LITE · Company research
Lumentum Holdings Inc. (LITE): Stock News & Events
Recent company-linked news records available in the database.
RESEARCH CONTEXT
Understand the numbers
Recent company-linked news records available in the database. Use period, currency, units and source fields when interpreting values.
44records availableTechnology
Stock News & Events data
Database-backed records only
| title | summary | url | source | published at | sentiment | sentiment score | relevance score |
|---|---|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. Sells 3,216 Shares of Lumentum Holdings Inc. $LITE - MarketBeat | TD Waterhouse Canada Inc. Sells 3,216 Shares of Lumentum Holdings Inc. $LITE MarketBeat | View source ↗ | MarketBeat | Oct 18, 2026 | neutral | 0 | 0.6 |
| Lumentum Holdings Inc. $LITE Stock: Curated Wealth Partners LLC Cuts Holdings - MarketBeat | Lumentum Holdings Inc. $LITE Stock: Curated Wealth Partners LLC Cuts Holdings MarketBeat | View source ↗ | MarketBeat | Oct 18, 2026 | neutral | 0 | 0.6 |
| Why Applied Optoelectronics Stock Plummeted This Week | Applied Optoelectronics stock fell 23.6% this week after Broadcom CEO warned of capital constraints that could slow AI infrastructure spending. The optical component maker, which relies heavily on data center customers for 800G transceivers, faces headwinds from funding concerns among major cloud providers. The stock has declined 64.2% from its 52-week high, compounded by recent shareholder dilution from a $600 million equity offering. | View source ↗ | The Motley Fool | Oct 16, 2026 | bearish | -1 | 1 |
| Why Applied Optoelectronics Stock Plummeted This Week | Applied Optoelectronics stock fell 23.6% this week after Broadcom CEO warned of capital constraints that could slow AI infrastructure spending. The optical component maker, which relies heavily on data center customers for 800G transceivers, faces headwinds from funding concerns among major cloud providers. The stock has declined 64.2% from its 52-week high, compounded by recent shareholder dilution from a $600 million equity offering. | View source ↗ | The Motley Fool | Oct 16, 2026 | bearish | -1 | 1 |
| Lumentum Holdings Inc. $LITE Stock Bought by Franchise GP Ltd - MarketBeat | Lumentum Holdings Inc. $LITE Stock Bought by Franchise GP Ltd MarketBeat | View source ↗ | MarketBeat | Oct 16, 2026 | neutral | 0 | 0.6 |
| Lumentum Holdings Inc. (LITE) Stock forecasts - Yahoo Finance Australia | Lumentum Holdings Inc. (LITE) Stock forecasts Yahoo Finance Australia | View source ↗ | Yahoo Finance Australia | Oct 16, 2026 | neutral | 0 | 0.6 |
| Why Are Nasdaq Futures Surging Premarket? SPCX, ASTS, AAPL, TMUS, VZ, NVDA, MU, LITE Stocks In Focus - Stocktwits | Why Are Nasdaq Futures Surging Premarket? SPCX, ASTS, AAPL, TMUS, VZ, NVDA, MU, LITE Stocks In Focus Stocktwits | View source ↗ | Stocktwits | Oct 16, 2026 | neutral | 0 | 0.6 |
| How Risky Is Lumentum Stock? - Trefis | How Risky Is Lumentum Stock? Trefis | View source ↗ | Trefis | Oct 15, 2026 | neutral | 0 | 0.6 |
| Optical Stocks Extend Slide as Money Rotates Into Defensives: Applied Optoelectronics Falls 6%, Coherent Drops 7%, Lumentum Slips 5% - 24/7 Wall St. | Optical Stocks Extend Slide as Money Rotates Into Defensives: Applied Optoelectronics Falls 6%, Coherent Drops 7%, Lumentum Slips 5% 24/7 Wall St. | View source ↗ | 24/7 Wall St. | Oct 15, 2026 | neutral | 0 | 0.6 |
| A $1,000 Investment in This AI Stock Became $22,715. The Real Story Is the Last 12 Months - Yahoo Finance | A $1,000 Investment in This AI Stock Became $22,715. The Real Story Is the Last 12 Months Yahoo Finance | View source ↗ | Yahoo Finance | Oct 14, 2026 | neutral | 0 | 0.6 |
| Lumentum Holdings Inc. $LITE Stock: N10 Wealth LLC Boosts Holdings - MarketBeat | Lumentum Holdings Inc. $LITE Stock: N10 Wealth LLC Boosts Holdings MarketBeat | View source ↗ | MarketBeat | Oct 14, 2026 | neutral | 0 | 0.6 |
