Lumentum vs Solstice Advanced Materials Inc. Common Stock — how do they compare? Lumentum trades at $862.29 (market cap $81.19B), while Solstice Advanced Materials Inc. Common Stock trades at $59.92 (market cap $9.55B). The key difference: Lumentum is far larger — about 8.5× Solstice Advanced Materials Inc. Common Stock's market cap, and Solstice Advanced Materials Inc. Common Stock pays a 0.5% dividend while Lumentum pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lumentum for 5 Days and Solstice Advanced Materials Inc. Common Stock for 0 Days on average.
| LITE | SOLS | |
|---|---|---|
Market Cap | $81.19B | $9.55B |
Volume | 5,724,226 | 2,661,277 |
Sector | Technology | Basic Materials |
52-Week High | $1.13K | $88.60 |
52-Week Low | $156.57 | $41.43 |
Typical Hold Time | 5 Days | 0 Days |
Enterprise Value | $80.12B | $11.23B |
Dividend Yield | — | 0.5% |
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.
Solstice Advanced Materials (SOLS) trades at $60.91, up 0.33% with neutral technical signals. The company shows strong profitability with 30.64% gross margins and 14.95% ROE, though Q4 2025 earnings missed expectations. Recent developments include a $49M R&D expansion and termination of the Element Solutions merger, with the board authorizing a $500M share repurchase program. Analyst consensus is bullish with 80% buy ratings and a $80.22 price target representing 32% upside potential.
SOLS presents a compelling growth story with consistent earnings beats and institutional accumulation, though elevated P/E of 46.07 warrants caution. Key risks include execution challenges post-merger termination and margin pressure as profit margins declined from 6.09% to 5.12% year-over-year. The stock offers substantial upside if management delivers on growth initiatives while maintaining current profitability levels.
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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 →Solstice Advanced Materials Inc. is a specialty materials company spun off from Honeywell in 2025, producing low-global-warming-potential refrigerants, blowing agents, and industrial solvents through its Refrigerants and Applied Solutions segment. Its Electronic and Specialty Materials segment supplies semiconductor materials, high-strength fibers, and healthcare-packaging films.
Read more on SOLS →