---
title: "Lumentum rallies ahead of Nasdaq-100 debut after record year"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286317631.md"
description: "Lumentum's stock has surged over 1,200% in the past year, reaching a 52-week high of $1,085.68, driven by strong AI demand. The company is set to join the Nasdaq-100 index on May 18, replacing CoStar Group, which could attract significant passive investment. Analysts have raised price targets, with some exceeding $1,200, due to robust earnings growth and substantial optical component backlogs."
datetime: "2026-05-13T21:03:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286317631.md)
  - [en](https://longbridge.com/en/news/286317631.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286317631.md)
---

# Lumentum rallies ahead of Nasdaq-100 debut after record year

Record-breaking rally: Lumentum stock has jumped more than 1,200% in a year, hitting a 52-week high of $1,085.68 amid surging AI-driven demand. Nasdaq-100 inclusion: The company will join the Nasdaq-100 index on May 18, replacing CoStar Group, potentially attracting billions in passive investment flows. Analyst optimism: Multiple firms have raised price targets, some above $1,200, citing strong earnings growth and large optical component backlogs.

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