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Lumentum

Positive
Neutral
Negative
Sentiment 3-Months
Positive 74.3%
Neutral 19.4%
Negative 6.3%

Neutral
Seeking Alpha
7 hours ago
Parnassus Growth Equity Fund Q2 2026 Portfolio Activity
Twist Bioscience provides exposure to two powerful long-term trends in Health Care, AI-supported drug discovery and next-generation sequencing. Lumentum offers exposure to a key bottleneck in AI infrastructure, optical networking, as rising data demand drives a shift away from copper-based systems. Insmed's thesis had largely played out following positive TPIP data and upward revisions to Brinsupri sales.
Parnassus Growth Equity Fund Q2 2026 Portfolio Activity
Positive
Seeking Alpha
19 hours ago
Steven Cress' Top 2 Stocks H2 2026
Market volatility in H1 2026, driven by inflation, geopolitical risk, and AI CapEx, has created compelling buy-the-dip opportunities for fundamentally strong stocks. The Quant system's Top 10 Strong Buy stocks outperformed, delivering 70% YTD versus S&P 500's 8.3%, with robust historical returns and sector diversification.
Steven Cress' Top 2 Stocks H2 2026
Positive
Zacks Investment Research
22 hours ago
Lumentum (LITE) Upgraded to Buy: What Does It Mean for the Stock?
Lumentum (LITE) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Lumentum (LITE) Upgraded to Buy: What Does It Mean for the Stock?
Positive
Zacks Investment Research
23 hours ago
LITE vs. APLD: Which AI Infrastructure Stock Offers Better Growth?
Lumentum's stronger execution, AI-driven growth and lower valuation give it the edge over Applied Digital for long-term upside and stability.
LITE vs. APLD: Which AI Infrastructure Stock Offers Better Growth?
Negative
24/7 Wall Street
1 day ago
Applied Optoelectronics Falls 12%, Coherent and Lumentum Slide as AI Optics Trade Cools
Shares of Applied Optoelectronics (NASDAQ:AAOI) are sliding Wednesday afternoon, down 12% to $110 and change, as investors pull back from the highest-beta corners of the AI optics trade.
Applied Optoelectronics Falls 12%, Coherent and Lumentum Slide as AI Optics Trade Cools
Neutral
Seeking Alpha
2 days ago
The Ithaka Group Q2 2026 Portfolio Review
AMD stock price exploded higher in the quarter as the evolution of the LLM market has led us to agentic AI workloads. CrowdStrike's strong performance in the quarter was due to a narrative shift in the AI trade. Intuitive Surgical stock's second quarter underperformance was due to multiple contraction, which dinged the stock for 21%, slightly offset by strong forward earnings growth.
The Ithaka Group Q2 2026 Portfolio Review
Positive
24/7 Wall Street
3 days ago
Applied Optoelectronics Rallies 6%, Lumentum Climbs 5% as Texas Expansion Fuels AI Optics Trade
Shares of Applied Optoelectronics (NASDAQ:AAOI) jumped 6% to $119.10 in early trading Tuesday, rebounding from a rough Monday session on fresh news of a major Texas manufacturing expansion.
Applied Optoelectronics Rallies 6%, Lumentum Climbs 5% as Texas Expansion Fuels AI Optics Trade
Neutral
24/7 Wall Street
4 days ago
These Nvidia-Backed Darlings are Great Dip-Buys, Say Pros
Nvidia (NASDAQ:NVDA | NVDA Price Prediction), along with the broader semi scene, is bouncing back again.
These Nvidia-Backed Darlings are Great Dip-Buys, Say Pros
Positive
Seeking Alpha
4 days ago
The AI Optical Selloff Is A Gift - 3 Stocks I'm Buying
AI optical market TAM is projected to grow at 35-40% CAGR over the next two years, driven by rapid adoption in AI data centers. Lumentum, Applied Optoelectronics, and Marvell Technologies are well-positioned AI optical stocks with attractive valuations and robust growth prospects. Lumentum and Applied Optoelectronics offer compelling forward revenue multiples (6x and 9x, respectively), with accelerating revenues and margin expansion supporting bullish outlooks.
The AI Optical Selloff Is A Gift - 3 Stocks I'm Buying
Positive
24/7 Wall Street
6 days ago
Goldman Sachs Says Optical Networking Is AI's Next Trillion-Dollar Opportunity. Lumentum May Be the Biggest Winner
Artificial intelligence spending is entering a new phase.
Goldman Sachs Says Optical Networking Is AI's Next Trillion-Dollar Opportunity. Lumentum May Be the Biggest Winner