Insider sells 500 Lumentum shares as Lumentum stock gains 2.24 percent

Published on 10/05/2026 at 09:22 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Fiscal Q4 2026 revenue reached USD 1.01 billion, up 109.30 percent. Lumentum stock costs EUR 985.00 after EUR 963.45 on October 5, 2026.

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MarketBeat reported that Yuen Wupen sold 500 Lumentum shares for USD 474,250 on September 28, 2026, while Lumentum stock was trading at EUR 985.00 at Lang & Schwarz on October 5, 2026, plus 2.24 percent versus the prior close of EUR 963.45. The transaction was carried out under a pre-arranged Rule 10b5-1 plan and reduced Wupen's direct position by 0.46 percent.

Revenue reaches USD 1.01 billion

The operating picture remains the central counterweight to the insider transaction. MarketBeat reported fiscal fourth-quarter 2026 revenue of USD 1.01 billion, up 109.30 percent from the year-earlier quarter. The same report said quarterly earnings per share reached USD 3.23, exceeding the USD 2.97 consensus estimate by USD 0.26.

That comparison gives the current valuation a demanding operating test. On the latest reported quarter, Lumentum's revenue growth was paired with a non-GAAP operating margin of 36.60 percent, according to The Globe and Mail in its August 12, 2026 report on the fiscal fourth-quarter earnings call.

Fiscal 2027 guidance sets the test

Management's next benchmark is the first quarter of fiscal 2027. The Globe and Mail reported revenue guidance of USD 1.225 billion to USD 1.275 billion, non-GAAP operating margin guidance of 39.50 percent to 40.50 percent, and earnings guidance of USD 4.05 to USD 4.35 per share.

The guidance range implies another step up from the 36.60 percent non-GAAP operating margin reported for fiscal fourth quarter 2026. The same call also pointed to optical circuit switch revenue above USD 100 million in the first quarter of fiscal 2027, while supply constraints in high-powered lasers remain an execution issue.

NASDAQ range reaches USD 1,091.61

On NASDAQ, Lumentum was last at USD 1,085.42 on October 2, 2026 at 4:00 p.m. EDT. The primary-market 52-week range was USD 147.81 to USD 1,091.61, and market capitalization stood at USD 84.4 billion on that date. The latest US-market range and the euro quotation are separate venue observations.

Lumentum's optical and photonic products serve cloud computing, artificial intelligence infrastructure, telecommunications and industrial applications. The company is therefore being measured against both rapid revenue expansion and its ability to convert demand for optical connectivity into capacity and margin growth.

Stock gains 2.24 percent in trading

Lumentum stock was trading at EUR 985.00 at Lang & Schwarz on October 5, 2026 at 9:16 a.m. CEST, up 2.24 percent versus the Lang & Schwarz prior close of EUR 963.45 on October 2, 2026.