| Can Coherent's AI Data Center Expansion Fuel Long-Term Growth? | Coherent Corp. is expanding its indium phosphide manufacturing capacity to double by late 2026 and more than double by 2027, targeting growing AI data center connectivity demands. The company is developing advanced optical technologies including 400G-per-lane connectivity and energy-efficient solutions. COHR stock has gained 162.6% over the past year with rising fiscal 2027 earnings estimates, currently rated as a Zacks Rank #2 (Buy). | View source ↗ | Zacks Investment Research | Oct 14, 2026 | bullish | 1 | 1 |
| Zacks Investment Ideas feature highlights: Sandisk, Lumentum and Jabil | Zacks highlights three AI infrastructure stocks as attractive buying opportunities during market pullback: Sandisk benefits from AI-driven memory demand with extraordinary margins and 143% projected revenue growth; Lumentum leads optical networking with sold-out components through 2029 and 107% projected revenue growth; Jabil provides advanced manufacturing services with 24% revenue growth guidance and reasonable 17.7x forward earnings valuation. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | bullish | 1 | 1 |
| Zacks Investment Ideas feature highlights: Sandisk, Lumentum and Jabil | Zacks highlights three AI infrastructure stocks as attractive buying opportunities during market pullback: Sandisk benefits from AI-driven memory demand with extraordinary margins and 143% projected revenue growth; Lumentum leads optical networking with sold-out components through 2029 and 107% projected revenue growth; Jabil provides advanced manufacturing services with 24% revenue growth guidance and reasonable 17.7x forward earnings valuation. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | bullish | 1 | 1 |
| 3 Best AI Stocks to Buy on This Pullback (SNDK, LITE, JBL) | Recent market corrections in AI and semiconductor stocks are creating attractive buying opportunities for investors willing to look beyond short-term volatility. Three stocks stand out as compelling investments in AI infrastructure: Sandisk benefits from extraordinary demand for memory and storage with 372% revenue growth; Lumentum leads in optical networking with products sold out through 2029; and Jabil offers diversified manufacturing services with accelerating AI revenue growth. All three companies show strong fundamental tailwinds and supply constraints that should persist well beyond the current correction. | View source ↗ | Zacks Investment Research | Oct 13, 2026 | bullish | 1 | 1 |
| 3 Best AI Stocks to Buy on This Pullback (SNDK, LITE, JBL) | Recent market corrections in AI and semiconductor stocks are creating attractive buying opportunities for investors willing to look beyond short-term volatility. Three stocks stand out as compelling investments in AI infrastructure: Sandisk benefits from extraordinary demand for memory and storage with 372% revenue growth; Lumentum leads in optical networking with products sold out through 2029; and Jabil offers diversified manufacturing services with accelerating AI revenue growth. All three companies show strong fundamental tailwinds and supply constraints that should persist well beyond the current correction. | View source ↗ | Zacks Investment Research | Oct 13, 2026 | bullish | 1 | 1 |
| Lumentum (LITE) is a Top-Ranked Momentum Stock: Should You Buy? | Lumentum Holdings (LITE), an optical and photonic products provider, receives a #3 (Hold) rating from Zacks with a VGM Score of B. The stock demonstrates strong momentum with a Momentum Style Score of A and 19.2% gains over the past four weeks. One analyst raised fiscal 2027 earnings estimates by $0.13 to $21.40 per share, with the company showing a +9.8% average earnings surprise. | View source ↗ | Zacks Investment Research | Oct 13, 2026 | bullish | 1 | 1 |
