2026 Q1 -tulosraportti
28 päivää sittenTarjoustasot
Määrä
Osto
8
Myynti
Määrä
1
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
323,37VWAP
Alin
292,9VaihtoMäärä
982,1 4 371 561
VWAP
Ylin
323,37Alin
292,9VaihtoMäärä
982,1 4 371 561
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2026 Q2 -tulosraportti | 5.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2026 Q1 -tulosraportti | 4.11. | |
| 2025 Q4 -tulosraportti | 12.8. | |
| 2025 Q3 -tulosraportti | 6.5. | |
| 2025 Q2 -tulosraportti | 6.2. | |
| 2025 Q1 -tulosraportti | 7.11.2024 |
Datan lähde: Quartr, FactSet
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
27.11.27.11.Lumentum Holdings: The Optical Engine Behind the AI Data-Center Revolution https://www.convequity.com/lumentum-holdings-the-optical-engine-behind-the-ai-data-center-revolution/- 18.11.18.11.Mizuho Securities Initiates Coverage on Lumentum With Outperform Rating, $290 Price Target https://www.marketscreener.com/news/mizuho-securities-initiates-coverage-on-lumentum-with-outperform-rating-290-price-target-ce7d5edbdd8df021
- ·18.11.Lumentum is in the process of being established as a central enabler of the new "AI factory" era described in the OPN article. As hyperscale data centers transition from copper to high-volume photonics, Lumentum's lasers, photonic components, and 800G–1.6T transceivers find themselves directly in the bottlenecks that AI workloads are now creating. Their role in next-generation architectures, such as silicon photonics and co-packaged optics, is closely aligned with the industry's need for higher bandwidth, lower power consumption, and wafer-scale production. With the integration of Cloud Light and partnerships across the hyperscale ecosystem, Lumentum is positioned not just as a supplier, but as one of the companies building the photonic foundation for AI at scale. AI Factories: Photonics at Scale The explosive growth in AI is driving a shift from copper to optics in data centers – and transforming the production of photonic integrated circuits. https://www.optica-opn.org/home/articles/volume_36/november_2025/features/ai_factories_photonics_at_scale/
- ·17.10.The AI revolution is pushing the boundaries of what electrical copper cables can handle. The amount of data between GPUs is growing exponentially, but today’s electrical connections are stifled by heat, noise, and energy consumption. Optical lasers and modulators solve this problem — they transmit information using light instead of electricity. This provides higher speed, lower power consumption, and longer range, making them the very nervous system of next-generation AI networks. As NVIDIA, AMD, Microsoft, and Google build photonic data centers and co-packaged optics (CPO) switches, these components are becoming indispensable. The electrical era of computer networking is upon us — and the providers of optical lasers and modulators will be the ones enabling the next AI leap. AI data centers are facing a technological shift: copper cables can no longer handle the speeds and energy demands between GPUs. The solution is light-based communications. Lumentum stands out. Lumentum is at the heart of the photonics value chain: it makes lasers and modulators that convert electrical signals into light and back again—the building blocks of optical networks. The company has now been selected as a partner in NVIDIA’s silicon photonics ecosystem, giving it a strategic place in the future of AI infrastructure. Following the acquisitions of NeoPhotonics and Cloud Light, Lumentum controls the entire spectrum from 400G to 1.6T modules and co-packaged optics components. Margins are rising, demand is accelerating, and barriers to entry are extremely high. As data networks move from copper to light, Lumentum is becoming the engine behind the transition—a technological “picks-and-shovels” winner in the AI boom. https://www.lumentum.com/en https://www.nasdaq.com/press-release/lumentum-selected-nvidia-silicon-photonics-ecosystem-partner-advance-ai-networking https://asia.nikkei.com/business/tech/semiconductors/thailand-lands-70m-investment-from-lumentum-for-ai-chipmaking https://interestingengineering.com/innovation/hair-thin-chip-transfers-100-million-books https://www.sciencedirect.com/science/article/pii/S2095809924005149
5.9.5.9.From September 4th: «Tech CEO describes sold-out company as the 'glue' that holds data centers together» https://www.foxbusiness.com/video/6378436860112
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset ja analyysit
