Lumentum Holdings Inc.
Organization
Lumentum Holdings Inc. is an American manufacturer of optical and photonic products. Created in 2015 as a spinoff from JDSU, the company provides optical components and subsystems for telecommunications, enterprise, and data center networks, as well as industrial lasers and 3D sensing technologies.
What experts have said about Lumentum Holdings Inc.
7 statements · 7 positive
Analysts are positive on Lumentum after its fourth-quarter results.
“Analysts are positive on the maker of optimal optical equipment after it reported fourth quarter results.”
Open the episode · Closing Bell: CoreWeave Surges, Home Depot Lags, US Antimony DeclinesListen at 2:29
Lumentum’s fourth-quarter results exceeded expectations.
“The the fourth quarter results beat expectations.”
Open the episode · CoreWeave Soars, Super Micro Computer Jumps, Lumentum Rises After Strong Earnings ResultsListen at 2:46
Lumentum’s outlook exceeded consensus expectations.
“Outlook was also above consensus.”
Open the episode · CoreWeave Soars, Super Micro Computer Jumps, Lumentum Rises After Strong Earnings ResultsListen at 2:49
Lumentum beat key quarterly metrics and guided revenue above analyst expectations.
“So it looks like for the most recent quarter it did beat on most of the key metrics and at least right now on the revenue guidance. So going forward it also does appear to be coming in above what the street was looking for.”
Open the episode · Closing Bell: Riot Platforms Rises, eToro Falls, Super Micro Delivers EarningsListen at 4:31
Barclays set Lumentum’s price target at $1,000.
“the price target is actually $1,000”
Open the episode · Lumentum Gains, Apple Falls, AMC Entertainment SoarsListen at 1:43
Barclays’ Lumentum price target implies nearly 40% upside from Friday’s close.
“that would imply close to a 40% increase from where the stock closed on Friday”
Open the episode · Lumentum Gains, Apple Falls, AMC Entertainment SoarsListen at 1:45
Lumentum will benefit from Meta’s expanded computing-power investment.
“Lumentum is part of this when you're thinking about the networking type of stocks that will benefit from a sector catalyst like this.”
Open the episode · Lumentum Surges, PepsiCo Falls, Meta SoarsListen at 2:04
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
9 episodes featuring Lumentum Holdings Inc.
All-In with Chamath, Jason, Sacks & Friedberg
Jensen Huang argues AI progress needs guardrails, not a halt
The conversation frames AI leadership as a contest over deployment, infrastructure, and participation as much as model invention.
Sep 14, 2026 · 47 min
Stock Movers
AI infrastructure spending fuels massive stock gains for hardware makers
Investors are looking past software promises to see which physical hardware and optical infrastructure companies are capturing real revenue from the AI buildout.
Aug 12, 2026 · 6 min
Stock Movers
AI demand lifts chip, cloud and restaurant stocks
The market reaction shows how AI infrastructure spending and resilient consumer demand are shaping the day’s biggest stock moves.
Aug 12, 2026 · 8 min
Stock Movers
AI infrastructure deals reshape the stock movers board
The episode connects market gains, earnings surprises, and AI infrastructure spending to the companies investors were watching after the close.
Aug 11, 2026 · 9 min
Sourcery
Data centers replace copper with optics to solve AI power bottlenecks
The physical limits of copper wiring threaten to stall AI scaling, making the transition to optical connectivity a critical bottleneck for the next generation of data centers.
Jul 29, 2026 · 24 min
Stock Movers
AI momentum lifts Lumentum while antitrust concerns pause major media merger
This episode captures how regulatory intervention and sector-specific crises are disrupting major corporate consolidations and consumer stocks even as tech momentum continues.
Jul 20, 2026 · 7 min
Stock Movers
Lumentum surges on Barclays upgrade while Apple slips in Nvidia battle
Understanding these market movements reveals how artificial intelligence infrastructure and consumer entertainment trends are actively reshaping corporate valuations.
Jul 20, 2026 · 8 min
Stock Movers
AI infrastructure lifts Meta as consumer pressure hits PepsiCo
The episode connects a technology-driven market rally with weakening consumer demand and rising input costs across defensive stocks.
Jul 9, 2026 · 8 min
Stock Movers
AI investment lifts Micron as consumer spending pressures retailers
The episode captures a market split between AI-driven expansion and companies exposed to inflation-weary consumers.
Jul 9, 2026 · 8 min