Geopolitics Alpha

8-K - Lumentum Holdings Inc. (0001633978) (Filer)

Published . Updated .

Key takeaways

  • 8-K - Lumentum Holdings filed an 8-K with the SEC on Nov 2 (a notice of a material company event).
  • Exposed: LITE
  • Market reaction: LITE −39.3% after three sessions

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GEOPOLITICS ALPHA8-K - Lumentum Holdings Inc.(0001633978) (Filer)LITEGEOPOLITICS ALPHA

8-K - Lumentum Holdings filed an 8-K with the SEC on Nov 2 (a notice of a material company event).

Directly affected

  • LITE Lumentum Holdings

    Named in this report.

Indirectly affected

  • XLK Technology Select Sector SPDR

    Technology Select Sector SPDR holds the technology sector that Lumentum Holdings belongs to, so it often moves with news about it.

  • QCOM Qualcomm

    Qualcomm is a large technology company like Lumentum Holdings; big names in a sector often move together.

  • MSI Motorola Solutions

    Motorola Solutions is a large technology company like Lumentum Holdings; big names in a sector often move together.

  • CIEN Ciena

    Ciena is a large technology company like Lumentum Holdings; big names in a sector often move together.

  • FN Fabrinet

    Fabrinet is a large technology company like Lumentum Holdings; big names in a sector often move together.

  • PL Planet Labs PBC

    Planet Labs PBC is a large technology company like Lumentum Holdings; big names in a sector often move together.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LITE-2.65%+8.68%base-18.69%-19.16%-25.46%-39.31%
XLK+3.81%+6.46%base-2.92%-1.68%-1.69%-8.76%
QCOM+9.01%+11.06%base-1.76%-0.19%+5.43%-4.79%
MSI-1.17%-1.66%base-0.86%-0.12%+0.89%+5.11%
CIEN+4.81%+13.23%base-11.35%-6.34%-15.30%-28.05%
FN-0.52%+12.41%base-3.66%+11.13%+4.51%-10.30%
PL+2.19%+6.39%base-3.68%+0.37%-6.05%-15.63%

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Filed: 2026-11-02 AccNo: 0001628280-26-068655 Size: 544 KB Item 2.02: Results of Operations and Financial Condition Item 9.01: Financial Statements and Exhibits

Source: sec-edgar

Lumentum Holdings (LITE) since this story, compared with the market

Since the first closing price after “8-K - Lumentum Holdings Inc. (0001633978) (Filer),” Lumentum Holdings (LITE) is -8.17%.

CompanyWhenMoveStatus
CIENthat day-11.35%final price
CIENthe next day-6.34%final price
CIENtwo days later-15.30%final price
CIENthree days later-28.05%final price
CIENthree days earlier+13.23%final price
CIENfive days earlier+4.81%final price
FNthat day-3.66%final price
FNthe next day+11.13%final price
FNtwo days later+4.51%final price
FNthree days later-10.30%final price
FNthree days earlier+12.41%final price
FNfive days earlier-0.52%final price
Lumentum Holdings (LITE)that day-18.69%final price
Lumentum Holdings (LITE)the next day-19.16%final price
Lumentum Holdings (LITE)two days later-25.46%final price
Lumentum Holdings (LITE)three days later-39.31%final price
Lumentum Holdings (LITE)three days earlier+8.68%final price
Lumentum Holdings (LITE)five days earlier-2.65%final price
MSIthat day-0.86%final price
MSIthe next day-0.12%final price
MSItwo days later+0.89%final price
MSIthree days later+5.11%final price
MSIthree days earlier-1.66%final price
MSIfive days earlier-1.17%final price
PLthat day-3.68%final price
PLthe next day+0.37%final price
PLtwo days later-6.05%final price
PLthree days later-15.63%final price
PLthree days earlier+6.39%final price
PLfive days earlier+2.19%final price
QCOMthat day-1.76%final price
QCOMthe next day-0.19%final price
QCOMtwo days later+5.43%final price
QCOMthree days later-4.79%final price
QCOMthree days earlier+11.06%final price
QCOMfive days earlier+9.01%final price
XLKthat day-2.92%final price
XLKthe next day-1.68%final price
XLKtwo days later-1.69%final price
XLKthree days later-8.76%final price
XLKthree days earlier+6.46%final price
XLKfive days earlier+3.81%final price
LITE

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Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Lumentum Holdings (LITE)

Companies tied to this story

  • LITE Lumentum Holdings

    Lumentum Holdings (LITE) is linked, with no stored direction, high confidence in the 2 Nov 2026 story “8-K - Lumentum Holdings Inc. (0001633978) (Filer).” Reason on file: SEC 8-K filing -> direct issuer disclosure -> LITE

How “8-K - Lumentum Holdings Inc. (0001633978) (Filer)” reaches Lumentum Holdings (LITE)

“8-K - Lumentum Holdings Inc. (0001633978) (Filer)” (2 Nov 2026) reaches Lumentum Holdings (LITE) through this story.

Lumentum Holdings (LITE) is on the page because SEC 8-K filing -> direct issuer disclosure -> LITE

Dates in the story, and the Lumentum Holdings (LITE) price range

LITE traded between 506.77 and 978.20 across 20 sessions. The latest close on file is 624.47.

What the saved facts support for Lumentum Holdings (LITE)

14 out of 100

“8-K - Lumentum Holdings Inc. (0001633978) (Filer)” scores 14 out of 100. The score uses 1 sources, and 1 linked companies.