| Lumentum (LITE) is a Top-Ranked Momentum Stock: Should You Buy? | Lumentum Holdings (LITE), an optical and photonic products provider, receives a #3 (Hold) rating from Zacks with a VGM Score of B. The stock demonstrates strong momentum with a Momentum Style Score of A and 19.2% gains over the past four weeks. One analyst raised fiscal 2027 earnings estimates by $0.13 to $21.40 per share, with the company showing a +9.8% average earnings surprise. | View source ↗ | Zacks Investment Research | Oct 13, 2026 | bullish | 1 | 1 |
| Stock Market Today, Oct. 12: Dow Gains as Memory Stocks Weigh on Nasdaq | On October 12, 2026, the Dow Jones rose 0.38% while the S&P 500 and Nasdaq declined as investors rotated into value sectors away from technology. Memory chip stocks and semiconductor names faced pressure amid valuation concerns, while Meta Platforms gained on its new AI model launch and Figs surged over 12%. Bank earnings and inflation data are expected this week. | View source ↗ | The Motley Fool | Oct 12, 2026 | neutral | -0.143 | 1 |
| Why Lumentum Sank Today | Lumentum stock fell 9.8% on Monday following cautionary comments from Broadcom CEO Hock Tan over the weekend. Tan suggested many investors don't understand their AI investments and compared enterprise AI token usage to a 'casino,' questioning whether current AI spending will lead to sustainable, profitable business models. This sparked a broader pullback in AI infrastructure stocks, hitting Lumentum particularly hard after it surged to all-time highs the previous week when its CEO announced near sell-out status through 2029. | View source ↗ | The Motley Fool | Oct 12, 2026 | bearish | -1 | 1 |
| QQQ is down 0.5% today, on LITE stock price movement - Quiver Quantitative | QQQ is down 0.5% today, on LITE stock price movement Quiver Quantitative | View source ↗ | Quiver Quantitative | Oct 12, 2026 | neutral | 0 | 0.6 |
| Lumentum being sold out through 2029 is 'bullish' for suppliers, foundries: Wedbush (LITE:NASDAQ) - Seeking Alpha | Lumentum being sold out through 2029 is 'bullish' for suppliers, foundries: Wedbush (LITE:NASDAQ) Seeking Alpha | View source ↗ | Seeking Alpha | Oct 12, 2026 | neutral | 0 | 0.6 |
| Why Did MRNA, HUM, LITE Stocks Surge To 52-Week Highs Last Week? - Yahoo Finance | Why Did MRNA, HUM, LITE Stocks Surge To 52-Week Highs Last Week? Yahoo Finance | View source ↗ | Yahoo Finance | Oct 12, 2026 | neutral | 0 | 0.6 |
| Why Did MRNA, HUM, LITE Stocks Surge To 52-Week Highs Last Week? - Stocktwits | Why Did MRNA, HUM, LITE Stocks Surge To 52-Week Highs Last Week? Stocktwits | View source ↗ | Stocktwits | Oct 12, 2026 | neutral | 0 | 0.6 |
| Lumentum: The CPO Winner Investors Are Overlooking (NASDAQ:LITE) - Seeking Alpha | Lumentum: The CPO Winner Investors Are Overlooking (NASDAQ:LITE) Seeking Alpha | View source ↗ | Seeking Alpha | Oct 10, 2026 | neutral | 0 | 0.6 |
| Lumentum: Sold Out Through 2029, But Something Bigger Is Coming (NASDAQ:LITE) - Seeking Alpha | Lumentum: Sold Out Through 2029, But Something Bigger Is Coming (NASDAQ:LITE) Seeking Alpha | View source ↗ | Seeking Alpha | Oct 10, 2026 | neutral | 0 | 0.6 |
| Lumentum Holdings Inc. $LITE Stock Holdings Increased by Wedmont Private Capital - MarketBeat | Lumentum Holdings Inc. $LITE Stock Holdings Increased by Wedmont Private Capital MarketBeat | View source ↗ | MarketBeat | Oct 10, 2026 | neutral | 0 | 0.6 |
| Lumentum: At The Point Of A Potential Upside Breakout - Seeking Alpha | Lumentum: At The Point Of A Potential Upside Breakout Seeking Alpha | View source ↗ | Seeking Alpha | Oct 9, 2026 | neutral | 0 | 0.6 |
