Lumentum Holdings Inc. (LON:0JVV)
| Market Cap | 55.80B +563.6% |
| Revenue (ttm) | 2.28B +83.2% |
| Net Income | -5.25B |
| EPS | -70.34 |
| Shares Out | n/a |
| PE Ratio | n/a |
| Forward PE | 34.41 |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 15,279 |
| Open | 842.52 |
| Previous Close | 839.10 |
| Day's Range | 836.96 - 914.86 |
| 52-Week Range | 144.51 - 1,085.16 |
| Beta | 1.54 |
| Analysts | n/a |
| Price Target | n/a |
| Earnings Date | Nov 6, 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 offers component products, including semiconductor laser chips, laser sub-assemblies, line subsystems, and wavelength management systems. The company also offers system products, such as optical modules, optical circuit switches, and industrial lasers, including short-pulse solid-state lasers and kilowatt-class fiber lasers. Its products and solutions are used in cloud, artificial intelligence an... [Read more]
News
Why optical stocks Lumentum and Coherent were the day's biggest gainers
Investors are looking further down the AI data-center supply chain for signs of demand amid concerns of a spending slowdown, one expert says.
Lumentum stock rises as Wall Street bets on AI optical networks
Lumentum stock LITE rallied on Wednesday as optical networking shares rebounded from a sharp artificial intelligence-related selloff earlier in the week. The stock gained 8% in trading to $906.76.
Lumentum Stock Leads the S&P 500 While Corning Can't Keep Up
Lumentum is the best-performing S&P 500 stock Wednesday, and Coherent isn't far behind. Corning is seeing smaller gains.
Lumentum Experts to Share Insights at ECOC 2026
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum, a global leader in optical and photonic technology, today announced its speaker line-up at the 2026 European Conference on Optical Communications (ECOC) in...
Lumentum Holdings Transcript: Citi’s 2026 Global TMT Conference
AI-driven demand is fueling exponential growth in optical networking, with persistent supply shortages and strong pricing. Major manufacturing expansions are underway, and new product wins in ELS and OCS are expected to drive significant revenue and margin growth through 2028.
Hidden China risks are emerging in America's multibillion-dollar AI data center boom
Chinese firms supply significant portions of key equipment used in U.S. data centers, including transformers, batteries and optical transceivers. Washington is increasing scrutiny of foreign-made powe...
Lumentum initiated with a Buy at Deutsche Bank
Deutsche Bank analyst Gianmarco Conti initiated coverage of Lumentum (LITE) with a Buy rating and $1,200 price target Lumentum “wins under every architecture,” whether pluggables persist, CPO takes of...
Lumentum initiated with an Outperform at Evercore ISI
Evercore ISI analyst Amit Daryanani initiated coverage of Lumentum (LITE) with an Outperform rating and $1,100 price target The firm says that as AI accelerator deployments continue to inflect higher,...
Coherent, Lumentum, and Other Hot AI Stocks Are Falling Today. They Shouldn't Be.
Stocks often fall in sympathy after a rival or peer's disappointing earnings. It's got to stop.
Lumentum sees ‘$40 of earnings power’ in 2028
Speaking at the Deutsche Bank Technology Conference, Michael Hurlston, CEO of Lumentum (LITE), stated in part: “We have seen a huge uptick in our order book and the order rate,…
Lumentum Holdings Transcript: Deutsche Bank 2026 Technology Conference
Optical connectivity is rapidly supplanting copper in data centers due to physical limitations, driving strong growth in OCS, CPO, and NPO adoption. Major capacity expansions are underway, with supply chain and geopolitical factors closely managed. The next 12–18 months will be pivotal for optics adoption inside server trays.
Lumentum put volume heavy and directionally bearish
Bearish flow noted in Lumentum (LITE) with 7,347 puts trading, or 1.8x expected. Most active are Aug-26 920 puts and Aug-26 930 puts, with total volume in those strikes near…
Lumentum price target lowered to $1,000 from $1,100 at BofA
BofA lowered the firm’s price target on Lumentum (LITE) to $1,000 from $1,100 and keeps a Neutral rating on the shares after what the firm calls “another solid report.” The…
Lumentum price target raised to $1,200 from $1,100 at Citi
Citi raised the firm’s price target on Lumentum (LITE) to $1,200 from $1,100 and keeps a Buy rating on the shares. The firm views the company’s June quarter report as…
Lumentum price target raised to $1,280 from $1,165 at JPMorgan
JPMorgan raised the firm’s price target on Lumentum (LITE) to $1,280 from $1,165 and keeps an Overweight rating on the shares post the fiscal Q4 report. The company “sidestepped near-term…
Lumentum price target raised to $1,140 from $1,100 at Mizuho
Mizuho raised the firm’s price target on Lumentum (LITE) to $1,140 from $1,100 and keeps an Outperform rating on the shares. The company reported a solid quarter with margin upside,…
Lumentum price target raised to $1,000 from $900 at Morgan Stanley
Morgan Stanley analyst Meta Marshall raised the firm’s price target on Lumentum (LITE) to $1,000 from $900 and keeps an Equal Weight rating on the shares. The firm is “biased…
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: Rosenblatt'...
Jim Cramer says the AI data center trade is back. These 6 stocks are leading the comeback
CNBC's Jim Cramer said the AI data center trade is regaining market leadership after weeks of forced selling weighed on the group. He pointed to several factors that restored his confidence in the gro...
Chip stocks are closing in on a bull market. Here's why some analysts are nervous.
Wall Street is excited about growing backlogs at some AI infrastructure companies, but some experts caution that there's no guarantee all those orders will be carried out.
Wednesday's Morning Movers: NBIS, LITE, HRB Beat Earnings
It's not just CoreWeave (CRWV) generating buzz in the neocloud space. Diane King Hall discusses earnings from Nebius (NBIS) and its more than 400% year-over-year revenue surge.
Lumentum's stock surges, giving a further boost to the optical-networking trade
Excitement is building for Coherent's earnings report after upbeat results from Lumentum.
Lumentum, CoreWeave, SMCI, and More Stocks That Explain Today's Market
Stock futures are rising after a solid batch of tech earnings gave the broader market a boost ahead of the July inflation report.

