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ALL
Market cap
$68.10B
EPS
5.54
P/E ratio
162.8
Price to sales
25.89
Dividend yield
--
Beta
1.473126
Previous close
$957.24
Today's open
$958.48
Day's range
$863.41 - $961.68
52 week range
$83.42 - $1,085.68
show more
CEO
Michael Hurlston
Employees
10562
Headquarters
San Jose, CA
Exchange
Nasdaq Global Select
Shares outstanding
77800000
Issue type
Common Stock
Technology
Hardware & Equipment
Lumentum Chair of the Board, Penny Herscher, and CEO, Michael Hurlston to Participate in Rome Conference on AI, Ethics and Governance
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. (“Lumentum”), a global leader in optical and photonic technologies that power the networks and infrastructure behind artificial intelligence (AI), today announced that Penny Herscher, Chair of the Board, and Michael Hurlston, President and Chief Executive Officer, will participate as expert speakers at the Rome Conference on AI, Ethics, and Governance, taking place June 18–20, 2026. The third annual conference will convene global leaders.
Business Wire • 20 hours ago

Lumentum: A High-Risk, High-Reward AI Infrastructure Play
Lumentum has surged in the last year after announcing a $2.0 billion Nvidia investment targeting next-gen AI infrastructure and photonics product development. LITE's photonics technologies enable faster, more efficient Data Center operations, positioning it to benefit from massive AI-driven CapEx cycles. The firm's Q3'26 revenues reached $809M, up 90.1% Y/Y, with non-GAAP gross margins expanding 12.7 PP to 47.9% amid strong demand.
Seeking Alpha • Jun 15, 2026

Why Lumentum Still Has Runway
Revenue surged 90% year over year to $808 million despite management reporting demand exceeding supply by over 30%. Components revenue reached $533 million, growing 20% sequentially and 77% annually as AI optical demand accelerated. Non-GAAP operating margin expanded 2,140 basis points to 32.2%, with Q4 guidance implying further profitability gains.
Seeking Alpha • Jun 15, 2026

LITE vs. AVGO: Which AI Infrastructure Stock Is the Better Pick Now?
Lumentum tops Broadcom as its AI-driven optical networking growth, expanding margins and demand visibility point to stronger near-term upside.
Zacks Investment Research • Jun 15, 2026

This AI Stock Has Soared 1034%: Is It Still a Buy?
Lumentum (LITE +4.26%) has become one of the market's most dramatic artificial intelligence infrastructure stories. The stock has soared, revenue growth is accelerating, and Wall Street still sees upside.
The Motley Fool • Jun 12, 2026

Lumentum Strengthens Liquidity Position: Is Long-Term Growth Safer?
LITE's liquidity boost is strengthening its balance sheet as AI-networking demand lifts cash flow, profitability and long-term growth flexibility.
Zacks Investment Research • Jun 12, 2026

Buy The Dip: 5 Top Nasdaq AI Stocks
The Nasdaq rebounded after a selloff that hit a broad range of tech stocks, including AI infrastructure companies with strong fundamentals. The tech sector's strong earnings growth and guidance have been overshadowed by macro, geopolitical, and AI bubble concerns. McKinsey estimates that AI data center spending could total $5.2T by 2030, benefiting providers of semiconductors, networking equipment, and power technologies.
Seeking Alpha • Jun 12, 2026

These Nvidia-Backed Optical Stocks Have Slipped Lately. JPMorgan Analysts Recommend Buying The Dip
A pair of Nvidia-backed stocks that were among investors' favorite AI names earlier this year, have pulled back lately. JPMorgan analysts see that as an opportunity.
Investopedia • Jun 11, 2026

Missed the rally in optical stocks? Coherent and Lumentum just got more attractive, according to J.P.
Investors have been worried about the adoption of co-packaged optics, but those fears seem overblown, says an analyst.
Market Watch • Jun 11, 2026

Photonics Is the New Hot Cake of AI Infrastructure Space: 5 Picks
Photonics is powering AI infrastructure as data-center bandwidth surges, putting GLW, LITE, COHR, MTSI and MRVL in focus.
Zacks Investment Research • Jun 11, 2026

¹ Disclosures

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