/000162828026057358/lite-20260627.htm", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.url" }, { "path": "business.sourceRefs.0.date", "value": "2026-08-17", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.date" }, { "path": "business.sourceRefs.1.name", "value": "Lumentum 8-K / Exhibit 99.1", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.name" }, { "path": "business.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1633978/000162828026055726/lite_ex991xq4fy26.htm", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.url" }, { "path": "business.sourceRefs.1.date", "value": "2026-08-11", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.date" }, { "path": "business.coverageMatrix.1.decision", "value": "Annexe 99.1 du 8-K de résultats et 10-K ; prévision du premier trimestre 2027 publiée, date de publication non annoncée.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/business.coverageMatrix.1.decision" }, { "path": "business.coverageMatrix.2.decision", "value": "Actions, obligations convertibles et préférence NVIDIA lues dans le 10-K ; dette et trésorerie de bilan.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/business.coverageMatrix.2.decision" }, { "path": "business.coverageMatrix.3.decision", "value": "Exercice 2026 complet reconstitué depuis les données XBRL officielles au 27 juin 2026.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/business.coverageMatrix.3.decision" }, { "path": "business.coverageMatrix.4.decision", "value": "Corrélations et bêtas recalculés sur barres certifiées depuis fin septembre 2025.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/business.coverageMatrix.4.decision" }, { "path": "business.coverageMatrix.5.decision", "value": "Deux clients finaux au-delà de 10 % du chiffre d’affaires, non nommés dans le 10-K : aucune entité cotée identifiable comme client documenté.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/business.coverageMatrix.5.decision" }, { "path": "news.0.date", "value": "2026-08-11", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/news.0.date" }, { "path": "news.0.title", "value": "Chiffre d’affaires annuel de 3,01 Md$ et prévision relevée", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/news.0.title" }, { "path": "news.0.detail", "value": "Lumentum publie un exercice 2026 à 3,01 Md$, contre 1,65 Md$ un an plus tôt, un quatrième trimestre à 1,01 Md$, et prévoit 1,225 à 1,275 Md$ pour le premier trimestre 2027. Le marché retient la trajectoire portée par l’optique des centres de données d’IA.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/news.0.detail" }, { "path": "news.0.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1633978/000162828026055726/lite_ex991xq4fy26.htm", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/news.0.sourceUrl" }, { "path": "news.1.date", "value": "2026-09-08", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/news.1.date" }, { "path": "news.1.title", "value": "Bond de +11,0 % avec le secteur optique", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/news.1.title" }, { "path": "news.1.detail", "value": "Ouverture à 897,56 $ contre 881,25 $, clôture à 978,53 $ (+11,04 %). Coherent fait +7,10 % et Credo −1,65 % la même séance : la hausse est sectorielle, portée par la demande d’interconnexion optique pour l’IA.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/news.1.detail" }, { "path": "news.2.date", "value": "2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/news.2.date" }, { "path": "news.2.title", "value": "Clôture à 941,65 $, consolidation sous le plus haut", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/news.2.title" }, { "path": "news.2.detail", "value": "Le titre referme à 941,65 $ (+1,36 %), au milieu d’un couloir de septembre allant de 818,89 $ à 1026,76 $, sous le plus haut de cinquante-deux semaines de 1085,68 $ inscrit le 12 mai. Après +0,3 % sur vingt et une séances, le mouvement reste nerveux et sans direction nette.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/news.2.detail" }, { "path": "fundamentals.rows.0.metric", "value": "Chiffre d’affaires de l’exercice 2026", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.metric" }, { "path": "fundamentals.rows.0.value", "value": "3 014 M$", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.value" }, { "path": "fundamentals.rows.0.signal", "value": "Contre 1 645 M$ un an plus tôt, +83 %", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.signal" }, { "path": "fundamentals.rows.1.value", "value": "1 006 M$", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.value" }, { "path": "fundamentals.rows.1.signal", "value": "+109 % sur un an : accélération portée par l’IA", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.signal" }, { "path": "fundamentals.rows.2.metric", "value": "Prévision