Lumentum Holdings Inc. (LITE)

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 and machine learning (AI/ML), telecommunications, consumer, and industrial end-market applications. The company was incorporated in 2015 and is headquartered in San Jose, California.

• Annual Report (10-K)

  A yearly overview of the business, its financial results, and the risks it faces.

  Filed on 2026-08-17

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• Quarterly Report (10-Q)

  A snapshot of financial performance for the most recent three-month period.

  Filed on 2026-05-06

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• Current Report (8-K)

  An announcement of a major event, such as a leadership change or big news.

  Filed on 2026-08-11

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• 15d agoPOSITIVE
  Lumentum in rialzo del 6%: la domanda AI esaurisce ordini ottici fino al 2029

  Lumentum Holdings Inc. (LITE) shares surged 6% in pre-market trading following CEO Michael Hurlston's announcement that demand for the company's optical components has outstripped supply, with orders booked through early 2029. The company is struggling to meet demand from tech firms expanding data centers for AI applications. Hurlston indicated that a significant portion of customer demand cannot be fulfilled, and Lumentum is actively working to increase production capacity. This strong demand, driven by AI infrastructure build-outs, suggests robust future revenue streams and reinforces Lumentum's strategic position in the optical networking market.

• 19d agoPOSITIVE
  Le azioni Lumentum raggiungono una resistenza cruciale: continuerà il rally?

  Lumentum Holdings Inc. shares have surged over 80% from their July low, reaching a new all-time high near $1,092 and pushing the market capitalization above $97 billion. This significant rally is fueled by robust demand for the company's optical and photonic solutions, crucial for high-speed data transfer in data centers across the US and globally. The company's strategic importance is underscored by a $2 billion investment from Nvidia, a major player in the technology sector. Investors are closely watching if Lumentum can sustain this momentum, driven by its critical role in the expanding data infrastructure.

• 9/16/2026POSITIVE
  Why optical stocks Lumentum and Coherent were the day’s biggest S&P 500 gainers

  Lumentum Holdings Inc. and Coherent Corp. emerged as the top performers on the S&P 500, driven by investor interest in the AI data-center supply chain. Despite broader concerns about a potential spending slowdown, the positive momentum in these optical stocks suggests sustained demand for AI infrastructure components. This trend indicates that companies providing critical optical networking solutions may continue to benefit from the ongoing AI build-out, potentially outperforming market expectations and signaling robust underlying demand in a key technology sector.

• 8/12/2026POSITIVE
  Lumentum’s stock surges, giving a further boost to the optical-networking trade

  Lumentum Holdings Inc. (LITE) saw its stock price surge, signaling positive momentum within the optical-networking sector. This upward movement is further amplified by anticipation for Coherent Corp.'s upcoming earnings report, which is expected to benefit from the positive sentiment generated by Lumentum's performance. Investors are closely watching this space for continued growth opportunities, as strong results from key players like Lumentum often indicate broader industry health and potential for further gains across related companies. The news suggests a favorable environment for optical-networking technology providers.

• 8/11/2026POSITIVE
  Lumentum sees sales more than double as AI demand swells

  Lumentum Holdings Inc. reported a significant surge in sales, more than doubling year-over-year, primarily driven by robust demand for AI-related products. Despite this exceptional performance and a strong forecast, the company's stock showed a muted reaction in after-hours trading. The company's ability to capitalize on the AI boom highlights its strategic positioning in a high-growth market. Investors will be watching to see if the market eventually reflects the company's fundamental strength and future potential, especially given the substantial revenue expansion.

• 7/20/2026POSITIVE
  Lumentum’s stock just got a lot more interesting — and Barclays has turned bullish

  Barclays analyst upgraded Lumentum Holdings Inc. to 'overweight' from 'equal-weight', citing a more constructive outlook for the company's optical networking segment. The upgrade follows a period where Lumentum's stock has significantly underperformed its peers in the broader semiconductor industry. The analyst highlighted improved demand signals for Lumentum's key products and a more favorable competitive landscape as reasons for the bullish stance. This shift in analyst sentiment could attract new investor interest and potentially drive share price appreciation.