Lumentum Holdings Inc. (LITE) News
Track canonical SquawkNews coverage tagged to LITE, Lumentum Holdings Inc.. This hub brings together deduplicated headlines about united states, markets catalysts, earnings, analyst actions, and wider market events so traders can review how a developing story changed over time. It contains 60 indexed stories across 27 publication days and is ordered by the same first-publication timeline used by LiveCast.
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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
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CoreWeave, Lumentum, Cava, Nebius, Super Micro Report Earnings
CoreWeave, Lumentum, Cava, Nebius, and Super Micro report quarterly earnings, beating analyst estimates on key metrics
EARNINGS | Aug 12, 2026, 01:52 AM UTC
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Lumentum Beats Q4 Estimates: CEO Says Data Centers Turn Increasingly to Optical Links
Lumentum Holdings Inc. (NASDAQ: LITE ) posted its fourth-quarter results after Tuesday’s closing bell, beating analyst estimates on the top and bottom lines. Here’s a look at the details inside the report. LITE stock is
EARNINGS | Aug 11, 2026, 08:30 PM UTC
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Lumentum Holdings Sees Q1 Adj EPS $4.05-$4.35 vs $3.61 Est; Sees Sales $1.225B-$1.275B vs $1.159B Est
Lumentum Holdings (NASDAQ: LITE ) is looking for Q1 Adj EPS of $4.05-$4.35 vs $3.61 analyst estimate. sees sales of $1.225 billion-$1.275 billion vs $1.159 billion analyst estimate.
EARNINGS | Aug 11, 2026, 08:05 PM UTC
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LITE Beats Q4 EPS and Sales Estimates
LITE reports fiscal Q4 adj. EPS $3.23 and sales $1.006B, beating estimates
EARNINGS | Aug 11, 2026, 08:04 PM UTC
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LITE Reports Earnings Beat
LITE reports EPS and revenue beat
EARNINGS | Aug 11, 2026, 08:04 PM UTC
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Lumentum Holdings Q4 Adj. EPS $3.23 Beats $2.97 Estimate, Sales $1.006B Beat $987.892M Estimate
Lumentum Holdings (NASDAQ: LITE ) reported quarterly earnings of $3.23 per share which beat the analyst consensus estimate of $2.97 by 8.75 percent. This is a 267.05 percent increase over earnings of $0.88 per share from
EARNINGS | Aug 11, 2026, 08:03 PM UTC
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Lumentum Shares Up 3% After Key Trading Signal
Lumentum Holdings Inc (NASDAQ: LITE ) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order f
EQUITY | Aug 11, 2026, 07:21 PM UTC
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Coherent Could Swing $10.3 Billion In Value After Earnings
Earnings season stays in focus from next week, with a -selected slate that leans heavily into AI infrastructure, optical hardware and space communications. For retail traders, the cleanest "expectations check" often show
EARNINGS | Aug 11, 2026, 12:01 AM UTC
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Earnings Volatility Watch: Applied Materials and 10 Other Stocks Could See Double-Digit Moves This Week
It is a make-or-break week for the AI trade. After the market shrugged off strong results from Advanced Micro Devices Inc. (NASDAQ: AMD ), SanDisk Corp. (NASDAQ: SNDK ) and Western Digital Corp. (NASDAQ: WDC ) last week,
EARNINGS | Aug 09, 2026, 12:01 PM UTC
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US bans Chinese data center devices
US bans Chinese data center devices, lifting related stocks
GEOPOLITICS | Aug 04, 2026, 10:15 AM UTC
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US Plans Ban On New Chinese Data Center Parts
US drafts ban on Chinese optical transceivers
REGULATION | Aug 04, 2026, 10:06 AM UTC
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Oil Sinks 6%, Nasdaq 100 Rallies On Iran Talks: Stock Market Today
U.S. equities opened August with a broad-based relief rally Monday as crude oil tumbled and Treasury yields retreated from 18-month highs, after President Donald Trump called off a planned military strike on Iran over th
EARNINGS | Aug 03, 2026, 05:05 PM UTC
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Largest premium to VWAP COHR (+5.92%) LITE (+5.37%) TSN (+4.68%) DELL (+4.06%) ASTS (+4.02%) ALAB (+3.98%) FSLR (+3.97%) VRT (+3.93%) GLW (+
