Lumentum Holdings rise after Q4 revenue beat

** Lumentum Holdings LITE.O shares rise 4.4% to $125 premarket

** The optical and photonic products maker posts fiscal Q4 rev of $480.7 mln, beating consensus estimate of $466.40 mln - data compiled by LSEG

** Co expects Q1 FY2026 revenue between $510 mln and $540 mln vs analysts' estimates of $513.74 mln

** LITE says it aims to exceed $600 mln in quarterly revenue by June 2026

** "While cloud infrastructure capex continues to be a tailwind, demand in core Telecom and Industrial end-markets remains a bit more muted" - UBS
** At least 13 brokerages raise PT on the stock following results - LSEG data

** 18 analysts on an average rate the stock "buy"; their median PT is $135 - LSEG data

** YTD, stock up 42.5%