Lumentum vs Silicon Motion Technology Corporation American Depositary Shares — how do they compare? Lumentum trades at $876.45 (market cap $89.49B), while Silicon Motion Technology Corporation American Depositary Shares trades at $221 (market cap $8.36B). The key difference: Lumentum is far larger — about 10.7× Silicon Motion Technology Corporation American Depositary Shares's market cap, and Silicon Motion Technology Corporation American Depositary Shares pays a 0.81% dividend while Lumentum pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lumentum for 5 Days and Silicon Motion Technology Corporation American Depositary Shares for 0 Days on average.
| LITE | SIMO | |
|---|---|---|
Market Cap | $89.49B | $8.36B |
Volume | 3,978,382 | 663,682 |
Sector | Technology | Technology |
52-Week High | $1.13K | $336.90 |
52-Week Low | $156.57 | $80.16 |
Typical Hold Time | 5 Days | 0 Days |
Enterprise Value | $88.43B | $8.35B |
Dividend Yield | — | 0.81% |
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.
Silicon Motion (SIMO) trades at $246.63, down 0.13% on the day, with technical indicators showing neutral signals. The company demonstrates strong fundamentals with Q2 2026 EPS beating expectations at $2.43 versus $2.13, and revenue growth projected to reach $1.3B in 2026. Analyst sentiment remains overwhelmingly positive with 81% buy ratings and a consensus price target of $356.25, representing 44% upside potential from current levels.
The outlook for SIMO appears favorable given accelerating enterprise storage demand and AI infrastructure expansion. Key risks include semiconductor cycle volatility and competitive pressures in NAND controllers. With robust profitability metrics including 31.6% ROE and expanding margins, the stock offers growth exposure to the AI storage market, though investors should monitor execution on Q3 2026 earnings expectations of $3.3 EPS.
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 →Silicon Motion Technology Corporation designs and develops NAND flash controllers for solid-state storage, with flagship SSD, eMMC, and UFS controller products, including its Ferri-branded automotive and industrial storage solutions, used by OEMs and NAND flash makers worldwide.
Read more on SIMO →