Lumentum Holdings Inc. (BMV:LITE)

Mexico flag Mexico · Delayed Price · Currency is MXN
14,082
-912 (-6.08%)
At close: Jul 1, 2026
Market Cap1.09T +910.5%
Revenue (ttm)44.89B +69.0%
Net Income7.92B
EPS94.90
Shares Out n/a
PE Ratio137.96
Forward PE38.58
Dividendn/a
Ex-Dividend Daten/a
Volume194
Open14,109
Previous Close14,994
Day's Range14,000 - 14,109
52-Week Range2,037 - 18,500
Betan/a
Analystsn/a
Price Targetn/a
Earnings DateAug 14, 2026

About Lumentum Holdings

Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. It operates through two segments, Cloud & Networking and Industrial Tech. The Cloud & Networking segment offers optical and photonic chips, components, modules, and subsystems supplied to cloud data center operators, AI/ML infrastructure providers, and network equipment manufacturer customers that are building cloud data centers and network infrastructures. Its Industrial Tech segment provides short... [Read more]

Industry Telephone and Telegraph Apparatus
Founded 2015
Employees 10,562
Stock Exchange Mexican Stock Exchange
Ticker Symbol LITE

Financial Performance

Financial numbers in USD Financial Statements

News

The 20 best-performing stocks in the S&P 500 for the first half of 2026

All of these stocks have soared by triple digits during the first half of 2026.

1 day ago - Market Watch

AI's most explosive hardware trades are hitting a wall. Why optical and memory stocks are falling.

Optical stocks have emerged as a bountiful play on the artificial-intelligence trade, but Friday's selloff is putting a damper on that momentum.

5 days ago - Market Watch

Lumentum Chair of the Board, Penny Herscher, and CEO, Michael Hurlston to Participate in Rome Conference on AI, Ethics and Governance

SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. (“Lumentum”), a global leader in optical and photonic technologies that power the networks and infrastructure behind artificial intelligence (...

15 days ago - Business Wire

Missed the rally in optical stocks? Coherent and Lumentum just got more attractive, according to J.P.

Investors have been worried about the adoption of co-packaged optics, but those fears seem overblown, says an analyst.

20 days ago - Market Watch

These Nvidia-Backed Optical Stocks Have Slipped Lately. JPMorgan Analysts Recommend Buying The Dip

A pair of Nvidia-backed stocks that were among investors' favorite AI names earlier this year, have pulled back lately. JPMorgan analysts see that as an opportunity.

20 days ago - Investopedia

Coherent and Lumentum Stocks Have Tumbled. Why Now Is the Time to Buy the Dip, J.P.

J.P. Morgan reiterates Overweight ratings on Coherent and Lumentum stocks in a research note Thursday.

20 days ago - Barrons

SpaceX: The AI IPO Wearing a Spacesuit

If one were to build a word cloud of what the average investor associates with SpaceX, it would look something like: rockets, Elon Musk, Starlink, Mars. Somewhere in there, in a small font, you'd find...

21 days ago - ETF Trends

Lumentum Holdings Transcript: Mizuho Technology Conference 2026

AI and photonics are driving a super cycle in optics, with rapid growth in lasers, CPO/NPO, and OCS. Capacity is expanding but remains tight, and the company is shifting to a component-focused strategy. Gross margins have risen sharply, with pricing strength expected to persist.

22 days ago - Transcripts

Lumentum Holdings Transcript: Bank of America 2026 Global Technology Conference

Key operational focus areas include fab efficiency, supply chain management, and ramping complex product lines. The industry is moving toward CPO adoption by 2028, with NPO as a temporary step and OCS expected to grow with AI scale-up. Long-term agreements and strategic partnerships, such as with NVIDIA, support capacity expansion and pricing power.

4 weeks ago - Transcripts

Why Lumentum, Coherent and other optical stocks are rocketing toward big gains

Nvidia CEO Jensen Huang had high praise today for Marvell, a maker of optical components that he said could become a $1 trillion company. And investors seem to be transferring those rosy feelings to o...

