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   <title>Form  4          Lumentum Holdings Inc.    For: Jul 15  Filed by: Thad Trent</title>
   <link>http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Lumentum+Holdings+Inc.++++For%3A+Jul+15++Filed+by%3A+Thad+Trent/26780972.html</link>
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   <pubDate>Thu, 16 Jul 2026 20:19:00 -0400</pubDate>
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   <title>Form  4          Lumentum Holdings Inc.    For: Jul 15  Filed by: Thad Trent</title>
   <link>http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Lumentum+Holdings+Inc.++++For%3A+Jul+15++Filed+by%3A+Thad+Trent/26780972.html</link>
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   <pubDate>Thu, 16 Jul 2026 20:19:00 -0400</pubDate>
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   <title>Form  4          Lumentum Holdings Inc.    For: Jul 15  Filed by: Small Ian</title>
   <link>http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Lumentum+Holdings+Inc.++++For%3A+Jul+15++Filed+by%3A+Small+Ian/26780969.html</link>
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   <pubDate>Thu, 16 Jul 2026 20:18:00 -0400</pubDate>
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   <title>Form  4          Lumentum Holdings Inc.    For: Jul 15  Filed by: Small Ian</title>
   <link>http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Lumentum+Holdings+Inc.++++For%3A+Jul+15++Filed+by%3A+Small+Ian/26780969.html</link>
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   <pubDate>Thu, 16 Jul 2026 20:18:00 -0400</pubDate>
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   <title>Form  4          Lumentum Holdings Inc.    For: Jul 15  Filed by: Lillie Brian</title>
   <link>http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Lumentum+Holdings+Inc.++++For%3A+Jul+15++Filed+by%3A+Lillie+Brian/26780965.html</link>
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   <pubDate>Thu, 16 Jul 2026 20:17:00 -0400</pubDate>
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   <title>Form  4          Lumentum Holdings Inc.    For: Jul 15  Filed by: Lillie Brian</title>
   <link>http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Lumentum+Holdings+Inc.++++For%3A+Jul+15++Filed+by%3A+Lillie+Brian/26780965.html</link>
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   <pubDate>Thu, 16 Jul 2026 20:17:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">LITE</category>
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   <title>Form  4          Lumentum Holdings Inc.    For: Jul 15  Filed by: Johnson Julia Suzanne</title>
   <link>http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Lumentum+Holdings+Inc.++++For%3A+Jul+15++Filed+by%3A+Johnson+Julia+Suzanne/26780963.html</link>
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   <pubDate>Thu, 16 Jul 2026 20:15:00 -0400</pubDate>
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   <title>Form  4          Lumentum Holdings Inc.    For: Jul 15  Filed by: Johnson Julia Suzanne</title>
   <link>http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Lumentum+Holdings+Inc.++++For%3A+Jul+15++Filed+by%3A+Johnson+Julia+Suzanne/26780963.html</link>
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   <pubDate>Thu, 16 Jul 2026 20:15:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">LITE</category>
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   <title>Form  4          Lumentum Holdings Inc.    For: Jul 15  Filed by: HERSCHER PENNY</title>
   <link>http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Lumentum+Holdings+Inc.++++For%3A+Jul+15++Filed+by%3A+HERSCHER+PENNY/26780954.html</link>
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   <pubDate>Thu, 16 Jul 2026 20:14:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">LITE</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">O.25176490</category>
   	  </item>
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   <title>Form  4          Lumentum Holdings Inc.    For: Jul 15  Filed by: HERSCHER PENNY</title>
   <link>http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Lumentum+Holdings+Inc.++++For%3A+Jul+15++Filed+by%3A+HERSCHER+PENNY/26780954.html</link>
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   <pubDate>Thu, 16 Jul 2026 20:14:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">LITE</category>
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   <title>Form  4          Lumentum Holdings Inc.    For: Jul 15  Filed by: Fletcher Pamela</title>
