About Lumentum Holdings Inc
- Industry: Communications
- Exchange: NASDAQ NMS - GLOBAL MARKET
- Country: US
- Website: https://investor.lumentum.com/
Frequently Asked Questions
What is the 52-week range for LITE?
The 52-week high is $1091.61 and the 52-week low is $147.81.
What is the P/E ratio for LITE?
The P/E ratio data is currently unavailable.
What is the dividend yield for LITE?
This company does not currently pay a dividend or the data is unavailable.
What is the Return on Equity (ROE)?
The trailing twelve months (TTM) Return on Equity is -300.07%.
What is the Net Profit Margin?
The Net Profit Margin (TTM) is -230.10%.
What is the Price to Book (P/B) Ratio?
The annual Price to Book ratio stands at 14.26.
Analyst Recommendation Trends
Wall Street analyst consensus for LITE over the last few months:
Latest LITE News
Lumentum: The Rally May Not Be Over
Lumentum's Q4 revenue surged 109% to $1.006 billion, while gross margin reached 50.4%. Click to read more on this bullish thesis for LITE.
PepsiCo, Delta Lead Upcoming Earnings Slate; Fed Minutes In Focus
Preview next weekâs key market eventsâPMI, Fed minutes, jobless claimsâand top earnings (PepsiCo, Delta). Read here for more details.
Applied Optoelectronics Is Unstoppable: Up 8% Today and 231% This Year, Is AAOI Stock Too Hot to Handle Now?
Applied Optoelectronics has surged 231% this year and just posted 86% revenue growth, yet the company is still losing money and one bad quarter could unwind months of gains. Here is what investors need to weigh before chasing the hottest name in AI optics.
Weak Jobs Lift Tech Stocks to Record Highs, Micron Confirms the AI Rally: This Week on Wall Street
Wall Street this week: a weak September jobs report lifts the Nasdaq 100 to a record, Micron confirms the AI rally and FICO sinks 23%.
Your Coherent Stock Thesis Has One Loose End
Coherent (COHR) could turn its AI data center orders into much larger profit, or lose part of that gain to production costs. Demand is the settled part of your thesis. Management has said the company is booked through the end of calendar 2027. The loose end is how much of each sales dollar Coherent keeps after the cost of making its products.
What Needs To Be True To Buy Coherent Stock Now?
Coherent (COHR) makes optical transceivers and other parts for AI data centers, and customers are ordering years ahead. On the fiscal Q4 2026 call, management said fiscal 2027 is basically booked out. The hard part is the price. Coherent stock returned 196% over the past twelve months, against 16.0% for the S&P 500. How much profit growth are you paying for at today's price.
Dow Jones Futures Rise, Oil Prices Fall With Tesla, Jobs Report Due; Micron In Buy Area
Stock market rises slightly off key levels with Micron, Lumentum around buy points. Tesla deliveries, jobs report loom.
Bull of the Day: Onto Innovation (ONTO)
Key provider of testing technology for semi foundries accelerates in AI demand for memory, photonics, packaging
Coherent Stock Jumped 10% on Bernstein’s Call. Here’s Where Shares Could Go Further.
Key TakeawaysBernstein Spark: Coherent stock jumped 10% to $319 on Thursday, October 1, after Bernstein initiated coverage at Outperform and put fresh attention on the PhotonLink optics platform launched September 21. Thin Cushion: Bernstein’s $350 target sits just 10% above the close.
Dow Jones Futures: Stocks Rise Off Support As Yields Tumble, Micron, Meta In Focus; Tesla, Jobs Report Due
Stock market rises slightly off key levels with Micron, Lumentum around buy points. Tesla deliveries, jobs report loom.
Meet AI’s New “Structural Winners”: Coherent Soars 11%, Lumentum Up 8%
Key TakeawaysLumentum shares rose about 8% and Coherent about 11% after Bernstein started coverage of both at Outperform. Bernstein said networking and optical suppliers could be “structural winners” within AI infrastructure.
What's going on in today's session: S&P500 movers
Get insights into the S&P500 index performance on Thursday. Explore the top gainers and losers within the S&P500 index in today's session.
Applied Optoelectronics Is Up 205% This Year. Is It Too Late to Buy AAOI Stock Now?
Applied Optoelectronics has left its optical rivals and the broader chip sector in the dust this year, but the expansion driving that run is still under construction. Whether buyers step in now or wait depends on how much execution risk they are willing to accept.
Coherent, Lumentum, and Ciena stocks surge on bullish Wall Street call
Optical networking stocks ripped higher on Thursday after Wall Street grew bullish on the next generation of data center networking.
Why Nvidia’s ‘circular financing’ is a masterclass in ROI
Today's panel includes host Turney Duff, Futurum CEO Daniel Newman, Yahoo Finance's Julie Hyman, and Gerber Kawasaki Wealth and Investment Management CEO Ross Gerber, who discuss how and why Nvidia (NVDA) mastered the art of circular financing.
Stock Market Today: S&P 500 Breaks Key Level As Micron Falls; Lumentum Soars (Live Coverage)
The Dow Jones index fell Thursday even as Treasury yields started to sink. Micron stock dropped on earnings.
Which S&P500 stocks are moving on Thursday?
Stay updated with the movements of the S&P500 index in the middle of the day on Thursday. Discover which stocks are leading as top gainers and losers in today's session.
Lumentum Leads As Technology And Semiconductors Drive Order Flow Activity
Source: TradePulse | October 1, 2026 as of 2:00PM EST Market Overview Recent aggregate flow data reflects continued participation across several key market segments, with technology, semiconductors, aerospace,
Coherent Jumps 10% on PhotonLink Push and Bernstein’s Outperform Start; Lumentum Rises 9%, Corning Advances 3%
Coherent's PhotonLink platform and a fresh Wall Street initiation sent optics stocks surging well ahead of the broader market, raising the question of whether this rally signals a durable AI infrastructure trade or another sentiment-driven spike.
Lumentum, Coherent Rip Higher As Washington Targets Chinese Optical Transceivers
Lumentum and Coherent stocks surge as potential U.S. restrictions on Chinese optical transceivers spark supply tailwinds.
Stock Market Today: S&P 500 Slips as Micron Fails to Impress, 10-Year Yields Ease to 5.25%
Micron slides despite a record quarter as the 10-year yield nears 5.3% and oil tops $92, while Accenture, Coherent and Vicor surge on earnings and AI optics.
Synopsys, Accenture, Vicor And Other Big Stocks Moving Higher On Thursday
U.S. stocks fell Thursday, but Synopsys surged 10.8% on strong FY27 guidance. Accenture, Enerflex and other shares also posted notable gains.
Lumentum Announces Speaker Lineup at 2026 OCP Global Summit
SAN JOSE, Calif., October 01, 2026--Lumentum, a global leader in optical and photonic technology, today announced its speaker lineup at the 2026 Open Compute Project (OCP) Global Summit, themed "Scaling Innovation for the AI Era." The event will take place from October 12 – 15 at the San Jose McEnery Convention Center.
Lumentum's Best Opportunity Is Becoming The Laser Inside The AI Network
Lumentum is a Buy due to component expertise, customer commitments, and visible operating leverage in advanced optical products. Read more on LITE stock here.
Target upgraded, Moderna downgraded: Wall Street's top analyst calls
Target upgraded, Moderna downgraded: Wall Street's top analyst calls
Here Are Wednesday’s Top Wall Street Analyst Research Calls: Ally Financial, BankUnited, Ciena Corporation, CoreWeave, Dow, FormFactor, Lumentum Holdings, Moderna, Target, and More
Rising Treasury yields are rattling markets heading into the final trading day of Q3, and Wall Street analysts are making bold moves on a wide range of stocks from big-box retail to AI infrastructure. Find out who got cut and who got a fresh vote of confidence.
Western Digital Stock And 2 More AI Infrastructure Stocks To Own
Government bond yields have climbed to their highest levels in decades, which is putting pressure on expensive software stocks and pulling market attention toward businesses tied to real assets. Capital is getting a higher hurdle rate. Investors are hunting for cash generative ways to play AI that look more grounded. This article walks through three AI infrastructure picks and shovels stocks from our screener that directly support this shift. The three stocks highlighted below are a small...
Bernstein Initiates Coverage On Lumentum Holdings with Outperform Rating, Announces Price Target of $1220
Bernstein analyst Daniel Zhu initiates coverage on Lumentum Holdings (NASDAQ:LITE) with a Outperform rating and announces Price Target of $1220.
What Does Amphenol Offer That Coherent Does Not?
Coherent (COHR) and Amphenol (APH) both sell connections inside AI data centers, but Coherent relies on that business more. Data center and communications made 79% of Coherent's latest quarterly revenue. At Amphenol, sales from IT datacom made up 43% of Q2 2026 sales, and communications networks another 11%. At 68.6 times the past twelve months of profit, Coherent's price makes sense only if its orders become sales and cash. So what does Amphenol offer you that Coherent does not.
Stock Market Today: Dow Dips, But Nasdaq Turns Green; AI Stock, Energy Play Test These Entries (Live Coverage)
Stock Market Today: The Dow Jones index drops Tuesday as oil prices slide and Treasury yields rise. Nvidia and an AI stock test buy points.
These S&P500 stocks are moving in today's session
Get insights into the S&P500 index performance on Tuesday. Explore the top gainers and losers within the S&P500 index in today's session.
