Lumentum Holdings: Positive Catalysts May Already Be Priced In [Seeking Alpha]
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: Seeking Alpha
LITE's pivot to high-margin AI/cloud optics, with 60% sales exposure, positions it for continued multi-year growth. Management guides for 61% y/y sales growth next quarter, but supply constraints and elevated expectations present risk. I rate LITE a Hold, as the stock is priced to perfection and vulnerable to any earnings disappointment or AI cycle slowdown. Getty Images Introduction Lumentum Holdings Inc.'s ( LITE ) share price has been on a tear this past year, and deservedly so, since its sales have grown massively, and profitability improved substantially, leading to a share price appreciation of over 260%. I wanted to take This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha).
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
- Lumentum Appoints Thad Trent to Board of Directors [Yahoo! Finance]Yahoo! Finance
- Lumentum Appoints Thad Trent to Board of DirectorsBusiness Wire
- S&P 500 Futures Up in Premarket Trading; Lumentum Holdings, Equinox Gold Lead [Barron's]Barrons
- Touchstone Mid Cap Value Fund Q3 2025 Commentary [Seeking Alpha]Seeking Alpha
- Lumentum Holdings Inc. (LITE) Presents at Barclays 23rd Annual Global Technology Conference Transcript [Seeking Alpha]Seeking Alpha
LITE
Earnings
- 11/4/25 - Beat
LITE
Sec Filings
- 12/15/25 - Form 8-K
- 11/24/25 - Form 8-K
- 11/21/25 - Form 4
- LITE's page on the SEC website