   <link>http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Lumentum+Holdings+Inc.++++For%3A+Jul+15++Filed+by%3A+Fletcher+Pamela/26780952.html</link>
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   <pubDate>Thu, 16 Jul 2026 20:12:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">LITE</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">O.25176490</category>
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   <title>Form  4          Lumentum Holdings Inc.    For: Jul 15  Filed by: Fletcher Pamela</title>
   <link>http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Lumentum+Holdings+Inc.++++For%3A+Jul+15++Filed+by%3A+Fletcher+Pamela/26780952.html</link>
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   <pubDate>Thu, 16 Jul 2026 20:12:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">LITE</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">O.25176490</category>
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   <title>Citi reiterates Buy rating on Lumentum with $1,100 target, Opens Catalyst Watch</title>
   <link>http://www.streetinsider.com/General+News/Citi+reiterates+Buy+rating+on+Lumentum+with+%241%2C100+target%2C+Opens+Catalyst+Watch/26775643.html</link>
   <description>&lt;p&gt;Citi analyst Papa Sylla reiterated a Buy rating and a $1,100.00 price target on Lumentum (NASDAQ: LITE), according to a press release statement.&lt;/p&gt;&lt;p&gt;Sylla's note introduces a supply model for indium phosphide components, including EML and CW lasers. When combined with Citi's China networking team's optical demand model, the analysis indicates that supply is expected to remain below demand over the next three years, despite capacity increases among U.S. and Chinese wafer and laser manufacturers.&lt;/p&gt;&lt;p&gt;Citi also opened a 90-day upside Catalyst Watch on Lumentum ahead of the company's June-quarter earnings report and the ECOC conference in September 2026. The analyst cited</description>
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   <pubDate>Thu, 16 Jul 2026 05:02:40 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">LITE</category>
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  <item>
   <title>Lumentum (LITE) PT Lowered to $800 at TD Cowen</title>
   <link>http://www.streetinsider.com/Analyst+PT+Change/Lumentum+%28LITE%29+PT+Lowered+to+%24800+at+TD+Cowen/26760456.html</link>
   <description>TD Cowen analyst Sean O'Loughlin lowered the price target on Lumentum (NASDAQ: LITE) to $800.00  (from $995.00) while maintaining a  rating.</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Analyst+PT+Change/Lumentum+%28LITE%29+PT+Lowered+to+%24800+at+TD+Cowen/26760456.html</guid>
   <pubDate>Mon, 13 Jul 2026 08:50:25 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">LITE</category>
   	  </item>
  <item>
   <title>Lumentum Announces Reporting Date for Fourth Quarter and Fiscal Year 2026 Results</title>
   <link>http://www.streetinsider.com/Press+Releases/Lumentum+Announces+Reporting+Date+for+Fourth+Quarter+and+Fiscal+Year+2026+Results/26759999.html</link>
   <description>
&lt;p&gt;    SAN JOSE, Calif.--(BUSINESS WIRE)-- Lumentum Holdings Inc. (&quot;Lumentum&quot;) today announced that it will release its fiscal fourth quarter and full year 2026 financial results on Tuesday, August 11, 2026, after the market closes.&lt;/p&gt;&lt;p&gt;Lumentum will hold an audio webcast the same day at 2:00 p.m. PT/5:00 p.m. ET. A live audio webcast of the call and replay will be available in the Investors section of the Lumentum website at &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=http%3A%2F%2Finvestor.lumentum.com%2F&amp;amp;esheet=54569181&amp;amp;newsitemid=20260713790236&amp;amp;lan=en-US&amp;amp;anchor=http%3A%2F%2Finvestor.lumentum.com&amp;amp;index=1&amp;amp;md5=30fb733395f3ae1bf0701241f5ef2c1d&quot; shape=&quot;rect&quot;&gt;http://investor.lumentum.com&lt;/a&gt;. Analysts planning to participate in the interactive Q&amp;amp;A portion of the webcast are encouraged to pre-register: &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=https%3A%2F%2Fevents.q4inc.com%2Fanalyst%2F947753374%3Fpwd%3DrFkD1Rec&amp;amp;esheet=54569181&amp;amp;newsitemid=20260713790236&amp;amp;lan=en-US&amp;amp;anchor=pre-registration+link&amp;amp;index=2&amp;amp;md5=edf6f098f55301ed638f7fdf41f10484&quot; shape=&quot;rect&quot;&gt;pre-registration link&lt;/a&gt;.&lt;/p&gt;&lt;p&gt;The earnings</description>