| Nvidia-Backed Lumentum Says It Can’t Keep Up With AI Demand. The Stock Is Surging - Investopedia | Nvidia-Backed Lumentum Says It Can’t Keep Up With AI Demand. The Stock Is Surging Investopedia | View source ↗ | Investopedia | Oct 9, 2026 | neutral | 0 | 0.6 |
| Lumentum Stock Jumps as CEO Reveals AI Optical Components Sold Out Through 2029 - TIKR.com | Lumentum Stock Jumps as CEO Reveals AI Optical Components Sold Out Through 2029 TIKR.com | View source ↗ | TIKR.com | Oct 9, 2026 | neutral | 0 | 0.6 |
| New Strong Buy Stocks for October 9th | Zacks has added five stocks to its Strong Buy list based on positive earnings estimate revisions over the last 60 days. The stocks include Lumentum Holdings (optical/photonic products), Werewolf Therapeutics (cancer biopharmaceutical), Perion Network (digital advertising), Goldman Sachs BDC (business development), and Griffon Corporation (diversified management). | View source ↗ | Zacks Investment Research | Oct 9, 2026 | bullish | 1 | 1 |
| New Strong Buy Stocks for October 9th | Zacks has added five stocks to its Strong Buy list based on positive earnings estimate revisions over the last 60 days. The stocks include Lumentum Holdings (optical/photonic products), Werewolf Therapeutics (cancer biopharmaceutical), Perion Network (digital advertising), Goldman Sachs BDC (business development), and Griffon Corporation (diversified management). | View source ↗ | Zacks Investment Research | Oct 9, 2026 | bullish | 1 | 1 |
| LITE, COHR, AAOI surge as Lumentum CEO says AI parts sold out through early 2029 (LITE:NASDAQ) - Seeking Alpha | LITE, COHR, AAOI surge as Lumentum CEO says AI parts sold out through early 2029 (LITE:NASDAQ) Seeking Alpha | View source ↗ | Seeking Alpha | Oct 9, 2026 | neutral | 0 | 0.6 |
| What Is The True Hidden Price Of Lumentum Stock? - Trefis | What Is The True Hidden Price Of Lumentum Stock? Trefis | View source ↗ | Trefis | Oct 9, 2026 | neutral | 0 | 0.6 |
| Why Lumentum Holdings (LITE) Stock Is Down Today | LITE Stock News - Quiver Quantitative | Why Lumentum Holdings (LITE) Stock Is Down Today | LITE Stock News Quiver Quantitative | View source ↗ | Quiver Quantitative | Oct 8, 2026 | neutral | 0 | 0.6 |
| Coherent Stock Rises 8% in a Month: Is the Buying Opportunity Intact? | Coherent Corp. (COHR) has surged 190% over the past year as a major beneficiary of AI infrastructure demand. The company is ramping 1.6T transceivers and expanding optical subsystems through PhotonLink, with fiscal 2027 revenues projected at $10.68 billion (50% YoY growth) and EPS at $9.38 (67.2% growth). Strong demand visibility extends into 2028, though valuation trades at a premium of 32.06x forward earnings versus the industry's 20.77x. | View source ↗ | Zacks Investment Research | Oct 7, 2026 | bullish | 1 | 1 |
| AAOI Stock Gains 17% in a Month: Should You Buy, Sell or Hold? | Applied Optoelectronics (AAOI) saw Q2 data center revenue surge 140.4% with 800G sales up over tenfold, driven by AI infrastructure investments. The company expects strong Q3 growth with revenues of $255-290 million. However, supply constraints, rising competition, and premium valuation at 5.41X P/S ratio present headwinds. AAOI carries a Zacks Rank #3 (Hold) rating. | View source ↗ | Zacks Investment Research | Oct 7, 2026 | bullish | 0.25 | 1 |
| Can Surging InP Demand Strengthen AXT's Long-Term Growth Potential? | AXT, Inc. reported record Q2 2026 InP revenues of $30.7M and total revenues of $47.6M, driven by accelerating demand for indium phosphide substrates in AI data centers and optical connectivity. The company has an InP backlog exceeding $100M, is doubling 2026 capacity, and has secured multi-year customer agreements. However, China export permit requirements pose a potential risk to shipments and revenue recognition. | View source ↗ | Zacks Investment Research | Oct 5, 2026 | bullish | 0.667 | 1 |
