NASDAQ:LITE News 29 January 2026 - 7 February 2026

Lumentum Holdings shares jumped 8.4% to $504.42 in after-hours trading Thursday after reporting fiscal Q2 revenue of $665.5 million and GAAP earnings of $0.89 per share. The company disclosed an optical circuit switch backlog “well beyond $400 million” and a new co-packaged optics order for delivery in early 2027. Trading volume hit 8.5 million shares. Investors await further guidance at Lumentum’s March 17 briefing.

Lumentum Holdings shares rose 7.2% to $465.54 in after-hours trading Wednesday after the company reported fiscal Q2 revenue of $665.5 million and issued stronger-than-expected Q3 guidance. Analysts at Stifel and B. Riley raised their price targets, with B. Riley upgrading the stock to Buy. The company cited robust demand for transceivers and growth in optical circuit switches but warned of risks from shifting orders and pricing pressure.

Lumentum Holdings shares jumped 3% after hours Tuesday, closing at $435.10, after adjusted earnings of $1.67 per share and $665.5 million revenue beat estimates. The company forecast March-quarter revenue up to $830 million and reported an optical-switch backlog over $400 million. Shares swung sharply after the report, following a volatile session for tech stocks.

Lumentum shares climbed 4.9% to $444.23 by midday Tuesday, following an 8.1% surge Monday. Trading volume reached 4 million shares. The company previously forecasted fiscal Q2 revenue of $630 million to $670 million and non-GAAP EPS of $1.30 to $1.50. Investors await Tuesday’s earnings and updated guidance.

Lumentum shares surged 8.1% Monday to $423.42 ahead of its fiscal Q2 earnings due after Tuesday’s close. Wall Street expects adjusted EPS of $1.40 and revenue near $646.7 million. Morgan Stanley raised its price target to $350 but kept an equal-weight rating. Investors are watching for signals on data-center demand and guidance during the 5 p.m. ET call.

Lumentum Holdings shares surged about 8% Monday, closing near $423.42 after swinging between $384.08 and $444.80 on heavy volume. The company will report fiscal second-quarter results after Tuesday’s close, with a conference call set for 5 p.m. ET. Optical and semiconductor stocks broadly advanced as investors anticipate AI-driven demand.

Lumentum shares jumped 13.1% to $443.13 by midday Monday after hitting $448.24, ahead of fiscal Q2 earnings due Tuesday after the close. The company forecast Q2 revenue of $630 million to $670 million and a non-GAAP operating margin of 20% to 22%. Morgan Stanley raised its price target to $350 but kept an equal-weight rating. Trading volume reached about half the three-month average.

Lumentum shares surged 12.2% to $439.52 in late morning trading Monday, ahead of its fiscal Q2 earnings report due after Tuesday’s close. About 2.6 million shares traded as investors focused on demand from AI data centers and margin outlook. Peers Coherent and Ciena also rose over 6%. Lumentum previously forecast Q2 revenue of $630–$670 million and adjusted EPS of $1.30–$1.50.

Lumentum shares closed up 2.7% at $391.84 after hitting $448 intraday, and rose to $395.02 in after-hours trading. Morgan Stanley raised its price target to $350 and maintained an Equal Weight rating. The company reports fiscal Q2 results after the market closes on Feb. 3 and will hold an investor briefing at an industry conference on March 17.

Lumentum shares rose 2.5% to $390.96 Friday after volatile trading, outpacing Morgan Stanley’s new $350 price target. The firm kept an “equal weight” rating, citing strong demand but cautioning on margins and supply constraints. Investors await second-quarter earnings on Feb. 3 for updates on profitability and capacity.

Lumentum shares rose 4.7% to $399.51 Friday after Morgan Stanley raised its price target but kept a neutral rating. The stock swung between $395.45 and $448.00 during the session. Investors await second-quarter earnings on Feb. 3 and an investor briefing at OFC in Los Angeles on March 17.

Lumentum shares closed down 0.9% at $381.44 after a volatile session, swinging between $364.19 and $398.16. The company will report quarterly results on Feb. 3 and hold an investor briefing at OFC 2026 in Los Angeles on March 17. Investors are watching for signals on demand and spending in data-center optical components amid broader tech sector weakness.