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Lumentum Holdings
optical infra · EML lasers (NVIDIA-locked through 2027); 3D sensing
$1,029.15
+13.72%
Vol 8.2M · 42m ago
INVESTMENT THESIS
S&P 500 inclusion March 2026. Capacity-constrained = pricing power. Premium valuation.
PRICE · 1 YEAR (split-adjusted)
+1256.6% 1Y
LAST
$1029.15
52W RANGE
$75.86–$1053.09
VS 52W HIGH
-2.3%
3M
+48.2%
ANN. VOL
83.6%
MAX DD
-28.7%
252 sessions through 2026-06-02 · same data fed to the SwarmCast panel
CATALYST HISTORY