Lumentum Holdings Inc.
LITE · Nasdaq
- $927.03
- $74.90B
- Open
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- $833.71 - $878.99
- $144.52 - $1,085.68
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- 4.91M
About Lumentum Holdings Inc.
Lumentum sells photonics and optical-networking technology used in communications and AI-related data-center infrastructure. The supplied evidence points to an expanding optical portfolio and demand from AI data centers, but does not provide segment names, segment revenue contributions or specific customer identities. Its business therefore appears tied to supplying advanced optical components and systems to communications and data-center markets, with AI networking an increasingly important growth area. Lumentum reported fiscal 2025 revenue of $1.6 billion and approximately breakeven net income, versus $1.4 billion of revenue and a $0.5 billion net loss in fiscal 2024.
Notable Price Movement
- Aug 3-7$890.1724.68%
Lumentum rose $197.54, or 30.30%, from $651.93 to $849.47 over the supplied trading window. The largest identifiable driver was renewed enthusiasm for AI-related photonics, with coverage highlighting Lumentum's exposure to AI-driven demand, expanding optical portfolios and potential revenue growth. A Zacks preview also said the company had the ingredients for a likely earnings beat ahead of its upcoming report, adding a near-term catalyst. However, the supplied evidence contains no company announcement, results or named contract explaining the move. The stock reversed sharply on July 29, falling to $602.35, then recovered through July 30 and July 31 before gaining 9.24% on August 3 and 8.92% on August 4.
