Lumentum Holdings, Inc. Stock News

Nvidia has been the biggest story in artificial intelligence infrastructure for three years, but in 2025 a number of data center stocks enjoyed steeper rallies. In addition to AI chips, fully operational data centers require memory, storage, fiber-optic cables and central processors.

Lumentum has surged since my buy recommendation on Oct. 11, 2025, as AI/cloud demand drove accelerating revenue and improved investor sentiment. The company's FY26 revenue grew 58.44% YoY, beating estimates, and with guidance surpassing its $600M quarterly revenue milestone two quarters early in the second quarter. Its first quarter FY 2026 EBITDA more than doubled sequentially, reducing its de...

The S&P 500 experienced sharp swings in 2025 due to shifts in trade policy, AI speculation, and rate cuts, while corporate profits remained resilient. Broader AI adoption and steady economic growth are expected to drive double-digit earnings growth in the S&P 500 in 2026. Tech is expected to dominate earnings growth again next year, but more sectors are projected to contribute.

SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum"), a global leader in optical and photonic technology, today announced the appointment of Thad Trent to the company's Board of Directors, effective immediately. His appointment expands the board membership to nine members. “I am thrilled to welcome Thad to the Lumentum Board,” said Penelope Herscher, Chair of Lumentum's Board ...

Lumentum Holdings Inc. (LITE) Presents at Barclays 23rd Annual Global Technology Conference Transcript

Lumentum Holdings Inc. (LITE) Presents at Raymond James TMT & Consumer Conference Transcript

Lumentum Holdings Inc. (LITE) Presents at UBS Global Technology and AI Conference 2025 Transcript

Communication technology companies have been red hot lately, with several leading names within the communication equipment industry surging triple digits year-to-date (YTD). It's an industry that, before the second half of this year, had barely received any attention.