Lumentum Holdings Inc.

LITE

$847.99

+1.25%

N/A+$10.43

Technology

Communication Equipment

NASDAQ

Active Trading

Lumentum Holdings Inc., established in 2015 and headquartered in San Jose, California, is a global leader in optical and photonic product manufacturing. ...

Recent News of LITE

Simply Wall Street7/12/2026Neutral (0.142)

Why Retail Investors Are Adding These AI Infrastructure Stocks For Data Center Growth

This article highlights three AI infrastructure stocks—Lumentum Holdings (LITE), Fermi (FRMI), and Vertiv Holdings Co (VRT)—that are attracting retail investors due to their pivotal roles in the AI data center buildout. Lumentum focuses on photonics for data movement, Fermi on providing power for energy-hungry AI infrastructure, and Vertiv on cooling and power management systems. Each company presents unique opportunities and risks, from rapid growth potential to valuation concerns and execution challenges.

MarketBeat7/12/2026Bullish (0.397)

LGT Fund Management Co Ltd. Invests $14.33 Million in Lumentum Holdings Inc. $LITE

LGT Fund Management Co Ltd. has initiated a new position in Lumentum Holdings Inc. (NASDAQ:LITE), purchasing 20,387 shares valued at approximately $14.33 million during the first quarter. Wall Street analysts maintain a "Moderate Buy" consensus rating for Lumentum, with an average price target of $1,021.95, following strong Q1 earnings where EPS beat estimates and revenue grew 90.1% year-over-year. Despite positive analyst sentiment and financial performance, several insiders, including director Ian Small and SVP Jae Kim, recently sold shares.

MarketBeat7/11/2026Bullish (0.404)

Sumitomo Mitsui Trust Group Inc. Acquires Shares of 140,975 Lumentum Holdings Inc. $LITE

Sumitomo Mitsui Trust Group Inc. has acquired a new stake of 140,975 shares in Lumentum Holdings Inc. worth approximately $99.1 million during the first quarter. This purchase represents about 0.20% of the company's stock, aligning with a "Moderate Buy" consensus rating from analysts. Lumentum recently reported strong quarterly earnings, beating EPS estimates and showing significant year-over-year revenue growth.

techi.com7/11/2026Somewhat-Bullish (0.333)

Lumentum Holdings (LITE) Stock Dashboard, Price, Forecast & Financials

The article provides a detailed dashboard for Lumentum Holdings (LITE) stock, including its current price ($802.01), recent performance, and financial metrics. It highlights a "Buy" analyst consensus with a 12-month target of $1111.29 and identifies Goldman Sachs's view on optical networking as AI's next trillion-dollar opportunity as a key catalyst. The report also notes a high trailing P/E of 140.95, suggesting valuation pressure, but points to strong historical growth and analyst optimism.

MarketBeat7/11/2026Somewhat-Bullish (0.331)

Resona Asset Management Co. Ltd. Invests $14.90 Million in Lumentum Holdings Inc. $LITE

Resona Asset Management Co. Ltd. recently acquired a new stake worth $14.90 million in Lumentum Holdings Inc. during the first quarter, joining several other institutional investors who also increased their holdings. Despite significant insider selling totaling $38.9 million over the past 90 days, analysts maintain a "Moderate Buy" consensus rating with an average target price of $1,021.95. Lumentum also reported stronger-than-expected quarterly earnings and raised its Q4 2026 guidance.

Simply Wall Street•7/12/2026

Lumentum Holdings Inc.

Recent News of LITE

Why Retail Investors Are Adding These AI Infrastructure Stocks For Data Center Growth

LGT Fund Management Co Ltd. Invests $14.33 Million in Lumentum Holdings Inc. $LITE

Sumitomo Mitsui Trust Group Inc. Acquires Shares of 140,975 Lumentum Holdings Inc. $LITE

Lumentum Holdings (LITE) Stock Dashboard, Price, Forecast & Financials

Resona Asset Management Co. Ltd. Invests $14.90 Million in Lumentum Holdings Inc. $LITE

Why Retail Investors Are Adding These AI Infrastructure Stocks For Data Center Growth

LGT Fund Management Co Ltd. Invests $14.33 Million in Lumentum Holdings Inc. $LITE

Sumitomo Mitsui Trust Group Inc. Acquires Shares of 140,975 Lumentum Holdings Inc. $LITE

Lumentum Holdings (LITE) Stock Dashboard, Price, Forecast & Financials

Resona Asset Management Co. Ltd. Invests $14.90 Million in Lumentum Holdings Inc. $LITE

Lumentum Holdings Inc. $LITE Stock Holdings Decreased by Beacon Harbor Wealth Advisors Inc.