du premier trimestre 2027", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.metric" }, { "path": "fundamentals.rows.2.value", "value": "1 225 à 1 275 M$", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.value" }, { "path": "fundamentals.rows.2.signal", "value": "Rythme annuel supérieur à 5 Md$", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.signal" }, { "path": "fundamentals.rows.3.value", "value": "27,8 %", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.value" }, { "path": "fundamentals.rows.4.value", "value": "782 M$ (8,67 $/action)", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.value" }, { "path": "fundamentals.rows.5.value", "value": "3014 M$", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.value" }, { "path": "fundamentals.rows.5.signal", "value": "Exercice 2026 complet au 27 juin 2026 (XBRL SEC)", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.signal" }, { "path": "fundamentals.rows.6.value", "value": "524,8 M$", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.value" }, { "path": "fundamentals.rows.6.signal", "value": "Marge de 17,4 % : la société est bénéficiaire au niveau opérationnel", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.signal" }, { "path": "fundamentals.rows.7.value", "value": "−6,94 Md$", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.value" }, { "path": "fundamentals.rows.7.signal", "value": "Négatif à cause d’une charge non monétaire de 7,8 Md$ sur l’extinction des convertibles", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.signal" }, { "path": "fundamentals.rows.8.value", "value": "789,3 M$", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.value" }, { "path": "fundamentals.rows.9.value", "value": "751,4 M$", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.value" }, { "path": "fundamentals.rows.10.value", "value": "300,1 M$", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.value" }, { "path": "fundamentals.rows.10.signal", "value": "Marge de 10,0 % après 451 M$ d’investissements : montée en capacité", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.signal" }, { "path": "fundamentals.rows.11.metric", "value": "Trésorerie et placements au 27 juin 2026", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.metric" }, { "path": "fundamentals.rows.11.value", "value": "2738 M$", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.value" }, { "path": "fundamentals.rows.12.metric", "value": "Dette au 27 juin 2026", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.metric" }, { "path": "fundamentals.rows.12.value", "value": "1637 M$", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.value" }, { "path": "fundamentals.rows.13.value", "value": "27,7×", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.value" }, { "path": "fundamentals.rows.13.signal", "value": "Valeur d’entreprise au close du 2026-09-25, 89,7 millions d’actions, sur revenus GAAP de l’exercice 2026", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.signal" }, { "path": "fundamentals.rows.13.comparison", "value": "Versus Coherent à 8,4×, Ciena à 8,5× et Cisco à 6,9× (statistiques courantes du 25 septembre, non point-in-time) : plus de trois fois le multiple des pairs optiques directs.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.comparison" }, { "path": "fundamentals.rows.14.value", "value": "106×", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.value" }, { "path": "fundamentals.rows.14.signal", "value": "Sur EBITDA GAAP douze mois au 2026-06-27 : multiple élevé, typique d’une valeur de croissance", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.signal" }, { "path": "fundamentals.rows.15.value", "value": "516 $ par action", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.15.value" }, { "path": "fundamentals.rows.15.signal", "value": "Scénario : multiple ramené par hypothèse à quinze fois les revenus GAAP, soit −45 % sous le close du 2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.15.signal" }, { "path": "fundamentals.rows.15.comparison", "value": "Versus Credo à 24,5× et Marvell à 24,4× : quinze fois reste au-dessus des pairs optiques et proche des noms de silicium à forte croissance ; ce que coûterait une normalisation du multiple, pas un objectif.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.rows.15.comparison" }, { "path": "fundamentals.sourceRefs.0.name", "value": "Lumentum 8-K / Exhibit 99.1", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.name" }, { "path": "fundamentals.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1633978/000162828026055726/lite_ex991xq4fy26.htm", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.url" }, { "path": "fundamentals.sourceRefs.0.date", "value": "2026-08-11", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.date" }, { "path": "fundamentals.sourceRefs.1.name", "value": "Lumentum 10-K", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.name" }, { "path": "fundamentals.