Lumentum Holdings Inc.

• LITE Stock Price 24h change: -2.99%. From 385.00 USD to 373.57 USD (Jan 29, 2026). The pullback followed a strong rally as investors took profits ahead of the upcoming Q2 2026 earnings report scheduled for February 3.
• From a technical perspective, the stock is in a mid-term "bullish trend" despite the recent 3% dip. LITE remains above its 50-day ($331) and 200-day ($171) moving averages, though short-term RSI (14) at 46.5 suggests a neutral cooling phase near its all-time high of $402.79.
• Analysts from Needham, Citi, and Mizuho have aggressively raised LITE's price targets to $450-$470, citing its dominant role in providing laser components for booming AI data center infrastructure.
• Lumentum detailed new high-power ultrafast and 3D sensing laser solutions at SPIE Photonics West 2026, aimed at advanced manufacturing and long-term value creation in the AI ecosystem.
• LITE is expected to report Q2 2026 EPS of $1.41 on Feb 3, a 235% year-over-year increase, driven by massive demand for optical spending in cloud networking.
• The SPIE Photonics West 2026 conference highlighted co-packaged optics (CPO) as a near-term systems engineering challenge, marking a shift from theoretical performance to large-scale AI deployment.
• A 50 million euro European pilot project, "Photonics for Quantum" (P4Q), was launched to industrialize photonic chips for quantum computing and secure communications, signaling long-term sector growth.

• LITE Stock Price 24h change: +12.23%. From 332.44 USD to 373.10 USD.
• Technically, LITE is in a "Strong Buy" posture. Key indicators like the 14-day RSI (approx. 62.9) and a positive MACD (5.93) confirm bullish momentum. The price is currently trading above its 50-day (349.03) and 200-day (357.93) moving averages, though short-term volatility is high as it approaches the 52-week high of $402.79.
• Lumentum is scheduled to release its fiscal Q2 2026 financial results on February 3, 2026, with analysts expecting significant earnings growth driven by AI optics demand.
• Tradr recently announced the launch of leveraged ETFs focusing on LITE, highlighting increased institutional and trading interest in the stock's volatility.
• Lumentum showcased its next-generation ultrafast laser platforms at Photonics West 2026, targeting high-precision manufacturing and 3D sensing applications.
• The Global Optical Fiber Preform Market is projected to grow to $22.08 billion by 2031, fueled by 5G deployment and the rapid expansion of AI-driven hyperscale data centers.
• Cisco and other industry leaders highlighted that 2026 will be defined by the modernization of network backbones to resolve "AI infrastructure debt" and support high-capacity cloud traffic.