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.
IPO Year:
Exchange: NASDAQ
Website: lumentum.com
| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 3/12/2026 | $675.00 | Hold | TD Cowen |
| 1/8/2026 | $290.00 → $470.00 | Buy | Needham |
| 11/18/2025 | $290.00 | Outperform | Mizuho |
| 10/31/2025 | $220.00 | Strong Buy → Outperform | Raymond James |
| 10/20/2025 | $165.00 | Overweight → Equal Weight | Barclays |
| 8/29/2025 | $165.00 | Buy | Citigroup |
| 8/13/2025 | $135.00 | Underperform → Neutral | BofA Securities |
| 7/8/2025 | Outperform | Wolfe Research | |
| 4/7/2025 | Market Perform → Outperform | Northland Capital | |
| 3/24/2025 | $96.00 → $82.00 | Outperform → Strong Buy | Raymond James |
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TD Cowen initiated coverage of Lumentum with a rating of Hold and set a new price target of $675.00
Needham reiterated coverage of Lumentum with a rating of Buy and set a new price target of $470.00 from $290.00 previously
Mizuho initiated coverage of Lumentum with a rating of Outperform and set a new price target of $290.00
Raymond James downgraded Lumentum from Strong Buy to Outperform and set a new price target of $220.00
Barclays downgraded Lumentum from Overweight to Equal Weight and set a new price target of $165.00
Citigroup initiated coverage of Lumentum with a rating of Buy and set a new price target of $165.00
BofA Securities upgraded Lumentum from Underperform to Neutral and set a new price target of $135.00
Wolfe Research initiated coverage of Lumentum with a rating of Outperform
Northland Capital upgraded Lumentum from Market Perform to Outperform
Raymond James upgraded Lumentum from Outperform to Strong Buy and set a new price target of $82.00 from $96.00 previously
8-K - Lumentum Holdings Inc. (0001633978) (Filer)
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SCHEDULE 13G/A - Lumentum Holdings Inc. (0001633978) (Subject)
8-K - Lumentum Holdings Inc. (0001633978) (Filer)
8-K - Lumentum Holdings Inc. (0001633978) (Filer)
8-K - Lumentum Holdings Inc. (0001633978) (Filer)
8-K - Lumentum Holdings Inc. (0001633978) (Filer)
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4 - Lumentum Holdings Inc. (0001633978) (Issuer)
4 - Lumentum Holdings Inc. (0001633978) (Issuer)
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4 - Lumentum Holdings Inc. (0001633978) (Issuer)
3 - Lumentum Holdings Inc. (0001633978) (Issuer)
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Lumentum Holdings Inc. ("Lumentum"), a global leader in photonic solutions, today announced its showcase of technology and product demonstrations designed to meet the accelerating demands of next-generation AI and data center infrastructure at the Optical Fiber Communications Conference and Exhibition (OFC) in Los Angeles. Visit Lumentum booth 1439 and connect with industry experts. Multiple demonstrations for scale-out and scale-up networking applications are being showcased: 1.6T DR4 OSFP Module with 400G Differential EMLs The 1.6T DR4 OSFP pluggable transceiver prototype uses four Lumentum 400G differential EML lasers, as a stepping-stone to a future 3.2T module. The module provi
Lumentum Holdings Inc. ("Lumentum"), a global leader in photonic solutions, today announced a breakthrough optical interconnect solution designed to support next-generation AI infrastructure using VCSEL technology. This solution offers a scalable optical platform for next-generation rack-level architectures to address the bandwidth, power, and integration challenges of AI scale-up networks. Attendees can see the demonstration at Lumentum's booth #1439 during OFC, March 17–19, at the Los Angeles Convention Center. The solution is presented in a host evaluation system and features a high-density multimode 1060nm VCSEL array co-packaged with a host ASIC, targeting "slow and wide" scale-up pr
Live OFC Demonstration to Showcase Low Latency, Flexible, Energy-efficient Network Fabrics for Hyperscaler AI Data Centers OFC 2026 – Marvell Technology, Inc. (NASDAQ:MRVL), a leader in data infrastructure semiconductor solutions and Lumentum Holdings Inc. (NASDAQ:LITE), a market-leading designer and manufacturer of optical and photonic products, today announced a live demonstration of Marvell® optical connectivity solutions interoperating with Lumentum's optical circuit switching (OCS) platform. The integrated, rack-level system will be showcased in the Marvell booth (#1600) at OFC 2026, taking place March 17-19 at the Los Angeles Convention Center. As AI workloads continue to drive un
