Communications Equipment

Lumentum

Lumentum Executive VP Vincent Retort Sells 6,482 Shares for Approximately $6.25 Million

Aixtron Secures Multiple Orders from Lumentum for MOCVD Systems to Meet AI Optical Link Demands

Lumentum Director Ian Small Sells 3,500 Shares

Brian Lillie Sells Lumentum Shares

Jae Kim, Lumentum Holdings Senior Vice President, Sold Company Stock

Northern Securities Raises Lumentum's EPS Forecast for Q1 2027

Optical Communication Leaders Discuss Cross-Data Center Optical Communication Demand

Lumentum Reports Strong Earnings But Post-Earnings Shares Drop

Lumentum released FY2026 Q3 earnings on May 5 After-Market EST, actual revenue USD 808.4 M (forecast USD 810.05 M), actual EPS USD 1.4989 (forecast USD 1.4258)

Lumentum released FY2026 9 Months earnings on May 5 After-Market EST, actual revenue USD 2.008 B, actual EPS USD 2.44

Lumentum Holdings Q3 Earnings Beat Estimates

Lumentum to release earnings report on May 5, 2026, after-market (EST), forecast revenue USD 810.05 M, EPS USD 1.4258

Lumentum Announces 2028 Capacity Sold Out, AI Demand Ignites the Entire Optical Communications Industry

Rising AI Compute Demand Fuels Growth in Optical Module Industry

Lumentum Holdings Plans to Build Manufacturing Facility for AI Data Center Optical Devices

FactSet: Luminate Holdings Target Price Increased to 800

LUMENTUM Expected to Sell Out 2028 Capacity in Two Quarters

Lumentum Holdings Signs Note Exchange Agreement

MRA Advisory Group Reduces Holdings in Lumentum Holdings Inc.

Lumentum Stock Hits New High, Analysts Hold Optimistic Yet Cautious View

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

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Generation Income Properties

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Lumentum Just Joined the Nasdaq 100. LITE Stock Is Falling Anyway.

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Lumentum Just Joined the Nasdaq 100. LITE Stock Is Falling Anyway.

AMPGZ

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B pre-market down 11.08%; Lumentum pre-market down 3.03%; Amesite pre-market up 200.03%; InMed Pharmaceuticals pre-market up 154.15%; Rubico pre-market up 125.43%

Price Alert

Rubico

Pre-market hot trades in US stocks: AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B pre-market down 11.08%; Lumentum pre-market down 3.03%

Tiger Global Management has invested in Lumentum Holdings, which was recently added to the Nasdaq-100 index, enhancing its visibility among institutional investors. This shift is significant as it aligns with the growing demand for AI infrastructure, impacting trading dynamics. Lumentum's focus on optical and photonic technology positions it well in this sector. The stock is currently trading below analyst targets and is considered undervalued, but has shown recent price volatility. Investors should monitor how these changes affect Lumentum's market narrative.

Simplywall

Tiger Global Entry And Nasdaq-100 Inclusion Refocus Investor Attention On Lumentum

SOXX

SOXL

New York Life Investment Management LLC acquired a new stake in Lumentum Holdings Inc. (NASDAQ:LITE) during Q4, purchasing 6,875 shares valued at approximately $2.53 million. Other institutional investors also adjusted their positions in Lumentum. Analysts have raised price targets for the stock, with a consensus rating of 'Moderate Buy' and a target price of $1,012.43. Insider trading activity included significant sales by directors, with insiders selling 25,890 shares in the last 90 days.

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JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

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JPMorgan Chase & Co.

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JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

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BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

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BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

NVIDIA Corporation

New York Life Investment Management LLC Purchases New Holdings in Lumentum Holdings Inc. $LITE

TSMU

NVIDIA has strategically invested in Indium Phosphide (InP) lasers as part of a broader shift from copper to silicon photonics, according to PANews. This transition is driven by limitations in bandwidth, scale, and power consumption associated with traditional copper technology. Key players in this sector include TSMC and Lumentum, which are listed on the U.S. stock market. The move highlights the growing importance of silicon photonics in addressing the challenges faced by the semiconductor industry.

