| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-09-21 | MENTIONED | LOW | Rob Black Show Stocks Rise As Oil Prices Ease |
Lumentum was named as an optical-networking company slated for deeper discussion in the afternoon program. [audio] | -3.5% | — | — |
| 2026-08-21 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-21-26 |
Named among the networking/optical suppliers feeding the AI data-center build-out. [audio] | +3.3% | +7.4% | — |
| 2026-08-18 | SELL | HIGH | Rob Black Show Afternoon podcast 8-18-26 |
Lumentum fell 9.8% among the day's worst performers in the optical networking group. [audio] | +1.4% | +2.3% | — |
| 2026-08-13 | MENTIONED | LOW | Rob Black Show More Encouraging Inflation Data |
Lumentum's CEO said the network capacity connecting just two AI data centers is double the total global backbone capacity built over the last decade. [audio] | -0.1% | +5.3% | — |
| 2026-08-12 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-12-26 |
Lumentum was cited as one of the latest earnings reports that restored enthusiasm to the AI momentum trade. [audio] | -11.2% | -0.6% | — |
| 2026-08-12 | BUY | HIGH | Rob Black Show Tame Inflation Data |
Lumentum delivered a strong quarter with adjusted gross margins jumping to 50.4% from 37%, record 800G shipments, ramping 1.6T products and 70-80% share in key markets with three-year agreements, making it a way to play AI through the optics connecting data centers. [audio] | -11.2% | -0.6% | — |
| 2026-07-20 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-20-26 |
Lumentum was up 4.4 percent, tied to semiconductors and optical networking. [audio] | -7.0% | +8.1% | — |
| 2026-07-20 | BUY | HIGH | Rob Black Show Oil Prices Fluctuated |
Lumentum, upgraded by Barclays to overweight with a $1,000 price target; host says 'I like Lumentum' and it's in the news today. [audio] | -7.0% | +8.1% | — |
| 2026-07-09 | MENTIONED | LOW | Rob Black Show Stocks Rose Supported By Jump In Semiconductors |
Lumentum is leading the S&P 500 up 11% today. [audio] | -10.1% | +13.3% | — |
| 2026-06-11 | BUY | HIGH | Rob Black Show Stocks Rebound But Gains Limited |
JPMorgan reiterates buy rating on Lumentum after big pullbacks, arguing worries are overblown. [audio] | -4.5% | -9.8% | +11.2% |
| 2026-06-09 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-9-26 |
Lumentum noted as being down 8.2%. [audio] | +6.5% | -4.4% | +7.2% |
| 2026-06-02 | BUY | HIGH | Rob Black Show Afternoon podcast 6-2-26 |
Identified as one of the biggest winners in optical networking equipment benefiting from AI infrastructure spending. [audio] | -20.2% | -29.2% | -11.1% |
| 2026-05-19 | WATCH | LOW | Rob Black Show Stocks Slide Under Pressure From Higher Rates |
Mentioned as a potential play in the optics sector alongside Corning and Coherent. [audio] | +2.3% | -4.5% | +8.9% |
| 2026-05-18 | SELL | MEDIUM | Rob Black Show Afternoon podcast 5-18-26 |
Lumentum was a poor performer, down 8.8%, linked to concerns about excess capacity in the sector. [audio] | +7.0% | -1.7% | +4.7% |
| 2026-05-12 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-11-26 |
Lumentum was up 16.5%, the best-performing S&P 500 component, and will join the NASDAQ 100. [audio] | -10.3% | -10.4% | -18.0% |
| 2026-05-11 | BUY | MEDIUM | Rob Black Show Fresh Record Bolstered By Key Tech Stocks |
Networking company Lumentum is up 17.1%. [audio] | -16.0% | -19.0% | -15.5% |
| 2026-05-08 | MENTIONED | LOW | Rob Black Show Good Year In The Stock Market So Far |
Mentioned as a technology partner in AI alongside NVIDIA. [audio] | +7.4% | -4.4% | -7.3% |
| 2026-05-06 | MENTIONED | LOW | Rob Black Show Earnings Jump |
Host mentions Lumentum as a name in the optics sector but notes it is down 6% today. [audio] | +9.1% | -8.5% | -10.0% |
| 2026-05-05 | SELL | MEDIUM | Rob Black Show Afternoon podcast 5-5-26 |
Host notes Lumentum missed net revenue expectations ($808 million vs $960 million expected) and states 'That's not good', indicating a negative sentiment despite growth drivers. [audio] | -0.2% | -5.0% | -21.6% |