Largest premium to VWAP COHR (+5.92%) LITE (+5.37%) TSN (+4.68%) DELL (+4.06%) ASTS (+4.02%) ALAB (+3.98%) FSLR (+3.97%) VRT (+3.93%) GLW (+3.91%) SNDK (+3.75%) (Russell 1000 names)
EQUITY | Aug 03, 2026, 03:14 PM UTC
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GLW rises 3% on upgrade
GLW upgraded by Truist
EQUITY | Aug 03, 2026, 02:45 PM UTC
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Corning’s 15% Crash Hits a Lesser-Known AI Trade: These ETFs Are Under Pressure
The AI infrastructure trade faced a sharp reality check Tuesday as a selloff in optical component stocks spread to ETFs targeting a key but less-discussed part of the artificial intelligence boom: fiber optics and photon
RATES | Jul 28, 2026, 05:57 PM UTC
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Coherent, Lumentum, Ciena Stocks Fall After Corning Earnings Trigger Sector Selloff
Corning Inc. (NYSE: GLW ) stock fell sharply Tuesday after the company reported second-quarter 2026 results that exceeded analyst estimates, as investors focused on third-quarter revenue guidance that was broadly in line
EARNINGS | Jul 28, 2026, 04:35 PM UTC
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Corning's AI-Fueled Expectations Crush the Stock
Corning Inc. (NYSE: GLW ), a supplier of specialty glass for Apple Inc.’s iPhone and Apple Watch, stock fell sharply Tuesday despite reporting better-than-expected second-quarter 2026 results, as investors focused on rev
EARNINGS | Jul 28, 2026, 02:32 PM UTC
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GLW shares tumbled weighing on the Optical sector (CIEN, AAOI, COHR, LITE) after Q2 core sales rose 17%, beating analyst expectations Ad cor
GLW shares tumbled weighing on the Optical sector (CIEN, AAOI, COHR, LITE) after Q2 core sales rose 17%, beating analyst expectations Ad core EPS for Q2 increased 30%, also beating analyst expectations but sales in its O
EARNINGS | Jul 28, 2026, 12:14 PM UTC
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GLW -15% premarket after results; watch AAOI, LITE, CIEN as comps
GLW -15% premarket after results; watch AAOI, LITE, CIEN as comps
EQUITY | Jul 28, 2026, 11:16 AM UTC
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Largest discount to VWAP CLF (-2.92%) SNDK (-2.34%) TPL (-2.3%) MTDR (-2.29%) LBTYK (-2.21%) GS (-2.18%) RCL (-2.11%) NCLH (-2.11%) LITE (-2
Largest discount to VWAP CLF (-2.92%) SNDK (-2.34%) TPL (-2.3%) MTDR (-2.29%) LBTYK (-2.21%) GS (-2.18%) RCL (-2.11%) NCLH (-2.11%) LITE (-2.06%) HUN (-2.04%) (Russell 1000 names)
EQUITY | Jul 27, 2026, 06:12 PM UTC
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Largest discount to VWAP QS (-6.31%) ACI (-5.23%) MEDP (-4.53%) MOH (-4.13%) RGEN (-3.89%) LITE (-3.46%) IQV (-3.41%) AUR (-3.37%) CMCSA (-3
Largest discount to VWAP QS (-6.31%) ACI (-5.23%) MEDP (-4.53%) MOH (-4.13%) RGEN (-3.89%) LITE (-3.46%) IQV (-3.41%) AUR (-3.37%) CMCSA (-3.3%) HUBS (-3.25%) (Russell 1000 names)
EQUITY | Jul 23, 2026, 03:42 PM UTC
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NVDA AVGO TSM MU AMD in semis...infrastruture/systems like DELL HPE cooling/power VRT ETN and opticals CIEN AAOI LITE COHR...CRWV NBIS WULF
NVDA AVGO TSM MU AMD in semis...infrastruture/systems like DELL HPE cooling/power VRT ETN and opticals CIEN AAOI LITE COHR...CRWV NBIS WULF CIFR CLSK RIOT HUT IREN in data center...all names to watch tonight with CAPEX h
EARNINGS | Jul 22, 2026, 07:03 PM UTC
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Largest premium to VWAP SMCI (+3.91%) ALAB (+3.55%) MRVL (+3.22%) AA (+2.51%) LITE (+2.35%) DELL (+2.22%) SNDK (+2.16%) AMD (+2.15%) AUR (+2
Largest premium to VWAP SMCI (+3.91%) ALAB (+3.55%) MRVL (+3.22%) AA (+2.51%) LITE (+2.35%) DELL (+2.22%) SNDK (+2.16%) AMD (+2.15%) AUR (+2.14%) ON (+2.13%) (Russell 1000 names)
EQUITY | Jul 22, 2026, 03:10 PM UTC
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What You Missed On Wall Street On Monday
The major averages closed lower, with the Nasdaq closing near flat, as stocks looked to rebound from last week's technology-led selloff. Attention is turning to a week of megacap earnings that could determine whether the
EARNINGS | Jul 20, 2026, 08:16 PM UTC
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moves among today's upgrades NBIS +7.3%, LITE +6.0%, AKTX +5.7%, URBN +3.1%, YETI +2.2%, HOG +1.8%, GPN +1.5%, USB +0.6%, NFLX -1.8% moves a