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Taiwan Semiconductor

NVIDIA Invests in InP Lasers Amid Shift to Silicon Photonics

Lumentum Holdings Inc. (NASDAQ:LITE) shares fell 8.8% after insider selling, with Director Pamela Fletcher selling 1,578 shares at $940.82 each. The stock traded as low as $857.00, closing at $884.98. Analysts have raised target prices, with a consensus of $1,012.43. The company reported a Q1 EPS of $2.37, exceeding estimates, and anticipates Q4 2026 EPS guidance of 2.850-3.050.

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STIFEL FINANCIAL CORP 6.125% DEP SHS REP 1/1000 NON CU PF SR C

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STIFEL FINANCIAL CORP 6.25%NON CUM DEP SHS REP 1/1000TH SER B

STIFEL FINANCIAL CORP 4.50% DEP SHS REP 1/1000TH PREF SHS SR D

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Lumentum (NASDAQ:LITE)  Shares Down 8.8%  After Insider Selling

Lumentum Stock Is Up 163% in 2026. Tiger Global Added a New Stake in Q1.

Lumentum Stock Is Up 163% in 2026. Tiger Global Added a New Stake in Q1.

NVDA

COHR

Shares of Lumentum and Coherent fell sharply after investor Leopold Aschenbrenner revealed his fund sold its holdings in these companies. Lumentum dropped 11% and Coherent over 6%, despite previous gains of 120% and 80% respectively this year. Aschenbrenner's actions also boosted T1 Energy shares and included a bearish bet against Nvidia, which recently invested $4 billion in Lumentum and Coherent.

- Lumentum and Coherent shares fell significantly after investor Leopold Aschenbrenner announced the exit of his Situational Awareness fund from these companies in the first quarter.  
- Lumentum's stock dropped 11%, while Coherent decreased by over 6%, although both companies had previously experienced substantial gains of over 120% and 80% since January.  
- Aschenbrenner's fund also impacted T1 Energy positively and included a bearish bet against Nvidia, which invested $4 billion in Lumentum and Coherent.

Sherwoodnews

Coherent Corp.

T1 Energy

T1 ENERGY INC C/WTS 09/07/2026(TO PUR COM)

Lumentum, Coherent fall after hedge fund manager Aschenbrenner dumps his holdings

NextEra Energy has agreed to acquire Dominion Energy in a stock-and-cash merger, offering Dominion shareholders 0.8138 shares of NextEra plus a share of $360 million in cash. The deal awaits shareholder and regulatory approvals, including from FERC and NRC, and will maintain Dominion's Richmond headquarters post-merger.

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Nextera Energy

Dominion Energy

Nextera Energy Partners LP

NEXTERA ENERGY CAPITAL HLDGS INC 5.65%JNR SUBORD DEB 01/03/2079 SER N

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 15/04/86 USD1000

NEXTERA ENERGY INC 6.926% CORPORATE UNITS 01/09/2025

NEXTERA ENERGY INC CORP UNIT 01/11/2029

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 01/06/85 USD25

NEXTERA ENERGY INC CORP UNIT 01/06/2027

NEXTERA ENERGY INC CORP UNIT

NextEra Energy to Acquire Dominion Energy in Stock-and-Cash Merger, 0.8138 Shares Plus Cash

Lumentum Holdings Stock: Analyst Estimates & Ratings

Lumentum Holdings Stock: Analyst Estimates & Ratings

Lumentum(LITE.US)

Lumentum Just Joined the Nasdaq 100. LITE Stock Is Falling Anyway.

Pre-market hot trades in US stocks: AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B pre-market down 11.08%; Lumentum pre-market down 3.03%

Tiger Global Entry And Nasdaq-100 Inclusion Refocus Investor Attention On Lumentum

New York Life Investment Management LLC Purchases New Holdings in Lumentum Holdings Inc. $LITE

NVIDIA Invests in InP Lasers Amid Shift to Silicon Photonics

Lumentum (NASDAQ:LITE) Shares Down 8.8% After Insider Selling

Lumentum Stock Is Up 163% in 2026. Tiger Global Added a New Stake in Q1.

Lumentum, Coherent fall after hedge fund manager Aschenbrenner dumps his holdings

NextEra Energy to Acquire Dominion Energy in Stock-and-Cash Merger, 0.8138 Shares Plus Cash

Lumentum Holdings Stock: Analyst Estimates & Ratings