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   <pubDate>Mon, 13 Jul 2026 08:00:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">LITE</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">O.25176490</category>
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   <title>Lumentum Announces Reporting Date for Fourth Quarter and Fiscal Year 2026 Results</title>
   <link>http://www.streetinsider.com/Press+Releases/Lumentum+Announces+Reporting+Date+for+Fourth+Quarter+and+Fiscal+Year+2026+Results/26759999.html</link>
   <description>
&lt;p&gt;    SAN JOSE, Calif.--(BUSINESS WIRE)-- Lumentum Holdings Inc. (&quot;Lumentum&quot;) today announced that it will release its fiscal fourth quarter and full year 2026 financial results on Tuesday, August 11, 2026, after the market closes.&lt;/p&gt;&lt;p&gt;Lumentum will hold an audio webcast the same day at 2:00 p.m. PT/5:00 p.m. ET. A live audio webcast of the call and replay will be available in the Investors section of the Lumentum website at &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=http%3A%2F%2Finvestor.lumentum.com%2F&amp;amp;esheet=54569181&amp;amp;newsitemid=20260713790236&amp;amp;lan=en-US&amp;amp;anchor=http%3A%2F%2Finvestor.lumentum.com&amp;amp;index=1&amp;amp;md5=30fb733395f3ae1bf0701241f5ef2c1d&quot; shape=&quot;rect&quot;&gt;http://investor.lumentum.com&lt;/a&gt;. Analysts planning to participate in the interactive Q&amp;amp;A portion of the webcast are encouraged to pre-register: &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=https%3A%2F%2Fevents.q4inc.com%2Fanalyst%2F947753374%3Fpwd%3DrFkD1Rec&amp;amp;esheet=54569181&amp;amp;newsitemid=20260713790236&amp;amp;lan=en-US&amp;amp;anchor=pre-registration+link&amp;amp;index=2&amp;amp;md5=edf6f098f55301ed638f7fdf41f10484&quot; shape=&quot;rect&quot;&gt;pre-registration link&lt;/a&gt;.&lt;/p&gt;&lt;p&gt;The earnings</description>
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   <pubDate>Mon, 13 Jul 2026 08:00:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">LITE</category>
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   <title>Lumentum Announces Reporting Date for Fourth Quarter and Fiscal Year 2026 Results</title>
   <link>http://www.streetinsider.com/Business+Wire/Lumentum+Announces+Reporting+Date+for+Fourth+Quarter+and+Fiscal+Year+2026+Results/26759999.html</link>
   <description>
&lt;p&gt;    SAN JOSE, Calif.--(BUSINESS WIRE)-- Lumentum Holdings Inc. (&quot;Lumentum&quot;) today announced that it will release its fiscal fourth quarter and full year 2026 financial results on Tuesday, August 11, 2026, after the market closes.&lt;/p&gt;&lt;p&gt;Lumentum will hold an audio webcast the same day at 2:00 p.m. PT/5:00 p.m. ET. A live audio webcast of the call and replay will be available in the Investors section of the Lumentum website at &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=http%3A%2F%2Finvestor.lumentum.com%2F&amp;amp;esheet=54569181&amp;amp;newsitemid=20260713790236&amp;amp;lan=en-US&amp;amp;anchor=http%3A%2F%2Finvestor.lumentum.com&amp;amp;index=1&amp;amp;md5=30fb733395f3ae1bf0701241f5ef2c1d&quot; shape=&quot;rect&quot;&gt;http://investor.lumentum.com&lt;/a&gt;. Analysts planning to participate in the interactive Q&amp;amp;A portion of the webcast are encouraged to pre-register: &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=https%3A%2F%2Fevents.q4inc.com%2Fanalyst%2F947753374%3Fpwd%3DrFkD1Rec&amp;amp;esheet=54569181&amp;amp;newsitemid=20260713790236&amp;amp;lan=en-US&amp;amp;anchor=pre-registration+link&amp;amp;index=2&amp;amp;md5=edf6f098f55301ed638f7fdf41f10484&quot; shape=&quot;rect&quot;&gt;pre-registration link&lt;/a&gt;.&lt;/p&gt;&lt;p&gt;The earnings</description>
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   <pubDate>Mon, 13 Jul 2026 08:00:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">LITE</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">O.25176490</category>
   	  </item>
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   <title>Lumentum Announces Reporting Date for Fourth Quarter and Fiscal Year 2026 Results</title>
   <link>http://www.streetinsider.com/Business+Wire/Lumentum+Announces+Reporting+Date+for+Fourth+Quarter+and+Fiscal+Year+2026+Results/26759999.html</link>
   <description>
