Lumentum

Lumentum is a company that designs, manufactures, and supplies optical and photonic components for various industries, including telecommunications, data centers, and industrial applications.

Why it’s in the news: It is in the news now due to its stock surging and sales more than doubling, driven by significant demand from the artificial intelligence sector.

Latest on Lumentum

• Nvidia-backed Lumentum sold out of AI server parts till 2029
• Why optical stocks Lumentum and Coherent were the day’s biggest S&P 500 gainers
• Lumentum’s stock surges, giving a further boost to the optical-networking trade
• Lumentum sees sales more than double as AI demand swells
• As Lumentum gears up for earnings, here’s a sign the optical trade is clawing back
• Lumentum’s stock just got a lot more interesting — and Barclays has turned bullish
• Both companies manufacture connectivity and optical components essential for AI infrastructure buildout.
• A Barclays analyst now recommends Lumentum's stock after a period of substantial underperformance relative to the broader chip sector.
• 13F: Family Legacy Financial Solutions Llc holds Lumentum ($810,031)
• 13F: Optimize Financial holds Lumentum ($4M)

Connections

13 entities linked to Lumentum across the news graph.