Discover which S&P500 stocks are making waves on Tuesday.
Get insights into the S&P500 index performance on Tuesday. Explore the top gainers and losers within the S&P500 index in today's session.
Lumentum Stock Climbs Tuesday: What's Happening?
Shares of Lumentum advance alongside broader fiber optic connectivity equities.
LITE vs. NVTS: Which AI Data Center Stock Is the Better Buy?
Lumentum's AI-driven optical demand, strong earnings growth, and expanding data center opportunities set it apart from Navitas Semiconductor.
NVIDIA Just Turned AI Safety Into a Spending Story and These 3 Stocks Benefit
NVIDIA's new AI safety platform could boost demand for inference infrastructure, with analyst Luke Lango pointing to Marvell, Arm Holdings and Lumentum as key beneficiaries.
Stock Market Today: Dow Dips As Consumer Confidence Falls; Nvidia Shares Hit This Buy Point (Live Coverage)
Stock Market Today: The Dow Jones index dropped Tuesday as oil prices tumbled, and Treasury yields reversed higher. Nvidia hit a buy point.
Lumentum Climbs 7% as Optics Selloff Reverses a Day After Citi’s $11B Switching Call; Coherent and Corning Rise 5%
Optics stocks cratered after Citi dropped a major optical switching forecast, then buyers rushed back in less than 24 hours. What snapped sentiment around so fast, and how durable is the rebound?
Lumentum Stock: I Bought It At $800; 2027 Could Change The Story
Lumentum Holdings rises with the tech rally as laser demand surges and AI CapEx tightens supply. Click to know why LITE is rated a Strong Buy.
30-Year Yield Hits 2002 High; Credit-Score Giant FICO Plunges 27%: Stock Market Today
Bloom Energy soars 13% and chips rally while the 10-year Treasury yield hits 5.29%, a 2007 high; oil slips, cruise lines surge and FICO crashes 27%.
3 AI Stocks That Could Surprise Investors by 2029
These three stocks offer three different ways to participate in the AI infrastructure buildout.
Corning (GLW) Stock Looks Undervalued As Its 452% Run Tests Fair Value
Corning has been on a powerful multi year run, and after a mix of AI focused partnerships and a recent equity offering, the real question is how firmly its current share price rests on the cash flows the business can generate over time. With the stock now in a very different place than it was a few years ago, investors are increasingly asking whether the recent price action still lines up with what the Discounted Cash Flow (DCF) view of intrinsic value supports. Over the past 3 years,...
Stay informed with the top movers within the S&P500 index on Monday.
Curious about the S&P500 stocks that are in motion on Monday? Join us as we explore the top movers within the S&P500 index during today's session.
Which S&P500 stocks are moving on Monday?
Wondering what's happening in today's session for the S&P500 index? Stay informed with the top movers within the S&P500 index on Monday.
What's going on in today's session: S&P500 gap up and gap down stocks
Wondering what's happening in today's session regarding gap up and gap down stocks? Explore the S&P500 index on Monday to uncover the stocks that are gapping in the S&P500 index.
Citi Sees $11 Billion Optical Networking Boom Driven By Google, Nvidia
With investors anticipating the next-gen GPU platform for Nvidia stock, Citi forecasts an $11 billion optical switching market by 2030.
Citigroup Maintains Buy on Lumentum Holdings, Raises Price Target to $1400
Citigroup analyst Papa Sylla maintains Lumentum Holdings (NASDAQ:LITE) with a Buy and raises the price target from $1200 to $1400.
XTL: Strong Structural Catalysts, But A Needed Breather
Explore SPDR S&P Telecom ETF (XTL): AI-driven network demand, 5G/fiber growth and consolidation.
Bipartisan Lawmakers Seek to Bar a Chinese AI Data Center Component From Sensitive US Government Systems: ‘We Shouldn’t Rely on China’
Bipartisan lawmakers seek to ban Chinese optical transceivers from sensitive U.S. government systems over security concerns.
Lumentum's $40 EPS Bet Changes Everything
Lumentum Holdings Inc.'s AI upside expands into OCS and lasers as Q4 revenue jumps 109% and margins hit 50.4%. Click for this LITE stock update.
China’s Rare Earth Squeeze Is Making MP Materials More Important
Editor’s note: “China’s Rare Earth Squeeze Is Making MP Materials More Important” was previously published in August 2026 with the title, “The Reason China Targeted MP Materials Might Shock You.” It has since been updated to include the most relevant information available. In October 1973, America learned an unforgettable lesson about what happens when a strategic rival controls the one input everything runs on… Arab oil producers announced an embargo on the United States – and almost overnight,
AI Trade Picks Up Again as Investors Pile Back Into Stocks
The artificial-intelligence rally looked set to restart on Friday, as a drop in bond yields gave risk assets a boost. Glassmaker Corning, optical networking companies Coherent and Lumentum, server maker Dell, and flash-memory product supplier Sandisk were all rallying ahead of the opening bell.
LITE Stock Has Run 450% In 12 Months: Ritholtz Wealth CEO Thinks There Is Room For More
AI infrastructure demand continues to strengthen the optical networking growth story, according to Josh Brown.
LAZR: The Right Supply Chain, The Wrong Top Two
LAZR ETF's photonics/AI infrastructure theme is strong, but high LITE valuation and risky Anthropic stake add beta. Learn more on LAZR here.
Mark Zuckerberg's Muse Push Rockets Meta Past Musk's SpaceX — Instagram, Facebook Parent Now Worth $1.98 Trillion
Meta has overtaken SpaceX to become the world's seventh-largest public company, as excitement builds around its Muse AI.
Coherent Has Ripped 59% in 2026: Is It Too Late to Buy COHR Stock Now?
Coherent stock has surged nearly 60% in 2026 riding the AI data center optical boom, yet its closest peers have lapped it twice over, raising a question the price chart alone cannot answer.
Applied Optoelectronics Rides on AI Boom: Can It Beat LITE and FN?
AAOI is riding on AI-driven data-center demand as 800G sales surge, 1.6T orders top $200M, and manufacturing capacity expands to support growth.
AI Data Center Boom Faces This 'Fundamental Trade-off' With China
Nobody's spending on data centers like the U.S., propelled by the belief that AI is an existential, winner-takes-all sprint. But America's contentious, trillion-dollar artificial intelligence infrastructure push relies on components and materials from its no. 1 rival: China. When it comes to rare-earths coatings for chip gear and gas turbines, or optical transceivers that link servers, or a long list...
Meta’s Muse AI Has Wall Street Seeing Billion-Dollar Possibilities
Wall Street reevaluates Meta stock as its Muse AI agent opens huge new growth, sub, and ad paths. Read full expert target analyses.
Chips to Bots: Qualcomm’s Agentic AI Breakout
Qualcomm is expanding beyond smartphones with new 2nm chips, the PickNik Robotics acquisition, and data center interconnect deals, while analysts hold a $204 price target amid Hold ratings.
Lumentum Shares Are Up After an AI Optical Tech Partnership With Corning and Qualcomm. What This Means for LITE Stock.
Lumentum shares rose after it announced an AI optical connectivity demonstration with Corning and Qualcomm at ECOC 2026, pairing its VCSEL lasers with high-density chip-to-chip links.
3 AI Stocks With Revenue Growth Up To 50%
The OECD now expects global inflation to linger, with central banks likely to keep raising rates in the years ahead. Expensive money punishes companies that cannot turn AI spending into real earnings. It rewards businesses that already pull in cash from their AI investments. This article walks through three profitable AI-focused stocks from our screener that are designed to put you on the right side of that shift. The three AI earners in this article are just a starting sample, and the full...
Lumentum Shares Up Over 2% After Key Trading Signal
A key trading signal flashed for Lumentum shares at a price of $935.32, after which LITE rose 2.6% to an intraday high.
FN Rides on Surging Data Center Demand: Can It Outpace AAOI & LITE?
Fabrinet's surging data-center revenues, DCI growth and capacity expansion strengthen its position against optical rivals AAOI and LITE.
Old Dogs, New Tech: 3 Legacy Stocks Powering the AI Boom
Corning, Cisco Systems, and Texas Instruments are repositioning around AI infrastructure needs, showing earnings growth, steady margins, dividends, and Moderate Buy analyst ratings with notable upside targets.
Four AI Stars Rev Up As Analysts Raise Profit Targets; Micron Clears Early Buy Point
Analysts are raising profit estimates for four leaders of the artificial intelligence trade: AI stock Micron is above a trendline entry.
Here’s How Much You Would Have Made Owning Lumentum Holdings Stock In The Last 10 Years
Lumentum Holdings (NASDAQ:LITE) has outperformed the market over the past 10 years by 22.94% on an annualized basis producing an average annual return of 36.53%. Currently, Lumentum Holdings has a market capitalization
Lumentum Jumped Nearly 10% While Corning Barely Moved. Is the AI Optics Trade Splitting Apart?
When AI stocks rebounded last week, optical networking companies did not rebound equally. Lumentum Holdings Inc. (NASDAQ:LITE) jumped nearly 10% in Wednesday trading and led the S&P 500, while Coherent rose 6.9%. Corning Incorporated (NYSE:GLW) managed only a 0.4% gain and remained down sharply for the week. All three sit inside the same broad AI-connectivity […]
3 AI Stocks With Revenue Growth Up To 42%
The Federal Reserve just lifted interest rates again, putting more pressure on debt-heavy sectors while capital keeps flowing toward artificial intelligence. That split matters. Cash hungry software ideas can struggle when money costs more, but the physical backbone of AI, from specialized power to high density data centers, can still capture real spending. This article highlights three infrastructure stocks linked to AI that fit that theme. The companies below are just a starting sample of...