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1633978/000162828026057358/lite-20260627.htm", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.url" }, { "path": "fundamentals.sourceRefs.1.date", "value": "2026-08-17", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.date" }, { "path": "fundamentals.sourceRefs.2.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.2.date" }, { "path": "earnings.beatNote", "value": "Quatrième trimestre et exercice clos le 27 juin 2026 : chiffre d’affaires de 1 006 M$ au trimestre (+109 % sur un an) et de 3 014 M$ sur l’exercice (+83 %). Marge brute GAAP de 47,4 %, marge opérationnelle GAAP de 27,8 % au trimestre. Perte nette GAAP de 6,9 Md$ sur l’exercice, entièrement due à une charge non monétaire de 7,8 Md$ sur l’extinction de dette convertible ; hors cette charge, la société est bénéficiaire, avec un résultat net non-GAAP de 782 M$, soit 8,67 $ par action. L’outlook du premier trimestre 2027 vise 1,225 à 1,275 Md$ de revenus. Prochaine publication : date non annoncée par l’émetteur.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/earnings.beatNote" }, { "path": "earnings.sourceRefs.0.name", "value": "Lumentum 8-K / Exhibit 99.1", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.name" }, { "path": "earnings.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1633978/000162828026055726/lite_ex991xq4fy26.htm", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.url" }, { "path": "earnings.sourceRefs.0.date", "value": "2026-08-11", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.date" }, { "path": "capitalStructure.sharesOutstanding", "value": "89,7 millions d’actions ordinaires en circulation au 14 août 2026 (page de garde du 10-K), contre 69,8 millions un an plus tôt ; s’y ajoute, hors base ordinaire, la préférence convertible Série A détenue par NVIDIA (environ 2,9 millions de titres, participant sur une base convertie).", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/capitalStructure.sharesOutstanding" }, { "path": "capitalStructure.sharesAuthorized", "value": "990 millions d’actions ordinaires autorisées : la marge d’émission n’est pas la contrainte ; la dilution vient des conversions.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/capitalStructure.sharesAuthorized" }, { "path": "capitalStructure.shareHistory", "value": "Base retenue : 89,7 millions d’actions ordinaires, chiffre de la page de garde du 10-K. Le nombre d’actions a augmenté de 69,8 à 89,7 millions en un an, en grande partie par la conversion en actions d’obligations convertibles au quatrième trimestre — l’opération qui a produit la charge comptable non monétaire de 7,8 Md$. Il reste 1 554 M$ de principal d’obligations convertibles (échéances 2026, 2028, 2029 et 2032), toutes dans la monnaie au cours actuel ; leurs conversions continueront de créer des actions. NVIDIA détient par ailleurs une préférence convertible Série A de 2,0 Md$, émise à 695,31 $ le titre en mars 2026, qui participe aux résultats sur une base convertie. Aucun prospectus de tirage ni programme d’émission sur le marché n’apparaît dans la période. Le passage du nombre d’actions de base au nombre dilué ajoute les actions issues des obligations convertibles dans la monnaie et de la préférence Série A convertie ; ce nombre dilué n’est pas figé et s’accroît à chaque conversion.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/capitalStructure.shareHistory" }, { "path": "capitalStructure.sourceRefs.0.name", "value": "Lumentum 10-K", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.name" }, { "path": "capitalStructure.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1633978/000162828026057358/lite-20260627.htm", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.url" }, { "path": "capitalStructure.sourceRefs.0.date", "value": "2026-08-17", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.date" }, { "path": "filingsReview.summary", "value": "Deux dépôts décisionnels ouverts et hachés : le 10-K de l’exercice 2026 et l’annexe de résultats du quatrième trimestre. Ils montrent une croissance explosive portée par l’optique des centres de données, une rentabilité opérationnelle réelle masquée par une charge comptable unique, un bilan désendetté par conversion des convertibles, et un adossement de NVIDIA.