$LITE

Energy Vault (NRGV) director bought 27,472 shares at $3.88 each. Keurig Dr Pepper (KDP) director acquired 7,862 shares at $31.83. Welltower (WELL) director purchased 10,000 shares at $239.47-$242.06. American Assets (AAT) chairman bought 79,729 shares at $22.74-$22.89. Lumentum (LITE) exec sold 38,604 shares at $842.22-$860.05. Tempus AI (TEM) CEO sold 238,052 shares at $64.03-$70.58. CoreWeave (CRWV) CEO sold 307,692 shares at $88.31-$89.93. Illumina (ILMN) director sold 375,541 shares at $224.

HURLSTON MICHAEL E. (President and CEO) sold 548 shares of Lumentum Holdings Inc. (LITE) at $958.66 ($0.53M total) on 2026-08-27 under a Rule 10b5-1 trading plan.

Retort Vincent (SEE REMARKS) sold 38,663 shares of Lumentum Holdings Inc. (LITE) at an average of $852.59 ($842.22–$860.05, $32.96M total) across 18 trades on 2026-08-25 under a Rule 10b5-1 trading plan.

Kim Jae (SVP, GENERAL COUNSEL) sold 12,000 shares of Lumentum Holdings Inc. (LITE) at an average of $852.58 ($842.39–$860.04, $10.23M total) across 17 trades on 2026-08-25 under a Rule 10b5-1 trading plan.

Wupen Yuen (PRESIDENT, GLOBAL BUS. UNITS) sold 1,500 shares of Lumentum Holdings Inc. (LITE) at an average of $854.34 ($824.24–$882.15, $1.28M total) across 3 trades over 2026-08-24 to 2026-08-26 under a Rule 10b5-1 trading plan.

Lumentum (LITE) reported a 109% YoY revenue increase to $1.01B in Q4, while Coherent (COHR) saw a 34% rise to $2.05B. Both stocks fell over 9% on Tuesday amid AI sector sell-off, despite strong earnings and guidance. Lumentum trades at 26x revenue, 40x earnings; Coherent at 8x revenue, 33x earnings.

Lumentum Holdings (LITE) reached a 52-week high, driven by consistent earnings beats. The company reported EPS of $2.37 in its last earnings report, exceeding estimates. For the current fiscal year, Lumentum is expected to earn $8.21 per share on $2.99 in revenues, with significant growth projected. The stock has a Zacks Rank of #2 (Buy) and a VGM Score of B, indicating potential for further gains. Lumentum trades at a premium to its peer industry average on both EPS and cash flow basis.

Coherent (COHR) reported Q4 earnings beat with $2.05B revenue, up from $1.02B YoY in its data center segment, and forecasted Q1 revenue above estimates. Despite this, shares fell 4% in extended trading. Lumentum (LITE) reported Q4 revenue guidance exceeding long-term targets, with Q1 non-GAAP EPS guidance of $4.05-$4.35, but a GAAP net loss of $7.2B due to a one-time non-cash charge. Both companies benefit from AI optics demand, but investor reactions differed.

Applied Optoelectronics (AAOI) dropped 12% after announcing a $600M equity offering, dragging peers Lumentum (LITE) and Coherent (COHR) down 5%. Corning (GLW) fell 3%, while the SOXX ETF declined 2%. AAOI's offering aims to fund expansion and debt repayment, with proceeds earmarked for general corporate purposes.

Lumentum CEO Michael Hurlston sold 6,185 shares ($5.1M) to cover tax obligations from vested restricted stock. He retains 112,794 shares. Lumentum's stock rose 602% in a year. The company reported $1.01B revenue (up 109% YoY) and guidance of $1.25B for Q3. It also equitized convertible notes, reducing debt by $1.1B but booking a $7.8B non-cash charge.