Lumentum Holdings Inc. (LITE) News
Follow Lumentum Holdings Inc. (LITE) news in one place: company catalysts, earnings, analyst actions and wider market developments. Review 97 public stories across 42 publication days to understand how the story developed. Public news appears after a 15-minute delay; LiveCast subscribers can follow new headlines and hear important updates without this additional delay.
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Marvell in Advanced Talks to Buy Lumentum, Reuters Reports
Marvell shares fell 12.11% in premarket after Reuters reported advanced talks to acquire Lumentum, citing a source familiar with the matter. A deal could be announced as soon as next week.
MNA | Oct 29, 2026, 03:27 PM UTC
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Marvell shares fall 12.2% after reports of Lumentum talks
Marvell Technology shares fell 12.2% after reports said the company was in advanced talks to buy Lumentum.
EQUITY | Oct 29, 2026, 01:39 PM UTC
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Lumentum shares gain 4.5%
EQUITY | Oct 29, 2026, 01:39 PM UTC
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Marvell Reportedly Near Deal to Buy Lumentum
A report says Marvell is close to buying Lumentum. Lumentum shares rose 5.5% in premarket trading Thursday, while Marvell shares tumbled.
MNA | Oct 29, 2026, 01:16 PM UTC
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Lumentum Q1'27 Earnings Preview: Revenue Estimate
Lumentum is scheduled to report Q1'27 results on November 5 after the market closes. Revenue and EPS estimates were provided.
EQUITY | Oct 29, 2026, 11:01 AM UTC
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Marvell Shares Slide 9.7% as Lumentum Rises 6.0% on Buyout Report
Marvell shares fell 9.7% in premarket trading, while Lumentum rose 6.0%, after a report of Marvell's interest in acquiring the optical-networking company.
EQUITY | Oct 29, 2026, 09:58 AM UTC
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Lumentum shares gain 4%
EQUITY | Oct 29, 2026, 08:17 AM UTC
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Marvell shares fall 9.5% premarket on Lumentum deal reports
Marvell shares fell 9.5% premarket after reports said it was in advanced talks to buy Lumentum.
EQUITY | Oct 29, 2026, 08:17 AM UTC
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Marvell in Advanced Talks to Buy Lumentum, Source Says
Marvell Technology is in advanced talks to acquire optics maker Lumentum, according to a source.
MNA | Oct 29, 2026, 02:32 AM UTC
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Marvell in final-stage talks to acquire Lumentum, report says
Reuters reports that Marvell Technology is in final-stage discussions to acquire Lumentum Holdings.
EQUITY | Oct 29, 2026, 01:09 AM UTC
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Marvell in Final Talks to Acquire Lumentum
Bloomberg reports that Marvell is in final negotiations to acquire Lumentum.
EQUITY | Oct 28, 2026, 11:21 PM UTC
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Marvell in Deep Talks to Acquire Lumentum, Bloomberg Reports
Bloomberg, citing people familiar with the matter, reported that Marvell is in deep discussions to acquire Lumentum.
EQUITY | Oct 28, 2026, 10:05 PM UTC
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Marvell in Advanced Talks to Buy Lumentum, Bloomberg Reports
Marvell Technology is in advanced talks to acquire data center optics maker Lumentum Holdings, Bloomberg News reports.
MNA | Oct 28, 2026, 09:39 PM UTC
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Marvell fällt nach Berichten über Übernahmegespräche mit Lumentum
Marvell Technology gibt nach Berichten über fortgeschrittene Gespräche zur Übernahme von Lumentum nach.
MNA | Oct 28, 2026, 09:35 PM UTC
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Marvell shares fall 9.5% after report of Lumentum talks
Marvell Technology shares are down 9.5% after a report that it is in talks to buy Lumentum.
EQUITY | Oct 28, 2026, 09:35 PM UTC
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Marvell in fortgeschrittenen Gesprächen zur Übernahme von Lumentum
Marvell befindet sich laut Bloomberg News in fortgeschrittenen Verhandlungen über eine Übernahme von Lumentum.
MNA | Oct 28, 2026, 09:25 PM UTC
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U.S. Stocks Rise as AI Shares Gain on Anthropic IPO Filing
U.S. stocks and AI shares rose, with the report attributing the move to Anthropic filing for an IPO.
EQUITY | Oct 26, 2026, 06:37 PM UTC
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Optical and Networking Stocks Fall, With Lumentum Down Nearly 10%
Optical and networking shares were among Monday’s leading decliners. Lumentum fell nearly 10%; the moves could partly reflect recent cautious commentary on AI spending.
