Lumentum Holdings Inc. (LITE)
| Market Cap | 67.19B +1,155.6% |
| Revenue (ttm) | 2.49B +69.0% |
| Net Income | 439.00M |
| EPS | 5.26 |
| Shares Out | 77.80M |
| PE Ratio | 164.19 |
| Forward PE | 54.52 |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 7,543,934 |
| Open | 912.62 |
| Previous Close | 945.08 |
| Day's Range | 853.10 - 974.00 |
| 52-Week Range | 80.39 - 1,085.68 |
| Beta | 1.48 |
| Analysts | Buy |
| Price Target | 1,104.68 (+27.91%) |
| Earnings Date | May 5, 2026 |
About LITE
Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. It operates through two segments, Cloud & Networking and Industrial Tech. The Cloud & Networking segment offers optical and photonic chips, components, modules, and subsystems supplied to cloud data center operators, AI/ML infrastructure providers, and network equipment manufacturer customers that are building cloud data centers and network infrastructures. Its Industrial Tech segment provides short... [Read more]
Financial Performance
Financial StatementsAnalyst Summary
According to 24 analysts, the average rating for LITE stock is "Buy." The 12-month stock price target is $1,104.68, which is an increase of 27.91% from the latest price.
News
Lumentum Holdings Transcript: Bank of America 2026 Global Technology Conference
Key operational focus areas include fab efficiency, supply chain management, and ramping complex product lines. The industry is moving toward CPO adoption by 2028, with NPO as a temporary step and OCS expected to grow with AI scale-up. Long-term agreements and strategic partnerships, such as with NVIDIA, support capacity expansion and pricing power.
Lumentum price target raised to $1,200 from $1,000 at Northland
Northland analyst Tim Savageaux raised the firm’s price target on Lumentum (LITE) to $1,200 from $1,000 and keeps an Outperform rating on the shares. Yesterday’s comments from Nvidia’s (NVDA) CEO…
Why Lumentum, Coherent and other optical stocks are rocketing toward big gains
Nvidia CEO Jensen Huang had high praise today for Marvell, a maker of optical components that he said could become a $1 trillion company. And investors seem to be transferring those rosy feelings to o...
Why Coherent and Lumentum stocks jumped on Tuesday
Coherent and Lumentum Holdings shares surged on Tuesday as investors piled into optical networking stocks. The rally followed comments from Nvidia Chief Executive Jensen Huang, highlighting the growin...
Coherent and Lumentum Stocks Rise Sharply. Networking Stocks Get a Big Marvell Bump.
Coherent, Lumentum, and Corning stocks surge Tuesday after Nvidia CEO Jensen Huang talks up optical networking demand.
Lumentum, Coherent Drop After Prominent AI Investor Sells Stakes
Lumentum Holdings and Coherent shares fell Monday after investor Leopold Aschenbrenner disclosed he exited stakes in the optical-networking companies.
Lumentum put volume heavy and directionally bearish
Bearish flow noted in Lumentum (LITE) with 7,832 puts trading, or 1.8x expected. Most active are Jun-26 800 puts and Jul-26 870 calls, with total volume in those strikes near…
Lumentum Holdings Transcript: J.P. Morgan 54th Annual Global Technology, Media and Communications Conference
Optical industry demand is now hyperscaler-driven, creating a multi-year growth cycle distinct from past telecom-led booms. Margin improvements, capacity expansion, and new product inflections are underway, with supply constraints and technology transitions closely managed.
Coherent Lumentum stocks continues surge: how high can the AI trade go
Optical networking stocks extended their strong 2026 rally on Wednesday, with shares of Coherent and Lumentum Holdings climbing alongside broader enthusiasm around artificial intelligence infrastructu...
Coherent and Lumentum Stocks Rise as the AI Networking Trade Stays Hot
Coherent, Lumentum Holdings, and other optical-networking companies continued to rally as Wall Street bets AI data-center spending still has room to run.
Here's the next AI ‘battleground' — and how investors can get in on the action
Lumentum's stock has been red hot, but there are plenty of lesser-known ways to capitalize on the growing connectivity needs of AI data centers, according to Bernstein.
Lumentum Stock Soars as AI Optical Networking Rally Resumes
Lumentum stock surged Monday after the company said it would join the Nasdaq 100 index, reigniting a rally in AI-linked optical networking shares.
Lumentum jois Nasdaq-100 Index
Lumentum (LITE) Holdings announced its inclusion in the Nasdaq-100 Index, marking a significant milestone in its journey over the past year. The company is expected to join the index prior…
Lumentum Joins the Nasdaq-100 Index®, Achieving New Milestone in Global Growth
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum"), a leading designer and manufacturer of innovative optical and photonic products, today announced its inclusion in the Nasdaq-100...
Lumentum to join Nasdaq-100 Index on May 18
Nasdaq announced that Lumentum Holdings (LITE) will become a component of the Nasdaq-100 Index, replacing CoStar Group (CSGP), prior to market open on Monday, May 18.
Lumentum's fiery stock rally earns it a spot in this hot index
Lumentum's stock performance ranks sixth in the S&P 500 this year. Now the optical company is set to join the Nasdaq 100.
Lumentum Announces Upcoming Investor Events
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum") today announced that company management is currently scheduled participate in the following investor events: Event: 21st Annual N...
Lumentum price target raised to $1,000 from $750 at Barclays
Barclays analyst Tom O’Malley raised the firm’s price target on Lumentum (LITE) to $1,000 from $750 and keeps an Equal Weight rating on the shares post the earnings report. The…
Lumentum price target raised to $900 from $710 at Morgan Stanley
Morgan Stanley raised the firm’s price target on Lumentum (LITE) to $900 from $710 and keeps an Equal Weight rating on the shares. Fiscal Q3 and the Q4 outlook were…
Lumentum price target raised to $1,200 from $900 at Jefferies
Jefferies analyst Blayne Curtis raised the firm’s price target on Lumentum (LITE) to $1,200 from $900 and keeps a Buy rating on the shares following what the analyst describes as…
Lumentum price target raised to $1,130 from $940 at JPMorgan
JPMorgan raised the firm’s price target on Lumentum (LITE) to $1,130 from $940 and keeps an Overweight rating on the shares. The firm increased its revenue and earnings estimates following…
Lumentum CEO on business: Very much levered to the hyperscalers
Michael Hurlston, Lumentum CEO, joins 'The Exchange' to discuss the company's quarterly earnings results, clients the company has and much more.
Lumentum falls 5% after results: are expectations outrunning growth?
Lumentum Holdings Inc (LITE) shares fell sharply on Wednesday after the company reported mixed fiscal third-quarter results, with strong growth failing to meet elevated market expectations. The stock ...