&lt;p&gt;    SAN JOSE, Calif.--(BUSINESS WIRE)-- Lumentum Holdings Inc. (&quot;Lumentum&quot;) today announced that it will release its fiscal fourth quarter and full year 2026 financial results on Tuesday, August 11, 2026, after the market closes.&lt;/p&gt;&lt;p&gt;Lumentum will hold an audio webcast the same day at 2:00 p.m. PT/5:00 p.m. ET. A live audio webcast of the call and replay will be available in the Investors section of the Lumentum website at &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=http%3A%2F%2Finvestor.lumentum.com%2F&amp;amp;esheet=54569181&amp;amp;newsitemid=20260713790236&amp;amp;lan=en-US&amp;amp;anchor=http%3A%2F%2Finvestor.lumentum.com&amp;amp;index=1&amp;amp;md5=30fb733395f3ae1bf0701241f5ef2c1d&quot; shape=&quot;rect&quot;&gt;http://investor.lumentum.com&lt;/a&gt;. Analysts planning to participate in the interactive Q&amp;amp;A portion of the webcast are encouraged to pre-register: &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=https%3A%2F%2Fevents.q4inc.com%2Fanalyst%2F947753374%3Fpwd%3DrFkD1Rec&amp;amp;esheet=54569181&amp;amp;newsitemid=20260713790236&amp;amp;lan=en-US&amp;amp;anchor=pre-registration+link&amp;amp;index=2&amp;amp;md5=edf6f098f55301ed638f7fdf41f10484&quot; shape=&quot;rect&quot;&gt;pre-registration link&lt;/a&gt;.&lt;/p&gt;&lt;p&gt;The earnings</description>
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   <pubDate>Mon, 13 Jul 2026 08:00:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">LITE</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">O.25176490</category>
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   <title>Stifel says AI infrastructure remains supply-gated into earnings</title>
   <link>http://www.streetinsider.com/AI/Stifel+says+AI+infrastructure+remains+supply-gated+into+earnings/26754618.html</link>
   <description>&lt;p&gt;Investing.com -- Stifel said AI infrastructure companies remain supply-constrained rather than demand-limited heading into the June and July quarter reporting season. The firm expects most companies in its coverage to continue their pattern of beating estimates and raising guidance.&lt;/p&gt;&lt;p&gt;The SOX index fell about 8% in the first week of July. Stifel attributed the decline to multiple factors including Meta's reported cloud entry, HBM supply headlines, and a more hawkish Federal Reserve repricing. The firm views the pullback as a valuation correction within an intact cycle, not a demand break.&lt;/p&gt;&lt;p&gt;Stifel said backlog, long-term agreements, and capacity commitments continue extending across compute,</description>
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   <pubDate>Fri, 10 Jul 2026 05:35:29 -0400</pubDate>
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   <title>Stifel says AI infrastructure remains supply-gated into earnings</title>
   <link>http://www.streetinsider.com/AI/Stifel+says+AI+infrastructure+remains+supply-gated+into+earnings/26754618.html</link>
   <description>&lt;p&gt;Investing.com -- Stifel said AI infrastructure companies remain supply-constrained rather than demand-limited heading into the June and July quarter reporting season. The firm expects most companies in its coverage to continue their pattern of beating estimates and raising guidance.&lt;/p&gt;&lt;p&gt;The SOX index fell about 8% in the first week of July. Stifel attributed the decline to multiple factors including Meta's reported cloud entry, HBM supply headlines, and a more hawkish Federal Reserve repricing. The firm views the pullback as a valuation correction within an intact cycle, not a demand break.&lt;/p&gt;&lt;p&gt;Stifel said backlog, long-term agreements, and capacity commitments continue extending across compute,</description>
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   <pubDate>Fri, 10 Jul 2026 05:35:29 -0400</pubDate>
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   <title>Stifel says AI infrastructure remains supply-gated into earnings</title>
   <link>http://www.streetinsider.com/AI/Stifel+says+AI+infrastructure+remains+supply-gated+into+earnings/26754618.html</link>
   <description>&lt;p&gt;Investing.com -- Stifel said AI infrastructure companies remain supply-constrained rather than demand-limited heading into the June and July quarter reporting season. The firm expects most companies in its coverage to continue their pattern of beating estimates and raising guidance.&lt;/p&gt;&lt;p&gt;The SOX index fell about 8% in the first week of July. Stifel attributed the decline to multiple factors including Meta's reported cloud entry, HBM supply headlines, and a more hawkish Federal Reserve repricing. The firm views the pullback as a valuation correction within an intact cycle, not a demand break.&lt;/p&gt;&lt;p&gt;Stifel said backlog, long-term agreements, and capacity commitments continue extending across compute,</description>
