Investing

Lumentum : LITE

LITE

Stock Data

$939.87

$119.28 (14.54%)

Asset Type

Common Stock

Exchange

NASDAQ

Currency

USD

Country

USA

Sector

TECHNOLOGY

Industry

COMMUNICATION EQUIPMENT

Lumentum Holdings Inc. is a leading provider of optical and photonic products, crucial for the transmission of video, audio, and data through fiber optic cables. With a focus on innovation, Lumentum's offerings include a wide range of components like tunable lasers, transceivers, and amplifiers, alongside advanced solutions for 3D sensing systems. The company also produces commercial lasers used in manufacturing, biotechnology, and other industries. Founded in 2015 and based in San Jose, California, Lumentum serves a global market, including telecommunications, data communications, and various industrial sectors.

Latest Activity

LITELumentum Holdings Inc.

Q4 2026

Aug 11, 4:24pm ET

EPS

$3.23

est $2.97+8.8%

Revenue

$1.01B

est $988M+1.9%

AI optics demand just doubled Lumentum's quarterly revenue year over year, and management now sees $4.05 to $4.35 in EPS next quarter, hitting its target operating model more than a quarter early.

Loading…

ShareRead more

All Lumentum Articles

101 Articles

David Moadel | 4 minutes ago

Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through

Lumentum just torched Wall Street expectations and sent shockwaves through the entire AI optics complex, pulling peers like Coherent, Corning,…

Vandita Jadeja | 1 hour ago

Big Cash, Bigger Ambitions: POET Technologies Eyes 147% Upside

POET Technologies carries a fortress balance sheet, a landmark customer contract, and a Malaysia production ramp finally moving toward real…

Thomas Richmond | 22 hours ago

Live: Will Lumentum’s Q4 Earnings Tonight Extend Its 600% 1-Year Rally?

Lumentum reports Q4 earnings today with shares up more than 600% over the past year, but last quarter a strong…

Eric Bleeker | Yesterday

AXT Slides Before Lumentum and Coherent Report Earnings This Week.

AXT has surged over 350% this year riding the AI optical wave, but tonight Lumentum reports earnings and its commentary…

AJ Tiarsmith | Yesterday

“The Bottleneck Isn’t the Chips Anymore”: Goldman Sachs Says These Are AI’s Next Big Winners

A Goldman Sachs executive says the AI trade is quietly shifting away from chips toward a different hardware category entirely,…

Eric Bleeker | Yesterday

Coherent (COHR) Stock Is Tumbling Today After Massive Optics vs. Memory Debate on Social Media This Weekend

A weekend debate on social media about optics replacing memory as the hottest AI trade sent optical stocks surging at…

Michael Williams | Yesterday

LYTE’s $72 Million Debut Masks a Concentration Bet on Three Optical Giants

Roundhill's new photonics ETF grabbed attention with a massive opening day, but underneath the excitement sits a 12-stock portfolio where…

David Moadel | Aug 10, 2026 at 12:25 PM EDT

Coherent Falls 12%, Lumentum Drops 7% as AI Optics Stocks Cool Ahead of Earnings

Two AI optics darlings that posted triple-digit gains this year are suddenly selling off hard, and the reason has less…

David Moadel | Aug 7, 2026 at 10:10 AM EDT

Applied Optoelectronics Zooms 13% Higher on Pivotal Quarterly Print; Coherent Advances 13%, Lumentum Adds 8%

A surprise earnings print just sent one optical networking stock surging past the broader semiconductor rally, and it is pulling…

David Moadel | Aug 4, 2026 at 9:46 AM EDT

Applied Optoelectronics Rockets 17%, Coherent Climbs 11%, Lumentum Gains 6% on Reported U.S. Ban of Chinese Optics

A reported U.S. ban on Chinese data center optical hardware sent a handful of domestic suppliers rocketing higher, but the…

Austin Smith | Aug 4, 2026 at 6:57 AM EDT

Four Critical Earnings To Put On Your Calendar That Could Move The Market | RKLB CRWV LITE CORE

Four earnings reports next week could either validate or shatter the AI infrastructure trade, and one struggling space economy name…

Joel South | Aug 3, 2026 at 12:50 PM EDT

Coherent (COHR) Price Prediction: How Much a $1,000 Investment Could Be Worth by 2027

Coherent has surged on AI data center momentum and a blockbuster NVIDIA partnership, but a 28% single-month drop reveals just…

David Moadel | Jul 31, 2026 at 3:17 PM EDT

Applied Optoelectronics and Coherent Gain 7%, Lumentum Adds 5% as Risk-On Feeling Spreads to Optics Stocks

Optics stocks are surging well past the broader semiconductor rally as AI data center demand sends valuations into triple-digit territory,…

David Moadel | Jul 28, 2026 at 12:15 PM EDT

Coherent Sinks 11%, Applied Optoelectronics Falls 10%, Lumentum Drops 9% as Traders Question AI Spending Spree

Optics stocks that soared triple digits this year are getting hammered Tuesday, and the reason traces back to a single…

Gerelyn Terzo | Jul 28, 2026 at 10:53 AM EDT

A New AI Shortage Is Coming. One CEO Just Predicted it Will Be “Bigger Than Memory.”

Lumentum's CEO just named the obscure semiconductor material he believes will strangle AI infrastructure growth, and the supply gap is…