Sandisk, Lennar, Viking Therapeutics, Shopify, GameStop, and More Stocks That Explain Today’s Market
Sandisk rises. Rosenblatt initiates coverage of the stock with a Buy rating and a price target of $2,400.
Corning (GLW) To Show High Density Optical Chip Links At ECOC 2026
Corning (NYSE:GLW), Qualcomm and Lumentum plan to showcase a high-density die to die optical connectivity solution at ECOC 2026. The joint demo targets AI scale up architectures that require higher bandwidth, lower latency and tighter power budgets for chip interconnects. The ECOC 2026 presentation will highlight massively parallel optical D2D links paired with high density fiber to support advanced AI data centers. This upcoming ECOC 2026 D2D optical demo with Qualcomm and Lumentum sits...
Lumentum to Demonstrate DWDM ELSFP at ECOC 2026: What's Ahead?
LITE's eight-wavelength DWDM ELSFP push targets CPO and NPO architectures as AI optical demand rises and rivals expand aggressively.
3 AI Stocks Expected to Triple Revenue in the Coming Years
Wall Street analysts are generally a conservative bunch. They rarely model a company tripling its top line, because most companies don’t.
AI Pick-And-Shovel Stocks To Watch As Xi And Trump Meet
Data center stocks that play behind-the-scenes roles in the AI boom hang in the balance as Trump and Xi meet in Washington, D.C.
Meta Platforms’ Petal Cable Puts Corning at the Center of AI’s Bandwidth Boom
Meta Platforms unveiled Petal, a petabit-scale subsea cable linking the U.S. and France, boosting demand for optical infrastructure suppliers like Corning amid AI-driven data center buildouts.
Qualcomm Stock Jumped 9% on Monday. Can It Bring More Meaningful Upside in 2026?
Key TakeawaysAI Repricing: Qualcomm stock jumped 9% to $194 on Monday, September 21, after the company unveiled a die-to-die optical interconnect demo with Lumentum and Corning built for AI data centers. Street Flatlines: The 38 analysts TIKR tracks carry 9 buys, 2 outperforms, 23 holds, 2 underperforms and 1 sell, and their $194 mean target now sits exactly at the stock’s new price.
Why Corning (GLW) Stock Is Trading Up Today
Shares of glass and electronic component manufacturer Corning (NYSE:GLW) jumped 6% in the afternoon session after the company announced a partnership with Qualcomm Technologies and Lumentum to demonstrate high-density optical interconnects for artificial intelligence architectures at ECOC 2026.
Qualcomm Jumps 7% as AI Interconnect Demo Points Past Handsets; Skyworks and Qorvo Sit Out the Rally
A trade show demonstration quietly repositioned Qualcomm inside one of the market's most coveted growth stories, and the divergence from its closest chip peers reveals exactly what investors think the moment is worth.
Corning Climbs 6% as AI Optical Interconnect Demo Highlights Its Fiber; Lumentum, Coherent and Applied Optoelectronics Rise 4%
A joint AI optical interconnect demo named Lumentum as its author, yet Corning stock is outrunning everyone else in the session, and that inversion tells a story about how the market is repricing the fiber layer of AI infrastructure.
Lumentum Stock Gains as New Optical Module Targets Hyperscale AI Demand
Lumentum Holdings is rising Monday after it announced plans to showcase a new high-capacity laser module at the upcoming ECOC exhibition.
How Is Lumentum's Stock Performance Compared to Other Technology Stocks?
As Lumentum has outpaced relative to its peers over the past year, Wall Street analysts maintain a bullish outlook on the stock’s prospects.
Lumentum Shares Rise 12% in a Month: Is There More Upside Ahead?
LITE shares jump 12.1% in a month as AI-driven optical demand, OCS growth and margin expansion strengthen its outlook.
Why This AI Bottleneck Means Ciena Stock Has 58% Upside
Ciena stock rises after Evercore ISI upgrades shares of the optical networking company to Outperform.
Lumentum Holdings (NASDAQ:LITE) Combines High Growth Momentum With a Breakout Setup
Lumentum (LITE) clears high growth momentum and technical filters, with strong EPS growth, rising trends, and a constructive base to watch.
AI Networking Bet Sends Qualcomm, Lumentum Shares Higher
Qualcomm Latest AI Play Sends Optical Networking Stocks Higher
Is Lumentum (LITE) Quietly Rewiring Its AI Data Center Role With New OCI Optics?
Lumentum Holdings recently showcased its eight-wavelength DWDM External Laser SFP module and broader AI-focused optical solutions at ECOC 2026, underscoring its role in co-packaged and near-packaged optics aligned with the OCI MSA standard. By pairing this new DWDM ELSFP with a joint die-to-die optical interconnect demo with Qualcomm and Corning, Lumentum is positioning its photonics platform at the heart of emerging AI data center architectures. We’ll now examine how Lumentum’s...
Lumentum, Qualcomm, and Corning to Demonstrate High-Density 1060 nm VCSEL Optical D2D Connectivity for AI Scale-Up at ECOC 2026
MALAGA, Spain, September 21, 2026--Lumentum Holdings Inc. ("Lumentum") today announced plans for a joint demonstration together with Qualcomm Technologies, Inc. and Corning Incorporated (NYSE: GLW) of a high-density die-to-die (D2D) optical interconnect showcase for AI scale-up architectures at ECOC 2026. The board-level demonstration will combine a D2D interface IP subsystem from Qualcomm Technologies with Lumentum’s VCSEL-based optical interconnect platform and Corning multimode fiber connecti
Lumentum (LITE) Moves 4.2% Higher: Will This Strength Last?
Lumentum (LITE) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Lumentum to Demonstrate DWDM ELSFP Laser Module for OCI MSA Applications at ECOC 2026
MALAGA, Spain, September 21, 2026--Lumentum Holdings Inc. ("Lumentum") today announced its plan to demonstrate an eight-wavelength dense wavelength division multiplexing (DWDM) laser module in an External Laser Small Form Factor Pluggable (ELSFP) at ECOC 2026. The module incorporates an optical interface designed to meet the applicable requirements of the Optical Compute Interconnect Multi-Source Agreement (OCI MSA). It is intended for external laser source applications in co-packaged optics (CP
A Lumentum President Sells 1,500 Shares Worth $1.4 Million Amid a Soaring Stock Price
The manufacturer of optical and photonic components reported a notable insider sale as its stock surged 443% over past year.
NVIDIA Just Named AI's Next Bottleneck—And These 3 Stocks Sit Right In It
Memory and silicon photonics shortages run through 2030, and Micron, Coherent and Tower Semiconductor sit on the supply side of an AI buildout under strain.
Stock Market Today: Nasdaq, S&P Reverse Slightly Higher; Sandisk, Lumentum Lead This Tech Rally (Live Coverage)
Stock Market Today: The Dow Jones index falls Friday as oil prices reverse higher. Apple, AMD, Micron and Sandisk are key movers.
Bet on These Photonics ETFs to Exploit the Next Wave of AI Revolution
Photonics is emerging as a key AI infrastructure technology, with surging investments and growth projections fueling interest in ETFs.
Coherent's Datacenter Business Powers its Revenue Growth
COHR's fiscal Q4 revenues climb to $2.05 billion as datacenter and communications demand drive nearly 79% of sales and offset industrial weakness.
Netflix, Nucor, On Holding, Xenon, Accenture, Coinbase, and More Stocks That Explain Today’s Market
FEATURE Stocks were lower Friday as higher oil prices and bond yields weighed on equities. The artificial-intelligence trade, however, still had legs. Glassmaker Corning and optical networking stocks Coherent and Lumentum rose, while chip manufacturer Intel fell 1.
Lumentum Climbs 3% as Optics Buying Extends; Coherent Rises 5%, Corning Jumps 3%
Optics stocks are surging again while the broader market slides, and no earnings release or analyst upgrade explains the buying. Something else is pulling capital into this group, and the answer matters for anyone holding names that are already up triple digits this year.
Applied Optoelectronics Is Entering Its Most Important Growth Phase
Applied Optoelectronics forecasts 800G/1.6T optical demand outpacing capacity through 2027. Click for read more on the AAOI stock.
Laser Focus: 2 Optical Stocks Lighting Up AI
As AI data centers shift from copper to optical connections, Lumentum and Coherent post strong earnings growth, with analysts maintaining Moderate Buy ratings on both stocks.
Intel, Netflix, Berkshire Hathaway, and More Stocks That Explain Today’s Market
FEATURE Stock futures were rising on Friday, as investors carried on piling into tech following the Federal Reserve’s first interest-rate increase in more than three years. The artificial-intelligence trade still has legs, judging by premarket moves.
Mistras Group, Strategy, Hyperliquid Strategies And Other Big Stocks Moving Higher On Friday
U.S. stocks were mixed as the Dow fell 150 points; Mistras surged on a $20.35/share buyout deal, while crypto and tech stocks gained.
Bull of the Day: AXT (AXTI)
Gateway for "secret semiconductor substrate" InP (indium phosphide) is blowing minds with triple-digit growth
Generac Surges 18% on $8 Billion Amazon Data Center Deal | Closing Bell
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Isabelle Lee, Lisa Mateo, and Alexis Christoforous.
