LUMENTUM $LITE Q4’26 EARNINGS HIGHLIGHTS
— Wall St Engine (@wallstengine) August 11, 2026
Revenue: $1.01B (Est. $988M) ????
Adj. EPS: $3.23 (Est. $2.97) ????; +267% YoY
Adj. EBITDA: $406.4M
Q1 Guide:
Revenue: $1.23B-$1.28B (Est. $1.16B) ????
Adj. EPS: $4.05-$4.35 (Est. $3.61) ????
Non-GAAP Operating Margin:…
LITE Q4’26 EARNINGS HIGHLIGHTS
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SMCI Q4’26 EARNINGS HIGHLIGHTS
-chyang98-
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08/11/2026 postreply
13:10:32
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LITE ER good!
-三心三意-
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08/11/2026 postreply
13:11:26
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buy at any meaningful dip
-三心三意-
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08/11/2026 postreply
13:23:00
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得令! 大跌就补仓。只要不跌就赢了, 我拿的是ATM PUT, 不跌/微跌/平盘/涨都会赚钱
-关键字-
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08/11/2026 postreply
13:31:43
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I am pretty sure my Aug put will earn "all" premium again :)
-三心三意-
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08/11/2026 postreply
13:45:43
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我也慢慢等着收这个premium!是我一年的工资呀。
-yifan99-
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08/11/2026 postreply
13:47:36
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给我们发红包 :)
-三心三意-
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08/11/2026 postreply
13:49:33
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VIX=15, NQ大盘也稳住了, 股票又出了财报,所以IV迅速崩解了。 再卖就不会又那么丰厚的红包了
-关键字-
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08/11/2026 postreply
13:58:02
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哈哈哈,LITE股价3-4个月回到原位,但被我们反复收割3次:)
-三心三意-
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08/11/2026 postreply
14:08:14
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三心哥觉得接下来还会是宽幅震荡么?你打算roll up你的lite put么
-10miDream-
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08/11/2026 postreply
14:23:59
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will let Aug expire, and look for chance to sell 9/10 月葡萄
-三心三意-
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08/11/2026 postreply
14:38:37
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紧跟,谢谢三心哥
-10miDream-
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08/13/2026 postreply
10:39:24
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一定,都是你的功劳。
-yifan99-
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08/11/2026 postreply
14:49:18
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If it drops, will try to play for Sept put, 躺赢:)
-三心三意-
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08/11/2026 postreply
13:46:28
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还可以
-bogbog-
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08/11/2026 postreply
15:36:55
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只看这些数据的话,业绩不错。等下再听听财报电话。AH 的 initial response 暂时不用太在意
-ExitOnGreen1-
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08/11/2026 postreply
13:11:31
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明天850
-ozstart-
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08/11/2026 postreply
13:12:30
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CRWV Q2’26 EARNINGS HIGHLIGHTS
-chyang98-
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08/11/2026 postreply
13:14:05