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/filingsReview.summary" }, { "path": "filingsReview.filings.0.date", "value": "2026-08-17", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.date" }, { "path": "filingsReview.filings.0.form", "value": "10-K", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.form" }, { "path": "filingsReview.filings.0.accession", "value": "0001628280-26-057358", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.accession" }, { "path": "filingsReview.filings.0.finding", "value": "Rapport annuel de l’exercice clos le 27 juin 2026 : 89,7 millions d’actions ordinaires au 14 août ; deux clients finaux au-delà de 10 % du chiffre d’affaires (Client A 26,6 %, Client B 15,0 %), non nommés ; entreprise réorganisée en un seul segment intégré depuis le premier trimestre 2026 ; obligations convertibles 2026, 2028, 2029 et 2032, 1 554,3 M$ de principal, toutes dans la monnaie ; environ 2,9 millions d’actions de préférence convertible Série A vendues à NVIDIA à 695,31 $ pour 2,0 Md$.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.finding" }, { "path": "filingsReview.filings.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1633978/000162828026057358/lite-20260627.htm", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.url" }, { "path": "filingsReview.filings.1.date", "value": "2026-08-11", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.date" }, { "path": "filingsReview.filings.1.form", "value": "8-K / Exhibit 99.1", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.form" }, { "path": "filingsReview.filings.1.accession", "value": "0001628280-26-055726", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.accession" }, { "path": "filingsReview.filings.1.finding", "value": "Résultats du quatrième trimestre et de l’exercice 2026 : chiffre d’affaires de 1,01 Md$ au trimestre et de 3,01 Md$ sur l’exercice ; marge brute GAAP de 47,4 %, marge opérationnelle GAAP de 27,8 % au trimestre ; perte nette GAAP de 6,9 Md$ sur l’exercice, entièrement due à une perte non monétaire de 7,8 Md$ sur l’extinction de dette liée à l’equitisation des convertibles ; résultat net non-GAAP de 782,3 M$, soit 8,67 $ par action diluée ; prévision du premier trimestre 2027 : 1,225 à 1,275 Md$ de revenus.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.finding" }, { "path": "filingsReview.filings.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1633978/000162828026055726/lite_ex991xq4fy26.htm", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.url" }, { "path": "filingsReview.contrarianRisks.0", "value": "La valorisation à 27,7 fois les revenus suppose que la croissance actuelle se prolonge des années ; toute décélération de la demande d’optique pour l’IA rapprocherait le multiple de celui des pairs, à 8 fois.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.0" }, { "path": "filingsReview.contrarianRisks.2", "value": "Deux clients pèsent chacun plus de 10 % du chiffre d’affaires, 26,6 % et 15,0 % : une commande décalée par l’un d’eux se voit immédiatement dans les résultats.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.2" }, { "path": "technicals.rsi14", "value": 54.46, "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/values/technicals/rsi14" }, { "path": "technicals.macd", "value": 18.91, "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/values/technicals/macd" }, { "path": "technicals.macdSignal", "value": 18.38, "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/values/technicals/macdSignal" }, { "path": "technicals.ema20", "value": 912.82, "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/values/technicals/ema20" }, { "path": "technicals.ema50", "value": 880.74, "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/values/technicals/ema50" }, { "path": "technicals.ema200", "value": 688.71, "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/values/technicals/ema200" }, { "path": "technicals.atr14", "value": 61.59, "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/values/technicals/atr14" }, { "path": "technicals.badges.0", "value": "En consolidation sous le plus haut de 52 semaines", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/technicals.badges.0" }, { "path": "technicals.supports.0", "value": 818.89, "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/values/technicals/supports/0" }, { "path": "technicals.supports.1", "value": 671, "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/values/technicals/supports/1" }, { "path": "technicals.supports.2", "value": 594.84, "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/values/technicals/supports/2" }, { "path": "technicals.resistances.0", "value": 1026.76, "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/values/technicals/resistances/0" }, { "path": "technicals.resistances.1", "value": 1085.6801, "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/values/technicals/resistances/1" }, { "path": "technicals.setupNote", "value": "Le titre clôture à 941,65 $, au milieu d’un couloir de septembre allant de 818,89 $ à 1026,76 $, sous le plus haut de cinquante-deux semaines de 1085,68 $ du 12 mai. RSI à 54, ATR de 61,59 $ — la volatilité est forte. Aucun ordre : les niveaux du plan précédent, entrée 540,00 $ et stop 499,00 $, sont archivés et inactifs. Repères actuels : supports à 818,89 $, 671,00 $ et 594,84 $, résistances à 1026,76 $ et 1085,68 $.