Lumentum Stock Skyrockets on AI Boom – Record Sales & Bold Forecast
Recent News: Earnings Spark Rally Lumentum’s San Jose headquarters. The company’s stock jumped after it announced record quarterly revenue and upbeat guidance, fueled by surging demand from AI data centers. Lumentum made headlines on November 4–5, 2025 with a stellar earnings report that ignited its stock. The firm announced Q1 FY2026 (quarter ended Sep 27, 2025) results featuring record-high sales of $533.8 million – about 58% higher than a year ago simplywall.st and even slightly above Wall Street’s consensus (FactSet had ~$526M) marketscreener.com. This top-line feat, the largest quarterly revenue in Lumentum’s 10-year history optics.org, was driven by unprecedented demand