Michael Hurlston, CEO and Matt Sysak, CTO to participate in Optica Executive Forum Lumentum Holdings Inc. ("Lumentum") today announced its speaker line-up at the 2026 Optical Fiber Communication Conference and Exposition (OFC) in Los Angeles. Company executives and technical experts will share their perspectives on the optical communication market, including challenges and opportunities, and the technology shaping the future of AI data centers and optical networks. The event will be held from March 15–19 at the Los Angeles Convention Center. Visit Lumentum at booth #1439. Optica Executive Forum Fireside Chat with CTOs: Matt Sysak, 2:00–3:00 p.m. CEO Panel: Michael Hurlston, 3:30–4
Lumentum Holdings Inc. ("Lumentum"), a global leader in optical and photonic solutions, today announced that it has been selected to join the prestigious S&P 500 index. According to S&P Dow Jones Indices, Lumentum will be added to the benchmark index before the market opens on Monday, March 23, 2026. This transition marks a significant milestone for the company as it moves from the S&P MidCap 400 to the S&P 500, reflecting its substantial growth and corresponding increase in market capitalization. "Inclusion in the S&P 500 is a monumental achievement for our company and a credit to our global workforce," said Michael Hurlston, President and CEO. "It reflects our vital role in helping cust
NEW YORK, March 6, 2026 /PRNewswire/ -- S&P Dow Jones Indices ("S&P DJI") will make the following changes to the S&P 100, S&P 500, S&P MidCap 400, and S&P SmallCap 600 indices: NAPCO Security Technologies Inc. (NASD: NSSC) will replace Alexander & Baldwin Inc. (NYSE:ALEX) in the S&P SmallCap 600 effective prior to the opening of trading on Friday, March 13. An investor group comprised of MW Group and funds affiliated with DivcoWest and Blackstone Real Estate is acquiring Alexander & Baldwin in a deal that is expected to close soon, pending final closing conditions.The following changes to the S&P 100, S&P 500, S&P MidCap 400, and S&P SmallCap 600 will take effect before the market opens on M
NEW YORK, March 5, 2026 /PRNewswire/ -- Bloomberg Indices announced the following changes to the Bloomberg 500 (B500) Index effective prior to the open of trading on Thursday, March 12, 2026, to coincide with the March reconstitution of the index. The B500 contains the 500 most highly capitalized US companies weighted by float market cap, reflecting a market capitalization of $58.19 trillion. AST SpaceMobile, Inc. (ASTS UW), Bloom Energy Corporation (BE UN), Ciena Corporation (CIEN UN), Coherent Corp.S (COHR UN), EchoStar Corporation (SATS UW), Flutter Entertainment PLC (FLUT UN
Michael Hurlston, CEO and Matt Sysak, CTO to participate in Optica Executive Forum Lumentum Holdings Inc. ("Lumentum") today announced its speaker line-up at the 2026 Optical Fiber Communication Conference and Exposition (OFC) in Los Angeles. Company executives and technical experts will share their perspectives on the optical communication market, including challenges and opportunities, and the technology shaping the future of AI data centers and optical networks. The event will be held from March 15–19 at the Los Angeles Convention Center. Visit Lumentum at booth #1439. Optica Executive Forum Fireside Chat with CTOs: Matt Sysak, 2:00–3:00 p.m. CEO Panel: Michael Hurlston, 3:30–4
SANTA CLARA, Calif. and SAN JOSE, Calif., March 02, 2026 (GLOBE NEWSWIRE) -- NVIDIA today announced multiyear strategic agreements with Lumentum Holdings Inc. (NASDAQ:LITE) to accelerate innovation in advanced optics technologies, including research and development, to enable next-generation AI infrastructure and systems designs. The nonexclusive agreement includes an NVIDIA multibillion purchase commitment and future capacity access rights for advanced laser components. In addition, NVIDIA is investing $2 billion in Lumentum to support R&D, future capacity and operations as the company builds out its U.S.-based manufacturing capabilities in a new fab. Optical interconnect technology and
Lumentum Holdings Inc. ("Lumentum") today announced that company management is currently scheduled to participate in the following investor events in the coming weeks. Event: Susquehanna 15th Annual Technology Conference Date: Thursday, February 26th, 2026 Meeting Availability: 8:30 a.m. – 5:00 p.m. Eastern Time Event: Morgan Stanley Technology, Media & Telecom Conference Date: Monday, March 2nd, 2026 Webcast Link: https://url.us.m.mimecastprotect.com/s/MDIXCG67gQCNz51OfKfJIBBcPh?domain=cc.webcasts.com Presentation Time: 11:30 a.m. Pacific Time Meeting Availability
Live Leadership Updates