| Here's Why Lumentum (LITE) is a Strong Growth Stock | Zacks Premium offers investment research tools including Style Scores (Value, Growth, Momentum, and VGM) that work alongside the Zacks Rank system to help investors identify stocks with the best performance potential. The article highlights Lumentum (LITE) as a #2 Buy with strong growth prospects, forecasting 145.7% year-over-year earnings growth. The Zacks Rank system has historically outperformed the S&P 500 with an average annual return of +23.86% since 1988. | View source ↗ | Zacks Investment Research | Oct 2, 2026 | bullish | 1 | 1 |
| Here's Why Lumentum (LITE) is a Strong Growth Stock | Zacks Premium offers investment research tools including Style Scores (Value, Growth, Momentum, and VGM) that work alongside the Zacks Rank system to help investors identify stocks with the best performance potential. The article highlights Lumentum (LITE) as a #2 Buy with strong growth prospects, forecasting 145.7% year-over-year earnings growth. The Zacks Rank system has historically outperformed the S&P 500 with an average annual return of +23.86% since 1988. | View source ↗ | Zacks Investment Research | Oct 2, 2026 | bullish | 1 | 1 |
| 3 Small-Cap Value Mutual Funds Poised for Strong Growth | Zacks recommends three small-cap value mutual funds with Strong Buy ratings: Paradigm Select (PFSLX) with 25.8% three-year annualized returns, Invesco Small Cap Value (VSCAX) with 25.2% returns and 1.05% expense ratio, and BlackRock Emerging Markets Ex-Chn Inv (MXCAX) with 24.9% returns. These funds target undervalued small and microcap companies for investors with high-risk appetites seeking diversification and growth potential. | View source ↗ | Zacks Investment Research | Oct 2, 2026 | neutral | 0 | 1 |
| 3 Small-Cap Value Mutual Funds Poised for Strong Growth | Zacks recommends three small-cap value mutual funds with Strong Buy ratings: Paradigm Select (PFSLX) with 25.8% three-year annualized returns, Invesco Small Cap Value (VSCAX) with 25.2% returns and 1.05% expense ratio, and BlackRock Emerging Markets Ex-Chn Inv (MXCAX) with 24.9% returns. These funds target undervalued small and microcap companies for investors with high-risk appetites seeking diversification and growth potential. | View source ↗ | Zacks Investment Research | Oct 2, 2026 | neutral | 0 | 1 |
| Bull of the Day: Onto Innovation (ONTO) | Onto Innovation (ONTO), a semiconductor metrology and inspection solutions provider, has earned a top Zacks Rank rating driven by explosive AI infrastructure demand. The company reported Q2 2026 revenue of $343.1 million (35.3% YoY growth) with expanding margins and strong EPS guidance. Multiple analysts raised price targets to $360-$400, citing tailwinds from advanced packaging, HBM demand, and the Dragonfly G5 platform ramp. A strategic $710 million investment in Rigaku Holdings for hybrid metrology capabilities further strengthens its competitive position. | View source ↗ | Zacks Investment Research | Oct 2, 2026 | bullish | 0.625 | 1 |
| Bull of the Day: Onto Innovation (ONTO) | Onto Innovation (ONTO), a semiconductor metrology and inspection solutions provider, has earned a top Zacks Rank rating driven by explosive AI infrastructure demand. The company reported Q2 2026 revenue of $343.1 million (35.3% YoY growth) with expanding margins and strong EPS guidance. Multiple analysts raised price targets to $360-$400, citing tailwinds from advanced packaging, HBM demand, and the Dragonfly G5 platform ramp. A strategic $710 million investment in Rigaku Holdings for hybrid metrology capabilities further strengthens its competitive position. | View source ↗ | Zacks Investment Research | Oct 2, 2026 | bullish | 0.625 | 1 |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.