Compare Lumentum (LITE) vs USA Rare Earth Inc. Class A Common Stock (USAR) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lumentum vs USA Rare Earth Inc. Class A Common Stock — how do they compare? Lumentum trades at $862.82 (market cap $89.49B), while USA Rare Earth Inc. Class A Common Stock trades at $10.02 (market cap $4.23B). The key difference: Lumentum is far larger — about 21.2× USA Rare Earth Inc. Class A Common Stock's market cap, and USA Rare Earth Inc. Class A Common Stock is more actively traded (13,677,660 versus 3,978,382). Which is the better fit depends on your goals — on Pluang, investors hold Lumentum for 5 Days and USA Rare Earth Inc. Class A Common Stock for 0 Days on average.
| LITE | USAR | |
|---|---|---|
Market Cap | $89.49B | $4.23B |
Volume | 3,978,382 | 13,677,660 |
Sector | Technology | Basic Materials |
52-Week High | $1.13K | $33.68 |
52-Week Low | $156.57 | $10.32 |
Typical Hold Time | 5 Days | 0 Days |
Enterprise Value | $88.43B | $2.70B |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
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.
USA Rare Earth (USAR) trades at $11.265, down 4.7% today and near its 52-week low, reflecting persistent sector pressure. The company shows severe financial strain with a net income margin of -2,159.3% and negative cash flow from operations, though analyst consensus remains unanimously bullish with a $34.57 price target. Recent news highlights strategic investments in a $1.2 billion South Carolina facility and a $2.8 billion Brazil acquisition to build a mine-to-magnet supply chain, positioning it for long-term growth amid U.S. critical mineral initiatives.
The stock presents high risk due to extreme losses and cash burn but offers speculative upside if government funding and project milestones materialize. Key risks include execution challenges, reliance on future financing, and sector volatility. Investors should weigh the bullish analyst outlook against the company's current financial instability and macroeconomic headwinds affecting rare earth markets.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Lumentum
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 →About USA Rare Earth Inc. Class A Common Stock
USA Rare Earth is building an integrated rare earth and permanent magnet supply chain spanning mining, metal and alloy production, and magnet manufacturing, with assets including the Round Top heavy rare earth deposit in Texas, a magnet manufacturing facility in Stillwater, Oklahoma, and metal-and-alloy producer Less Common Metals.
Read more on USAR →
