Lumentum stock rises as fiscal Q4 revenue doubles

Published on 09/23/2026 at 13:17 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Lumentum stock posted USD 1.006 billion in fiscal Q4 2026 revenue on September 23, 2026, up 109.3 percent year over year. Q1 guidance points to USD 1.25 billion.

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Lumentum Holdings Inc. (US5356781063) stock stood at USD 945.67 on Nasdaq at the September 22, 2026 close, down 0.92 percent from the prior close. The latest reported quarter gives the valuation its central test: fiscal Q4 2026 revenue reached USD 1.006 billion, up 109.3 percent year over year.

Revenue reaches USD 1.006 billion

According to Shanghai Metals Market on September 23, 2026, Lumentum reported fiscal Q4 2026 revenue of USD 1.006 billion, an increase of 24.5 percent from the previous quarter and 109.3 percent from fiscal Q4 2025. Component revenue rose 102.7 percent year over year to USD 649.4 million, making that business the largest quantified contributor to the quarterly expansion.

The earnings comparison was also favorable. MarketBeat reported that Lumentum generated fiscal Q4 2026 earnings of USD 3.23 per share, exceeding the USD 2.97 consensus estimate by USD 0.26; the prior-year quarter had produced USD 0.88 per share. That is a USD 2.35 year-over-year increase in quarterly EPS.

Q1 guidance sets the next test

The company entered fiscal Q1 2027 with revenue guidance centered on USD 1.25 billion, according to the September 23, 2026 report from Shanghai Metals Market. The midpoint is above fiscal Q4 revenue by USD 244 million, or 24.3 percent, so the market is pricing continued demand for optical components rather than a one-quarter recovery.

MarketBeat also reported fiscal Q1 2027 adjusted EPS guidance of USD 4.05 to USD 4.35. The range places the midpoint at USD 4.20, compared with USD 3.23 in fiscal Q4 2026, a difference of USD 0.97 per share.

Stock remains near yearly high

Lumentum closed at USD 945.67 on Nasdaq on September 22, 2026, while its 52-week range was USD 144.52 to USD 1,085.68. The closing price was USD 140.01 below the yearly high and USD 801.15 above the yearly low. Market capitalization stood at USD 84.83 billion, and the average price target in the available MarketBeat data was USD 1,053.83 with a Moderate Buy consensus.

The valuation leaves less room for execution slippage than the revenue comparison alone suggests. StockAnalysis reported a 52-week gain of 460.46 percent as of September 22, 2026, while the forward operating story depends on the company converting optical demand into sustained earnings growth.

Nasdaq price stays below the high

Lumentum stock closed at USD 945.67 on Nasdaq on September 22, 2026, down 0.92 percent on the session. The same market snapshot showed a 52-week high of USD 1,085.68, a 52-week low of USD 144.52 and market capitalization of USD 84.83 billion.