Lumentum Holdings Inc. (LITE), headquartered in San Jose, California, manufactures and sells optical and photonic products. Valued at $72.1 billion by market cap, the company supplies optical chips and subsystems to cloud, AI, and networking providers, as well as advanced lasers for semiconductor, solar, and electric vehicle manufacturing.
Shares of this global leader in optical and photonic technologies have substantially outperformed the broader market over the past year. LITE has gained 720.4% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 20.4%. In 2026, LITE stock is up 157.9%, surpassing the SPX’s 13.7% rise on a YTD basis.