EQUITY | Oct 12, 2026, 08:47 PM UTC
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Nasdaq 100 Drops, SanDisk Tumbles 6% as AI Trade Falters: Stock Market Today
U.S. stocks were mixed at midday Monday as a selloff in AI-infrastructure names dragged the Nasdaq 100 and small caps lower, while the Dow edged higher and oil climbed back above $93 a barrel. President Donald Trump said
LIVE | Oct 12, 2026, 05:02 PM UTC
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Ray Dalio Says the AI Bubble Is Close to Bursting. A Strategist Says Zombie Companies Are the Real Risk
Ray Dalio and Jordi Visser agree that markets have a bubble. They disagree on where it is. Last week, Dalio, the founder of Bridgewater Associates, described artificial intelligence as a classic bubble. "I think we’re cl
LIVE | Oct 12, 2026, 01:03 PM UTC
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Bulls and Bears: Nvidia, Lumentum, Planet Labs
examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. U.S. stocks made weekly gains despite a volatile finish, as record-high Treasury yields, rising oi
LIVE | Oct 10, 2026, 12:00 PM UTC
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Lumentum shares jump after CEO says optical parts nearly sold out
Lumentum shares and other optical networking stocks rose after CEO Michael Hurlston said the company is almost sold out of optical parts through 2029 and will struggle to keep up with demand soon.
EQUITY | Oct 09, 2026, 02:48 PM UTC
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Lumentum and Coherent shares rise on AI component sellout outlook
Optical networking stocks climbed in premarket trading Friday, including Lumentum and Coherent, after a CEO warning that AI components are sold out through 2029.
EQUITY | Oct 09, 2026, 01:36 PM UTC
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Weak Jobs Lift Tech Stocks to Record Highs, Micron Confirms the AI Rally: This Week on Wall Street
A softer-than-expected September jobs report pushed the tech-heavy Nasdaq 100 to a record high on Friday, as traders pulled back bets on another Federal Reserve rate hike this month. The U.S. economy added just 29,000 jo
LIVE | Oct 02, 2026, 07:33 PM UTC
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Stock Market Today: S&P 500 Slips as Micron Fails to Impress, 10-Year Yields Ease to 5.25%
The S&P 500 slipped at midday Thursday as Micron Technology Inc. (NASDAQ: MU ) fell 1.6% despite a record quarter, with the 10-year Treasury yield hovering near 5.25% and oil climbing back above $92. Micron reported fisc
LIVE | Oct 01, 2026, 04:48 PM UTC
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Synopsys, Accenture, Vicor And Other Big Stocks Moving Higher On Thursday
U.S. stocks were lower, with the Dow Jones index falling over 300 points on Thursday. Shares of Synopsys Inc (NASDAQ: SNPS ) rose sharply after the company issued fiscal-year 2027 financial guidance above estimates. Syno
LIVE | Oct 01, 2026, 03:16 PM UTC
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Lumentum Holdings Initiated at Outperform by Bernstein
Ratings actions from Benzinga: GMT) Lumentum Holdings Price Target Announced at $1220.00/Share by BernsteinRatings actions from Benzinga
NEWS | Sep 30, 2026, 10:59 AM UTC
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30-Year Yield Hits 2002 High; Credit-Score Giant FICO Plunges 27%: Stock Market Today
U.S. stocks were little changed by midday Tuesday, with small caps and the Dow lagging while tech held up, as the 10-year Treasury yield pushed to its highest level since 2007 and talks to end the Iran war showed little
LIVE | Sep 29, 2026, 05:01 PM UTC
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Shares of fiber optic connectivity companies are trading lower. Elevated bond yields and Fed interest rate expectations are weighing on technology sectors that have exposure to AI buildout capex plans that may come under pressure from inflated borrowing costs.