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q1 -tulosraportti
28 päivää sittenUutiset ja analyysit
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 27.11.27.11.Lumentum Holdings: The Optical Engine Behind the AI Data-Center Revolution https://www.convequity.com/lumentum-holdings-the-optical-engine-behind-the-ai-data-center-revolution/
- 18.11.18.11.Mizuho Securities Initiates Coverage on Lumentum With Outperform Rating, $290 Price Target https://www.marketscreener.com/news/mizuho-securities-initiates-coverage-on-lumentum-with-outperform-rating-290-price-target-ce7d5edbdd8df021
- ·18.11.Lumentum is in the process of being established as a central enabler of the new "AI factory" era described in the OPN article. As hyperscale data centers transition from copper to high-volume photonics, Lumentum's lasers, photonic components, and 800G–1.6T transceivers find themselves directly in the bottlenecks that AI workloads are now creating. Their role in next-generation architectures, such as silicon photonics and co-packaged optics, is closely aligned with the industry's need for higher bandwidth, lower power consumption, and wafer-scale production. With the integration of Cloud Light and partnerships across the hyperscale ecosystem, Lumentum is positioned not just as a supplier, but as one of the companies building the photonic foundation for AI at scale. AI Factories: Photonics at Scale The explosive growth in AI is driving a shift from copper to optics in data centers – and transforming the production of photonic integrated circuits. https://www.optica-opn.org/home/articles/volume_36/november_2025/features/ai_factories_photonics_at_scale/
- ·17.10.The AI revolution is pushing the boundaries of what electrical copper cables can handle. The amount of data between GPUs is growing exponentially, but today’s electrical connections are stifled by heat, noise, and energy consumption. Optical lasers and modulators solve this problem — they transmit information using light instead of electricity. This provides higher speed, lower power consumption, and longer range, making them the very nervous system of next-generation AI networks. As NVIDIA, AMD, Microsoft, and Google build photonic data centers and co-packaged optics (CPO) switches, these components are becoming indispensable. The electrical era of computer networking is upon us — and the providers of optical lasers and modulators will be the ones enabling the next AI leap. AI data centers are facing a technological shift: copper cables can no longer handle the speeds and energy demands between GPUs. The solution is light-based communications. Lumentum stands out. Lumentum is at the heart of the photonics value chain: it makes lasers and modulators that convert electrical signals into light and back again—the building blocks of optical networks. The company has now been selected as a partner in NVIDIA’s silicon photonics ecosystem, giving it a strategic place in the future of AI infrastructure. Following the acquisitions of NeoPhotonics and Cloud Light, Lumentum controls the entire spectrum from 400G to 1.6T modules and co-packaged optics components. Margins are rising, demand is accelerating, and barriers to entry are extremely high. As data networks move from copper to light, Lumentum is becoming the engine behind the transition—a technological “picks-and-shovels” winner in the AI boom. https://www.lumentum.com/en https://www.nasdaq.com/press-release/lumentum-selected-nvidia-silicon-photonics-ecosystem-partner-advance-ai-networking https://asia.nikkei.com/business/tech/semiconductors/thailand-lands-70m-investment-from-lumentum-for-ai-chipmaking https://interestingengineering.com/innovation/hair-thin-chip-transfers-100-million-books https://www.sciencedirect.com/science/article/pii/S2095809924005149
- 5.9.5.9.From September 4th: «Tech CEO describes sold-out company as the 'glue' that holds data centers together» https://www.foxbusiness.com/video/6378436860112
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
8
Myynti
Määrä
1
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
323,37VWAP
Alin
292,9VaihtoMäärä
982,1 4 371 561
VWAP
Ylin
323,37Alin
292,9VaihtoMäärä
982,1 4 371 561
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2026 Q2 -tulosraportti | 5.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2026 Q1 -tulosraportti | 4.11. | |
| 2025 Q4 -tulosraportti | 12.8. | |
| 2025 Q3 -tulosraportti | 6.5. | |
| 2025 Q2 -tulosraportti | 6.2. | |
| 2025 Q1 -tulosraportti | 7.11.2024 |
Datan lähde: Quartr, FactSet