Lumentum Holdings Inc. ("Lumentum"), a global leader in optical and photonic solutions, today announced that it has been selected to join the prestigious S&P 500 index. According to S&P Dow Jones Indices, Lumentum will be added to the benchmark index before the market opens on Monday, March 23, 2026. This transition marks a significant milestone for the company as it moves from the S&P MidCap 400 to the S&P 500, reflecting its substantial growth and corresponding increase in market capitalization. "Inclusion in the S&P 500 is a monumental achievement for our company and a credit to our global workforce," said Michael Hurlston, President and CEO. "It reflects our vital role in helping cust
NEW YORK, March 6, 2026 /PRNewswire/ -- S&P Dow Jones Indices ("S&P DJI") will make the following changes to the S&P 100, S&P 500, S&P MidCap 400, and S&P SmallCap 600 indices: NAPCO Security Technologies Inc. (NASD: NSSC) will replace Alexander & Baldwin Inc. (NYSE:ALEX) in the S&P SmallCap 600 effective prior to the opening of trading on Friday, March 13. An investor group comprised of MW Group and funds affiliated with DivcoWest and Blackstone Real Estate is acquiring Alexander & Baldwin in a deal that is expected to close soon, pending final closing conditions.The following changes to the S&P 100, S&P 500, S&P MidCap 400, and S&P SmallCap 600 will take effect before the market opens on M
Lumentum Holdings Inc. ("Lumentum"), a global leader in optical and photonic technology, today announced the appointment of Thad Trent to the company's Board of Directors, effective immediately. His appointment expands the board membership to nine members. "I am thrilled to welcome Thad to the Lumentum Board," said Penelope Herscher, Chair of Lumentum's Board of Directors. "He brings a wealth of expertise in corporate finance, M&A activity, in-house manufacturing and process efficiency that is mission-critical to our future. I am confident his valuable insights will accelerate the execution of our long-term strategy, helping us drive growth and deliver sustainable shareholder value." "Lum
BOSTON, June 24, 2025 /PRNewswire/ -- Blues, a leader in IoT connectivity solutions, today announced that former Evernote Chief Executive Officer (CEO) Ian Small has joined the company as CEO. Small, who has more than 30 years of technology-industry experience, brings deep operational expertise and a track record of scaling companies from early-stage through public-market maturity. Small is widely recognized as an end-to-end operator with the ability to drive growth across every stage of the business lifecycle. He brings a standout reputation for listening to customers and tur
Paul Lundstrom Brings Wealth of Knowledge in Finance, Manufacturing, and Business Transformation Lumentum Holdings Inc. ("Lumentum"), a market-leading designer and manufacturer of innovative optical and photonic products for cloud, networking and industrial applications, today announced the appointment of Paul Lundstrom to the company's Board of Directors, effective immediately. This election expands the membership to nine members, eight of whom are independent. "I am excited to welcome Paul to the Lumentum Board," said Penelope Herscher, Chair of Lumentum's Board of Directors. "He brings a wealth of knowledge and expertise in corporate finance, manufacturing and business transformation
Lumentum Holdings Inc. ("Lumentum"), a market-leading designer and manufacturer of innovative optical and photonic products, today announced the appointment of Jae Kim as Senior Vice President, General Counsel and Corporate Secretary, reporting to Alan Lowe, President and Chief Executive Officer. In this role, Kim will be responsible for leading Lumentum's Legal department, including Corporate Affairs, Commercial Transactions, Trade Compliance, and Intellectual Property. He will also be responsible for Facilities, Real Estate and Security. Kim succeeds Judy Hamel, who will be retiring from Lumentum after serving as Senior Vice President, General Counsel and Secretary since 2015. She previ
SAN JOSE, Calif., Feb. 23, 2023 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum"), a market-leading designer and manufacturer of innovative optical and photonic products, today announced the appointment of Pamela Fletcher as an independent member of the Company's Board of Directors, effective immediately. This election expands the membership to nine members, eight of whom are independent. "I am excited to welcome Pam to the Lumentum Board," said President and Chief Executive Officer, Alan Lowe. "She brings a wealth of knowledge and expertise in key sectors of interest to us, as well a fresh perspective on critical growth levers such as sustainability and innovation. I am confident that she