moves among today's upgrades NBIS +7.3%, LITE +6.0%, AKTX +5.7%, URBN +3.1%, YETI +2.2%, HOG +1.8%, GPN +1.5%, USB +0.6%, NFLX -1.8% moves among today's positive initiations NNBR +8.0%, RNTX +3.2%, SLNH +15.5%, ANTX +9.6
EQUITY | Jul 20, 2026, 01:42 PM UTC
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LITE upgrade to Overweight, ALGM downgrade to Equal Weight, PENG downgrade to Underweight (more) @ BARC
LITE upgrade to Overweight, ALGM downgrade to Equal Weight, PENG downgrade to Underweight (more) @ BARC
EQUITY | Jul 20, 2026, 12:44 PM UTC
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LITE Upgrade from Equalweight to Overweight W/$1,000.00 PT at Barclays
LITE Upgrade from Equalweight to Overweight W/$1,000.00 PT at Barclays
EQUITY | Jul 20, 2026, 11:49 AM UTC
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LITE upgrade to Overweight, ALGM downgrade to Equal Weight, PENG downgrade to Underweight @ BARC
LITE upgrade to Overweight, ALGM downgrade to Equal Weight, PENG downgrade to Underweight @ BARC
EQUITY | Jul 20, 2026, 11:48 AM UTC
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Largest premium to VWAP GEV (+3.68%) BRBR (+3.42%) LITE (+3.3%) CAT (+3.28%) MS (+3.19%) COHR (+3.08%) FCX (+3.04%) TRV (+2.84%) VRT (+2.78%
Largest premium to VWAP GEV (+3.68%) BRBR (+3.42%) LITE (+3.3%) CAT (+3.28%) MS (+3.19%) COHR (+3.08%) FCX (+3.04%) TRV (+2.84%) VRT (+2.78%) HUBB (+2.68%) (Russell 1000 names)
EQUITY | Jul 17, 2026, 03:19 PM UTC
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AAOI -7.3% LITE -6.2% CIEN -5.5% GLW -9.35% as Optical sector seeing broad weakness with AI space, semis, data Centers
AAOI -7.3% LITE -6.2% CIEN -5.5% GLW -9.35% as Optical sector seeing broad weakness with AI space, semis, data Centers
EQUITY | Jul 16, 2026, 03:29 PM UTC
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LITE opening upside catalyst watch ahead of earnings @ Citi
LITE opening upside catalyst watch ahead of earnings @ Citi
EARNINGS | Jul 16, 2026, 10:52 AM UTC
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Memory-Chip Selloff Drags Nasdaq 100 Lower, SanDisk Sinks 13%: Stock Market Today
A second straight cool inflation reading and a wave of upbeat bank earnings pushed the Dow and small caps higher by midday Wednesday, even as a selloff across memory-chip and hardware stocks dragged the Nasdaq 100 into t
CENTRAL_BANK | Jul 15, 2026, 05:01 PM UTC
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Largest discount to VWAP NTAP (-5.01%) RBRK (-4.81%) DELL (-4.51%) ANET (-3.96%) LITE (-3.77%) HPE (-3.75%) CIEN (-3.67%) INTC (-3.64%) SNDK
Largest discount to VWAP NTAP (-5.01%) RBRK (-4.81%) DELL (-4.51%) ANET (-3.96%) LITE (-3.77%) HPE (-3.75%) CIEN (-3.67%) INTC (-3.64%) SNDK (-3.6%) AMKR (-3.6%) (Russell 1000 names)
EQUITY | Jul 15, 2026, 03:26 PM UTC
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Nvidia CEO Jensen Huang Highlighted a New AI Bottleneck. 3 AI Stocks That Could Benefit.
2026-07-05 20:45:00 ET Energy and memory stocks have been pick-and-shovel winners in the artificial intelligence (AI) market as supply can't keep up with demand. But N
EQUITY | Jul 06, 2026, 12:46 AM UTC
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This AI Stock Beat Nvidia by 200%—Then Zuckerberg Sparked a 17% Sell-Off
Applied Optoelectronics, Inc. (NASDAQ: AAOI ) just suffered one of its worst trading sessions of 2026. It still happens to be outperforming Nvidia Corp (NASDAQ: NVDA ) by more than 200 percentage points this year. Shares
EARNINGS | Jul 03, 2026, 03:31 PM UTC
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Shares of fiber optic connectivity companies are trading lower amid ongoing weakness following reports that Meta will enter the cloud comput
Shares of fiber optic connectivity companies are trading lower amid ongoing weakness following reports that Meta will enter the cloud compute business, which may affect pricing power and margins along the hyperscaler and
EQUITY | Jul 02, 2026, 06:49 PM UTC
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Here’s How Much You Would Have Made Owning Lumentum Holdings Stock In The Last 5 Years
Lumentum Holdings (NASDAQ: LITE ) has outperformed the market over the past 5 years by 45.61% on an annualized basis producing an average annual return of 57.1%. Currently, Lumentum Holdings has a market capitalization o
EQUITY | Jul 01, 2026, 10:30 PM UTC