Generac, Nebius, CoreWeave, Nokia, Lucid, Paramount, and More Stocks That Explain Today’s Market
Nebius gains as the so-called neocloud recently announced it would raise its on-demand rates for a range of AI chips.
Ciena Stock Rises as These Numbers Leave Wall Street Pleasantly Surprised
It’s been a difficult week for the performance of shares of optical networking companies as existential artificial-intelligence fears hit the stock market. Ciena stock rose 3% to $350.85 on Thursday. Ciena was at least partially responsible for the stock performances on Thursday as the company’s financial guidance pointed to little to no slowdown in AI demand for networking products.
OpenAI Reveals 6 ‘Concerning’ Incidents. Why AI Stocks Are Rising Anyway.
The ChatGPT developer warns that the AI industry won’t be able to scale at maximum speed much longer.
GlobalFoundries And Marvell Technology Expand Multi-Year Agreement To Increase Capacity For GFS's Silicon Germanium Technology At Its Burlington, Vermont, Facility To Support Demand For Optical Connectivity
Modern AI data centers operate as distributed compute systems, where performance depends not only on accelerators, but also on the high-speed interconnects that move data between them. As AI systems scale, moving data
US Stock Market Today: S&P 500 Futures Edge Higher As Fed Rate Decision Looms
The Morning Bull - US Market Morning Update Thursday, Sep, 17 2026 US stock futures are pointing mildly higher this morning, with E-mini S&P 500 contracts up about 0.2%, as investors brace for the Federal Reserve’s first rate hike since 2023. The target range is expected to move to 3.75% to 4.00%, which means loan and mortgage costs could edge up from here. At the same time, the US 10 year Treasury yield is sitting near 5%, a level that keeps pressure on everything from credit cards to...
The Fed Hikes, Warsh Says Nothing Else, and Wall Street Fills In the Blanks
The Federal Reserve raised interest rates for the first time in three years on Wednesday, but it was Chair Kevin Warsh's refusal to elaborate that sent stocks lower and pushed the ten-year Treasury yield to its highest level since 2007.
Baron Technology ETF Q2 2026 Portfolio Activity
As part of its record-breaking IPO, we acquired shares in Space Exploration Technologies Corp.
Lumentum Stock Is Up Nearly 10% This Week. Here’s the Case for 27.5% Annual Returns
Key Stats for LITE StockPast week performance: +9. 6%52-week range: $145 to $1,086Valuation model target price: $1,653Implied upside: 97.
Is Ciena's Pricing Power Real, Or Just A Parts Shortage?
Ciena (CIEN) trades near $334, a little over half its 52-week high, and the easy read on an AI networking supplier down that far is that it has gone on sale. It is still up more than 150% over the past year, and the company has just guided fiscal 2027 to record profitability. The risk here is not demand. It is what the new prices are attached to.
AXT Rises 10% After Being Named Co-Packaged Optics Winner
Needham calls CPO the most important technology transition for AI networking through 2028
Explore the top gainers and losers within the S&P500 index in today's session.
Let's have a look at the top S&P500 gainers and losers one hour before the close of the markets of today's session.
Stock Market Today: Nasdaq Leads Gains As Fed News Looms; Oil Ship Stocks Sail North (Live Coverage)
Stock Market Today: The Dow Jones index wavers ahead of a likely Fed rate hike and Warsh's comments. Nvidia, Intel and SK Hynix jump.
Salesforce, SpaceX, Intel, J.B. Hunt, Coinbase, and More Stocks That Explain Today’s Market
Salesforce declines after a widespread service outage hits the company during its annual Dreamforce conference.
Lumentum Stock Leads the S&P 500 While Corning Can’t Keep Up
Lumentum is the best-performing S&P 500 stock Wednesday, and Coherent isn’t far behind. Corning is seeing smaller gains.
AXT's Geographic Reach Expands: Can It Drive More Revenue Growth?
AXTI's surging sales in Europe and Asia-Pacific are broadening its revenue base beyond China as InP demand and export approvals improve.
Lumentum Stock Jumps Wednesday: What's Driving the Action?
Lumentum Holdings is trading higher Wednesday, lifted by strength in fiber-optic stocks after peer Ciena set aggressive multi-year targets.
Optics Stocks Rally as Oversold Bounce Takes Hold: Coherent Jumps 6%, Lumentum Climbs 5%, Applied Optoelectronics Advances 3%
Coherent, Lumentum, and Applied Optoelectronics are surging together this morning with no shared headline, no analyst upgrade, and no product news to explain it, and the reason behind the correlated pop reveals something more telling than a simple good day for optics stocks.
How Lumentum Holdings (LITE) Powers the Next Generation of AI Data Demand
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second-quarter 2026 investor letter. The letter can be downloaded here. During the quarter, the Fund (Investor Shares) returned 17.49% (net of fees), outperforming the Russell 1000 Growth Index’s 16.74%. Holdings in Information Technology and Consumer Discretionary sectors boosted relative returns, while Communication Services […]
Salesforce, Intel, Dell, J.B. Hunt, Expedia, and More Stocks That Explain Today’s Market
FEATURE Stocks rose on Wednesday as investors waited for the Federal Reserve’s interest-rate decision. Intel gained 5.7% and SK Hynix added 2.2% after Reuters reported the two companies had discussed a potential memory-chip partnership.
FPS Q4 Earnings Beat Estimates on Powertrain Solutions Growth
Forgent Power Solutions beats fiscal Q4 estimates as data center demand drives Powertrain Solutions growth, while bookings and backlog reach record levels.
S&P 500 Gains, Crude Falls Ahead Of Fed's Expected First Hike Since 2023: Stock Market Today
Crude tumbles 3.6% on a Saudi pipeline restart, easing yields and lifting chips, while the Fed prepares its first rate hike in nearly three years.
Wondering what's happening in today's S&P500 pre-market session?
Before the opening bell on Wednesday, let's take a glimpse of the US markets and explore the S&P500 top gainers and losers in today's pre-market session.
Lumentum: AI Capex Party Continues - Compelling, Multi-Year Optical Tailwinds
LITE outlook: fiber optics, data center expansion, and CPO/NPO adoption drive multi-year cloud supercycle upsideâplus risks to watch.
Nvidia, Coinbase, Skyworks, Axon, Tesla, Applied Aerospace, and More Stocks That Explain Today’s Market
FEATURE Stocks declined Tuesday as the yield reached its highest level in 19 years. Investor fears over the selloff in artificial-intelligence stocks eased somewhat. AI-related stocks fared better Tuesday after taking a battering on Monday following calls for a slowdown in AI development.
Coherent Stock Declines 24% in a Month: Is This a Buying Opportunity?
COHR's 24% pullback creates a buying opportunity as AI-driven demand, capacity expansion and stronger margins support its long-term growth story.
Ciena Rises 4% as Optics Selloff Unwinds; Coherent Edges Higher, Corning Holds Steady
Ciena just bounced hard off a brutal month-long selloff, but Corning is barely moving while the broader market sits in the red. The divergence inside the optics sector points to something more specific than a simple reversal.
Lumentum Experts to Share Insights at ECOC 2026
SAN JOSE, Calif., September 15, 2026--Lumentum, a global leader in optical and photonic technology, today announced its speaker line-up at the 2026 European Conference on Optical Communications (ECOC) in Málaga, Spain. The event will be held from September 20 – 24 at the Trade Fair and Congress Center of Málaga. Visit Lumentum stand #2050.
What Does Lumentum Holdings (LITE) Mean For Investors After The LITEON Token Launch?
LITEON, a tokenized financial product tied to Lumentum Holdings (NasdaqGS:LITE), has been launched to give investors economic exposure to the stock. The new token links blockchain infrastructure with the AI optics theme that surrounds Lumentum's role in data center hardware. LITEON is structured to track Lumentum's share performance and referenced AI data center drivers without altering Lumentum's underlying operations or cash flows. The launch also highlights market interest in Lumentum's...
Corning Tumbles 12% on $2B At-the-Market Equity Offering; Coherent Sinks 11%, Lumentum Drops 9%, Fabrinet Slides 6%
Shares of Corning Incorporated (NYSE:GLW) are down 12% to $145.61 in Monday afternoon trading after the company disclosed a $2 billion at-the-market equity distribution program. The selloff makes Corning the worst performer in the S&P 500 today, and it’s dragging a tight cluster of artificial intelligence (AI) optical connectivity peers sharply lower alongside it. Barron’s […]
Corning Stock Is Today’s Worst in the S&P 500. It’s Not Just the AI Selloff.
Corning stock is the worst-performing S&P 500 stocks in the trading session and it isn’t just because of the AI-trade selloff.
Microsoft Is Setting Limits for Its AI Models. It Isn’t Slowing Development.
Microsoft stock rises even as the AI trade gets hit hard after the company releases its AI model code of conduct.
Gapping S&P500 stocks in Monday's session
Let's have a look at the S&P500 gap up and gap down stocks in today's session.
These S&P500 stocks are moving in today's pre-market session
Wondering what's happening in today's pre-market session? Stay tuned for the latest updates on S&P500 stock movements.
HPE Stock Is Downgraded After Rising 159% This Year. Why?
Hewlett Packard Enterprise stock is downgraded as a Wall Street firm doesn’t believe there’s much more upside.
