Assessing Lumentum Holdings (LITE) Valuation After Nvidia's US$2b AI Data Center Optics Partnership [Yahoo! Finance]
Lumentum Holdings Inc. (LITE)
Last lumentum holdings inc. earnings: 2/4 07:30 am
Check Earnings Report
US:NASDAQ Investor Relations:
investor.lumentum.com/investors/default.aspx
Company Research
Source: Yahoo! Finance
Nvidia's new multiyear partnership with Lumentum Holdings (LITE), including a reported US$2b investment in manufacturing and R&D for AI data center optics, has pushed the stock firmly into focus for many investors. See our latest analysis for Lumentum Holdings. The Nvidia partnership headlines sit on top of an already very strong run, with a 30 day share price return of 13.44% and year to date share price return of 128.34%. The 1 year total shareholder return is extremely high, pointing to powerful momentum that shorter term swings around ETF launches and AI news have not derailed. If you are looking for other ways to position around AI infrastructure demand, it could be worth scanning a curated list of 38 AI infrastructure stocks With Nvidia committing US$2b, annual revenue of US$2,105.2m and an intrinsic value model implying a 62% discount, the real question now is whether Lumentum is still mispriced or if the market is already counting on years of growth. Most Popular Na
Show less
Read more
Impact Snapshot
Event Time:
LITE
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
LITE alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
LITE alerts
High impacting Lumentum Holdings Inc. news events
Weekly update
A roundup of the hottest topics
LITE
News
- Should iShares S&P Mid-Cap 400 Growth ETF (IJK) Be on Your Investing Radar? [Yahoo! Finance]Yahoo! Finance
- Is Tower Semiconductor Ltd. (TSEM) A Good Stock To Buy Now? [Yahoo! Finance]Yahoo! Finance
- The Optical AI Boom's Biggest Winners: 3 Under-the-Radar Stocks Fueling the Revolution [Yahoo! Finance]Yahoo! Finance
- SCHA vs. ISCB Comes Down to Sector Tilt and Your Drawdown Tolerance [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- SCHA vs. ISCB Comes Down to Sector Tilt and Your Drawdown Tolerance [Yahoo! Finance]Yahoo! Finance
LITE
Earnings
- 2/3/26 - Beat
LITE
Sec Filings
- 4/24/26 - Form SCHEDULE
- 4/8/26 - Form 8-K
- 3/27/26 - Form SCHEDULE
- LITE's page on the SEC website