Lumentum Holdings.
Telecommunications equipment company
- Reports this week
- 6
- Active events
- 1
- Connections
- 41
What's happening
Active this week
Earlier this month
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Optical networking stocks, including AXT, Lumentum, and Ciena, fell sharply amid concerns over the silicon photonics market.Some support1 report
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Lumentum Holdings and Marvell Technology are facing valuation jitters amid shifting investor attention between tech and healthcare sectors.Some support1 report
One to three months ago
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AXT and Lumentum are recognized as beneficiaries of semiconductor trends, achieving S&P 600 inclusion and operating in the co-packaged optics sector.Some support1 report
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High-speed networking infrastructure needed due to the AI boom, involving Lumentum Holdings, Marvell Technology, AMD, and Dell Technologies.Some support3 reports
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Vincent Retort, an EVP at Lumentum Holdings, sold company stock, with the transaction disclosed via SEC filing.Some support1 report
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Lumentum, Coherent, and Broadcom are reported to dominate the fiber optic components market.Some support1 report3 developments inside
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The optical sector is experiencing a rally driven by strong demand from AI infrastructure.Well supported9 reports
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CoreWeave's demand is boosting infrastructure companies like Lumentum Holdings.Some support56 reports
Gone quiet
No new reports in 90+ days-
Barclays upgraded Lumentum Holdings to an overweight rating from equal weight on July 20, 2026.Some support4 reports
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Lumentum Holdings, SanDisk, Molina Healthcare, and Viasat are noted as small-cap companies.Some support1 report
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Lumentum Holdings is included in the portfolio of the iShares Morningstar Small-Cap ETF.Some support2 reports
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Lumentum Holdings' stock performance reflected the average returns of the American market on June 24, 2025.Speculative1 report
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Lumentum Holdings and Cellebrite were identified as high growth tech stocks benefiting from favorable US market conditions.Speculative1 report
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DeepSeek, Lumentum Holdings, and Jabil are discussed in the context of AI infrastructure stocks, with market confidence boosted by the FED's indication of rate cuts.Some support2 reports
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A report released on August 4, 2025, identified leading firms in the Silicon Photonics market, involving Lumentum, Cisco, and Intel.Some support1 report
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TipRanks database identified Lumentum Holdings as a growth stock.Some support1 report
No events began in the chosen period. Widen it, or reset.
Around Lumentum Holdings this week
News at the entities that move Lumentum Holdings most-
Marvell Technology StructuralTD Cowen and Susquehanna raised ratings and price targets for Marvell Technology.Moves Lumentum Holdings
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Nvidia TransactionalKrispy Kreme stock outperformed Nvidia year-to-date as of November 7, 2026.Moves Lumentum Holdings
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CoreWeave OperationalCoreWeave stock slumped on Nasdaq, AI concerns pressured Nvidia stocks, and Japan issued a quake alert.Moves Lumentum Holdings
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Qualcomm OperationalPricing pressure from memory shortages is causing revenue and pricing issues for both Micron Technology and Qualcomm.Moves Lumentum Holdings
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Broadcom OperationalStock market saw a plunge and AI exposure trimming following tariff announcements and midterm election results.Moves Lumentum Holdings
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Micron Technology OperationalHyperscalers are driving high capital expenditure demand, alongside discussions regarding potential tighter AI regulations.Moves Lumentum Holdings
Connections
The 25 strongest of 41, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Marvell Technology Structural
Marvell Technology acquired Lumentum Holdings, integrating it as a subsidiary to combine complementary technologies.
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Nvidia Transactional
Nvidia has made strategic investments and acquired stakes in Lumentum Holdings.
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CoreWeave Operational
CoreWeave's operational demands for AI data center infrastructure are the primary driver of Lumentum Holdings' business growth.
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Qualcomm Operational
The companies are actively partnered, jointly demonstrating advanced AI die-to-die optical interconnect technology.
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Coherent Operational
The companies are direct competitors in the fiber optic components market and exhibit mutual influence on investor confidence.
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Broadcom Operational
Lumentum and Broadcom are active competitors in the fiber optic components market and both benefit from the AI infrastructure boom.
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Micron Technology Operational
Both companies are actively competing as AI suppliers benefiting from data center demand.
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Corning Operational
Lumentum Holdings supplies multimode fiber connectivity to Corning while both companies compete in the AI-connectivity buildout.
Show all 25 connections
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Applied Optoelectronics Operational
The companies actively compete for market share as optical suppliers in the AI data center sector.
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GoPro Operational
Lumentum and GoPro are identified as optical peers competing in the optical-photonics market.
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Ciena Operational
Lumentum Holdings and Ciena are competitors operating within the optical networking sector.
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Goldman Sachs Mentioned together
Goldman Sachs is cited as a market analyst whose predictions regarding optical networking trends are relevant to Lumentum's operating sector.
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AXT Mentioned together
Both companies are mentioned as operating within the co-packaged optics sector.
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OCS Transactional
Lumentum benefits commercially from OCS's pricing structure.
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Nokia Mentioned together
Both Lumentum Holdings and Nokia are mentioned in the context of the optical sector rally driven by AI demand.
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San Jose Shared context
Lumentum Holdings is based in San Jose, California.
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Barclays Mentioned together
Barclays provided bullish analyst coverage and upgraded Lumentum Holdings stock rating.
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Celestica Shared context
Both companies operate within the optical sector, benefiting from the market rally driven by AI demand.
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SanDisk Mentioned together
Both entities are co-mentioned in the same article as small-cap companies.
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Allegro MicroSystems Operational
The entities are active competitors whose market performance is frequently contrasted in financial reporting.
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TD Cowen Mentioned together
TD Cowen provides financial analysis and price targets for Lumentum Holdings.
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FED Shared context
Lumentum Holdings operates within the economic environment influenced by FED policy statements.
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Málaga Shared context
Lumentum Holdings conducts demonstrations and unveils plans while located in Málaga.
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Sean O'Loughlin Mentioned together
Sean O'Loughlin provides expert commentary related to Lumentum Holdings' industry.
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Google Mentioned together
The relationship between Lumentum Holdings and Google is not described in the provided evidence.
History
Events by the month they beganOctober 2026
3 events- Marvell Technology is reportedly close to acquiring Lumentum Holdings.
- Optical networking stocks, including AXT, Lumentum, and Ciena, fell sharply amid concerns over the silicon photonics market.
- Lumentum Holdings and Marvell Technology are facing valuation jitters amid shifting investor attention between tech and healthcare sectors.
September 2026
2 eventsAugust 2026
3 eventsShow 2 earlier months
July 2026
2 eventsJune 2026
7 events- Lumentum, Coherent, and Broadcom are reported to dominate the fiber optic components market.
- Lumentum Holdings is included in the portfolio of the iShares Morningstar Small-Cap ETF.
- Lumentum Holdings' stock performance reflected the average returns of the American market on June 24, 2025.
- Lumentum Holdings and Cellebrite were identified as high growth tech stocks benefiting from favorable US market conditions.
- DeepSeek, Lumentum Holdings, and Jabil are discussed in the context of AI infrastructure stocks, with market confidence boosted by the FED's indication of rate cuts.
- A report released on August 4, 2025, identified leading firms in the Silicon Photonics market, involving Lumentum, Cisco, and Intel.
- TipRanks database identified Lumentum Holdings as a growth stock.