Jim Cramer Might Come Back To This AI Stock Later
Networking hardware firm Ciena Corporation (NYSE:CIEN)’s shares are up by more than 150% over the past year. As is the case with other networking equipment providers, the firm is also benefiting from the AI buildout. Cramer discussed Ciena Corporation (NYSE:CIEN) in his morning appearance on September 3rd and commented on the impact of the recent […]
CIEN Falls 15.2% in a Week as AI Growth Faces Persistent Supply Risks
Ciena's 15.2% weekly slide contrasts with surging earnings and AI demand as supply, concentration and valuation risks put execution in focus.
Ciena's 2027 Growth Guide Raises the Stakes for AI Optical Demand
Ciena targets at least 30% fiscal 2027 revenue growth as AI networking demand builds, with backlog topping $10B expected despite supply constraints.
AAOI's Optical Networking Demand Rise: Can It Beat LITE and COHR?
Applied Optoelectronics is scaling 800G and 1.6T capacity as AI-driven optical demand surges, sharpening its challenge to major networking rivals.
I Own 9 Of The Top 10 Stocks For H2 2026: Why I'm Staying The Course
The market crushed great fundamental stocks; I still own them and am buying. Discover why Steve Cress hasnât given up on his top 10 stocks for H2 2026.
Lumentum: Why 2027 Will Be A Game Changer
Lumentum's optical division is well-positioned as data centers shift from copper to fiber optic, boosting transceiver demand. Learn why LITE stock is a buy.
Thursday's session: top gainers and losers in the S&P500 index
Curious about the S&P500 stocks that are in motion on Thursday? Join us as we explore the top movers within the S&P500 index during today's session.
GoPro Spikes 11% as Lumentum Eases and Coherent Holds Flat: Is This a Merger Trade or a Meme Trade?
Shares of GoPro (NASDAQ:GPRO) are up 11% to $1.57 in late-morning trading Thursday, extending a rerating that has lifted the action camera maker 124% over the past month. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.43% on the session. Also, the iShares Semiconductor ETF (NASDAQ:SOXX) is off 2%, so today’s green tape is […]
Why Is Lumentum (LITE) Up 6.1% Since Last Earnings Report?
Lumentum (LITE) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Optical Circuit Switching Market Size to Hit USD 4.93 Billion by 2035, at 28.51% CAGR – Research by SNS Insider
U.S. Optical Circuit Switching Market to Reach USD 1.47 Billion by 2035 as North America Leads with 38.64% Share and Asia Pacific Records the Fastest Growth at 32.08% CAGRAustin, Sept. 10, 2026 (GLOBE NEWSWIRE) -- According to SNS Insider, the Optical Circuit Switching Market was valued at USD 0.40 Billion in 2025 and is projected to reach USD 4.93 Billion by 2035, registering a CAGR of 28.51% from 2026 to 2035. The market growth is attributed to increased demand for high bandwidth, low latency,
Stocks making the biggest moves midday: Oracle, AeroVironment, American Eagle, Micron, Macy's & more
Here are some of the companies making headlines in midday trading.
Top Funds Bet Billions As This AI Stock Lights Up A Buy Zone
Fueled by massive demand for AI data centers, the best mutual funds have bet billions on Lumentum stock, igniting shares.
Funds Bet Billions As This AI Stock Lights Up A Buy Zone
Fueled by massive demand for AI data centers, the best mutual funds have bet billions on Lumentum stock, igniting shares.
Applied Optoelectronics Still Over Lumentum: Buying Back The Loser For A Better Reason
AAOI upgraded to cautious Buy after 45% drop as expansion, regulatory tailwinds, and margin inflection improve value.
How Far Can Fabrinet Stock Fall While Its Business Accelerates?
Fabrinet (FN) trades near $416, about 44% below the high it set in the past year. Its own results point the other way: fiscal 2026 ended in June with revenue up 36%, and management has guided the fiscal first quarter of 2027 to 43% growth at the midpoint. So how far can it fall once a real shock arrives.
Stock Market Today: Dow Cuts Losses; Apple Moves Off Lows, AI Stock Tops Entry (Live Coverage)
Stock Market Today: The Dow Jones index drops Wednesday on rising oil prices. Apple stock falls ahead of the iPhone event.
Lumentum Holdings Inc. (LITE) Presents at Citi's 2026 Global TMT Conference Transcript
Lumentum Holdings Inc. (LITE) Citi's 2026 Global TMT Conference September 9, 2026 2:35 PM EDTCompany ParticipantsWupen Yuen - President of Global Business...
Stock Market Today: Dow Slumps 400 Points As Oil Surges; Shell Jumps Past Entry (Live Coverage)
Stock Market Today: The Dow Jones index drops Wednesday on rising oil prices. Apple stock falls ahead of the iPhone event.
LITE's Laser Growth Accelerates: Can It Challenge AVGO & AAOI?
Lumentum is scaling pump, EML and CW laser capacity as AI-driven optical demand rises, positioning it against Broadcom and Applied Optoelectronics.
AXT's Liquidity Supports InP Capacity Expansion: Can Growth Continue?
AXTI's $748.8M liquidity, $100M-plus InP backlog and planned capacity expansions position it to meet strong AI data-center demand.
Stock Market Today: Dow Falls As Brent Crosses $100 A Barrel; Apple Dips Ahead Of iPhone Event (Live Coverage)
Stock Market Today: The Dow Jones index drops Wednesday on rising oil prices. Apple stock falls ahead of the iPhone event.
10 Information Technology Stocks Whale Activity In Today’s Session
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner. Traders will
Lumentum President Sells 1,500 Shares
Wupen Yuen executed this sale under a Rule 10b5-1 plan adopted in May, signaling routine portfolio management rather than concern about company fundamentals.
Buy 3 AI-Powered Photonics Stocks to Tap Solid Short-Term Price Upside
AI-driven data center demand is boosting photonics, with LITE, COHR and MTSI offering strong short-term price upside.
Dow Jones Futures Fall As Oil Prices Push Stocks Toward Breaking Point; Apple iPhone Event Due
Stocks fell Tuesday as oil prices and Treasury yields rose, but AMD and HPE led AI plays flashing buy signals. An Apple iPhone event is on tap.
Dow Jones Futures Fall As Brent Oil Prices Hit $100, Apple iPhone Event Due; AMD, HPE Are New Buys
Stocks fell Tuesday as oil prices and Treasury yields rose, but AMD and HPE led AI plays flashing buy signals. An Apple iPhone event is on tap.
Lumentum's $7.2 Billion Loss Was Not A Loss
Lumentum Holdings is transforming from a cyclical telecom equipment maker to a key supplier for AI-driven data center components. Read why LITE stock is a buy.
Review & Preview: A Slippery Start to Fall
The Nasdaq Composite dipped 0.3%. It comes down to the “usual suspects,” notes Joe Mazzola, head trading and derivatives strategist at Charles Schwab: oil, Treasuries, and tariffs. Reports that Yemen’s Houthis attacked Saudi Arabian oil facilities caused oil prices to spike today.
Dow Jones Futures: Dow Skids But AMD, HPE Are New Buys; Apple iPhone Event Due
Stocks fell Tuesday as oil prices and Treasury yields rose, but AMD and HPE led AI plays flashing buy signals. An Apple iPhone event is on tap.
Dow Jones Futures: Dow Breaks Support But AMD, HPE Are New Buys; Apple iPhone Event Due
Stocks fell Tuesday as oil prices and Treasury yields rose, but AMD and HPE led AI plays flashing buy signals. An Apple iPhone event is on tap.
AMD, Amgen, Novartis, Qualcomn, Corning, and More Stocks That Explain Today’s Market
FEATURE Stocks declined on Tuesday as oil prices rose, renewing investor worries about hotter inflation and bolstering the case for the Federal Reserve to raise interest rates. Investor attention may turn to Apple on Wednesday when the company holds its iPhone launch event.
Uncover the latest developments among S&P500 stocks in today's session.
Stay updated with the movements of the S&P500 index one hour before the close of the markets on Tuesday. Discover which stocks are leading as top gainers and losers in today's session.
Optical Stocks Surge as Corning Inks Multibillion-Dollar Deal With Verizon
Corning shares are soaring after the company agreed to a lucrative supply agreement with Verizon.
Stock Market Today: Dow Dives, Oil Spikes After Saudi Attacks; Amgen Swoons On These Results (Live Coverage)
Stock Market Today: The Dow Jones index sells off 500 points Tuesday, as oil prices jump on continued U.S.-Iran attacks. SK Hynix breaks out.
Verizon’s Megadeal Proves Corning Is Integral to the AI Grid
Corning and Verizon agree on a supply agreement that runs through 2032 for broadband and AI infrastructure.
FN's AI Optical Growth Accelerates: Can It Challenge LITE & AAOI?
Fabrinet rides on surging AI data-center demand, with strong DCI, HPC and transceiver growth supporting its push against optical rivals.
Amgen, Novartis, Qualcomn, Corning, Lumentum, and More Stocks That Explain Today’s Market
Stocks declined on Tuesday as oil prices rose, renewing investor worries about hotter inflation and bolstering the case for the Federal Reserve to hike interest rates. Investor attention may turn to Apple on Wednesday when the company holds its iPhone launch event. Artificial-intelligence stocks were advancing despite the market’s inflation worries.
3 AI Optical Networking Stocks Positioned for the Data Center Buildout
Ciena beat Q3 earnings estimates with record margins, yet shares fell on margin concerns, prompting a look at rivals Lumentum and Coherent for AI optical networking exposure.
