Lumentum Holdings
LITE · NASDAQ · Technology
$937.00
$8.62 (-0.92%) today
Market Cap
$84.05B
24h Volume
$3.1B
P/E Ratio
-24.2
52w High
$1,053.09
52w Low
$149.61
Est. AI Revenue
30%
7-Day Sparkline (Static)
Company facts
Performance
About Lumentum Holdings
Lumentum Holdings makes optical and photonic products: the lasers and light-based components that move data. It makes money selling optical modules and lasers to cloud providers, networking equipment makers, and device manufacturers.
Its AI-driven line is data center optics: 800G optical modules and AI data center transceivers that link GPUs and switches inside AI clusters, coherent networking products for longer connections, and 3D sensing components for devices.
Founded in 2015 and headquartered in San Jose, California, Lumentum trades on the NASDAQ and employs about 10,600 people.
Lumentum Holdings in the AI buildout
Lumentum sits in the Networking & Optics layer of the AI buildout. AI clusters move staggering amounts of data between chips, and its lasers and 800G transceivers are part of the optical plumbing that carries it, sold primarily to hyperscalers and cloud builders. Datacom optics for AI clusters is now the dominant growth engine of the company, offsetting weaker telecom and consumer 3D sensing demand, which is why its exposure to the buildout runs high.
LITE is tracked in Networking & Optics, rated Core on the AI Exposure leaderboard.
By the numbers
52-week range
LITE trades at $937.00, 87% of the way up its 52-week range of $149.61 to $1,053.09.
Market cap
Market capitalization is $84.05B, with an AI Exposure Score of 75 out of 100.
Next earnings
Lumentum Holdings is next expected to report earnings on November 5, 2026.
Market data as of the close on . Prices are end of day, not live.
Frequently asked questions
What does Lumentum Holdings do?
Lumentum makes lasers and optical components that move data with light. It sells optical modules and transceivers to cloud providers and equipment makers, with AI data centers now its key market.
How is Lumentum exposed to AI?
Heavily. Its 800G modules and transceivers connect the chips inside AI clusters, and datacom optics for AI is its dominant growth engine. Supercycle rates it an AI Exposure Score of 75 out of 100.
What are Lumentum's main AI products?
AI data center transceivers, 800G optical modules for linking GPUs and switches, coherent AI networking products for longer spans, and 3D sensing components for devices.
Is LITE a pure play AI stock?
Not entirely, but close in direction. AI data center optics now drive its growth, while telecom and consumer 3D sensing remain in the mix. Its AI Exposure Score is 75 out of 100.
Where is Lumentum based and who leads it?
Lumentum is headquartered in San Jose, California, and is led by CEO Michael E. Hurlston. The company was founded in 2015 and employs about 10,600 people.
Profile written 2026-08, updated as the business changes. Editorial content, not investment advice.
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