Lumentum Holdings Inc. (LITE)

NMS – Цена в реальном времени. Валюта: USD

931.51

+110.92 (13.52%)

При закрытии: Aug 12, 2026, 4:00 PM EDT

928.10

-4.37 (-0.47%)

После закрытия: Aug 12, 2026, 6:01 PM EDT

12.08.2026

Lumentum's AI Opportunity Just Got Bigger

Lumentum Holdings Inc.'s Q4 revenue surged 109% YoY to $1.01 billion, while Q1 guidance implies more than 130% growth. Gross margin reached 50.4% at roughly half the $2 billion quarterly revenue level originally associated with that target. LITE's growth is broadening beyond CPO through 1.6T transceivers, OCS, CW lasers, NPO and pump lasers.

12.08.2026

Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through

Lumentum (NASDAQ:LITE | LITE Price Prediction) shares are surging Wednesday, up 15% to $942 in midday trading after the optical components maker delivered a blowout fiscal Q4 2026 report.

12.08.2026

LITE Q4 Earnings Beat as AI Demand Drives Optical Growth Surge

Lumentum's Q4 earnings and revenues surge as cloud and AI demand drives record transceiver shipments and 1.6T product shipments begin.

12.08.2026

Credo: Lumentum's Earnings Results Were A Warning Shot

Credo Technology Group Holding Ltd is strategically positioned to benefit from next-generation AI infrastructure, with an expanding optical portfolio targeting critical scale-up and scale-out networking bottlenecks. Credo's leverage of SiPho PIC and microLED technologies in its comprehensive roadmap reinforces vertical integration and supports incremental TAM expansion amid the AI-driven optical supercycle. This aligns strategically with rising hyperscaler AI capex commitments, which support sustained networking investment as infrastructure spending broadens beyond core compute.

12.08.2026

Wednesday's Morning Movers: NBIS, LITE, HRB Beat Earnings

It's not just CoreWeave (CRWV) generating buzz in the neocloud space. Diane King Hall discusses earnings from Nebius (NBIS) and its more than 400% year-over-year revenue surge.

12.08.2026

Lumentum's stock surges, giving a further boost to the optical-networking trade

Excitement is building for Coherent's earnings report after upbeat results from Lumentum.

12.08.2026

Lumentum Q4 Earnings Call Focuses on AI Optics, OCS & NPO Ramps

LITE's Q4 call spotlights broadening AI optics demand, faster revenue growth and 1.6T and OCS ramps as newer drivers begin contributing.

Видео

12.08.2026

Positive

Wednesday's Morning Movers: NBIS, LITE, HRB Beat Earnings

11.08.2026

Neutral

EARNINGS PANEL: CRWV, SMCI, LITE

11.08.2026

Positive

Cory Johnson on LITE "Crucial" Role in "Pedal to the Metal" AI Buildout

11.08.2026

Neutral

The Big 3: SMCI, CSCO, LITE

Пресс-релизы

11.08.2026

Lumentum Announces Fourth Quarter and Full Fiscal Year 2026 Results

SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. (“Lumentum” or the “Company”) today reported results for its fiscal fourth quarter and full fiscal year ended June 27, 2026. “Lumentum is positioned at the heart of a secular industry shift. As AI compute workloads increase in both speed and bandwidth, data center architects are turning to optical links as a primary means of connectivity. While our Q4 results demonstrate broad-based traction, key growth drivers such as OCS solutions and.

Lumentum Holdings Inc. (LITE)

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Lumentum Holdings Inc. (LITE)

Lumentum's AI Opportunity Just Got Bigger

Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through

LITE Q4 Earnings Beat as AI Demand Drives Optical Growth Surge

Credo: Lumentum's Earnings Results Were A Warning Shot

Wednesday's Morning Movers: NBIS, LITE, HRB Beat Earnings

Lumentum's stock surges, giving a further boost to the optical-networking trade

Lumentum Q4 Earnings Call Focuses on AI Optics, OCS & NPO Ramps

Видео

Пресс-релизы

Lumentum Announces Fourth Quarter and Full Fiscal Year 2026 Results

Lumentum's AI Opportunity Just Got Bigger

Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through

LITE Q4 Earnings Beat as AI Demand Drives Optical Growth Surge

Credo: Lumentum's Earnings Results Were A Warning Shot

Wednesday's Morning Movers: NBIS, LITE, HRB Beat Earnings

Lumentum's stock surges, giving a further boost to the optical-networking trade

Lumentum Q4 Earnings Call Focuses on AI Optics, OCS & NPO Ramps

Видео

Пресс-релизы

Lumentum Announces Fourth Quarter and Full Fiscal Year 2026 Results

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Lumentum Holdings Inc. (LITE)

Получите доступ ко всем премиум-функциям лучшего инструмента для анализа акций

Finranks

Компания

Контакты

Мы в соцсетях

Lumentum Holdings Inc. (LITE)

Lumentum's AI Opportunity Just Got Bigger

Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through

LITE Q4 Earnings Beat as AI Demand Drives Optical Growth Surge

Credo: Lumentum's Earnings Results Were A Warning Shot

Wednesday's Morning Movers: NBIS, LITE, HRB Beat Earnings

Lumentum's stock surges, giving a further boost to the optical-networking trade

Lumentum Q4 Earnings Call Focuses on AI Optics, OCS & NPO Ramps

Видео

Пресс-релизы

Lumentum Announces Fourth Quarter and Full Fiscal Year 2026 Results

Lumentum's AI Opportunity Just Got Bigger

Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through

LITE Q4 Earnings Beat as AI Demand Drives Optical Growth Surge

Credo: Lumentum's Earnings Results Were A Warning Shot

Wednesday's Morning Movers: NBIS, LITE, HRB Beat Earnings

Lumentum's stock surges, giving a further boost to the optical-networking trade

Lumentum Q4 Earnings Call Focuses on AI Optics, OCS & NPO Ramps

Видео

Пресс-релизы

Lumentum Announces Fourth Quarter and Full Fiscal Year 2026 Results