Stewart Asset Management: AI Infrastructure Drives Lumentum Holdings’ (LITE) Potential
Stewart Asset Management’s flagship portfolio returned 15.97%, net of fees, in the second quarter, and the S&P 500 Index gained 15.20%. YTD, it appreciated 5.37%, net of fees, and the S&P 500 Index gained 10.21%. The letter can be downloaded here. Despite geopolitical uncertainties, share prices surged higher as emerging prospects for a ceasefire in […]
Why Is Lumentum Stock Surging on Tuesday?
Lumentum Holdings Inc (NASDAQ: LITE) stock gains Tuesday following a major optical fiber supply deal between Corning and Verizon Communications.
Corning Stock Rises on Multi-Billion-Dollar Verizon Pact for 80 Million Miles of Fiber
Corning and Verizon agree on a supply agreement that runs through 2032 for broadband and AI infrastructure.
S&P 500, Nasdaq Slip as $98 Brent Reignites Inflation Fears: Stock Market Today
Crude near $98 pushes the 10-year Treasury yield above 4.8% for the first time since 2023, hammering the Dow as traders price a Fed rate hike next week.
Stocks making the biggest moves midday: Amgen, Qualcomm, Expedia, CoreWeave & more
Here are some of the companies making headlines in midday trading.
Lumentum Holdings: The Earnings Are Catching Up With The 521% Rally
Lumentum is supply constrained across several product categories, customers are helping fund additional capacity. Learn why LITE stock is a hold.
Lumentum: Speed Is Everything
Lumentum's 1.6T module gains and optical switch demand may drive upside to FY28 earnings and 50%+ margins. Read why LITE stock is a Strong Buy.
AAOI Dips 46% in Three Months: Should You Buy the Stock Now or Wait?
Applied Optoelectronics plunges 46.3% in three months as supply constraints and a rich valuation offset surging AI-driven demand for 800G and 1.6T products.
Which Optics Stock Has Dominated in 2026: Applied Optoelectronics, Lumentum, or Coherent?
AI datacenter spending has turned optical networking into one of 2026's hottest trades, but the three biggest U.S. optics stocks have performed so differently that picking the wrong one meant leaving triple-digit gains on the table.
Lumentum (LITE) Stock Could Be Fully Priced Despite Fresh AI Demand News
Lumentum Holdings stock has seen a very strong run in recent years, yet current valuation checks based on market multiples point to an overvalued profile and an overall mixed value score. For investors, the question is how to weigh that recent share price strength against what the broader metrics are now signaling. Over the last three years, Lumentum Holdings has delivered a very large total return, which puts extra focus on whether recent gains already bake in much of the good...
Street Calls of the Week
Monday - Lumentum Holdings What’s the full story? Evercore initiates Lumentum Lumentum Holdings Inc (NASDAQ:LITE) at Outperform with an $1,100 target. The AI revolution has a supply-chain coronary: silicon processors run fast, but data can’t move between them. Connecting these compute clusters requires Indium Phosphide lasers—a scarce, capital-intensive material where demand outpaces supply by 30%. LITE holds the choke point, shifting pricing power and margin upstream to vertically integrated in
MarketBeat Week in Review – 08/31 - 09/04
Stocks pulled back after a strong jobs report stoked rate-hike concerns. MarketBeat writers recap earnings-season themes, covering AI, cybersecurity, retail, energy, and dividend stocks.
GoPro Zooms 34% Higher on Starman Optical Merger and Markiplier Stake; Coherent Climbs 7%, Lumentum Gains 3%
GoPro is surging on a merger that turns a camera company into an optical-transceiver play, and a famous YouTuber just became its largest individual shareholder. Here is what the move actually means against a backdrop of proven incumbents already delivering billion-dollar datacenter revenue.
The Market Made Credo Cheap, Again
Credo Technology Group Holding Ltd stock plunged 20% after 1QFY27 earnings. See why optics-driven 2H growth could lift FY27 outlook. Click for this CRDO update.
Update: Market Chatter: Nvidia Increases Equity Investments to $99 Billion
(Updates with Nvidia's response in the fifth paragraph.) Nvidia (NVDA) has increased its equity i
Ciena: The Business Is Better Than Ever, But The Stock Isn't Cheap
Ciena rides AI/hyperscaler demand with a record backlog and higher margins, but premium valuation and risks support a Hold. Click for this CIEN stock update.
Related Stocks (Peers)
Recent Insider Transactions
| Date | Name | Shares Changed | Price | Value |
|---|---|---|---|---|
| 2026-10-01 | Ali Wajid | -24,542 | $1048.5 | $25,732,287 |
| 2026-09-25 | Wupen Yuen | -500 | $935.75 | $467,875 |
| 2026-09-24 | Wupen Yuen | -500 | $921.07 | $460,535 |
| 2026-09-23 | Wupen Yuen | -500 | $946.56 | $473,280 |
| 2026-09-22 | Wupen Yuen | -500 | $935.55 | $467,775 |
| 2026-09-21 | Wupen Yuen | -500 | $959.27 | $479,635 |
| 2026-09-18 | Wupen Yuen | -500 | $920 | $460,000 |
| 2026-09-17 | Wupen Yuen | -500 | $933.45 | $466,725 |
| 2026-09-16 | Wupen Yuen | -500 | $856.83 | $428,415 |
| 2026-09-15 | Wupen Yuen | -500 | $841.51 | $420,755 |
| 2026-09-14 | Wupen Yuen | -500 | $862.14 | $431,070 |
| 2026-09-11 | Wupen Yuen | -500 | $944.41 | $472,205 |
| 2026-09-10 | Wupen Yuen | -500 | $961.44 | $480,720 |
| 2026-09-09 | Wupen Yuen | -500 | $978.54 | $489,270 |
| 2026-09-08 | Wupen Yuen | -500 | $895.99 | $447,995 |
| 2026-09-04 | Wupen Yuen | -500 | $860 | $430,000 |
| 2026-09-03 | Wupen Yuen | -500 | $870.01 | $435,005 |
| 2026-09-02 | Wupen Yuen | -500 | $864.49 | $432,245 |
| 2026-09-01 | Wupen Yuen | -500 | $901.04 | $450,520 |
| 2026-08-31 | Wupen Yuen | -500 | $895 | $447,500 |
| 2026-08-28 | Wupen Yuen | -500 | $940.95 | $470,475 |
| 2026-08-27 | HURLSTON MICHAEL E. | -548 | $958.66 | $525,346 |
| 2026-08-27 | Wupen Yuen | -500 | $958.66 | $479,330 |
| 2026-08-26 | Wupen Yuen | -500 | $882.15 | $441,075 |
| 2026-08-25 | Chang Eric | +900 | - | - |
| 2026-08-25 | Retort Vincent | -2,302 | $860.052 | $1,979,840 |
| 2026-08-25 | Retort Vincent | -188 | $858.8163 | $161,457 |
| 2026-08-25 | Retort Vincent | -3,511 | $857.95 | $3,012,262 |
| 2026-08-25 | Retort Vincent | -4,676 | $856.7089 | $4,005,971 |
| 2026-08-25 | Retort Vincent | -800 | $855.8411 | $684,673 |
| 2026-08-25 | Retort Vincent | -3,486 | $854.8859 | $2,980,132 |
| 2026-08-25 | Retort Vincent | -2,465 | $853.6179 | $2,104,168 |
| 2026-08-25 | Retort Vincent | -3,711 | $852.6005 | $3,164,000 |
| 2026-08-25 | Retort Vincent | -4,426 | $851.6762 | $3,769,519 |
| 2026-08-25 | Retort Vincent | -3,017 | $850.6556 | $2,566,428 |