Shares of fiber optic connectivity companies are trading lower. Elevated bond yields and Fed interest rate expectations are weighing on technology sectors that have exposure to AI buildout capex plans that may come under
LIVE | Sep 28, 2026, 06:35 PM UTC
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Lumentum Holdings Is Maintained at Buy by Citigroup
Ratings actions from Benzinga: GMT) Lumentum Holdings Price Target Raised to $1400.00/Share From $1200.00 by CitigroupRatings actions from Benzinga
NEWS | Sep 28, 2026, 03:40 PM UTC
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Weekly Recap: 130% Q1-2027 revenue forecast and Rosenblatt $1,300 target
Lumentum Holdings, Inc. (NASDAQ:LITE) forecasted fiscal Q1 2027 revenue of $1.23B—$1.28B—about 130% YoY and above expectations—while Rosenblatt reiterated a Buy with a $1,300 target and the company plans demos of a VCSEL
EARNINGS | Sep 28, 2026, 11:06 AM UTC
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Bipartisan Lawmakers Seek to Bar a Chinese AI Data Center Component From Sensitive US Government Systems: ‘We Shouldn’t Rely on China’
On Friday, Sens. John Cornyn (R-Texas), Dave McCormick (R-Pa.), John Fetterman (D-Pa.) and Ruben Gallego (D-Ariz.) introduced legislation that would prevent the federal government from using optical transceivers made by
LIVE | Sep 26, 2026, 05:52 AM UTC
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LITE Stock Has Run 450% In 12 Months: Ritholtz Wealth CEO Thinks There Is Room For More
Lumentum Holdings could still have upside after a 450% rally over the past year, as surging AI data center spending drives demand for the optical components needed to move data at high speeds.The stock has risen sharply
EQUITY | Sep 25, 2026, 09:09 AM UTC
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Lumentum Holdings Is Maintained at Buy by Rosenblatt
Ratings actions from Benzinga: GMT) Lumentum Holdings Price Target Maintained With a $1300.00/Share by RosenblattRatings actions from Benzinga
NEWS | Sep 23, 2026, 11:56 AM UTC
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Rosenblatt maintains Buy rating on Lumentum Holdings, $1300 price target
Rosenblatt maintained their Buy rating on Lumentum Holdings's stock with a price target of $1300.00.The price target implies an upside of 37.5% from the Sep 22 close of $945.67.Key takeaways from the analyst noteStrong M
EQUITY | Sep 23, 2026, 11:46 AM UTC
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Qualcomm and Lumentum shares rise on AI optical interconnect plans
Lumentum Holdings (LITE) and Qualcomm (QCOM) shares moved higher Monday, alongside Corning (GLW), after the companies revealed plans to demonstrate a high-density optical interconnect platform for next-generation AI infr
EQUITY | Sep 21, 2026, 12:21 PM UTC
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Lumentum to demo 1060nm VCSEL die-to-die interconnect with Qualcomm, Corning
Lumentum announced a joint demonstration with Qualcomm Technologies and Corning of a high-density 1060 nm VCSEL optical die-to-die interconnect for AI scale-up at ECOC 2026.
EQUITY | Sep 21, 2026, 09:07 AM UTC
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AXT jumps after Needham names it co-packaged optics beneficiary
AXT Inc. (AXTI) rose 10.13% intraday after Needham named it one of five semiconductor beneficiaries of the co-packaged optics ramp, following a five-day visit to SEMICON Taiwan 2026.
EQUITY | Sep 16, 2026, 08:41 PM UTC
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Lumentum (LITE) leads S&P 500 as optical peers rebound
Lumentum shares were up 6.7% to $895.20 in midday trading Wednesday as optical networking stocks rebounded after an earlier AI-driven selloff; the piece notes Corning could not keep up.
EQUITY | Sep 16, 2026, 05:06 PM UTC
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S&P 500 Gains, Crude Falls Ahead Of Fed's Expected First Hike Since 2023: Stock Market Today
A sharp reversal in crude oil handed U.S. equities a reprieve on Wednesday, with stocks grinding higher off six-week lows just hours before the Federal Reserve is expected to raise interest rates for the first time since
LIVE | Sep 16, 2026, 04:52 PM UTC
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Chip stocks lead Nasdaq's weekly gains; Amgen plunges after trial setback
The Nasdaq Composite Index NYSE:COMP climbed on Friday alongside major Wall Street indexes after the latest consumer inflation report came in largely in line with expectations. It closed +0.96% higher after jumping by ov
NEWS | Sep 11, 2026, 08:31 PM UTC
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LITE says AI-driven optical demand supports capacity expansion and raised 2028 EPS outlook
LITE attributes AI-driven demand to exponential growth in optical networking and expects supply shortages and strong pricing to persist through 2028. The company cites major capacity expansions and new product wins in hi
EARNINGS | Sep 09, 2026, 08:04 PM UTC
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LITE: AI and cloud growth are driving record optical demand, capacity expansion, and higher 2028 EPS targets
AI-driven demand is fueling exponential growth in optical networking, with persistent supply shortages and strong pricing. Major capacity expansions and new product wins are underway, especially in high-power lasers, CPO
EARNINGS | Sep 09, 2026, 07:37 PM UTC
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Deutsche Bank names LITE and COHR as AI hardware picks
Deutsche Bank names Lumentum Holdings (LITE) and Coherent (COHR) as its highest-conviction AI hardware picks, arguing for lasers and optical connectivity beyond GPUs.