SAN JOSE, Calif., Jan. 3, 2023 /PRNewswire/ -- Today, Lumentum Holdings Inc. ("Lumentum"), a market-leading designer and manufacturer of innovative optical and photonic products, announced the appointment of Caroline Pan as Senior Vice President and Chief Marketing Officer, reporting to Alan Lowe, President and Chief Executive Officer. Pan will be responsible for leading Strategic Marketing, Corporate Marketing and Communications, and Lumentum Ventures, a company-wide initiative to drive market expansion through breakthrough innovation. "I am thrilled to welcome Caroline to Lumentum," said President and CEO, Alan Lowe. "Given expanding opportunities outside of Lumentum's core customers and e
LYON, France, December 6, 2022 -- EDAP TMS SA (NASDAQ:EDAP) (the "Company"), the global leader in robotic energy-based therapies, announced today that the Company has hired medical capital equipment finance industry veteran Ken Mobeck as Chief Financial Officer of EDAP Technomed Inc., the Company's U.S. subsidiary. During his extensive career, Mr. Mobeck has demonstrated significant leadership expertise in driving transformational business growth while establishing a track record of creating lasting shareholder value. Marc Oczachowski, Chairman and Chief Executive Officer of EDAP TMS, stated, "I am very pleased to welcome Ken onboard our U.S. subsidiary. Ken is a great addition to Ryan Rh
SAN JOSE, Calif., Aug. 30, 2021 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum") announced the appointment of Grace Lee as Senior Vice President and Chief Human Resources Officer, reporting to Alan Lowe, President and Chief Executive Officer. Lee will replace Sharon Parker who plans to retire after more than 40 years of successfully leading and positively impacting Lumentum and its predecessor companies. At Lumentum, Lee will be responsible for global people strategy and aligning it with business needs. She will lead global talent acquisition and development and total rewards, while further expanding its diversity, inclusion, and belonging initiatives. Lee brings over 25 years of lea
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Net revenue of $665.5 million GAAP gross margin of 36.1%; Non-GAAP gross margin of 42.5% GAAP operating margin of 9.7%; Non-GAAP operating margin of 25.2% GAAP diluted net income per share of $0.89; Non-GAAP diluted net income per share of $1.67 Lumentum Holdings Inc. ("Lumentum" or the "Company") today reported results for its fiscal second quarter ended December 27, 2025. "Lumentum delivered a standout second quarter, with over 65 percent year-over-year revenue growth and non-GAAP operating margin expansion above 1,700 basis points," said President and CEO Michael Hurlston. "Revenue hit the high end of our guidance range, while profitability and EPS expanded well beyond
Lumentum Holdings Inc. ("Lumentum") today announced that it will release its fiscal second quarter 2026 financial results on Tuesday, February 3, 2026, after the market closes. Lumentum will hold an audio webcast the same day at 2:00 p.m. PT/5:00 p.m. ET. A live audio webcast of the call and replay will be available in the Investors section of the Lumentum website at http://investor.lumentum.com. Analysts planning to participate in the interactive Q&A portion of the webcast are encouraged to pre-register: pre-registration link. The earnings press release will be posted at http://investor.lumentum.com under the "News Releases" section. Additional materials supporting the conference call
Net revenue of $533.8 million GAAP gross margin of 34.0%; Non-GAAP gross margin of 39.4% GAAP operating margin of 1.3%; Non-GAAP operating margin of 18.7% GAAP diluted net income per share of $0.05; Non-GAAP diluted net income per share of $1.10 Lumentum Holdings Inc. ("Lumentum" or the "Company") today reported results for its fiscal first quarter ended September 27, 2025. "In our fiscal first quarter, we saw year-over-year revenue growth of 58 percent and operating margin expansion of over 1,500 basis points on a non-GAAP basis. Revenue, operating margin, and earnings per share all came in at the high end of our guidance ranges," said Michael Hurlston, Lumentum President and CEO
