Lumentum vs NVR Inc. Common Stock — how do they compare? Lumentum trades at $820.48 (market cap $81.19B), while NVR Inc. Common Stock trades at $6,029.24 (market cap $15.28B). The key difference: Lumentum is far larger — about 5.3× NVR Inc. Common Stock's market cap, and NVR Inc. Common Stock is more actively traded (53,948 versus 5,724,226). Which is the better fit depends on your goals — on Pluang, investors hold Lumentum for 5 Days and NVR Inc. Common Stock for 0 Days on average.
| LITE | NVR | |
|---|---|---|
Market Cap | $81.19B | $15.28B |
Volume | 5,724,226 | 53,948 |
Sector | Technology | Consumer Cyclical |
52-Week High | $1.13K | $8.10K |
52-Week Low | $156.57 | $5.56K |
Typical Hold Time | 5 Days | 0 Days |
Enterprise Value | $80.12B | $15.18B |
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.
NVR trades at $5,797.61, up 0.83% today, with a P/E of 15.07 and P/S of 1.79. Recent earnings missed estimates in Q1 and Q2 2026, with revenue and net income projected to decline in 2026. The stock faces headwinds from margin pressure and softer homebuyer demand, as highlighted by Zacks naming it Bear of the Day on October 9, 2026. Despite this, strong profitability metrics like a 31.54% ROE and consistent cash flow from operations support its financial resilience.
The outlook is cautious due to earnings misses and a projected revenue drop, but the asset-light model and share buybacks provide stability. Risks include mortgage rate sensitivity and competitive pressures, while analyst consensus leans neutral with a $6,550 price target. Patient investors may find value if housing demand recovers.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
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 →NVR Inc. is a homebuilder operating through homebuilding and mortgage banking segments, building single-family homes, townhomes, and condominiums under the Ryan Homes, NVHomes, and Heartland Homes brands. It uses a land-light model, acquiring lots through third-party option agreements rather than holding large land inventories, and provides mortgage and title services through NVR Mortgage.
Read more on NVR →