Lumentum (LITE) Q1 2026 earnings summary

Why Is Lumentum Stock Surging on Thursday?

Oregon Public Employees Retirement Fund Sells 5,930 Shares of Lumentum Holdings Inc. $LITE

LITE Stock Pullback Draws JPMorgan Interest As AI Story Builds

Lumentum Holdings Surges 10.2% Amid Sector-Wide Rally

LITE Stock Pullback Draws JPMorgan Support As AI Story Builds

Why Lumentum (LITE) Is Down 11.7% After Broad Russell Index Removal Amid AI Ambitions

Capstone Capital Management Ltd Buys Shares of 4,291 Lumentum Holdings Inc. $LITE

Lumentum (NASDAQ:LITE) Shares Up 1.2% - What's Next?

Lumentum (LITE) Investor Briefing Summary

Lumentum Holdings (LITE) Could Be 86% Undervalued Despite Russell Index Removals

FMR LLC files amendment reporting 3.61M HLDGS INC shares (LITE)

QRG Capital Management Inc. Boosts Stock Position in Lumentum Holdings Inc. $LITE

Private Advisor Group LLC Purchases 2,553 Shares of Lumentum Holdings Inc. $LITE

Lumentum (LITE) Stock Looks Cheap On Earnings But Fully Priced After A Huge Run

Lumentum (LITE) director logs RSU share grants and tax withholding events in Form 4

Form 4 Lumentum Holdings Inc For: 7 July By Investing.com

Swedbank AB Acquires 272,840 Shares of Lumentum Holdings Inc. $LITE

Lumentum Stock Skyrockets 700% in a Year: Is It Still a Buy?

Northland Raises Lumentum (LITE) Price Target as AI Data Center Optics Outlook Improves

Whittier Trust Co. Raises Stock Position in Lumentum Holdings Inc. $LITE

Whittier Trust Co. of Nevada Inc. Increases Stock Position in Lumentum Holdings Inc. $LITE

Fjarde AP Fonden Fourth Swedish National Pension Fund Takes Position in Lumentum Holdings Inc. $LITE

Ariose Capital Management Ltd Purchases New Position in Lumentum Holdings Inc. $LITE

New York State Teachers Retirement System Sells 9,028 Shares of Lumentum Holdings Inc. $LITE

Lansforsakringar Fondforvaltning AB publ Invests $1.28 Million in Lumentum Holdings Inc. $LITE

25,547 Shares in Lumentum Holdings Inc. $LITE Acquired by Sierra Summit Advisors LLC

Leonteq Securities AG Boosts Stake in Lumentum Holdings Inc. $LITE

LITE - Lumentum Holdings Inc Options

Pictet Asset Management Holding SA Buys 24,692 Shares of Lumentum Holdings Inc. $LITE

IFM Investors Pty Ltd Buys Shares of 14,669 Lumentum Holdings Inc. $LITE

iA Global Asset Management Inc. Cuts Position in Lumentum Holdings Inc. $LITE

Price to sales forward of Lumentum Holdings Inc. – NASDAQ:LITE

Lumentum Holdings Drops 6.3% Amid Sector-Wide Selling

Lumentum Holdings Inc. $LITE is Global Trust Asset Management LLC's 3rd Largest Position

Rockefeller Capital Management L.P. Increases Stock Position in Lumentum Holdings Inc. $LITE

Did Broad Russell Index Removal Just Reframe Lumentum Holdings' (LITE) AI-Focused Investment Narrative?

Louisiana State Employees Retirement System Acquires New Stake in Lumentum Holdings Inc. $LITE

Lumentum Holdings Inc. $LITE Shares Sold by Sterling Capital Management LLC

Price to earnings forward of Lumentum Holdings Inc. – NASDAQ:LITE

Widespread AI Photonics Selloff Drags Down Lumentum Stock

Price to book forward of Lumentum Holdings Inc. – NASDAQ:LITE

Patton Fund Management Inc. Makes New Investment in Lumentum Holdings Inc. $LITE

Lumentum Holdings Inc. $LITE Stock Holdings Lessened by Braun Stacey Associates Inc.