| 2026-08-25 | Retort Vincent | -1,528 | $849.7055 | $1,298,350 |
| 2026-08-25 | Retort Vincent | -1,102 | $848.6576 | $935,221 |
| 2026-08-25 | Retort Vincent | -2,121 | $847.516 | $1,797,581 |
| 2026-08-25 | Retort Vincent | -2,073 | $846.4448 | $1,754,680 |
| 2026-08-25 | Retort Vincent | -631 | $845.6299 | $533,592 |
| 2026-08-25 | Retort Vincent | -1,053 | $844.6082 | $889,372 |
| 2026-08-25 | Retort Vincent | -1,213 | $843.6014 | $1,023,288 |
| 2026-08-25 | Retort Vincent | -360 | $842.2161 | $303,198 |
| 2026-08-25 | HURLSTON MICHAEL E. | +7,941 | - | - |
| 2026-08-25 | Kim Jae | +1,635 | - | - |
| 2026-08-25 | Kim Jae | -732 | $860.0367 | $629,547 |
| 2026-08-25 | Kim Jae | -40 | $858.64 | $34,346 |
| 2026-08-25 | Kim Jae | -815 | $857.9592 | $699,237 |
| 2026-08-25 | Kim Jae | -1,679 | $856.698 | $1,438,396 |
| 2026-08-25 | Kim Jae | -273 | $855.8929 | $233,659 |
| 2026-08-25 | Kim Jae | -1,080 | $854.8428 | $923,230 |
| 2026-08-25 | Kim Jae | -851 | $853.5373 | $726,360 |
| 2026-08-25 | Kim Jae | -1,998 | $852.3285 | $1,702,952 |
| 2026-08-25 | Kim Jae | -970 | $851.3098 | $825,771 |
| 2026-08-25 | Kim Jae | -600 | $850.4378 | $510,263 |
| 2026-08-25 | Kim Jae | -600 | $849.1433 | $509,486 |
| 2026-08-25 | Kim Jae | -491 | $847.9411 | $416,339 |
| 2026-08-25 | Kim Jae | -456 | $847.0044 | $386,234 |
| 2026-08-25 | Kim Jae | -570 | $845.959 | $482,197 |
| 2026-08-25 | Kim Jae | -360 | $844.6617 | $304,078 |
| 2026-08-25 | Kim Jae | -280 | $843.6821 | $236,231 |
| 2026-08-25 | Kim Jae | -205 | $842.3932 | $172,691 |
| 2026-08-25 | Ali Wajid | +5,005 | - | - |
| 2026-08-25 | Wupen Yuen | +5,138 | - | - |
| 2026-08-25 | Wupen Yuen | -500 | $856.645 | $428,323 |
| 2026-08-24 | Wupen Yuen | -500 | $824.24 | $412,120 |
| 2026-08-21 | Retort Vincent | -7,509 | $866.71 | $6,508,125 |
| 2026-08-21 | Kim Jae | -3,926 | $866.71 | $3,402,703 |
| 2026-08-21 | Ali Wajid | -6,635 | $866.71 | $5,750,621 |
| 2026-08-21 | Wupen Yuen | -500 | $898.15 | $449,075 |
| 2026-08-21 | Wupen Yuen | -6,705 | $866.71 | $5,811,291 |
| 2026-08-20 | Retort Vincent | -2,483 | $827.82 | $2,055,477 |
| 2026-08-20 | Kim Jae | -1,904 | $827.82 | $1,576,169 |
| 2026-08-20 | Wupen Yuen | -1,500 | $827.82 | $1,241,730 |
| 2026-08-19 | Retort Vincent | -2,574 | $827.6 | $2,130,242 |
| 2026-08-19 | HURLSTON MICHAEL E. | -6,185 | $827.6 | $5,118,706 |
| 2026-08-19 | Kim Jae | -1,973 | $827.6 | $1,632,855 |
| 2026-08-19 | Ali Wajid | -4,093 | $827.6 | $3,387,367 |
| 2026-08-19 | Wupen Yuen | -3,860 | $827.6 | $3,194,536 |
| 2026-08-18 | Retort Vincent | -3,183 | $909.43 | $2,894,716 |
| 2026-08-18 | Kim Jae | -1,366 | $909.43 | $1,242,281 |
| 2026-08-17 | Retort Vincent | -32,542 | $968.9 | $31,529,944 |
| 2026-08-17 | Retort Vincent | +63,956 | - | - |
| 2026-08-17 | Kim Jae | -17,011 | $968.9 | $16,481,958 |
| 2026-08-17 | Kim Jae | +33,433 | - | - |
| 2026-08-17 | Ali Wajid | -28,754 | $968.9 | $27,859,751 |
| 2026-08-17 | Ali Wajid | +53,296 | - | - |
| 2026-08-17 | Wupen Yuen | -29,056 | $968.9 | $28,152,358 |
| 2026-08-17 | Wupen Yuen | +57,103 | - | - |
| 2026-08-17 | Retort Vincent | +15,174 | - | - |
| 2026-08-17 | HURLSTON MICHAEL E. | +66,764 | - | - |
| 2026-08-17 | Kim Jae | +11,634 | - | - |
| 2026-08-17 | Ali Wajid | +22,760 | - | - |
| 2026-08-17 | Wupen Yuen | +22,760 | - | - |
| 2026-08-15 | Retort Vincent | -3,299 | $926.14 | $3,055,336 |
| 2026-08-15 | HURLSTON MICHAEL E. | -5,438 | $926.14 | $5,036,349 |
| 2026-08-15 | Kim Jae | -1,416 | $926.14 | $1,311,414 |
| 2026-08-15 | Ali Wajid | -2,914 | $926.14 | $2,698,772 |
| 2026-08-15 | Wupen Yuen | -3,741 | $926.14 | $3,464,690 |
| 2026-07-15 | Johnson Julia Suzanne | +108 | - | - |
| 2026-07-15 | Small Ian | +108 | - | - |
| 2026-07-15 | Fletcher Pamela | +108 | - | - |
| 2026-07-15 | Lillie Brian | +108 | - | - |
| 2026-07-15 | Thad Trent | +108 | - | - |
| 2026-07-15 | HERSCHER PENNY | +108 | - | - |
| 2026-06-02 | Harris Isaac Hosojiro | -1,416 | $1000.081 | $1,416,115 |
| 2026-05-29 | Harris Isaac Hosojiro | -125 | $854.96 | $106,870 |
| 2026-05-29 | Harris Isaac Hosojiro | +258 | - | - |
| 2026-05-29 | Harris Isaac Hosojiro | -4,000 | $860 | $3,440,000 |
| 2026-05-21 | Small Ian | -4,954 | $868.07 | $4,300,419 |
| 2026-05-18 | Retort Vincent | -3,183 | $953.95 | $3,036,423 |
| 2026-05-18 | Kim Jae | -1,422 | $953.95 | $1,356,517 |
| 2026-05-18 | Ali Wajid | -2,487 | $953.95 | $2,372,474 |
| 2026-05-18 | Wupen Yuen | -3,210 | $953.95 | $3,062,180 |
| 2026-05-15 | Retort Vincent | -3,299 | $970.7 | $3,202,339 |
| 2026-05-15 | HURLSTON MICHAEL E. | -5,438 | $970.7 | $5,278,667 |
| 2026-05-15 | Kim Jae | -1,416 | $970.7 | $1,374,511 |
| 2026-05-15 | Ali Wajid | -2,914 | $970.7 | $2,828,620 |
| 2026-05-15 | Wupen Yuen | -3,741 | $970.7 | $3,631,389 |
| 2026-05-15 | Fletcher Pamela | -1,578 | $940.82 | $1,484,614 |
| 2026-05-14 | Fletcher Pamela | -1,577 | $1003.375 | $1,582,322 |
| 2026-05-11 | Lillie Brian | -49 | $1004.335 | $49,212 |
| 2026-05-11 | Lillie Brian | -1,951 | $1003.617 | $1,958,057 |
| 2026-05-11 | Lillie Brian | -1,848 | $1000.1606 | $1,848,297 |
| 2026-05-11 | Lillie Brian | -120 | $998.6833 | $119,842 |
| 2026-05-11 | Lillie Brian | -80 | $997 | $79,760 |
| 2026-05-11 | Lillie Brian | -120 | $996.4 | $119,568 |
| 2026-05-11 | Lillie Brian | -322 | $995.0587 | $320,409 |
| 2026-05-11 | Lillie Brian | -40 | $993.48 | $39,739 |
| 2026-05-11 | Lillie Brian | -67 | $991.5896 | $66,437 |
| 2026-05-11 | Lillie Brian | -80 | $990 | $79,200 |
| 2026-05-11 | Lillie Brian | -120 | $989.04 | $118,685 |
| 2026-05-11 | Lillie Brian | -40 | $986.28 | $39,451 |
| 2026-05-11 | Lillie Brian | -1,570 | $985.2942 | $1,546,912 |
| 2026-05-11 | Lillie Brian | -176 | $982.7295 | $172,960 |
| 2026-05-11 | Lillie Brian | -208 | $980.2462 | $203,891 |
| 2026-05-11 | Lillie Brian | -1,160 | $979.4942 | $1,136,213 |
| 2026-05-11 | Lillie Brian | -120 | $978.0967 | $117,372 |
| 2026-05-11 | Lillie Brian | -200 | $975.476 | $195,095 |
| 2026-05-11 | Lillie Brian | -80 | $974.225 | $77,938 |
| 2026-05-11 | Lillie Brian | -68 | $972.7735 | $66,149 |
| 2026-05-11 | Lillie Brian | -200 | $971.85 | $194,370 |
| 2026-05-11 | Lillie Brian | -40 | $970 | $38,800 |
| 2026-05-11 | Lillie Brian | -170 | $968.8018 | $164,696 |
| 2026-05-11 | Lillie Brian | -101 | $967.2269 | $97,690 |
| 2026-05-11 | Lillie Brian | -122 | $965.6254 | $117,806 |
| 2026-05-11 | Lillie Brian | -239 | $964.3005 | $230,468 |
| 2026-05-11 | Lillie Brian | -40 | $962.88 | $38,515 |
| 2026-05-11 | Lillie Brian | -120 | $957.84 | $114,941 |
| 2026-05-11 | Lillie Brian | -1,000 | $955.0138 | $955,014 |
