New York, Jan 6, 2026, 18:26 ET — After-hours
- Lumentum shares surged on Tuesday, tracking a rebound in AI-linked data-center infrastructure names.
- The company set Feb. 3 for fiscal second-quarter results and a conference call after the close.
- A fresh SEC filing detailed a planned chief accounting officer transition tied to the upcoming 10-Q.
Shares of Lumentum Holdings Inc (LITE.O) were up 11.3% at $397.42 in after-hours trading on Tuesday, after swinging between $340.46 and $399.50 during the session.
The move put the optical-components maker among the day’s standout gainers in a corner of the market tied to artificial-intelligence data centers, after a choppy start to 2026. Investors have been recalibrating bets on whether heavy capital spending by “hyperscalers” — the biggest cloud computing groups — will translate into profits, with several infrastructure stocks swinging sharply day to day. 1
Lumentum on Monday said it will report fiscal second-quarter results on Feb. 3, after the market closes, and hold an audio webcast at 5 p.m. ET with a Q&A portion for analysts. 2
A separate regulatory filing showed Lumentum’s chief accounting officer, Matthew Sepe, told the company he plans to retire. Sepe will step down as chief accounting officer on the later of Feb. 6 or when Lumentum files its quarterly report on Form 10-Q for the three months ended Dec. 27, 2025, the filing said, and the board named Eric Chang — a recent hire as senior vice president of finance — as chief accounting officer effective upon that date. 3
The Feb. 3 report will also serve as a check on the company’s most recent outlook. In its last quarterly update, Lumentum forecast December-quarter revenue of $630 million to $670 million and non-GAAP diluted earnings per share of $1.30 to $1.50 — non-GAAP is an adjusted profit measure that strips out certain items such as stock-based compensation — and CEO Michael Hurlston said the results and guidance “underscore our strong momentum across data center” markets. 4
Technicians have also been watching the $400 area after Lumentum’s late-December run. The shares closed at $386.11 on Friday, near the 52-week high of $401.60 hit on Dec. 24, 2025, according to Yahoo Finance. 5
But the setup cuts both ways. After a sharp rally, any hint of demand digestion, tougher pricing, or a guidance miss on Feb. 3 risks a quick reversal in a stock that has already shown wide daily ranges.
The next catalyst is Feb. 3, when investors will parse Lumentum’s results and commentary on cloud and AI-related optical demand — and watch for the timing of the 10-Q filing that triggers the chief accounting officer handoff.
