Lumentum vs National Grid Transco PLC National Grid PLC (NEW) American Depositary Shares — how do they compare? Lumentum trades at $870.2 (market cap $89.49B), while National Grid Transco PLC National Grid PLC (NEW) American Depositary Shares trades at $78.5 (market cap $78.25B). The key difference: Lumentum and National Grid Transco PLC National Grid PLC (NEW) American Depositary Shares are close in size by market cap, and National Grid Transco PLC National Grid PLC (NEW) American Depositary Shares pays a 4.14% dividend while Lumentum pays none. Which is the better fit depends on your goals.
| LITE | NGG | |
|---|---|---|
Market Cap | $89.49B | $78.25B |
Volume | 3,978,382 | 1,070,031 |
Sector | Technology | Utilities |
52-Week High | $1.13K | $93.93 |
52-Week Low | $156.57 | $73.54 |
Typical Hold Time | 5 Days | — |
Enterprise Value | $88.43B | $136.28B |
Dividend Yield | — | 4.14% |
Signals from Pluang's Aura AI — not financial advice
Lumentum (LITE) trades at $987.99, down 0.75% today amid a sector-wide sell-off in optical stocks, yet maintains a bullish technical trend with strong analyst support. The company reported three consecutive quarterly earnings beats, with Q3 2026 results pending, and demonstrates robust revenue growth projections fueled by AI data center demand, though profitability metrics show significant losses. Recent news highlights capacity sold out through early 2029, underscoring strong demand but also supply constraints.
Outlook is positive due to explosive AI-driven demand and a solid backlog, but risks include high valuation multiples, negative net income margin, and sensitivity to AI funding sentiment. Institutional ownership and analyst consensus lean bullish, with a price target of $1,110, suggesting potential upside if execution meets expectations.
National Grid (NGG) trades at $78.23, up 1.44% on the day, with a market cap of approximately $48.3 billion. The stock shows stable technicals near its consensus price target of $79.25. Fundamentally, it maintains strong profitability with an 18.32% net income margin and has beaten EPS estimates in recent quarters. Recent news highlights institutional buying and a focus on grid innovation, including AI adoption.
Outlook is cautiously positive with upside to the high target of $85.50, supported by earnings momentum and strategic investments. Risks include high debt levels and regulatory pressures. Analyst consensus leans buy (55%), but hold ratings reflect concerns over capital intensity and macroeconomic sensitivity.
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Lumentum develops photonic products, including optical components, transceivers, and lasers. Its technologies support data centers, communications networks, industrial manufacturing, and sensing applications.
Read more on LITE →National Grid plc is a British utility company that owns and operates electricity and gas transmission networks in Great Britain, and through its US Regulated business, operates electricity and gas transmission and distribution networks serving customers in New York and Massachusetts. Its shares trade on the NYSE as American Depositary Shares under the ticker NGG.
Read more on NGG →