LITE
Lumentum Holdings Inc.
NASDAQ · Technology · Communication Equipment · US
$873.00
+3.02%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 18, 2026, 15:57 UTC
On August 18, 2026, shares of several optical communication and memory chip companies plunged, with Applied Optoelectronics and Coherent down 12%, Lumentum down about 10%, Marvell down 9%, Corning down 8%, SanDisk and Seagate down 9%, SK Hynix down 8%, and Micron down 7%.
Source:Aug 17, 2026, 14:44 UTC
On August 17, 2026, US AI hardware stocks surged, with the Philadelphia Semiconductor Index rising 1.96%, Kioxia ADR jumping over 14%, and other memory and optical communication stocks rallying sharply.
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, 13:58 UTC
US memory chip stocks rallied on August 12, 2026, with SK Hynix and Micron both rising over 7%.
Source: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 12, 2026, 02:10 UTC
Lumentum Holdings is accelerating capacity investments across lasers, transceivers, and optical circuit switches to support growth.
Source:Aug 11, 2026, 20:03 UTC
Lumentum reported fourth fiscal quarter net revenue of $1.01 billion, beating analyst expectations of $990 million, compared to $480.7 million in the same period last year.
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.
Aug 3, 2026, 23:56 UTC
On August 3, 2026, Kioxia's ADR rose about 14%, while Lumentum and Coherent rose over 9%, and SanDisk surged over 6% after an earlier drop.
Source:Aug 3, 2026, 15:47 UTC
On Monday, optical communication concept stocks rose broadly, with Applied Optoelectronics surging over 11%, Coherent up over 8%, Lumentum up over 6%, Corning up nearly 4%, and POET Technologies up nearly 3%.
Source: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.