| 2026-05-11 | Lillie Brian | -80 | $953.54 | $76,283 |
| 2026-05-11 | Lillie Brian | -1,469 | $950.99 | $1,397,004 |
| 2026-05-11 | Kim Jae | -1,933 | $950.99 | $1,838,264 |
| 2026-05-08 | Small Ian | -571 | $912.2644 | $520,903 |
| 2026-05-08 | Small Ian | -892 | $911.5152 | $813,072 |
| 2026-05-08 | Small Ian | -2,037 | $910.7185 | $1,855,134 |
| 2026-04-30 | Harris Isaac Hosojiro | -145 | $902.32 | $130,836 |
| 2026-04-30 | Harris Isaac Hosojiro | +320 | - | - |
| 2026-03-31 | Harris Isaac Hosojiro | -125 | $702.76 | $87,845 |
| 2026-03-31 | Harris Isaac Hosojiro | +374 | - | - |
| 2026-02-27 | Harris Isaac Hosojiro | -220 | $700.91 | $154,200 |
| 2026-02-27 | Harris Isaac Hosojiro | +611 | - | - |
| 2026-02-27 | Ali Wajid | -244 | $699.2798 | $170,624 |
| 2026-02-27 | Ali Wajid | -1,108 | $698.0997 | $773,494 |
| 2026-02-27 | Ali Wajid | -300 | $697.0833 | $209,125 |
| 2026-02-27 | Ali Wajid | -355 | $696.117 | $247,122 |
| 2026-02-27 | Ali Wajid | -450 | $694.7644 | $312,644 |
| 2026-02-27 | Ali Wajid | -731 | $692.0239 | $505,869 |
| 2026-02-27 | Ali Wajid | -155 | $690.1261 | $106,970 |
| 2026-02-27 | Ali Wajid | -475 | $688.4164 | $326,998 |
| 2026-02-27 | Ali Wajid | -160 | $686.5438 | $109,847 |
| 2026-02-27 | Ali Wajid | -200 | $685.495 | $137,099 |
| 2026-02-27 | Ali Wajid | -500 | $681.481 | $340,741 |
| 2026-02-27 | Ali Wajid | -424 | $679.95 | $288,299 |
| 2026-02-27 | Ali Wajid | -200 | $677.7775 | $135,556 |
| 2026-02-17 | Retort Vincent | -305 | $557.8428 | $170,142 |
| 2026-02-17 | Retort Vincent | -185 | $556.227 | $102,902 |
| 2026-02-17 | Retort Vincent | -159 | $554.5128 | $88,168 |
| 2026-02-17 | Retort Vincent | -110 | $553.1078 | $60,842 |
| 2026-02-17 | Retort Vincent | -275 | $552.1633 | $151,845 |
| 2026-02-17 | Retort Vincent | -160 | $551.1781 | $88,188 |
| 2026-02-17 | Retort Vincent | -576 | $549.8714 | $316,726 |
| 2026-02-17 | Retort Vincent | -130 | $548.9508 | $71,364 |
| 2026-02-17 | Retort Vincent | -180 | $542.2633 | $97,607 |
| 2026-02-17 | Retort Vincent | -90 | $540.51 | $48,646 |
| 2026-02-17 | Retort Vincent | -112 | $540.2948 | $60,513 |
| 2026-02-17 | Retort Vincent | -300 | $538.78 | $161,634 |
| 2026-02-17 | Retort Vincent | -444 | $537.8874 | $238,822 |
| 2026-02-17 | Retort Vincent | -5 | $534.35 | $2,672 |
| 2026-02-17 | Retort Vincent | -170 | $532.7182 | $90,562 |
| 2026-02-17 | Retort Vincent | -240 | $530.8035 | $127,393 |
| 2026-02-17 | Wupen Yuen | -3,157 | $538 | $1,698,466 |
| 2026-02-15 | Chang Eric | +5,006 | - | - |
| 2026-02-15 | Retort Vincent | -3,039 | $562.74 | $1,710,167 |
| 2026-02-15 | Kim Jae | -1,353 | $562.74 | $761,387 |
| 2026-02-15 | Ali Wajid | -2,755 | $562.74 | $1,550,349 |
| 2026-02-15 | Wupen Yuen | -3,481 | $562.74 | $1,958,898 |
| 2026-02-12 | Retort Vincent | -1,121 | $601.8192 | $674,639 |
| 2026-02-12 | Retort Vincent | -650 | $600.1785 | $390,116 |
| 2026-02-12 | Retort Vincent | -1,516 | $599.5127 | $908,861 |
| 2026-02-12 | Retort Vincent | -2,959 | $598.0859 | $1,769,736 |
| 2026-02-12 | Retort Vincent | -1,626 | $597.0391 | $970,786 |
| 2026-02-12 | Retort Vincent | -2,939 | $595.8707 | $1,751,264 |
| 2026-02-12 | Retort Vincent | -3,576 | $594.7973 | $2,126,995 |
| 2026-02-12 | Retort Vincent | -2,888 | $593.7391 | $1,714,719 |
| 2026-02-12 | Retort Vincent | -1,953 | $592.7779 | $1,157,695 |
| 2026-02-12 | Retort Vincent | -7,673 | $591.8233 | $4,541,060 |
| 2026-02-12 | Retort Vincent | -3,738 | $590.5582 | $2,207,507 |
| 2026-02-12 | Retort Vincent | -3,593 | $589.7011 | $2,118,796 |
| 2026-02-12 | Retort Vincent | -1,368 | $588.4333 | $804,977 |
| 2026-02-12 | Retort Vincent | -910 | $587.2794 | $534,424 |
| 2026-02-12 | Retort Vincent | -2,170 | $586.2886 | $1,272,246 |
| 2026-02-12 | Retort Vincent | -170 | $584.8385 | $99,423 |
| 2026-02-12 | Retort Vincent | -260 | $582.5692 | $151,468 |
| 2026-02-12 | Retort Vincent | -1,068 | $581.4928 | $621,034 |
| 2026-02-12 | Retort Vincent | -2,399 | $580.3438 | $1,392,245 |
| 2026-02-12 | Retort Vincent | -1,363 | $579.6578 | $790,074 |
| 2026-02-12 | Retort Vincent | -250 | $578.594 | $144,649 |
| 2026-02-12 | Retort Vincent | -386 | $577.283 | $222,831 |
| 2026-02-12 | Retort Vincent | -450 | $576.3523 | $259,359 |
| 2026-02-12 | HERSCHER PENNY | -159 | $602.63 | $95,818 |
| 2026-02-12 | HERSCHER PENNY | -349 | $601.1662 | $209,807 |
| 2026-02-12 | HERSCHER PENNY | -434 | $600.0402 | $260,417 |
| 2026-02-12 | HERSCHER PENNY | -363 | $599.0061 | $217,439 |
| 2026-02-12 | HERSCHER PENNY | -427 | $597.9037 | $255,305 |
| 2026-02-12 | HERSCHER PENNY | -1,037 | $596.2777 | $618,340 |
| 2026-02-12 | HERSCHER PENNY | -419 | $595.1906 | $249,385 |
| 2026-02-12 | HERSCHER PENNY | -812 | $594.4192 | $482,668 |
| 2026-02-07 | HURLSTON MICHAEL E. | -20,169 | $551.99 | $11,133,086 |
| 2026-02-06 | HERSCHER PENNY | -4,849 | $535.4798 | $2,596,542 |
| 2026-01-30 | Harris Isaac Hosojiro | -225 | $391.84 | $88,164 |
| 2026-01-30 | Harris Isaac Hosojiro | +629 | - | - |
| 2026-01-15 | Sepe Matthew Joseph | -563 | $343.27 | $193,261 |
| 2025-12-31 | Harris Isaac Hosojiro | -312 | $368.59 | $115,000 |
| 2025-12-31 | Harris Isaac Hosojiro | +870 | - | - |
| 2025-12-29 | Thad Trent | +810 | - | - |
| 2025-12-29 | Thad Trent | +395 | - | - |
| 2025-11-19 | Harris Isaac Hosojiro | +1,283 | - | - |
| 2025-11-19 | Johnson Julia Suzanne | +1,283 | - | - |
| 2025-11-19 | Small Ian | +1,283 | - | - |
| 2025-11-19 | Fletcher Pamela | -3,421 | $273.5347 | $935,762 |
| 2025-11-19 | Fletcher Pamela | +2,810 | - | - |
| 2025-11-19 | Fletcher Pamela | +1,283 | - | - |
| 2025-11-19 | Lundstrom Paul | +2,387 | - | - |
| 2025-11-19 | Lundstrom Paul | +1,283 | - | - |
| 2025-11-19 | Lillie Brian | +1,283 | - | - |
| 2025-11-19 | Wupen Yuen | -822 | $258.96 | $212,865 |
| 2025-11-19 | HERSCHER PENNY | +1,283 | - | - |
| 2025-11-18 | Kim Jae | -170 | $246 | $41,820 |
| 2025-11-18 | Wupen Yuen | -821 | $246 | $201,966 |
| 2025-11-17 | Fletcher Pamela | -579 | $250 | $144,750 |
| 2025-11-17 | Kim Jae | -1,367 | $234.14 | $320,069 |
| 2025-11-17 | Wupen Yuen | -821 | $234.14 | $192,229 |
| 2025-11-15 | Sepe Matthew Joseph | -1,495 | $232.15 | $347,064 |
| 2025-11-15 | Retort Vincent | -3,291 | $232.15 | $764,006 |
| 2025-11-15 | Kim Jae | -1,413 | $232.15 | $328,028 |
| 2025-11-15 | Ali Wajid | -2,743 | $232.15 | $636,787 |
| 2025-11-15 | Wupen Yuen | -3,732 | $232.15 | $866,384 |
| 2025-11-10 | Johnson Julia Suzanne | -10,000 | $270.39 | $2,703,900 |
| 2025-11-07 | Harris Isaac Hosojiro | -7,200 | $243.32 | $1,751,904 |
| 2025-11-07 | Sepe Matthew Joseph | -4,232 | $239.6274 | $1,014,103 |