Lumentum Holdings Inc. ("Lumentum") today announced that it will release its fiscal first quarter 2026 financial results on Tuesday, November 4, 2025, after the market closes. Lumentum will hold an audio webcast the same day at 2:00 p.m. PT/5:00 p.m. ET. A live audio webcast of the call and replay will be available in the Investors section of the Lumentum website at http://investor.lumentum.com. Lumentum also encourages those who plan to attend the webcast to pre-register: pre-registration link. The earnings press release will be posted at http://investor.lumentum.com under the "News Releases" section. Additional materials supporting the conference call and earnings release will be post
Fiscal Fourth Quarter Highlights: Net revenue of $480.7 million GAAP gross margin of 33.3%; Non-GAAP gross margin of 37.8% GAAP operating loss of 1.7%; Non-GAAP operating margin of 15.0% Fiscal Year 2025 Highlights: Net revenue of $1.65 billion GAAP gross margin of 28.0%; Non-GAAP gross margin of 34.7% GAAP operating loss of 10.9%; Non-GAAP operating margin of 9.7% Lumentum Holdings Inc. ("Lumentum" or the "Company") today reported results for its fourth quarter and full fiscal year ended June 28, 2025. "In our fiscal fourth quarter, we executed exceptionally well in meeting robust demand across our portfolio of cloud products supporting AI data centers," said Mich
Lumentum Holdings Inc. ("Lumentum") today announced that it will release its fiscal fourth quarter and full year 2025 financial results on Tuesday, August 12, 2025, after the market closes. Lumentum will hold a conference call the same day at 2:00 p.m. PT/5:00 p.m. ET. A live webcast of the call and the replay will be available in the Investors section of the Lumentum website at http://investor.lumentum.com. To participate via telephone: Dial-In: (833) 470-1428 or (404) 975-4839 Conference ID: 554196 The Company recommends participants dial in at least 10 minutes before the scheduled start to minimize potential delays in joining the call. Lumentum also encourages those who plan to d
Net revenue of $425.2 million GAAP gross margin of 28.8%; Non-GAAP gross margin of 35.2% GAAP operating loss of 8.9%; Non-GAAP operating margin of 10.8% GAAP diluted net loss per share of $0.64; Non-GAAP diluted net income per share of $0.57 Lumentum Holdings Inc. ("Lumentum" or the "Company") today reported results for its fiscal third quarter ended March 29, 2025. "In my first 90 days as CEO, it's become clear that Lumentum is uniquely positioned to lead as the convergence of optics and electronics accelerates AI data center scaling. Our innovations—from advanced EMLs to ultra-high-power lasers—are driving transformative power efficiencies across cloud, AI, and long-haul network
Lumentum Holdings Inc. ("Lumentum") today announced that it will release its fiscal third quarter 2025 financial results on Tuesday, May 6, 2025, after the market closes. Lumentum will hold a conference call the same day at 2:00 p.m. PT/5:00 p.m. ET. A live webcast of the call and the replay will be available in the Investors section of the Lumentum website at http://investor.lumentum.com. To participate via telephone: Dial-In: (833) 470-1428 or (404) 975-4839 Conference ID: 629794 The Company recommends participants dial in at least 10 minutes before the scheduled start to minimize potential delays in joining the call. Lumentum also encourages those who plan to dial into the conference
Net revenue of $402.2 million GAAP gross margin of 24.8%; Non-GAAP gross margin of 32.3% GAAP operating loss of 12.8%; Non-GAAP operating margin of 7.9% GAAP diluted net loss per share of $0.88; Non-GAAP diluted net income per share of $0.42 Lumentum Holdings Inc. ("Lumentum" or the "Company") today reported results for its fiscal second quarter ended December 28, 2024. "In the second quarter, we exceeded the high end of our guidance ranges for both revenue and earnings per share, driven by strong demand in the cloud end market. This is an exciting time for Lumentum as we position ourselves to capitalize on expanding cloud opportunities and the recovery of the broader network
Michael Hurlston Appointed President and CEO Alan Lowe to Retire as President and CEO Provides Preliminary Fiscal Second Quarter 2025 Results Lumentum Holdings Inc. ("Lumentum" or the "Company"), a market-leading designer and manufacturer of innovative optical and photonic products for cloud/AI, networking, and industrial applications, today announced that Michael Hurlston has been appointed President and Chief Executive Officer and as a Director of the Company, effective February 7. Hurlston succeeds Alan Lowe, who has served as the Company's President and CEO since 2015. Lowe will continue to serve on Lumentum's Board of Directors and as an advisor to the Company. Hurlston is a pr
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SC 13G/A - Lumentum Holdings Inc. (0001633978) (Subject)
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