Lumentum Holdings.
Telecommunications equipment company
- Reports this week
- 2
- Active events
- 2
- Connections
- 41
What's happening
Active this week
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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
Earlier this month
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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 support2 reports
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 supported9 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
Gone quiet
No new reports in 90+ days-
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-
CoreWeave OperationalCoreWeave is an extremely important customer of Nvidia, and Elon Musk is associated with Tesla.Moves Lumentum Holdings
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Qualcomm OperationalA Delaware jury awarded damages to Qualcomm after Arm Holdings breached an architectural license agreement.Moves Lumentum Holdings
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Coherent OperationalNvidia announced multiple investments on July 5, 2026, including $2 billion in Coherent, and investments in Nokia and Lumentum Holdings.Moves Lumentum Holdings
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Micron Technology OperationalMicron Technology is building a new facility in Taichung, Taiwan, to invest heavily in the semiconductor ecosystem.Moves Lumentum Holdings
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Corning OperationalCorning is expanding its manufacturing facility in Wilmington.Moves Lumentum Holdings
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Ciena OperationalCitigroup raised price targets and ratings, and a filing was required under Rule 10b5-1, while MarketBeat aggregated consensus data.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.-
CoreWeave Operational
CoreWeave's operational demands for AI data center infrastructure are the primary driver of Lumentum Holdings' business growth.
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Nvidia Transactional
Nvidia invested $4 billion in Lumentum Holdings through a strategic agreement as a key optical supplier.
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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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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.
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Ciena Operational
Lumentum Holdings and Ciena are competitors operating within the optical networking sector.
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GoPro Operational
Lumentum and GoPro are identified as optical peers competing in the optical-photonics market.
Show all 25 connections
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Marvell Technology Operational
Both Lumentum Holdings and Marvell Technology actively compete within the high-speed networking infrastructure 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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Applied Optoelectronics Mentioned together
Both companies are co-mentioned as optical suppliers and components providers for AI data centers.
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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
2 eventsSeptember 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.