Lumentum News - October 2026
Lumentum Is Sold Out Through 2029 on AI Laser Demand — But Can It Build Fast Enough to Justify a $100 Billion Valuation?
Shares of Lumentum Holdings surged +6.9% to $1,120.48 on October 9 after CEO Michael Hurlston told Bloomberg Television in Tokyo that the company's optical...
🟢 Lumentum is trading 6.86% up today after optical capacity sold out through early 2029
Lumentum is trading at $1,120.48, up 6.86%, as AI data-center demand exceeds optical-component supply. - CEO Michael Hurlston said capacity is sold out...
🟢 Lumentum is trading 4.04% up in pre-market as AI demand keeps optical capacity sold out
Lumentum is trading at $1,091.00, up 4.04%, as AI data-center demand outpaces optical-component supply. - CEO Michael Hurlston said optical-component capacity...
Bernstein Bets Lumentum Is a Must-Own AI Pick — But Can a Stock Up 160% This Year Still Deliver?
Shares of Lumentum Holdings surged as much as 10.3% to $1,071 on October 1, blowing past a flat-to-lower broad market, after Sanford C. Bernstein initiated...
🟢 Lumentum Surges 10.3% on Strong Q4 Earnings, Upbeat AI Outlook, and Bernstein's Outperform Initiation
Lumentum is trading 10.3% higher at $1071.00, driven by better-than-expected fourth-quarter results and an optimistic outlook on AI infrastructure demand. -...