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   <pubDate>Fri, 10 Jul 2026 05:35:29 -0400</pubDate>
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   <title>Stifel says AI infrastructure remains supply-gated into earnings</title>
   <link>http://www.streetinsider.com/AI/Stifel+says+AI+infrastructure+remains+supply-gated+into+earnings/26754618.html</link>
   <description>&lt;p&gt;Investing.com -- Stifel said AI infrastructure companies remain supply-constrained rather than demand-limited heading into the June and July quarter reporting season. The firm expects most companies in its coverage to continue their pattern of beating estimates and raising guidance.&lt;/p&gt;&lt;p&gt;The SOX index fell about 8% in the first week of July. Stifel attributed the decline to multiple factors including Meta's reported cloud entry, HBM supply headlines, and a more hawkish Federal Reserve repricing. The firm views the pullback as a valuation correction within an intact cycle, not a demand break.&lt;/p&gt;&lt;p&gt;Stifel said backlog, long-term agreements, and capacity commitments continue extending across compute,</description>
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   <pubDate>Fri, 10 Jul 2026 05:35:29 -0400</pubDate>
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   <title>Stifel says AI infrastructure remains supply-gated into earnings</title>
   <link>http://www.streetinsider.com/AI/Stifel+says+AI+infrastructure+remains+supply-gated+into+earnings/26754618.html</link>
   <description>&lt;p&gt;Investing.com -- Stifel said AI infrastructure companies remain supply-constrained rather than demand-limited heading into the June and July quarter reporting season. The firm expects most companies in its coverage to continue their pattern of beating estimates and raising guidance.&lt;/p&gt;&lt;p&gt;The SOX index fell about 8% in the first week of July. Stifel attributed the decline to multiple factors including Meta's reported cloud entry, HBM supply headlines, and a more hawkish Federal Reserve repricing. The firm views the pullback as a valuation correction within an intact cycle, not a demand break.&lt;/p&gt;&lt;p&gt;Stifel said backlog, long-term agreements, and capacity commitments continue extending across compute,</description>
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   <title>Stifel says AI infrastructure remains supply-gated into earnings</title>
   <link>http://www.streetinsider.com/AI/Stifel+says+AI+infrastructure+remains+supply-gated+into+earnings/26754618.html</link>
   <description>&lt;p&gt;Investing.com -- Stifel said AI infrastructure companies remain supply-constrained rather than demand-limited heading into the June and July quarter reporting season. The firm expects most companies in its coverage to continue their pattern of beating estimates and raising guidance.&lt;/p&gt;&lt;p&gt;The SOX index fell about 8% in the first week of July. Stifel attributed the decline to multiple factors including Meta's reported cloud entry, HBM supply headlines, and a more hawkish Federal Reserve repricing. The firm views the pullback as a valuation correction within an intact cycle, not a demand break.&lt;/p&gt;&lt;p&gt;Stifel said backlog, long-term agreements, and capacity commitments continue extending across compute,</description>
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   <title>Stifel says AI infrastructure remains supply-gated into earnings</title>
   <link>http://www.streetinsider.com/AI/Stifel+says+AI+infrastructure+remains+supply-gated+into+earnings/26754618.html</link>
   <description>&lt;p&gt;Investing.com -- Stifel said AI infrastructure companies remain supply-constrained rather than demand-limited heading into the June and July quarter reporting season. The firm expects most companies in its coverage to continue their pattern of beating estimates and raising guidance.&lt;/p&gt;&lt;p&gt;The SOX index fell about 8% in the first week of July. Stifel attributed the decline to multiple factors including Meta's reported cloud entry, HBM supply headlines, and a more hawkish Federal Reserve repricing. The firm views the pullback as a valuation correction within an intact cycle, not a demand break.&lt;/p&gt;&lt;p&gt;Stifel said backlog, long-term agreements, and capacity commitments continue extending across compute,</description>
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   <pubDate>Fri, 10 Jul 2026 05:35:29 -0400</pubDate>
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