LITE
Lumentum Holdings Inc.
NASDAQ · Technology · Communication Equipment · US
$930.91
+4.17%Sep 18, 2026, 13:43 UTC
Lumentum stock surged 6.0% in morning trading to $947.62 amid a broad-based rally in the optical communications sector.
Source:Sep 16, 2026, 17:45 UTC
Lumentum stock gained 8% to $906.76 on Wednesday as optical networking shares rebounded from an AI-related selloff earlier in the week.
Source:Sep 14, 2026, 17:49 UTC
Coherent, Lumentum, and Fabrinet shares fell 11%, 9%, and 6% respectively in sympathy with Corning's equity offering and AI lab commentary on slower frontier development.
Source:Sep 11, 2026, 15:43 UTC
Lianjun (3450) reported record monthly revenue for three consecutive months since June 2026, with August revenue up over 100% year-on-year.
Source:Sep 11, 2026, 03:55 UTC
In US after-hours trading on September 11, 2026, memory chip stocks extended losses, with SK Hynix down 1.22%, SanDisk down 1.01%, Micron down 0.6%, Lumentum down 0.46%, Corning down 1.87% and Intel down 0.94%.
Source:Sep 11, 2026, 03:55 UTC
The U.S. Federal Communications Commission issued a final rule tightening equipment-component sourcing checks without placing Chinese optical-module makers such as Zhongji Innolight and Eoptolink on a restricted list.
Sep 9, 2026, 15:39 UTC
Individual stocks in the Uni-President Frontier Technology ETF's top ten holdings surged in a single day: Bloom Energy rose 9.6%, Lumentum rose 11.04%, and Nebius rose 7.7%.
Source:Sep 9, 2026, 01:46 UTC
Taiwan optical communication stocks rose sharply on September 9, 2026, with LandMark Optoelectronics and EZconn hitting the daily limit intraday, following gains by US peers Lumentum and Coherent.
Source:Aug 28, 2026, 07:53 UTC
LuxNet Corporation announced capital expenditure plans of NT$1.8-2 billion for 2026 and over NT$3 billion for 2027 to build factories and cleanrooms, expanding capacity for optical communication products.
Source:Aug 26, 2026, 09:45 UTC
Taiwan optical communication stocks surged on August 26, 2026, with LandMark Optoelectronics hitting the daily limit up at TWD 3,255, returning above the TWD 3,000 mark, alongside other stocks like APAC Opto Electronics, TrueLight, and Lumentum Holdings rising in the US.
Source:Aug 24, 2026, 15:51 UTC
On August 24, 2026, U.S. AI hardware stocks plunged, with the Philadelphia Semiconductor Index falling nearly 4%, and storage chip and optical communication stocks such as Applied Optoelectronics, Lumentum, Marvell, SanDisk, Micron, Seagate, Western Digital, and SK Hynix dropping sharply.
Aug 24, 2026, 11:30 UTC
Vincent Retort, vice president of global reliability and quality at Lumentum Holdings Inc., sold 12,566 shares of common stock on August 19 and August 20, 2026, with a transaction value of $10.7 million.
Source:Aug 24, 2026, 11:09 UTC
Barrow Hanley Mewhinney & Strauss LLC acquired a new position in Lumentum Holdings Inc., purchasing 76,413 shares valued at approximately $65.57 million during the second quarter.
Source:Aug 22, 2026, 07:13 UTC
Avanda Investment Management Pte. Ltd. acquired a new position in Lumentum Holdings Inc., purchasing 600 shares valued at approximately $515,000 during the second quarter, as disclosed in its Form 13F filing.
Source:Aug 20, 2026, 11:59 UTC
Storage and optical communications stocks rose in pre-market trading on Thursday, with SK Hynix up 5% and SanDisk, Micron Technology, Coherent, Credo Technology Group, and Lumentum up about 2%.
Source:Aug 18, 2026, 19:22 UTC
Lumentum reported that OCS shipments doubled sequentially, with quarterly revenue above $100 million, and pump laser shipments increased over 80% year-over-year.
Source:Aug 16, 2026, 00:58 UTC
HHLR Advisors, a fund management platform under Hillhouse, disclosed its US stock holdings as of the end of Q2 2026, showing an increase in positions in Nvidia, Coherent, Corning, and Lumentum.
Source:Aug 15, 2026, 15:45 UTC
Nvidia has committed at least $6.5 billion in companies developing photonics technology, including $2 billion each for Lumintum, Coherent Corporation, and Marvell Technology, and $500 million for Corning.
Source:Aug 14, 2026, 08:00 UTC
Nvidia announced that its Spectrum-X Ethernet Photonics switch has entered full mass production, with laser count reduced by 4x, power consumption cut by 5x, and mean time between failures improved by 10x.
Aug 12, 2026, 09:58 UTC
Oriental Harbor Overseas Fund disclosed its US stock holdings as of the end of Q2 2026, showing a major reshuffle: it cleared positions in six stocks including Apple, Tesla, and ProShares UltraPro QQQ, and newly bought seven AI hardware-related stocks including Intel, SanDisk, AMD, Marvell Technology, Arm Holdings plc ADR, Broadcom, and Lumentum.
Source:Aug 10, 2026, 13:55 UTC
On August 10, 2026, U.S. stock indices opened lower, with the Dow down 0.09%, S&P 500 down 0.04%, and Nasdaq down 0.04%, while optical communication stocks continued to rise and SpaceX rose for a third consecutive day.
Aug 10, 2026, 08:09 UTC
Lumentum is scheduled to report its fiscal 2026 fourth-quarter earnings after the U.S. market close on August 11, 2026.
Source:Aug 4, 2026, 15:57 UTC
On August 4, 2026, shares of Palantir Technologies surged over 20% after the company reported strong quarterly results and raised its outlook, while semiconductor and storage chip stocks such as Marvell Technology, Intel, Lumentum, SanDisk, and Micron Technology also rallied sharply.
Jul 31, 2026, 12:45 UTC
Lumentum's CEO warned that a critical material used for silicon photonics is facing a shortfall, with fab and material supply already lagging 30% below customer needs as co-packaged optics demand skyrockets.
Jul 29, 2026, 14:00 UTC
Eliyan raised $145 million in Series C venture funding at a $1 billion valuation, backed by Cisco Systems, Lumentum, and an early investor in Mellanox.
Jun 1, 2026, 00:00 UTC
Lumentum Holdings Inc. exchanged approximately $650.4 million of its 0.50% Convertible Senior Notes due 2028 for approximately 5.0 million shares of common stock in a private placement exempt from registration.