Compare Lumentum (LITE) vs Cloudflare Inc (NET) Price & Performance

LumentumTrade

Cloudflare IncTrade

Price performance (Past 24H)

Key statistics

Lumentum vs Cloudflare Inc — how do they compare? Lumentum trades at $1,104 (market cap $94.99B), while Cloudflare Inc trades at $362.34 (market cap $121.74B). The key difference: Cloudflare Inc is the larger of the two by market cap, and Lumentum is more actively traded (4,855,776 versus 2,433,002). Which is the better fit depends on your goals — on Pluang, investors hold Lumentum for 4 Days and Cloudflare Inc for 61 Days on average.

	LITE	NET
Market Cap	$94.99B	$121.74B
Volume	4,855,776	2,433,002
Sector	Technology	Technology
52-Week High	$1.13K	$359.60
52-Week Low	$149.61	$160.16
Typical Hold Time	4 Days	61 Days
Enterprise Value	$93.92B	$121.11B

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Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

Lumentum

No Aura AI signal available yet.

Cloudflare Inc

Cloudflare (NET) trades at $357.03, up 4.15% today, approaching its 52-week high. The stock shows strong technical momentum with bullish moving averages and recent earnings beats. Revenue growth remains robust at $2.17B for 2025, though profitability challenges persist with a -8.21% net margin. Recent product launches including Cloudflare Basin and strategic partnerships with Deutsche Telekom highlight ongoing innovation.

While analyst consensus remains strongly bullish (71% buy ratings), the stock trades above consensus targets at premium valuations (P/S 47.88). Key risks include persistent unprofitability and high valuation multiples. The company's growth trajectory and AI security positioning offer upside potential, but investors face volatility from execution risks and competitive pressures in the cloud infrastructure space.

Aura AI is an analytical signal, not financial advice — do your own research.

Returns comparison

Trailing returns across standard periods

Investor sentiment on Pluang

What Pluang investors did over the last 30 days

LITE

54% Buy46% Sell

Avg holding period · 4 Days

NET

100% Buy0% Sell

Avg holding period · 61 Days

Top news

Latest headlines on both assets

LITE

Lumentum hits strong demand amid AI data center growth, may be undervalued with $40 EPS target by 2028Seeking Alpha · 5 hours agoBullish Lumentum warns AI demand fills production capacity through early 2029, shares rise 4%.Proactive Investors · 9 hours agoBullish Optical stocks surge as capacity sold out through 2029, driven by strong AI data center demand.24/7 Wall Street · 11 hours agoBullish View details →

NET

Cloudflare price targets raised on strong growth and market expansion signalsRayan Ahmad · 7 hours agoBullish Fastly jumps 15% on Oppenheimer upgrade citing AI-driven growth potential24/7 Wall Street · 8 hours agoBullish Cloudflare stock jumps 28% as non-human internet traffic surpasses human traffic for the first time.24/7 Wall Street · 3 days agoBullish View details →

About Lumentum

Lumentum develops photonic products, including optical components, transceivers, and lasers. Its technologies support data centers, communications networks, industrial manufacturing, and sensing applications.

About Cloudflare Inc

Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm's edge computing platform, Workers, leverages this network by providing clients the ability to deploy, and execute code without maintaining servers.