Lumentum Holdings.
Telecommunications equipment company
- Reports this week
- 0
- Active events
- 1
- Connections
- 41
What's happening
Earlier this month
One to three months ago
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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 supported6 reports
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CoreWeave's demand is boosting infrastructure companies like Lumentum Holdings.Some support56 reports
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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
Gone quiet
No new reports in 90+ days-
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-
CoreWeave OperationalCoreWeave is leveraging GPU compute power for AI infrastructure, serving customers like Jane Street.Moves Lumentum Holdings
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Qualcomm OperationalTalks regarding potential acquisition of AI-chip startup Tenstorrent involving Qualcomm.Moves Lumentum Holdings
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Coherent OperationalAn administration signals a reversal on AI regulation, coinciding with a partnership on AI infrastructure upgrades and a factory groundbreaking near Dallas.Moves Lumentum Holdings
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Corning OperationalAirspan successfully integrated acquired businesses including Jabil, Corning, and absorbed market share from Cambium.Moves Lumentum Holdings
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Broadcom OperationalBrown Brothers Harriman & Co. increased its holdings in Broadcom stock, requiring a filing with the SEC.Moves Lumentum Holdings
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Ciena OperationalCtrlS is expanding its operations in India and has begun deploying network platforms supplied by Ciena.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.-
Nvidia Transactional
Nvidia invested $4 billion in Lumentum Holdings through a strategic agreement as a key optical supplier.
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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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Coherent Operational
The companies are direct competitors in the fiber optic components market and exhibit mutual influence on investor confidence.
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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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Corning Operational
Lumentum Holdings supplies multimode fiber connectivity to Corning while both companies compete in the AI-connectivity buildout.
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GoPro Operational
Lumentum and GoPro are identified as optical peers competing in the optical-photonics market.
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Broadcom Operational
Lumentum and Broadcom are active competitors in the fiber optic components market and share benefits from the AI infrastructure boom.
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Ciena Operational
The two companies are identified as competitors operating within the rebounding optics sector.
Show all 25 connections
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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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Micron Technology Mentioned together
Both Lumentum Holdings and Micron Technology are identified as beneficiaries of the AI demand market.
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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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Applied Optoelectronics Mentioned together
Lumentum Holdings and Applied Optoelectronics are listed as tokenized stock pairs on the MEXC exchange.
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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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Sean O'Loughlin Mentioned together
Sean O'Loughlin provides expert commentary related to Lumentum Holdings' industry.
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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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Marvell Technology Shared context
Both companies operate within the high-speed networking infrastructure market.
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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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SanDisk Mentioned together
Both entities are co-mentioned in the same article as small-cap companies.
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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 beganSeptember 2026
2 eventsAugust 2026
3 eventsJuly 2026
2 eventsShow 1 earlier month
June 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.