# Lumentum Breakout Potential

> Lumentum's optical networking demand surge could drive significant upside by 2028.
- Title: Lumentum Breakout Potential · Seekingalpha | Shortify
- Summary: Lumentum's optical networking demand surge could drive significant upside by 2028. Lumentum faces 70% demand gap for some products through 2028 but targets…
- Keywords: lumentum, optical networking, ai data center, demand gap, adjusted eps, fy2028, money, business, Breakout, Potential, Seekingalpha
- Source: Seekingalpha — https://seekingalpha.com/article/4953150-lumentum-at-the-point-of-an-upside-breakout
- Author: JR Research
- Published: 2026-10-09T18:46:59+00:00
- Read time: 1 min
- Topics: lumentum, optical networking, ai data center, demand gap, adjusted eps, fy2028, money, business
## Demand Inflection Point
Lumentum faces significant demand-supply gaps unable to meet 70% of demand for some products through next year.
## Elevated Margins
Lumentum supports elevated margins through FY2028 with strong order flow and management targeting $40 adjusted EPS.
## Upside Breakout
Lumentum could be materially undervalued if execution succeeds despite near-term upside being capped until P&L validation for 2027.
## Key takeaway

Lumentum faces 70% demand gap for some products through 2028 but targets $40 adjusted EPS by 2028.