S&P 500Information Technology· USA

LITE

Dependent

Lumentum

BDEPUMD

$871.18

-2.96%

Open $889.00·Prev $897.71

as of 13 Apr

DEPENDENT

Power Core

Lumentum's moat is its mastery of indium phosphide laser manufacturing at scale, a capability that requires years of yield optimization and capital investment that no new entrant can shortcut.

Published1 Apr 2026

UniverseS&P 500

SectorInformation Technology

↑

Direction of Movement

Upward on AI Optics, Tempered by Cyclical Reality

ROC 200

+864.0%

Referenced in 92 other analyses

Financials