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/technicals.setupNote" }, { "path": "technicals.sourceRefs.0.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/technicals.sourceRefs.0.date" }, { "path": "options.sourceRefs.0.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/options.sourceRefs.0.date" }, { "path": "shortInterest.siPct", "value": "7,92 % du flottant", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/shortInterest.siPct" }, { "path": "shortInterest.daysToCover", "value": "1,58 jours, date de règlement non précisée par la source", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/shortInterest.daysToCover" }, { "path": "shortInterest.sourceRefs.0.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/shortInterest.sourceRefs.0.date" }, { "path": "insiders.sourceRefs.0.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.date" }, { "path": "macro.indicators.0.value", "value": "2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/macro.indicators.0.value" }, { "path": "macro.indicators.0.signal", "value": "941,65 $, séance complète", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/macro.indicators.0.signal" }, { "path": "macro.indicators.1.value", "value": "+1,15 %", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/macro.indicators.1.value" }, { "path": "macro.indicators.2.value", "value": "+0,28 %", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/macro.indicators.2.value" }, { "path": "risks.riskScore", "value": 6, "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/values/risks/riskScore" }, { "path": "risks.riskSummary", "value": "Le risque de Lumentum n’est pas le bilan, désendetté et riche de 2,7 Md$, ni la demande, en pleine expansion. C’est le prix : à 27,7 fois les revenus, le titre est calibré pour une croissance qui ne faiblit pas. S’y ajoutent la dilution des convertibles, la dépendance à deux gros clients et une volatilité forte, sans point d’entrée propre au cours actuel.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/risks.riskSummary" }, { "path": "risks.riskCards.0.points.0", "value": "EV/revenus de 27,7×, contre 8,4× pour Coherent et 8,5× pour Ciena.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.0" }, { "path": "risks.riskCards.0.points.1", "value": "EV/EBITDA de 106× : tout repli du multiple fait mal.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.1" }, { "path": "risks.riskCards.1.points.0", "value": "1 554 M$ d’obligations convertibles restantes, toutes dans la monnaie.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/risks.riskCards.1.points.0" }, { "path": "risks.riskCards.1.points.1", "value": "Actions passées de 69,8 à 89,7 millions en un an ; préférence NVIDIA de 2,0 Md$ en sus.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/risks.riskCards.1.points.1" }, { "path": "risks.riskCards.1.verdict", "value": "Chaque conversion crée des actions ; la charge comptable de 7,8 Md$ mesure l’ampleur de l’opération déjà réalisée, la dilution restante se poursuivra.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/risks.riskCards.1.verdict" }, { "path": "risks.riskCards.2.points.0", "value": "Deux clients finaux à 26,6 % et 15,0 % du chiffre d’affaires.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/risks.riskCards.2.points.0" }, { "path": "risks.riskCards.3.points.0", "value": "Perte nette GAAP de 6,9 Md$ sur l’exercice.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/risks.riskCards.3.points.0" }, { "path": "risks.riskCards.3.points.1", "value": "Entièrement due à la charge non monétaire de 7,8 Md$ sur l’extinction de dette.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/risks.riskCards.3.points.1" }, { "path": "risks.pedagogy", "value": "Lumentum illustre deux pièges de lecture. D’abord la perte GAAP de 6,9 Md$ : elle effraie, mais elle vient d’une conversion de dette en actions, une écriture comptable sans sortie de trésorerie ; l’entreprise gagne réellement de l’argent au niveau opérationnel. Ensuite le prix : un excellent dossier de croissance peut rester un mauvais achat s’il est déjà payé plus de trois fois le multiple de ses pairs. Côté marché, le titre échange environ 3520 M$ par séance : la liquidité est bonne, mais l’ATR de 61,59 $ dit des mouvements amples, et un gap après résultats peut sauter un stop. Au milieu d’un large couloir, la taille de position doit rester modeste et progressive, et mieux vaut ne pas courir après le titre.