Lumentum Holdings Inc. Website

Lumentum Holdings Inc.

NasdaqGS-LITE

Company Overview

Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. The company operates in two segments, Optical Communications (OpComms) and Commercial Lasers (Lasers). The OpComms segment offers components, modules, and subsystems that enable the transmission and transport of video, audio, and data over high-capacity fiber optic cables. It offers tunable transponders, transceivers, and transmitter modules; tunable lasers, receivers, and modulators; transport products, such as reconfigurable optical add/drop multiplexers, amplifiers, and optical channel monitors, as well as components, including 980nm, multi-mode, and Raman pumps; and switches, attenuators, photodetectors, gain flattening filters, isolators, wavelength-division multiplexing filters, arrayed waveguide gratings, multiplex/de-multiplexers, and integrated passive modules. This segment also provides Super Transport Blade, which integrates optical transport functions into a single-slot blade; vertical-cavity surface-emitting lasers; directly modulated and electro-absorption modulated lasers; and laser illumination sources for 3D sensing systems. It serves customers in telecommunications, data communications, and consumer and industrial markets. The Commercial Lasers segment offers diode-pumped solid-state, fiber, diode, direct-diode, and gas lasers for use in original equipment manufacturer applications. It serves customers in markets and applications, such as sheet metal processing, general manufacturing, biotechnology, graphics and imaging, remote sensing, and precision machining. Lumentum Holdings Inc. was incorporated in 2015 and is headquartered in San Jose, California.

  • Name

    Lumentum Holdings Inc.

  • CEO

    Michael E. Hurlston

  • Website

    www.lumentum.com

  • Sector

    Communications Equipment

  • Year Founded

    2015

Company Statistics

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What's happening

Nov 13, 2025 - Dec 13, 2025

Lumentum Holdings Inc Surges Amid Strong Earnings and Analyst Optimism

  • Lumentum's stock increased by 27.7% over the past month, significantly outperforming the S&P 500's return of -0.2%.
  • Positive quarterly earnings reports revealed a year-over-year revenue increase of 58.4%, driving investor confidence.
  • Insider selling activities raised concerns but did not overshadow the overall bullish sentiment surrounding the company.

Over the past month, Lumentum Holdings Inc (LITE) experienced a remarkable increase of 27.7%, significantly outperforming the S&P 500, which returned -0.2%. This strong performance was primarily driven by positive quarterly earnings reports that showcased a substantial year-over-year revenue growth of 58.4%. Analysts responded favorably to these results, with many raising their price targets and maintaining an optimistic outlook on the company.

In early December, Lumentum continued its upward trajectory as brokerages like Northland Securities and Barclays raised their price targets for the stock. The sentiment around LITE remained predominantly positive due to sustained gains in related sectors such as communications and networking. A notable highlight occurred when JPMorgan raised its price target from $235 to $350 while maintaining an Overweight rating on the stock.

Despite this bullish momentum, some bearish sentiments emerged intermittently due to insider selling activities that sparked concerns among investors regarding potential future performance. Significant sales by directors were reported around mid-November, which may have negatively influenced market perceptions even amidst ongoing positive trends in other areas.

Additionally, an agreement between IQE Plc and Lumentum bolstered market sentiment by indicating solid collaborative prospects moving forward. Various analysts rated Lumentum positively; some even labeled it a "must-own AI stock," highlighting its strategic positioning within optical communications.

Overall, while there were moments of bearish pressure linked primarily to insider transactions and broader market dynamics, LITE maintained a strongly bullish trend throughout December 2025 with robust operational performance allowing it to outshine both its sector and major indices like the S&P 500 by a significant margin; specifically noted is that Lumentum Holdings Inc outperformed the Information Technology (XLK) sector by 78.8%.

NasdaqGS:LITE