Lumentum Holdings Inc (LITE) — the peer cohort

As of 2026-11-10 — scores re-bake nightly. Cohort = shared Closelooknet index membership first, then sector. Diary readings, not advice.

Lumentum Holdings Inc ranks 14 of 16 in its cohort on the Closelooknet composite (49/100) — the cohort is led by Sandisk Corp at 72/100.

Name	Composite	Momentum	Quality	Valuation	Signal	Off 52w high
LITE Lumentum Holdings Inc	49	27	45	23	bull	47.8%
SNDK Sandisk Corp	72	45	96	78	info	51.1%
MU Micron Technology Inc	70	45	95	69	info	41.6%
TSM Taiwan Semiconductor Manufacturing	68	52	88	71	info	20.3%
005930.KS Samsung Electronics Co Ltd	67	29	75	85	bull	46.9%
000660.KS SK Hynix Inc	67	23	94	83	bull	59.4%
3017.TW Asia Vital Components Co Ltd	65	66	73	29	bull	24.6%
APH Amphenol Corporation	64	69	72	38	bull	10.3%
ASML ASML Holding N.V. New York Registry Shares	63	44	87	34	info	24.3%
NVDA NVIDIA Corporation	63	39	94	41	info	26.6%
AMD Advanced Micro Devices Inc	61	74	54	23	bull	22.8%
3653.TW Jentech Precision Industrial Co Ltd	61	85	73	7	bull	22.2%
TXN Texas Instruments Incorporated	61	66	84	30	bull	11.5%
HPE Hewlett Packard Enterprise Co	51	60	38	60	bull	36.6%
HUBN.SW Huber+suhner AG	46	13	43	35	info	42.7%
VIAV Viavi Solutions Inc	45	19	41	29	info	48.7%

Scores are relative readings across the Closelooknet coverage universe — methodology in the company-scoring explainer. Signal lights come from the nightly signal board.

FAQ · from the current data · as of 2026-11-10

Quick answers

Who are Lumentum Holdings Inc's peers in the Closelooknet universe?

The cohort is drawn from shared Closelooknet index membership first, then sector: Sandisk Corp (SNDK), Micron Technology Inc (MU), Taiwan Semiconductor Manufacturing (TSM), Samsung Electronics Co Ltd (005930.KS), SK Hynix Inc (000660.KS), Asia Vital Components Co Ltd (3017.TW), Amphenol Corporation (APH), ASML Holding N.V. New York Registry Shares (ASML) and others, as of 2026-11-10.

How does LITE score against its peers?

Lumentum Holdings Inc's composite reads 49/100, ranking 14 of 16 in its cohort as of 2026-11-10; the cohort's highest composite is Sandisk Corp at 72/100. Closelooknet scores are research diary readings, not ratings or advice.

Mentioned on Closelooknet

Where LITE appears in the diary — 32 pieces, newest first. Every link is our own writing.

Long reads

Optical Interconnects — The Toll Nobody KeepsReport · 13 Aug 2026On Monday, Lumentum followed with −8.6%.
Portfolio Construction — Build a Barbell · Closelooknet Heresy IIIHeresy · 16 May 2026Live cohort as of May 2026: COHR · CRWV · GLW · INTC · IREN · LITE · MRVL · NBIS · NOK · SNPS.
Pattern 03 — NVIDIA Strategic Authority InvestmentReport · 12 May 2026Tier 2 typically appears bundled inside Tier 1 events: Lumentum's capacity-access rights, Coherent's purchase commitments, and IREN's 5 GW deployment partnership all rode in on the same 8-Ks as the equity investments.
Nvidia’s Equity Stakes — Follow the Wise Men, Pattern 03 PreviewWeekly Signal · 10 May 2026Lumentum has gone from roughly $50 in mid-2024 to $903.80 on Friday — a near-twenty-fold move, with NVIDIA's investment landing during the climb.

101 and glossary

Networking & Optical Interconnects: The Constraint After Compute101NVIDIA’s networking stack (acquired via Mellanox), Broadcom’s switching silicon, Marvell’s interconnect IP, and the optical transceiver ecosystem (Lumentum, Coherent, Fabrinet) all benefit from the same physical reality: at cluster scale…
Optical TransceiverGlossaryA device converting electrical signals to optical for fiber networking; LITE, COHR, and FN are pure-play beneficiaries.
Strategic Authority Investment: Reading the Jensen Huang Roadmap101Forward watchlist: LITE, COHR, FN (optical), MU (memory), VRT, GEV (power), PSTG, NTAP, WDC (storage).

Dailies

Chips — Up 6% Without Nvidia: AMD Jumps 11%, Broadcom 8%, Nvidia Slides 6%Midday 10 · 9 Nov 2026The optical names jump: Ciena 11.3%, Lumentum 10.7% to 596.14 (24/7 Wall St).
Oil — Brent −6.5% on Iran Talks Lifts Stocks; Amazon +5%, Oracle −6% on a $20 Billion RaiseMidday 10 · 2 Nov 2026The AI news is about funding: Oracle falls 5.7% after offering $10 billion of new shares alongside $10 billion of bonds, and Marvell (−6.3%) and Lumentum (−11.2%) both fall on their $115 billion all-stock deal.
Fed — rates on hold, two officials wanted a hike; Vertiv +15%, Flex +9%, Micron +4%Midday 10 · 28 Oct 2026The afternoon backs it so far: Micron +4.2%, and 10 of the 11 US-listed names in our Rubin interconnect sector trade higher, led by Fabrinet +7.8%, Lumentum +3.3% and Amphenol +2.9% after a record quarter; across all 73 US-listed Rubin…
AI Trade — TSMC is ‘prudent’ on 2027: chip fund −2.0%, Dell −7.7%; software bought, Dow +0.9%Midday 10 · 15 Oct 2026The optical-network suppliers follow: Coherent −6.4%, Lumentum −4.8%, Credo −1.7%.
Earnings — J&J −6.2% and Citi −3.8% after beats; Micron −5.1%, chip fund back under its 50-day lineMidday 10 · 13 Oct 2026Memory sold again: Micron −5.1% to $938.47, SanDisk −2.1%, Lumentum −2.3%
Korea — Kospi −5.5% breaks its 18-month uptrend; SK Hynix and Samsung about −8% on a China memory scareMorning 10 · 13 Oct 2026US memory and optics — Micron −3.9% to below $1,000, SanDisk −6.0%, Lumentum −9.8%
Chips — memory and optics sold again: Lumentum −7.7%, SanDisk −6.5%, chip fund −2.6%; Meta +3.8%Midday 10 · 12 Oct 2026The chip fund SOXX is down 2.6%; Lumentum −7.7%, Ciena −7.8%, SanDisk −6.5%, Micron −4.0%.
S&P 500 — record high as Marvell jumps 7.6% on its investor day; chip-machine makers slideMidday 10 · 6 Oct 2026The same business rises with it: Astera Labs +8.2% to $392.00, Credo +5.0% to $223.09, Broadcom +4.4% to $378.42, Lumentum +2.6% to $1,120.08

Related in the Closelooknet universe

same Closelooknet index seat first, then Communication Equipment. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.