Lumentum stock gains 3.10 percent before quarterly results

Published on 10/19/2026 at 10:03 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Fiscal Q4 revenue hit USD 1.01 billion, up 109.30 percent year over year. Lumentum stock stands at EUR 761.50 on October 19, 2026 versus Xetra close EUR 738.60.

AI demand and upcoming results

Lumentum reported a USD 1.01 billion fiscal fourth-quarter revenue on August 11, 2026.
Fiscal first-quarter 2027 revenue guidance is USD 1.225 billion to USD 1.275 billion.
Lumentum stock trades at EUR 761.50 at 10:00 a.m. CEST at Lang & Schwarz on October 19, 2026, 3.10 percent above the Xetra close of October 16, 2026.
Yahoo Finance expects the next quarterly report on November 5, 2026.

LITE, US55024U1097, Illustration mit AI erstellt.

Lumentum Holdings (ISIN US55024U1097) was trading at EUR 761.50 at Lang & Schwarz on October 19, 2026 at 10:00 a.m. CEST, up 3.10 percent versus the Xetra close of October 16, 2026. The move comes before the company's next quarterly report, while its latest results showed sharply higher optical demand.

According to Yahoo Finance on October 16, 2026, Lumentum is scheduled to report fiscal first-quarter 2027 results on November 5, 2026. The same report cited an average analyst price target of USD 1,167 and a consensus Strong Buy rating from 25 analysts.

What is driving the move?

Lumentum's fiscal fourth-quarter revenue reached USD 1.01 billion on August 11, 2026, up 109.30 percent from USD 480.70 million a year earlier. The company also reported non-GAAP operating margin of 36.60 percent, compared with 15.00 percent in the year-ago quarter, according to MarketWatch.

Management guided fiscal first-quarter 2027 revenue to USD 1.225 billion to USD 1.275 billion and non-GAAP operating margin to 39.50 percent to 40.50 percent. The guidance midpoint is USD 1.25 billion, which would be 24.30 percent above the latest quarterly revenue.

Three dated signals show the setup

On August 11, 2026, Lumentum reported non-GAAP diluted earnings per share of USD 3.23, versus USD 0.88 in fiscal fourth-quarter 2025, according to MarketWatch. On September 21, 2026, it announced an optical-connectivity demonstration with Qualcomm Technologies and Corning at ECOC 2026, involving 32-gigabit-per-second channels, as Yahoo Finance reported. On October 16, 2026, the earnings preview put the next report date at November 5, 2026 and the average target at USD 1,167, according to Yahoo Finance.

What comes next for margins?

The upcoming report will test whether the 39.50 percent to 40.50 percent non-GAAP operating-margin outlook can follow the 36.60 percent achieved in fiscal fourth-quarter 2026. The central issue is whether AI-related optical demand converts into sustained volume without eroding profitability.

Stock price and reporting date

Lumentum stock was trading at EUR 761.50 at Lang & Schwarz on October 19, 2026 at 10:00 a.m. CEST, 3.10 percent above the Xetra close of October 16, 2026 at EUR 738.60. The further course of trading is shown by the continuously updated real-time quote of Lumentum stock.