LITE

Technology

Lumentum Holdings

Revenue TTMXBRL

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Net IncomeXBRL

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EPS (Diluted)XBRL

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AI-extracted key facts from press releases and SEC filings. Significance 1–10.

EarningsBullishPer-CompanyMay 6, 2026

Lumentum Q3 Revenue $808.4M +90% YoY, Non-GAAP EPS $2.37 Beats Estimates

PartnershipBullishPer-CompanyMar 18, 2026

Lumentum enters $2B strategic partnership with NVIDIA, shares surge 12% on S&P 500 inclusion

▸Lumentum shares +12% to $729 following strategic partnership announcement
▸$2B strategic partnership with NVIDIA for laser components and optical technology
▸Confirmed S&P 500 index inclusion effective March 23
▸Partnership focuses on scaling optical infrastructure for AI data centers
▸Market reaction driven by dual catalysts of index inclusion and AI-linked growth

OtherBullishPer-CompanyMar 13, 2026

Lumentum Price Targets Raised by Barclays, Rosenblatt, and Morgan Stanley Following NVIDIA Deal

▸Rosenblatt raised LITE price target to $900 from $580
▸Barclays raised LITE price target to $750 from $475
▸Morgan Stanley raised LITE price target to $520 from $420
▸NVIDIA to invest $2 billion in Lumentum to secure optical capacity
▸Q2 fiscal 2026 revenue reported at $665 million with $143 million non-GAAP net income

PartnershipBullishPer-CompanyMar 13, 2026

Lumentum secures $2B investment and multiyear optics supply agreement from NVIDIA

▸NVIDIA commits $2B via Series A convertible preferred stock for R&D and new U.S. fab
▸Multiyear agreement establishes Lumentum as key optics supplier for NVIDIA AI infrastructure
▸Lumentum projected to reach $3.1B revenue and $389.1M earnings by 2028
▸Company scheduled for S&P 500 index inclusion on March 23, 2026
▸Partnership increases growth potential while heightening hyperscale customer concentration risk

GuidanceBullishPer-CompanyMar 13, 2026

Lumentum CEO reports sold-out capacity through 2027, Q3 revenue guidance up 85% YoY