Review of Lumine Group Inc.

NOV 20, 2025 - Time will tell, a few years from now, whether this is truly an inflection point that fundamentally changes the VMS business model for the worse or if it is just investors’ fear and overreaction. For now, we would stick with a high-quality management team. We think now is the time that management’s track record really counts. Also, this is the point to test whether investors truly have conviction in LMN. Though the recent result is quite weak, it was driven largely by tough comparison last year. We think investors should remain calm and rational, evaluating facts rather than becoming pessimistic simply by looking at the share price. We are maintaining our rating at “B+.”

Download Report

{tplLang.businessdescription | toLang tLang}

{ profileData.description }

{tplLang.details | toLang tLang}

{tplLang.ceo | toLang tLang}

{profileData.profile.details.ceo}

{tplLang.employees | toLang tLang}

{profileData.profile.details.employees | numeraljs '0,0'}

{tplLang.issuetype | toLang tLang}

{profileData.profile.details.issuetype | asIssueType}

{tplLang.industryclassifications | toLang tLang}

{tplLang.sector | toLang tLang}

{profileData.profile.classification.sector}

{tplLang.industry | toLang tLang}

{profileData.profile.classification.industry}

{tplLang.toolname| toLang tLang}

There is no {tplLang.toolname| toLang tLang} currently available for {data.symbolstring}.

Synchronoss Technologies Inc. (SNCR $8.66)
- $8.66 Cap: $100M
- View SNCR Profile
- View Questions on SNCR
Lumine Group Inc. (LMN $29.30)
- $29.30 P/E (TTM): 110.03X Cap: $7.51B
- View LMN Profile
- View Questions on LMN
- View Reports on LMN

Q: I was wondering what your thoughts are regarding the acquisition announced today. This is Lumine's first public company acquisition and is an interesting strategic shift which could make it an even more acquisitive company. Can I get your thoughts on this acquisition and Lumine going forward.

thank you

Read Answer Asked by Frank on December 04, 2025

Kraken Robotics Inc. (PNG $6.00)
- $6.00 P/E (TTM): 100.0X Cap: $1.83B
- View PNG Profile
- View Questions on PNG
- View Reports on PNG
Zedcor Inc. (ZDC $5.85)
- $5.85 P/E (TTM): 417.86X Cap: $617M
- View ZDC Profile
- View Questions on ZDC
Galaxy Digital Inc. Class A common stock (GLXY $35.26)
- $35.26 Cap: $13.77B
- View GLXY Profile
- View Questions on GLXY
- View Reports on GLXY
Propel Holdings Inc. (PRL $25.94)
- $25.94 P/E (TTM): 11.79X Cap: $1.02B
- View PRL Profile
- View Questions on PRL
- View Reports on PRL
Lumine Group Inc. (LMN $29.30)
- $29.30 P/E (TTM): 110.03X Cap: $7.51B
- View LMN Profile
- View Questions on LMN
- View Reports on LMN

Q: What order would you buy today based on current prices?

Read Answer Asked by Chris on December 04, 2025

Lumine Group Inc. (LMN $29.30)
- $29.30 P/E (TTM): 110.03X Cap: $7.51B
- View LMN Profile
- View Questions on LMN
- View Reports on LMN

Q: Follow-up comment re: usefulness of customer data in training AI agents, you say.... "The key of course is adapting quickly before customers even start to consider their own solutions." I do not share this view that customers with time can complete with LMN.

My point is the detailed data on vast numbers of customers within a vertical can not be replicated, and is the CSU/LMN/TOI superpower...to train AI agents specific to their customers needs. Customers could have all the human intelligence and time, but without the vast data to train the AI agent the result will be inferior.

Your reply implies a customer and LMN have equal capabilities to develop AI agents, my thesis is they are not.

All of this to ask 5i confirmation that your view is existing CSU data sets to train AI agents is not an 'essential' ingredient....and customers can 'equally' develop effective AI solutions for their business.

Read Answer Asked by Glenn on December 04, 2025