After slumping a few years ago, the provider of optical components has turned itself around and is now one of the fastest-growing tech companies.
Two hot tech stocks backed by Nvidia just got a fresh vote of confidence on Wall Street.
LITE's push into OCS and CPO positions it to ride booming AI-driven optical demand as hyperscale data centers accelerate the shift from copper.
Lumentum (LITE) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Why Lumentum Holdings Stock Zoomed 6% Higher Today

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There's every reason they should be, as the company is a specialist in artificial intelligence (AI) hardware. And the AI boom shows no sign of moderating anytime soon.

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Why Lumentum Is A Buy Despite The Run-Up

01:42pm, Wednesday, 18'th Mar 2026
Lumentum (LITE) surged after unveiling advanced AI data center networking solutions at OFC 2026, including a 1.6T DR4 OSFP transceiver and high-power lasers. LITE raised its long-term outlook, targeti
The company is targeting a massive $2 billion quarterly revenue run rate within two years, driven by increasing demand for optical solutions for advanced AI workloads.
Lumentum stock climbed following the company's investor briefing at the Optical Fiber Conference as well as news from Nvidia's GTC.
Lumentum (NASDAQ:LITE) stock is surging 12% in early trading Wednesday, with shares climbing to $729 and change.
Lumentum Holdings Inc. (LITE) Discusses Illuminating the Networks of Tomorrow and Industry Trends Transcript
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A T. Rowe Price analyst recently said something worth paying close attention to if you're watching the AI infrastructure buildout. His focus wasn't on NVIDIA itself, but on what breaks first as the bu
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. (“Lumentum”), a global leader in photonic solutions, today announced its showcase of technology and product demonstrations designed to mee
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. (“Lumentum”), a global leader in photonic solutions, today announced a breakthrough optical interconnect solution designed to support next
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