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/risks.pedagogy" }, { "path": "tradeIdea.archiveReferenceClose", "value": "2026-06-21", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/tradeIdea.archiveReferenceClose" }, { "path": "tradeIdea.statusNote", "value": "Aucun ordre actif. Les niveaux affichés — entrée 540,00 $, stop 499,00 $, TP1 655,00 $, TP2 714,00 $ — sont ceux, archivés, du plan de juin, désormais clos : le second objectif a été atteint. Ils sont informatifs et non exécutables. Le titre a depuis inscrit un plus haut de 1085,68 $ en mai puis reflué ; il clôture à 941,65 $, au milieu d’un couloir de septembre, sans setup à rapport risque-rendement défini. Aucun nouvel ordre au cours actuel.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/tradeIdea.statusNote" }, { "path": "tradeIdea.entry", "value": 540, "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/values/tradeIdea/entry" }, { "path": "tradeIdea.stop", "value": 499, "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/values/tradeIdea/stop" }, { "path": "tradeIdea.tp1", "value": 655, "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/values/tradeIdea/tp1" }, { "path": "tradeIdea.tp2", "value": 714, "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/values/tradeIdea/tp2" }, { "path": "tradeIdea.stopPct", "value": "-7.6%", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/tradeIdea.stopPct" }, { "path": "tradeIdea.tp1Pct", "value": "+21.3%", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/tradeIdea.tp1Pct" }, { "path": "tradeIdea.tp2Pct", "value": "+32.2%", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/tradeIdea.tp2Pct" }, { "path": "tradeIdea.rr", "value": "1:2.80 TP1 / 1:4.24 TP2", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/tradeIdea.rr" }, { "path": "tradeIdea.entryNote", "value": "Aucune entrée. Les niveaux ci-dessus sont archivés et non exécutables. Conditions de réexamen, sans ordre : un repli vers la base du couloir, autour de 818,89 $, voire vers 671,00 $, qui rétablirait un rapport risque-rendement favorable ; ou une cassure confirmée au-dessus de 1026,76 $, puis du plus haut de 1085,68 $, validée par le secteur. Liquidité : environ 3520 M$ échangés par séance ; ATR de 61,59 $.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/tradeIdea.entryNote" }, { "path": "tradeIdea.thesis", "value": "Lumentum est un excellent dossier de croissance au mauvais prix d’entrée. La demande d’optique pour l’IA est réelle, la rentabilité opérationnelle aussi, et l’adossement de NVIDIA rare. Mais on ne paie pas 27,7 fois les revenus, plus de trois fois le multiple de Coherent ou Ciena, sans marge de sécurité, au milieu d’un couloir volatil. Le plan de juin a atteint son objectif et est clos ; le prochain achat se construira sur un repli vers la base du range ou sur une cassure confirmée, pas au cours actuel.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/tradeIdea.thesis" }, { "path": "tradeIdea.catalysts.0", "value": "Un repli vers la base du couloir, autour de 818,89 $, qui rétablirait un point d’entrée à rapport risque-rendement favorable.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.0" }, { "path": "tradeIdea.catalysts.1", "value": "La publication du premier trimestre 2027, date non annoncée, face à la prévision de 1,225 à 1,275 Md$.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.1" }, { "path": "tradeIdea.catalysts.2", "value": "Une cassure confirmée au-dessus de 1026,76 $ puis du plus haut de 1085,68 $, validée par le secteur optique.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.2" }, { "path": "globalScore.keyTakeawaysPositive.0", "value": "Chiffre d’affaires +83 % à 3,01 Md$ ; prévision annuelle supérieure à 5 Md$.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.0" }, { "path": "globalScore.keyTakeawaysPositive.1", "value": "Rentabilité opérationnelle réelle : EBITDA de 789 M$, flux de trésorerie libre positif.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.1" }, { "path": "globalScore.keyTakeawaysPositive.2", "value": "NVIDIA investit 2,0 Md$ ; bilan désendetté, 2,7 Md$ de trésorerie.", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.2" }, { "path": 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"/string_numeric_claims/blastRadius.asOf" }, { "path": "blastRadius.observationTime", "value": "2026-09-27T20:58:19.565204835Z", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/blastRadius.observationTime" }, { "path": "blastRadius.window", "value": "Rendements quotidiens communs du 2026-01-08 au 2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", "source_pointer": "/string_numeric_claims/blastRadius.window" }, { "path": "blastRadius.groups.0.order", "value": 1, "as_of": "2026-09-25", "source_artifact": "analyses/LITE/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "bc06f15244d5b4096265c980ac66e46a30e6a244a6884f7ddb5ca6c5daa93765", 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