4 weeks ago - Market Watch

Why Coherent and Lumentum stocks jumped on Tuesday

Coherent and Lumentum Holdings shares surged on Tuesday as investors piled into optical networking stocks. The rally followed comments from Nvidia Chief Executive Jensen Huang, highlighting the growin...

4 weeks ago - Invezz

Coherent and Lumentum Stocks Rise Sharply. Networking Stocks Get a Big Marvell Bump.

Coherent, Lumentum, and Corning stocks surge Tuesday after Nvidia CEO Jensen Huang talks up optical networking demand.

4 weeks ago - Barrons

Lumentum, Coherent Drop After Prominent AI Investor Sells Stakes

Lumentum Holdings and Coherent shares fell Monday after investor Leopold Aschenbrenner disclosed he exited stakes in the optical-networking companies.

6 weeks ago - Barrons

Lumentum Holdings Transcript: J.P. Morgan 54th Annual Global Technology, Media and Communications Conference

Optical industry demand is now hyperscaler-driven, creating a multi-year growth cycle distinct from past telecom-led booms. Margin improvements, capacity expansion, and new product inflections are underway, with supply constraints and technology transitions closely managed.

6 weeks ago - Transcripts

Coherent Lumentum stocks continues surge: how high can the AI trade go

Optical networking stocks extended their strong 2026 rally on Wednesday, with shares of Coherent and Lumentum Holdings climbing alongside broader enthusiasm around artificial intelligence infrastructu...

7 weeks ago - Invezz

Coherent and Lumentum Stocks Rise as the AI Networking Trade Stays Hot

Coherent, Lumentum Holdings, and other optical-networking companies continued to rally as Wall Street bets AI data-center spending still has room to run.

7 weeks ago - Barrons

20 stocks in the S&P 500 of companies with soaring sales and improving profit margins

This earnings season's big winners include makers of AI-oriented hardware, but the list also includes some surprises.

7 weeks ago - Market Watch

Here's the next AI ‘battleground' — and how investors can get in on the action

Lumentum's stock has been red hot, but there are plenty of lesser-known ways to capitalize on the growing connectivity needs of AI data centers, according to Bernstein.

7 weeks ago - Market Watch

Lumentum Stock Soars as AI Optical Networking Rally Resumes

Lumentum stock surged Monday after the company said it would join the Nasdaq 100 index, reigniting a rally in AI-linked optical networking shares.

7 weeks ago - Barrons

Lumentum Joins the Nasdaq-100 Index®, Achieving New Milestone in Global Growth

SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum"), a leading designer and manufacturer of innovative optical and photonic products, today announced its inclusion in the Nasdaq-100...

7 weeks ago - Business Wire

These smaller tech stocks are punching well above their weight

Shares of small-cap tech stocks have outperformed their large-cap peers by an extreme magnitude.

7 weeks ago - Market Watch

Lumentum's fiery stock rally earns it a spot in this hot index

Lumentum's stock performance ranks sixth in the S&P 500 this year. Now the optical company is set to join the Nasdaq 100.

7 weeks ago - Market Watch

Lumentum Announces Upcoming Investor Events

SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum") today announced that company management is currently scheduled participate in the following investor events: Event: 21st Annual N...

7 weeks ago - Business Wire

Lumentum CEO on business: Very much levered to the hyperscalers

Michael Hurlston, Lumentum CEO, joins 'The Exchange' to discuss the company's quarterly earnings results, clients the company has and much more.

2 months ago - CNBC Television

Lumentum falls 5% after results: are expectations outrunning growth?

Lumentum Holdings Inc (LITE) shares fell sharply on Wednesday after the company reported mixed fiscal third-quarter results, with strong growth failing to meet elevated market expectations. The stock ...

2 months ago - Invezz