Lumentum Holdings Inc.
Government Contracts & Awards
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Proprietary Tech & Patents
GEOMETRY FOR A SEMICONDUCTOR OPTICAL AMPLIFIER
SEMICONDUCTOR-BASED MODULATOR INCLUDING A CONDUCTIVE STRAP
Form D Funding
No recent SEC Form D filings found.
Market Intelligence & News
Applied Optoelectronics and Coherent Gain 7%, Lumentum Adds 5% as Risk-On Feeling Spreads to Optics Stocks
Optics stocks are surging well past the broader semiconductor rally as AI data center demand sends valuations into triple-digit territory, but the gap between growth excitement and financial reality may be wider than investors realize.
Coherent Sinks 11%, Applied Optoelectronics Falls 10%, Lumentum Drops 9% as Traders Question AI Spending Spree
Optics stocks that soared triple digits this year are getting hammered Tuesday, and the reason traces back to a single line in Alphabet's latest earnings report that traders cannot stop talking about.
Lumentum Stock Skyrockets 700% in a Year: Is It Still a Buy?
LITE's 700% rally has been fueled by AI and cloud demand, but strong fundamentals and optical networking growth keep its buy case intact.
Is Lumentum (LITE) Turning Its AI Optics Backlog Into a Durable Data Center Edge?
Lumentum Holdings recently presented at the Rome Conference on AI Ethics and Governance, with board chair Penny Herscher and CEO Michael Hurlston outlining the company’s role in AI-related optical technologies. Investor attention has centered on Lumentum’s more than US$400 million backlog in optical circuit switches and co-packaged optics, supported by partnerships in AI data center infrastructure. Next, we’ll examine how this large AI optics backlog and related positioning influence...
Stocks making the biggest moves midday: SpaceX, Lumentum, Huntsman, e.l.f. Beauty, Intel & more
Here are the companies making headlines in midday trading.
The Zacks Analyst Blog Highlights Merck, The Southern, Lumentum and Peoples Bancorp of North Carolina
Merck, Southern Company, Lumentum and Peoples Bancorp of North Carolina are highlighted for growth drivers, performance and key risks.
Top Research Reports for Merck, Southern Company & Lumentum
Merck, Southern Company and Lumentum lead Zacks' featured research reports as growth drivers, expansion plans and key risks shape outlooks.
There’s Still Time to Invest in Lumentum’s Optical Networking Momentum
Lumentum is benefitting after Nvidia's CEO complimented Marvell in the networking space.
Why Lumentum Holdings (LITE) Is Up 9.8% After Major Note Swap, AI Boost And U.S. Expansion
In early June 2026, Lumentum Holdings agreed to exchange about US$650.4 million of its 0.50% convertible senior notes due 2028 for roughly 5 million common shares, while Nvidia’s CEO publicly emphasized Lumentum’s role in solving AI data center connectivity bottlenecks and the company committed several hundred million dollars to a new US optical manufacturing facility. This combination of debt-for-equity reduction, high-profile AI infrastructure endorsement, and long-term capacity build-out...
Lumentum Holdings (LITE) Announces $650.4 Million Private Share Exchange Transaction
On the back of strong confidence from hedge funds and Wall Street, Lumentum Holdings Inc. (NASDAQ:LITE) is one of the best AI infrastructure stocks, with upside potential of 28.7%. On June 1, 2026, Lumentum Holdings Inc. (NASDAQ:LITE) announced agreements with noteholders to exchange approximately $650.4 million of its 0.50% convertible senior notes due 2028 for […]
Congressional Trades in $LITE
Insider Trades (Form 4)
Thad Trent
Small Ian
Lillie Brian
Johnson Julia Suzanne
HERSCHER PENNY
Fletcher Pamela
Harris Isaac Hosojiro
Harris Isaac Hosojiro
Key People
Johnson Julia Suzanne
Director
HERSCHER PENNY
Director
Small Ian
Director
Lillie Brian
Director
Thad Trent
Director
Harris Isaac Hosojiro
Director
Fletcher Pamela
Director
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