Lumentum vs Tenaris S.A. American Depositary Shares — how do they compare? Lumentum trades at $876.45 (market cap $89.49B), while Tenaris S.A. American Depositary Shares trades at $58.11 (market cap $29.31B). The key difference: Lumentum is far larger — about 3.1× Tenaris S.A. American Depositary Shares's market cap, and Tenaris S.A. American Depositary Shares pays a 4.07% dividend while Lumentum pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lumentum for 5 Days and Tenaris S.A. American Depositary Shares for 0 Days on average.
| LITE | TS | |
|---|---|---|
Market Cap | $89.49B | $29.31B |
Volume | 3,978,382 | 802,043 |
Sector | Technology | Energy |
52-Week High | $1.13K | $64.02 |
52-Week Low | $156.57 | $34.28 |
Typical Hold Time | 5 Days | 0 Days |
Enterprise Value | $88.43B | $26.97B |
Dividend Yield | — | 4.07% |
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.
Tenaris (TS) trades at $58.54, up 0.84% with neutral technical signals and strong fundamental metrics including a P/E of 15.65 and net income margin of 15.88%. Recent earnings beats and a $1.18 dividend support investor confidence, though cash flow trends show modest net outflows. The stock faces near-term headwinds from shipment delays and margin compression as noted in recent analyst reports.
The outlook remains balanced with analyst consensus favoring Buy (57.69%) and a $66.67 price target suggesting 14% upside. Key risks include cyclical energy sector exposure and operational disruptions, but solid profitability and valuation support make TS attractive for dividend and value investors seeking energy sector exposure.
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 →Tenaris S.A. manufactures seamless and welded steel pipe products, including casing, tubing, and line pipe, for the oil and gas industry and certain industrial applications. The company operates an integrated production network across 17 countries and offers Rig Direct, its integrated supply-chain service for oilfield customers.
Read more on TS →