Lumentum (LITE) Stock: Latest News, Forecasts, and Analyst Targets as AI Optics Volatility Spikes (Dec. 14, 2025)
Lumentum Holdings shares fell 12.83% to $324.35 on Friday, Dec. 12, after a volatile session that saw the stock swing between $319.29 and $365.88. The drop followed a broader tech selloff tied to renewed concerns over AI spending and rising Treasury yields. Lumentum’s fiscal Q1 2026 revenue was $533.8 million, with Q2 guidance of $630–$670 million.