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companies / NASDAQ

Lumentum

LITENASDAQ· USwww.lumentum.com

CPO laser + transceivers; NVIDIA $2B investment 2026-03.

近 30 天股價

$1,029+13.72%

最新估值

尚未有估值資料。

在 BOM 上的位置

NVIDIA Vera Rubin · NVL576 Ultra1 row
  • 1°CPO NVSwitch (silicon photonics)· 99%

題材歸屬

  • CPO 題材 — 共封裝光學從敘事到出貨hotPrimary

    NVIDIA $2B 投資(2026-03),CPO 主動光源 + transceiver 主供

財報 highlight

期別Revenue (USD)EPS毛利率YoYSource
2026Q1$0.81B—40.8%+90.10%yahoo-finance2
2025Q4$0.67B———yahoo-finance2
2025Q3$0.53B———yahoo-finance2
2025Q2$0.48B———yahoo-finance2

競爭對手

尚未有競爭對手資料。

相關公司

在 BOM 上跟該公司同列出現的廠商 — 可能是同層 supplier、補位 source、或客戶端,不一定是競爭關係。

  • CoherentCOHR
  • Marvell TechnologyMRVL
  • BroadcomAVGO
  • 光聖科技6442.TWO

新聞 timeline

  • Lumentum
    2026-06-04 · en.wikipedia.org

    [Jump to content](https://en.wikipedia.org/wiki/Lumentum#bodyContent). * [Help](https://en.wikipedia.org/wiki/Help:Contents "Guidance on how to use and edit Wikipedia"). * [(Top)](https://en.wikipedia.org/wiki/Lumentum#). * [1 Background](https://en.wikipedia.org/wiki/Lumentum#Background). * [2 History](https://en.wikipedia.org/wiki/Lumentum#History). * [3 Notes](https://en.wikipedia.org/wiki/Lumentum#Notes). * [4 External links](https://en.wikipedia.org/wiki/Lumentum#External_links). * [Article](https://en.wikipedia.org/wiki/Lumentum "View the content page [c]"). * [Talk](https://en.wikipedia.org/wiki/Talk:Lumentum "Discuss improvements to the content page [t]"). * [Read](https://en.wikipedia.org/wiki/Lumentum). * [Read](https://en.wikipedia.org/wiki/Lumentum). * [Wh

  • Lumentum Holdings Inc. Common Stock (LITE)
    2026-06-04 · nasdaq.com

    * [Stocks](https://www.nasdaq.com/market-activity/stocks). * [ETFs](https://www.nasdaq.com/market-activity/etf). * [Indexes](https://www.nasdaq.com/market-activity/indexes). * [Market Data](https://www.nasdaq.com/solutions/data). * [Shares](https://www.nasdaq.com/european-market-activity/shares). * [Indexes](https://www.nasdaq.com/european-market-activity/indexes). * [News](https://www.nasdaq.com/european-market-activity/news/company-news). * [Symbol Screener](https://www.nasdaq.com/market-activity/stocks/screener). * [Earnings](https://www.nasdaq.com/market-activity/earnings). * [Market & Alternative Datasets](https://www.nasdaq.com/solutions/data). * [Summary](https://www.nasdaq.com/market-activity/stocks/lite). * [Charts](https://www.nasdaq.com/market-activity/st

  • Lumentum Holdings Inc (LITE) Stock Price & News
    2026-06-04 · google.com

    | SIXI Industrials SIXI Industrials [](https://www.google.com/finance/beta/quote/SIXI:INDEXCBOE) | SIXI +0.23% _arrow\_upward_ | — | 1,740.16 +0.23% _arrow\_upward_ | 1,740.16 | +3.96 _arrow\_upward_ | +0.23% _arrow\_upward_ | 1,736.20 | 1,734.78 | 1,757.41 | 1,734.78 | — | — |. | SIXT Technology SIXT Technology [](https://www.google.com/finance/beta/quote/SIXT:INDEXCBOE) | SIXT +0.83% _arrow\_upward_ | — | 3,973.67 +0.83% _arrow\_upward_ | 3,973.67 | +32.65 _arrow\_upward_ | +0.83% _arrow\_upward_ | 3,941.02 | 3,955.52 | 3,980.14 | 3,942.44 | — | — |. | SIXU Utilities SIXU Utilities [](https://www.google.com/finance/beta/quote/SIXU:INDEXCBOE) | SIXU +0.61% _arrow\_upward_ | — | 874.64 +0.61% _arrow\_upward_ | 874.64 | +5.32 _arrow\_upward_ | +0.61% _arrow\_upward_ | 869.32 | 870.28 | 881.

  • Lumentum: LITE Stock Price Quote & News | Robinhood
    2026-06-04 · robinhood.com

    # Lumentum: LITE Stock Price Quote & News | Robinhood. Over the past 52 weeks, Lumentum(LITE) stock has traded between a high of $1,085.68 and a low of $72.29. Over the past 52 weeks, Lumentum(LITE) stock has traded between a high of $1,085.68 and a low of $72.29. ![Image 2: Nvidia’s Photonics Funding And New AI Fab Could Be A Game Changer For Lumentum - simplywall.st](https://images.robinhood.com/ulekdMMVHEqO4bFVOPt8opJyYAw/aHR0cHM6Ly9saDMuZ29vZ2xldXNlcmNvbnRlbnQuY29tL0o2X2NvRmJvZ3hoUkk5aU04NjROTF9saUdYdnNRcDJBdXBzS2VpN3owY05OZkR2R1VtV1V5MjBudVVoa1JFUXlycFk0YkVlSUJ1Yz1zMC13MzAwLXJ3)](https://news.google.com/rss/articles/CBMizAFBVV95cUxQaVJlQVE2ckRnTEh5TmdLWnpmZnhnRkE1Q2tGWHEwaFI1WTU1SEV4UFZDLUE3RW1sSXJLVW5XX3JVRlV1RlkzTVZpUnpTcnVXTHMtXzA5Qzh0MV9MbjhYaVNEWDNYb19RMklpVVplblZZVEFPR212RW5qTm1

  • Lumentum Holdings Inc. (LITE) Stock Price, Quote, News & Analysis
    2026-06-04 · seekingalpha.com

    ### [Lumentum: An AI Networking Stock That Beat Nvidia By 7X YTD For Returns Of 135% YTD](/article/4909807-lumentum-an-ai-networking-stock-that-beat-nvidia-by-7x-ytd-for-returns-of-135-percent-ytd#source=section%3Asummary%7Csection_asset%3Aall_analysis%7Cfirst_level_url%3Asymbol%7Cbutton%3ATitle%7Clock_status%3ANo%7Cline%3A1). ### [Lumentum: Purchase Obligations Are Exploding And Here's Why That Matters (Rating Upgrade)](/article/4909230-lumentum-purchase-obligations-are-exploding-and-heres-why-that-matters#source=section%3Asummary%7Csection_asset%3Aall_analysis%7Cfirst_level_url%3Asymbol%7Cbutton%3ATitle%7Clock_status%3ANo%7Cline%3A2). ### [Ride The Lumentum Momentum](/article/4908826-ride-the-lumentum-momentum#source=section%3Asummary%7Csection_asset%3Aall_analysis%7Cfirst_level_url%3Asy

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