2026 Q1 -tulosraportti
28 päivää sittenUutiset ja analyysit
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2026 Q2 -tulosraportti | 5.2.2026 |
| Menneet tapahtumat | ||
|---|---|---|
| 2026 Q1 -tulosraportti | 4.11. | |
| 2025 Q4 -tulosraportti | 12.8. | |
| 2025 Q3 -tulosraportti | 6.5. | |
| 2025 Q2 -tulosraportti | 6.2. | |
| 2025 Q1 -tulosraportti | 7.11.2024 |
Datan lähde: Quartr, FactSet
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 27.11.27.11.Lumentum Holdings: The Optical Engine Behind the AI Data-Center Revolution https://www.convequity.com/lumentum-holdings-the-optical-engine-behind-the-ai-data-center-revolution/
- 18.11.18.11.Mizuho Securities Initiates Coverage on Lumentum With Outperform Rating, $290 Price Target https://www.marketscreener.com/news/mizuho-securities-initiates-coverage-on-lumentum-with-outperform-rating-290-price-target-ce7d5edbdd8df021
- ·18.11.Lumentum is in the process of being established as a central enabler of the new "AI factory" era described in the OPN article. As hyperscale data centers transition from copper to high-volume photonics, Lumentum's lasers, photonic components, and 800G–1.6T transceivers find themselves directly in the bottlenecks that AI workloads are now creating. Their role in next-generation architectures, such as silicon photonics and co-packaged optics, is closely aligned with the industry's need for higher bandwidth, lower power consumption, and wafer-scale production. With the integration of Cloud Light and partnerships across the hyperscale ecosystem, Lumentum is positioned not just as a supplier, but as one of the companies building the photonic foundation for AI at scale. AI Factories: Photonics at Scale The explosive growth in AI is driving a shift from copper to optics in data centers – and transforming the production of photonic integrated circuits. https://www.optica-opn.org/home/articles/volume_36/november_2025/features/ai_factories_photonics_at_scale/
- ·17.10.The AI revolution is pushing the boundaries of what electrical copper cables can handle. The amount of data between GPUs is growing exponentially, but today’s electrical connections are stifled by heat, noise, and energy consumption. Optical lasers and modulators solve this problem — they transmit information using light instead of electricity. This provides higher speed, lower power consumption, and longer range, making them the very nervous system of next-generation AI networks. As NVIDIA, AMD, Microsoft, and Google build photonic data centers and co-packaged optics (CPO) switches, these components are becoming indispensable. The electrical era of computer networking is upon us — and the providers of optical lasers and modulators will be the ones enabling the next AI leap. AI data centers are facing a technological shift: copper cables can no longer handle the speeds and energy demands between GPUs. The solution is light-based communications. Lumentum stands out. Lumentum is at the heart of the photonics value chain: it makes lasers and modulators that convert electrical signals into light and back again—the building blocks of optical networks. The company has now been selected as a partner in NVIDIA’s silicon photonics ecosystem, giving it a strategic place in the future of AI infrastructure. Following the acquisitions of NeoPhotonics and Cloud Light, Lumentum controls the entire spectrum from 400G to 1.6T modules and co-packaged optics components. Margins are rising, demand is accelerating, and barriers to entry are extremely high. As data networks move from copper to light, Lumentum is becoming the engine behind the transition—a technological “picks-and-shovels” winner in the AI boom. https://www.lumentum.com/en https://www.nasdaq.com/press-release/lumentum-selected-nvidia-silicon-photonics-ecosystem-partner-advance-ai-networking https://asia.nikkei.com/business/tech/semiconductors/thailand-lands-70m-investment-from-lumentum-for-ai-chipmaking https://interestingengineering.com/innovation/hair-thin-chip-transfers-100-million-books https://www.sciencedirect.com/science/article/pii/S2095809924005149
- 5.9.5.9.From September 4th: «Tech CEO describes sold-out company as the 'glue' that holds data centers together» https://www.foxbusiness.com/video/6378436860112
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
8
Myynti
Määrä
1
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
323,37VWAP
Alin
292,9VaihtoMäärä
982,1 4 371 561
VWAP
Ylin
323,37Alin
292,9VaihtoMäärä
982,1 4 371 561
Välittäjätilasto
Dataa ei löytynyt