Lumentum Holdings Inc. (FRA:LU2)

Germany flag Germany · Delayed Price · Currency is EUR
733.00
+42.30 (6.12%)
Last updated: Jul 21, 2026, 6:57 PM CET
Market Cap52.20B +757.7%
Revenue (ttm)2.16B +69.0%
Net Income381.05M
EPS4.57
Shares Out n/a
PE Ratio137.00
Forward PE36.68
Dividendn/a
Ex-Dividend Daten/a
Volume10
Open690.50
Previous Close690.70
Day's Range690.50 - 733.00
52-Week Range84.32 - 912.60
Betan/a
Analystsn/a
Price Targetn/a
Earnings DateAug 11, 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 Frankfurt Stock Exchange
Ticker Symbol LU2

Financial Performance

Financial numbers in USD Financial Statements

News

Lumentum's stock just got a lot more interesting — and Barclays has turned bullish

A Barclays analyst now recommends Lumentum's stock after a period of substantial underperformance relative to the broader chip sector.

22 hours ago - Market Watch

Lumentum Is the S&P 500's Top Performer Today. Here's Why.

Barclays upgrades Lumentum stock to Overweight on Monday following a months-long selloff.

1 day ago - Barrons

Monday's Morning Movers: DPZ Mixed Earnings & LITE, URBN, YETI Upgrades

Domino's (DPZ) shares are moving higher even after the fast food chain served mixed earnings. Diane King Hall highlights key metrics to note in the report.

1 day ago - Schwab Network

Lumentum upgraded to Overweight from Equal Weight at Barclays

Barclays analyst Tom O’Malley upgraded Lumentum (LITE) to Overweight from Equal Weight with an unchanged price target of $1,000. The firm adjusted ratings in the semiconductor and capital equipment sp...

1 day ago - TheFly

This CEF Holds The Biggest Bargains In Tech, Pays 7.4%

One of our favorite tech-focused closed-end funds (CEFs) is showing a pattern we love to see. What I'm going to show you below is one of my favorite setups for future gains for us, while we collect st...

3 days ago - Forbes

Citi adds ‘upside 90-day catalyst watch’ on Lumentum

Citi added an “upside 90-day catalyst watch” on Lumentum (LITE) while keeping a Buy rating on the shares with a $1,100 price target Citi believes the June quarter earnings report…

5 days ago - TheFly

Lumentum price target lowered to $800 from $995 at TD Cowen

TD Cowen analyst Sean O’Loughlin lowered the firm’s price target on Lumentum (LITE) to $800 from $995 and keeps a Hold rating on the shares. The firm adjusted targets in…

8 days ago - TheFly

10 stocks for momentum traders to consider buying — and 10 to avoid or sell short

These investments have a tendency to crash and burn

12 days ago - Market Watch

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.

21 days 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.

25 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 (...

4 weeks 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.

5 weeks 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.

5 weeks 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.

5 weeks ago - Barrons

Coherent, Lumentum selloffs bring buying opportunity, says JPMorgan

JPMorgan analyst Samik Chatterjee says shares of optical suppliers Coherent (COHR) and Lumentum (LITE) are trading down nearly 20% from their early June highs on a “host of concerns,” including…

5 weeks ago - TheFly

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...

5 weeks 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.

6 weeks 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.

6 weeks ago - Transcripts

Lumentum price target raised to $1,200 from $1,000 at Northland

Northland analyst Tim Savageaux raised the firm’s price target on Lumentum (LITE) to $1,200 from $1,000 and keeps an Outperform rating on the shares. Yesterday’s comments from Nvidia’s (NVDA) CEO…

6 weeks ago - TheFly

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...

7 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...

7 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.

7 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.

2 months 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.

2 months 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...

2 months ago - Invezz