Skip to content
drillr.ai
Sign up

LITE

Lumentum Holdings Inc.

NASDAQ · Technology · Communication Equipment · US

$835.33
+1.36%
Ask drillr

  • Oct 12, 2026, 10:00 UTC

    Lumentum Holdings Inc., Astera Labs, Inc. and CORNING INC /NY announced a joint demonstration of PCIe-over-optics connectivity for AI rack-scale architectures, combining Astera Labs, Inc.' Scorpio Smart Fabric Switch, Lumentum's 1060 nm VCSEL-based optical interconnect platform and CORNING INC /NY's multimode fiber connectivity.

    Source:

  • Oct 12, 2026, 02:48 UTC

    Lumentum Holdings Inc. said its indium phosphide laser capacity is sold out into early 2029.

    Source:

  • Oct 9, 2026, 16:21 UTC

    Lumentum Holdings Inc. shares surged Friday after the company said it was selling out of AI server products.

    Source:

  • Oct 9, 2026, 14:59 UTC

    Lumentum Holdings Inc. reported that AI data-center demand had booked its production capacity through early 2029, while demand for optical and laser components continued to exceed its ability to increase manufacturing output.

    Source:

  • Oct 9, 2026, 14:11 UTC

    Lumentum Holdings Inc. CEO Michael Hurlston announced plans to invest $350 million in Japan by mid-2028, including $100 million at its Takao factory in Hachioji to expand production capacity for electro-absorption modulated lasers.

    Source:

  • Oct 5, 2026, 12:00 UTC

    Lumentum Holdings Inc. announced it will release its fiscal first quarter 2027 financial results on November 5, 2026, after market close.

    Source:

  • Oct 1, 2026, 10:00 UTC

    Lumentum announced its speaker lineup for the 2026 Open Compute Project (OCP) Global Summit, to be held October 12–15 at the San Jose McEnery Convention Center.

    Source:

  • Sep 28, 2026, 15:29 UTC

    On Monday, optical communication concept stocks fell broadly, with Credo Technology dropping over 9%, Applied Optoelectronics 7%, Coherent nearly 6%, POET Technologies over 5%, Marvell Technology and Lumentum 5%, Corning over 4%, and Nokia over 3%.

    Source:

  • Sep 22, 2026, 01:42 UTC

    Corning announced a partnership with Qualcomm Technologies and Lumentum to demonstrate high-density optical interconnects for artificial intelligence architectures at ECOC 2026 in Málaga, Spain.

    Source:

  • Sep 21, 2026, 08:41 UTC

    Lumentum Holdings announced it will demonstrate an eight-wavelength DWDM ELSFP laser module for co-packaged optics at ECOC 2026 in Malaga, Spain.

    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.

    Source:

  • 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.

    Source:

  • 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 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.

    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 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.

    Source:

  • 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:
Page 1Next →