Lumentum Holdings Inc. - Common Stock (LITE)

GPUs are a great business. Optical lasers may be a better one.

As AI data centers shift from copper to optical connections, Lumentum and Coherent post strong earnings growth, with analysts maintaining Moderate Buy ratings on both stocks.

Wupen Yuen executed this sale under a Rule 10b5-1 plan adopted in May, signaling routine portfolio management rather than concern about company fundamentals.

Lumentum Holdings Inc (NASDAQ: LITE) stock gains Tuesday following a major optical fiber supply deal between Corning and Verizon Communications.

Ciena beat Q3 earnings estimates with record margins, yet shares fell on margin concerns, prompting a look at rivals Lumentum and Coherent for AI optical networking exposure.

Stocks pulled back after a strong jobs report stoked rate-hike concerns. MarketBeat writers recap earnings-season themes, covering AI, cybersecurity, retail, energy, and dividend stocks.

Lumentum Holdings (NASDAQ:LITE) has outperformed the market over the past 10 years by 23.2% on an annualized basis producing an average annual return of 36.64%. Currently, Lumentum Holdings has a market capitalization

Sandisk, Micron, and Lumentum have been huge winners over the past year.

Apple jumped 3% on its first day under a new CEO, and the market fell anyway. When a rising trillion-dollar stock can't lift the indexes, look at the bond market.

Lumentum shares have surged about 140% in 2025 on AI optical demand, backed by strong earnings growth and a Moderate Buy rating with roughly 22% analyst upside.