Geopolitics Alpha

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

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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-11.9% 30d

    Named in this report.

Indirectly affected

  • XLK Technology Select Sector SPDR+9.1% 16d

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

  • QCOM Qualcomm-16.9% 30d

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

  • MSI Motorola Solutions+3.6% 6d

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

  • CIEN Ciena+11.5% 18d

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

  • FN Fabrinet+19.4% 10d

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

  • PL Planet Labs PBC-21.2% 30d

    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-10.13%after closeafter closeafter close
XLK+3.81%+6.46%base+0.49%after closeafter closeafter close
QCOM+9.01%+11.06%base+2.60%after closeafter closeafter close
MSI-1.17%-1.66%base-0.21%after closeafter closeafter close
CIEN+4.81%+13.23%base-2.46%after closeafter closeafter close
FN-0.52%+12.41%base+2.55%after closeafter closeafter close
PL+2.19%+6.39%base+0.30%after closeafter closeafter close

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.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Filed: 2026-11-02 AccNo: 0001193125-26-442758 Size: 8 MB Item 1.01: Entry into a Material Definitive Agreement Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arra…

Source: sec-edgar

Lumentum Holdings (LITE)

In the last 9 similar stories, Lumentum Holdings (LITE) moved an average of -3.33% the next day. The best was -0.10% and the worst was -9.11%, from 4 prices.

CompanyWhenAverageLargest gainLargest dropPrices
Lumentum Holdings (LITE)the next day-3.33%-0.10%-9.11%4
Lumentum Holdings (LITE)three days later-5.24%-0.44%-9.20%4
Select Sector Spdr Tr (XLK)the next day-1.31%-0.39%-4.98%5
Select Sector Spdr Tr (XLK)three days later-5.35%-5.35%-5.35%4

The price since 2 Nov 2026: Lumentum Holdings (LITE) versus the S&P 500

CompanyWhenMoveStatus
Ciena (CIEN)that day-2.46%still updating
Ciena (CIEN)three days earlier+13.23%final price
Ciena (CIEN)five days earlier+4.81%final price
Fabrinet (FN)that day+2.55%still updating
Fabrinet (FN)three days earlier+12.41%final price
Fabrinet (FN)five days earlier-0.52%final price
Lumentum Holdings (LITE)that day-10.13%still updating
Lumentum Holdings (LITE)three days earlier+8.68%final price
Lumentum Holdings (LITE)five days earlier-2.65%final price
Motorola Solutions (MSI)that day-0.21%still updating
Motorola Solutions (MSI)three days earlier-1.66%final price
Motorola Solutions (MSI)five days earlier-1.17%final price
Planet Labs PBC (PL)that day+0.30%still updating
Planet Labs PBC (PL)three days earlier+6.39%final price
Planet Labs PBC (PL)five days earlier+2.19%final price
Qualcomm (QCOM)that day+2.60%still updating
Qualcomm (QCOM)three days earlier+11.06%final price
Qualcomm (QCOM)five days earlier+9.01%final price
Select Sector Spdr Tr (XLK)that day+0.49%still updating
Select Sector Spdr Tr (XLK)three days earlier+6.46%final price
Select Sector Spdr Tr (XLK)five days earlier+3.81%final price

Trades by members of Congress and officials in the stocks in this story

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 is named in “8-K - Lumentum Holdings Inc. (0001633978) (Filer)”

Companies mentioned with this story

  • LITE Lumentum Holdings

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

  • XLK Select Sector Spdr Tr

    Select Sector Spdr Tr (XLK) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “8-K - Lumentum Holdings Inc. (0001633978) (Filer).” Reason on file: Technology Select Sector SPDR holds the technology sector that Lumentum Holdings belongs to, so it often moves with news about it

  • QCOM Qualcomm

    For “8-K - Lumentum Holdings Inc. (0001633978) (Filer),” Qualcomm (QCOM) is linked, with no stored direction, medium confidence. Reason on file: Qualcomm is a large technology company like Lumentum Holdings; big names in a sector often move together

  • MSI Motorola Solutions

    Motorola Solutions (MSI) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “8-K - Lumentum Holdings Inc. (0001633978) (Filer).” Reason on file: Motorola Solutions is a large technology company like Lumentum Holdings; big names in a sector often move together

  • CIEN Ciena

    In “8-K - Lumentum Holdings Inc. (0001633978) (Filer),” Ciena (CIEN) is linked, with no stored direction, medium confidence. Reason on file: Ciena is a large technology company like Lumentum Holdings; big names in a sector often move together

  • FN Fabrinet

    For “8-K - Lumentum Holdings Inc. (0001633978) (Filer),” Fabrinet (FN) is linked, with no stored direction, medium confidence. Reason on file: Fabrinet is a large technology company like Lumentum Holdings; big names in a sector often move together

  • PL Planet Labs PBC

    In “8-K - Lumentum Holdings Inc. (0001633978) (Filer),” Planet Labs PBC (PL) is linked, with no stored direction, medium confidence. Reason on file: Planet Labs PBC is a large technology company like Lumentum Holdings; big names in a sector often move together

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.

What ties Lumentum Holdings (LITE) to the headline is this: SEC 8-K filing -> direct issuer disclosure -> LITE

Select Sector Spdr Tr (XLK) is here too. Its reason reads: Technology Select Sector SPDR holds the technology sector that Lumentum Holdings belongs to, so it often moves with news about it

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

LITE traded between 736.66 and 1142.27 across 20 sessions. The latest close on file is 841.01. QCOM traded between 161.72 and 185.53 across 20 sessions. The latest close on file is 164.72. XLK traded between 190.99 and 201.38 across 11 sessions. The latest close on file is 201.01.

How strong the case is around Lumentum Holdings (LITE)

46 out of 100Price not final

“8-K - Lumentum Holdings Inc. (0001633978) (Filer)” scores 46 out of 100. The score uses 1 sources, and 7 linked companies. The price is not final yet.