Lumentum Holdings Inc

LITE

Equity

ISIN null / Valor 28285011

NASDAQ (2026-10-01)

USD 1,045.78+7.67%

Lumentum Holdings Inc
UMushroom community rating:

4.55 3 votes No rating yet

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About company

Lumentum Holdings Inc. is a key player in the photonics industry, specializing in the development and manufacturing of a wide range of photonic products. These products play a crucial role in enhancing the performance and efficiency of global communications networks, catering to the increasing demand for high-bandwidth applications such as streaming video, gaming, and machine vision. The company's portfolio also extends to the production of high-performance industrial lasers, including kilowatt-class fiber lasers and ultrafast solid-state lasers, which are integral in the precision manufacturing of various products like automobiles, solar cells, displays, and semiconductor chips. Furthermore, Lumentum is recognized for its pioneering efforts and leadership in the field of advanced diode lasers, which are essential for 3D sensing applications across mobile devices, autonomous driving technologies, in-cabin driver monitoring systems, advanced imaging, and other innovative applications. Through its comprehensive range of products, Lumentum is at the forefront of addressing the complex needs of data transmission and processing within the rapidly evolving technological landscape.

Summarized from source with an LLMView SourceSector: Telecommunications

Pe DB

Switzerland, 01 Oct 2026

Lumentum benefits from surging AI data center demand, with revenue doubling and strong margins. Its optical switch and co-packaged optics technology is critical to AI networks. However, the valuation is extreme after a huge rally, and ESG data is limited, which keeps the overall assessment moderate.