EQUITY | Sep 01, 2026, 07:07 PM UTC
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Deutsche Bank initiates Lumentum Holdings at Buy, $1200 target
Deutsche Bank initiated coverage of Lumentum Holdings with a Buy rating and set a $1200.00/share price target.
EQUITY | Sep 01, 2026, 06:11 PM UTC
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Deutsche Bank names Lumentum and Coherent top AI hardware picks
Deutsche Bank started coverage of AI-infrastructure hardware stocks, citing rising demand for computing capacity. Lumentum Holdings (LITE) and Coherent (COHR) were flagged as its top picks.
EQUITY | Sep 01, 2026, 06:06 PM UTC
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Rising bond yields pressure Nasdaq tech shares
U.S. 10-year Treasury yields touched 4.80%, with global bond yields also at multi-decade highs, and Nasdaq tech shares sold off Tuesday. QQQ fell 1%, while CRWD, ALAB, LITE, AXON and TER all dropped more than 5%.
RATES | Sep 01, 2026, 03:25 PM UTC
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LITE: Optics are set to become the backbone of data center connectivity, with rapid industry-wide adoption
LITE: Optics are set to become the backbone of data center connectivity, with rapid industry-wide adoption
EQUITY | Aug 27, 2026, 11:11 PM UTC
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LITE: Optics is set to become the backbone of data center connectivity, driving major industry growth
LITE: Optics is set to become the backbone of data center connectivity, driving major industry growth
EQUITY | Aug 27, 2026, 10:20 PM UTC
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Wolfe initiates LITE at Outperform, target $1,200
Wolfe rates LITE Outperform with a $1,200 price target, according to the raw alert; no catalyst or further context was supplied.
EQUITY | Aug 21, 2026, 09:22 AM UTC
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Largest premium to VWAP COTY (+3.75%) TEM (+3.69%) ILMN (+3.3%) WHR (+2.89%) NDSN (+2.71%) RGEN (+2.55%) TPL (+2.49%) DG (+2.37%) LITE (+2.3
Largest premium to VWAP COTY (+3.75%) TEM (+3.69%) ILMN (+3.3%) WHR (+2.89%) NDSN (+2.71%) RGEN (+2.55%) TPL (+2.49%) DG (+2.37%) LITE (+2.36%) DE (+2.32%) (Russell 1000 names)
EQUITY | Aug 20, 2026, 03:22 PM UTC
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Lumentum fades 3.1% after opening higher
LITE falls 3.1% to $846 after opening up 2.16% at $892.20, with no catalyst supplied in the wire.
EQUITY | Aug 19, 2026, 01:43 PM UTC
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Fabrinet issues Q1 GAAP EPS guidance below estimates
Fabrinet issued Q1 GAAP EPS guidance below estimates as shares of fiber optic connectivity companies trade lower amid inflation fears and soaring bond yields.
EARNINGS | Aug 18, 2026, 04:36 PM UTC
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Coherent and Lumentum shares fall as investors rotate out
Shares of fiber optic connectivity companies trade lower as investors assess valuations after Coherent and Lumentum posted better-than-expected Q4 results and strong guidance amid rising expectations and growing capex ou
EARNINGS | Aug 13, 2026, 05:36 PM UTC
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U.S. stock futures edge higher before Thursday open
U.S. stock futures are modestly higher as traders weigh cooling inflation data, July PPI due at 8:30 a.m. ET, and ongoing Middle East geopolitical tensions.
MACRO | Aug 13, 2026, 05:41 AM UTC
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US Posts In-Line CPI Data
US CPI comes in at 0.1% vs 0.1% consensus, with core CPI at 0.2% vs 0.2% consensus
EARNINGS | Aug 12, 2026, 05:03 PM UTC
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LITE Posts Solid Q4, Raises Revenue Target
Lumentum Holdings reports fiscal Q4 results, beating earnings guidance by 10%
EARNINGS | Aug 12, 2026, 04:57 PM UTC
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Lumentum Target Raised
JPMorgan raises Lumentum's price target to $1,280 from $1,165
EARNINGS | Aug 12, 2026, 12:07 PM UTC
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LITE Reports Q4 Earnings Above Estimates
Lumentum Holdings reports Q4 financial results and Q1 guidance above estimates
EARNINGS | Aug 12, 2026, 11:23 AM UTC