LITE Lumentum Holdings Inc
Company Analysis
Latest News
🟢 Lumentum is trading 10.6% up today on U.S. regulatory scrutiny of Chinese rivals
Lumentum is trading 10.6% up today at $862.66 after fresh U.S. regulatory headlines targeting Chinese optical transceiver suppliers boosted sentiment toward...
🟢 Lumentum is trading 5.8% up today on U.S. regulatory headlines targeting Chinese optical rivals
Lumentum is trading 5.8% up at $831.01 after fresh U.S. regulatory headlines targeting Chinese optical transceivers boosted sentiment toward domestic...
🟢 Lumentum is trading 11.1% up today amid a broad semiconductor sector rebound
Lumentum is trading 11.1% up at $866.16 in pre-market, extending a sharp multi-day rebound driven by broad strength in the semiconductor sector. • The move...
🟢 Lumentum is trading 4.78% up today after a broad AI and semiconductor sector rebound
Lumentum is trading at $817.15 (+4.78%) in pre-market as AI and semiconductor stocks rebound from a recent momentum selloff. • The move is driven by...
🟢 Lumentum is trading 4.8% up today as AI chipmakers bounce after momentum selloff
Lumentum is trading 4.8% up at $748.15 as high-beta AI semiconductor names bounce following recent forced selling in momentum stocks. • The move is primarily...
🔴 Lumentum falls 4.0% — Semiconductor Stocks Fall on Continued AI Spending Concerns
With Chips / semis (SOXX) down 3.6%, this looks like a sector-led move rather than a company-specific surprise. The semiconductor sector is trading sharply...
🟢 Lumentum is trading 4.7% up today on broad chip-sector rally and AI optimism
Lumentum is trading 4.7% up at $725.80, extending a sharp rebound as renewed optimism regarding AI-related spending lifts the semiconductor sector. • The move...
🟢 Lumentum is trading 4.4% up today as AI sentiment lifts chip stocks
Lumentum is trading at $724.00 (4.4%) up in pre-market, extending its sharp rebound following a volatile week for the semiconductor sector. • The stock's...
EVP of Global Reliability & Quality Vincent Retort to Retire in October 2026
Lumentum's Executive Vice President of Global Reliability & Quality, Vincent Retort, announced his planned retirement from the company, effective in October...
Lumentum Locks Up a Scarce AI Material for Six Years — But Can $87 Million Buy Certainty in a Market This Tight?
Shares of Lumentum surged 11.9% to $674.10 after the company disclosed a six-year Capacity Reservation Agreement with AXT Inc. to secure dedicated supply of...
🟢 Lumentum is trading 11.2% up today after securing a six-year wafer supply deal with AXT
Lumentum is trading 11.2% up today at $674.10 after announcing a six-year Capacity Reservation Agreement with AXT to secure dedicated indium phosphide wafer...
🟢 Lumentum is trading 4.2% up today after securing a six-year wafer supply deal with AXT
Lumentum is trading at $627.60 (up 4.2%) today after announcing a six-year Capacity Reservation Agreement with AXT to secure its supply chain. • The agreement...
🔴 Lumentum is trading 4.3% down today amid a sector-wide photonics and semiconductor rout
Lumentum is trading 4.3% down at $623.90 as the sector-wide rout in optical networking and photonics shares continues following Corning’s earnings and a sharp...
🔴 Lumentum is trading 11.3% down today amid a broader semiconductor sector pullback
Lumentum is trading 11.3% down at $627.29 amid a sharp pullback in semiconductor stocks linked to worries about heavy AI-related spending and rising Chinese...
🔴 Lumentum falls 4.9% — Semiconductor Stocks Fall on Fears of Increased Chinese Competition
With Chips / semis (SOXX) down 3.2%, this looks like a sector-led move rather than a company-specific surprise. The semiconductor sector is experiencing a...
🔴 Lumentum is trading 8.1% down today as AI-photonics gains unwind amid broader semiconductor weakness
Lumentum is trading at $707.92 (-8.13%), extending a sharp pullback after a strong run earlier in the week as AI-linked technology names face significant...
🔴 Lumentum is trading 4.2% down today following Alphabet's 2026 capex plans
Lumentum is trading 4.2% down at $798.92 as photonics and AI-infrastructure names see choppy action following Alphabet’s sharply higher 2026 capex plans. •...
🟢 Lumentum is trading 6.2% up
Lumentum is trading at $881.55, up 6.2% from a comparison close of $829.70 during regular trading. This is a price-action follow-up, so a separate catalyst may...
Barclays Bets Lumentum Can Rally Another 25% — But After a 677% Run, Can AI Optics Demand Keep Defying Gravity?
Shares shifted sharply higher as Barclays upgraded Lumentum Holdings to Overweight from Equal Weight on Monday, slapping a $1,000 price target on a stock...
🟢 Lumentum is trading 6.5% up today after Barclays issued a $1,000 price target on AI networking demand
Lumentum is trading at $802.01 (+6.5%) after Barclays upgraded the stock to Overweight, citing significant earnings potential driven by accelerating AI...