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.

• 年次報告書（10-K）

  事業内容、財務実績、リスクをまとめた年次の概要。

  提出日: 2026-08-17

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• 四半期報告書（10-Q）

  直近3か月間の業績に関する最新情報。

  提出日: 2026-05-06

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• 臨時報告書（8-K）

  経営陣の交代や重要な発表など、大きな出来事に関するお知らせ。

  提出日: 2026-08-11

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• 15d agoPOSITIVE
  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.

• 6/9/2026NEUTRAL
  Here's How Much You Would Have Made Owning Lumentum Holdings Stock In The Last 10 Years

  An analysis of Lumentum Holdings Inc. stock performance over the past decade reveals its historical returns for investors. While specific figures are not detailed in this summary, the article implies a review of past price movements and potential investment outcomes. Investors considering Lumentum should examine this historical data to understand its volatility, growth trajectory, and past market reactions to company-specific and sector-wide events. This retrospective analysis serves as a basis for evaluating future potential, rather than a direct indicator of current market sentiment.

• 6/2/2026POSITIVE
  Why Lumentum, Coherent and other optical stocks rocketed to big gains Tuesday

  Lumentum Holdings Inc. (LITE) and other optical component stocks experienced significant gains on Tuesday, following positive remarks from Nvidia CEO Jensen Huang about Marvell Technology. Huang's endorsement has generated broad optimism across the optical components sector. This sentiment suggests a potential increase in demand or strategic partnerships benefiting companies like Lumentum, which are integral to the supply chain for high-performance computing and AI infrastructure. Investors are likely reacting to the perceived endorsement and its implications for future growth and market share.