Lumentum Holdings, Inc. Aktie News

For the quarter ended December 31, 2025, the fund returned 1.59% (Class I shares at NAV) versus the ICE BofA VXA0 - Convertible Index return of 1.97%. Lumentum's stock and convertible advanced significantly during the quarter following its strong earnings release, which highlighted a 58% surge in revenue year-over-year. During the quarter, MicroStrategy's stock and convertibles declined as inve...

The global AI market is projected to reach over $3 trillion by 2033, driven by growing investments from big tech, broader adoption, and booming data center requirements. Companies that provide AI software, hardware, and services are poised to exploit the megatrend and deliver significant profitable growth. AI stocks have outperformed over the past year, led by chipmakers, hyperscaler suppliers,...

Lumentum is a growth-focused AI infrastructure play, projecting up to 40% y/y revenue growth in fiscal 2026. Despite rapid profit margin expansion, LITE's free cash flow remains weak and close to breakeven, raising sustainability concerns. Customer concentration—40% of revenues from two clients—and a $2B net debt position introduce notable risk factors.

Networking components specialist Lumentum is clocking terrific growth in its revenue and earnings. The stock can be bought at a relatively attractive valuation right now.

SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. (“Lumentum”), a market-leading designer and manufacturer of optical and photonic products, announced today its participation in SPIE Photonics West 2026, where it will showcase high-power ultrafast, UV, and 3D sensing laser solutions designed to meet the growing precision, throughput, and reliability demands of advanced manufacturing and...

Despite major gains by a small number of mega-cap tech firms last year, the market rewarded investors willing to take a chance on some slightly less well-known stocks in 2025. Among the best performers of the year were photonics company Lumentum Holdings Inc. NASDAQ: LITE, which more than quadrupled in value, and aerospace broadband firm AST SpaceMobile NASDAQ: ASTS, the latter of which climbed...

Below, we review the top 10 tech stocks of 2025, selected based on their price action, fundamentals, and presence within leading tech themes. Sandisk has claimed the crown as the S&P 500's top performer, delivering a stunning 559.4% return that outpaced the broader market by a wide margin. 2025 shifted the AI narrative. The focus rotated toward the "physical" layers of the stack, revealing that...

Lumentum's stock has quadrupled over the past year, but the optical component company plays into key AI themes that could fuel further gains.