Lumentum Holdings Inc.
LITE
You’ve read what changed. Here’s whether the market is confirming it.
Jodie situation report
Lumentum Holdings Inc.'s move is being confirmed by its market group.
LITE accounts for 8.4% of the group's measured movement across 7.7 effective names. all 9 measured members are falling in raw terms, but 9 of 9 SPY-adjusted paths align to the downside. Capital-flow agreement is 4%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Is this move genuinely shared?
SMTC, FN, COHR moved materially before LITE. LITE crossed its material path threshold at 09:50 ET, 5 minutes after the first measured mover.
9 of 9 members in Technology Hardware are active. 0 of 6 disclosed connections are confirming.
- At least 6 of 9 members remain active in the next snapshot.
- Capital-flow agreement rises above 55%.
- A filing-linked outsider such as SWKS begins moving with the group.
Invalidation: The live read weakens if participation falls to 3 of 9 members or fewer.
Who this business touches
The relationships behind LITE
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
MFGMizuho Financial Group, Inc.supplierNov 5, 2025 ▾
“As the principal amounts of all of our outstanding convertible notes must be settled in cash, the actual cash settlement may be higher if we decide to settle the conversion value in excess of the principal amounts in cash, rather than issuing shares of common…”
MFGMizuho Financial Group, Inc.lenderFeb 4, 2026 ▾
“The actual cash settlement may be higher if we decide to settle the conversion value in excess of the principal amounts in cash, rather than issuing shares of common stock.”
Depended on by
AAOIApplied Optoelectronics, Inc.competitorFeb 26, 2026 ▾
“Our major competitors in one or more of our markets include Coherent Corporation, Eoptolink Technology Inc., Ltd., Foxconn Interconnect Technology Ltd., InnoLight Technology (Suzhou) Ltd., Intel Corporation, Lumentum Holdings, Inc., Mitsubishi, Molex, LLC, So…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
LITE is currently a Follower in the organic co-movement group Technology Hardware. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.