Lumentum Holdings Inc.

Recent Business Signals

1. Jun 1, 2026

   other

   Lumentum Holdings Inc. entered into agreements to exchange approximately $650.4 million principal amount of convertible senior notes for approximately 5.0 million shares of common stock, resulting in approximately 0.8 million shares of incr…

   source: sec_edgar

2. Jun 1, 2026

   partnership

   Lumentum entered a multi-year agreement with NVIDIA for advanced optics in AI infrastructure, including a multibillion-dollar purchase commitment for co-packaged optics.

   source: funding-research

3. Jun 1, 2026

   news_mention

   Lumentum Holdings Inc. (LITE) filed SEC Form 8-K on 2026-06-01 (period 2026-05-29); items 3.02.

   source: sec_edgar

Funding & valuation history

• Mar 23, 2026 · funding-research

  Lumentum was added to the S&P 500 index effective March 23, 2026, triggering mandatory buying by passive funds and a ~12% share surge on the March 18 announcement.

• Mar 1, 2026 · funding-research

  Lumentum finalized a $27.5 million escrow settlement for indemnification and working capital adjustments related to its Cloud Light acquisition.

• Mar 1, 2026 · funding-research

  Lumentum received a $2 billion strategic investment from NVIDIA via a private placement of Series A Convertible Preferred Stock.

• Mar 1, 2026 · funding-research

  Lumentum completed a $27.5 million escrow settlement related to the Cloud Light acquisition for indemnification and working capital adjustments.

• Mar 1, 2026 · funding-research

  NVIDIA made a $2 billion strategic investment in Lumentum via a Series A Convertible Preferred Stock private placement to fund advanced optical manufacturing capacity for AI data centers.

• Mar 1, 2026 · funding-research

  Lumentum raised $2.0 billion through a private placement of Series A Convertible Preferred Stock at $695.31 per share, led by NVIDIA, with proceeds received by March 28, 2026.

• Mar 1, 2026 · funding-research

  Lumentum completed a final escrow settlement of $27.5 million related to the Cloud Light acquisition's indemnification and working capital adjustments in March 2026.

• Mar 1, 2026 · funding-research

  Lumentum raised $2.0 billion via Series A Convertible Preferred Stock issuance from public and institutional markets in March 2026.

• Jun 1, 2025 · funding-research

  Lumentum completed the acquisition of Cloud Light for approximately $750 million in early 2025, securing module-level manufacturing capabilities for 800G/1.6T transceivers.

• Jan 1, 2025 · funding-research

  Lumentum acquired Cloud Light for approximately $750 million in early 2025, enabling direct sales of 800G/1.6T transceivers to hyperscalers.

Recent Hiring (60 days)