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Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.
The company operates in two segments, Optical Communications (OpComms) and Commercial Lasers (Lasers). The OpComms segment offers components, modules, and subsystems that enable the transmission and transport of video, audio, and data over high-capacity fiber optic cables. It offers tunable transponders, transceivers, and transmitter modules; tunable lasers, receivers, and modulators; transport products, such as reconfigurable optical add/drop multiplexers, amplifiers, and optical channel monitors, as well as components, including 980nm, multi-mode, and Raman pumps; and switches, attenuators, photodetectors, gain flattening filters, isolators, wavelength-division multiplexing filters, arrayed waveguide gratings, multiplex/de-multiplexers, and integrated passive modules. This segment also provides Super Transport Blade, which integrates optical transport functions into a single-slot blade; vertical-cavity surface-emitting lasers; directly modulated and electro-absorption modulated lasers; and laser illumination sources for 3D sensing systems. It serves customers in telecommunications, data communications, and consumer and industrial markets. The Commercial Lasers segment offers diode-pumped solid-state, fiber, diode, direct-diode, and gas lasers for use in original equipment manufacturer applications. It serves customers in markets and applications, such as sheet metal processing, general manufacturing, biotechnology, graphics and imaging, remote sensing, and precision machining.
Lumentum Holdings Inc. was incorporated in 2015 and is headquartered in San Jose, California.
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The massive amounts of money being spent on AI CapEx is going to continue, says Cory Johnson. He says the data center buildout "is absolutely happening" so companies can capture their corner of the AI market.
Lumentum Holdings (NASDAQ:LITE) has risen 1,691% over the past year, climbing from $50.02 to $896.02.
Lumentum and Coherent shares climbed again after upbeat comments on hyperscaler demand and fresh price-target hikes from J.P. Morgan.
Photonics and laser maker Lumentum's CEO said it's seen such strong AI-driven demand that it could sell out.
Photonics stock Lumentum Holdings Inc (NASDAQ:LITE) is up 2.8% to trade at $919.16 at last check, after the CEO of the Nvidia (NVDA)-backed company told Bloomberg that its products are sold out through 2027 thanks to strong demand amid AI-infrastructure growth.
Lumentum Holdings, Inc. (LITE) shares gain 2,304% since 2016's first outlier inflow signal.
Stock futures are little changed this morning after a volatile week.
Lumentum Holdings (NASDAQ:LITE) sits at a critical inflection point.
Lumentum and Coherent were gaining on signs of strong artificial-intelligence hardware demand, while Organon was boosted by a takeover report.
Lumentum Holdings (NASDAQ: LITE) stock is eyeing fresh record highs, jumping 5.5% to $944 in pre-market trading on Friday, April 10, as the company points to a massive order backlog over the next couple of years.
Two of Seeking Alpha's top tech analysts, Amrita Roy and Uttam Dey, share how they approach the sector. AI CapEx ROI is the defining theme for 2026, with hyperscalers' $680B spend shifting from cash flow-funded to debt-funded, intensifying scrutiny on revenue conversion.
Stocks are clawing into the black to build on yesterdays momentum, despite a pop in oil prices
Investors may not have heard much about Lumentum Holdings Inc. NASDAQ: LITE in the mainstream financial press in 2025, but that's going to change. LITE is up more than 1,500% in the last 12 months, and two newsworthy catalysts will make the company hard to ignore as part of the ongoing artificial intelligence (AI) trade.
Lumentum (LITE) recently received lots of attention after Nvidia (NVDA) made a $2 billion strategic investment into the company. George Tsilis talks about the photonic tech company's staggering 1,600% year-over-year rally and the Mizuho price target hike adding to those massive gains Wednesday.
Nvidia's $6B March investments highlight the critical role of optical connectivity, benefiting Marvell, Lumentum, Coherent, Ciena, and Applied Optoelectronics. MRVL's NVLink integration and 26% TAM expansion to $94B position it for 35% revenue growth by FY28, with a compelling 0.7 PEG ratio. LITE and COHR are laser chip leaders; LITE's 77% FY26 revenue growth justifies its premium, while COHR's vertical integration and capacity ramp are undervalued.
