Lumentum Holdings Inc. (LITE)
| Market Cap | 39.87B +654.8% |
| Revenue (ttm) | 2.11B +48.9% |
| Net Income | 251.60M |
| EPS | 3.27 |
| Shares Out | 71.40M |
| PE Ratio | 170.71 |
| Forward PE | 48.60 |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 8,754,044 |
| Open | 610.45 |
| Previous Close | 650.82 |
| Day's Range | 548.24 - 642.00 |
| 52-Week Range | 45.65 - 783.80 |
| Beta | 1.41 |
| Analysts | Buy |
| Price Target | 574.31 (+2.84%) |
| Earnings Date | Feb 3, 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 14 analysts, the average rating for LITE stock is "Buy." The 12-month stock price target is $574.31, which is an increase of 2.84% from the latest price.
News
Vertiv Holdings, Lumentum Holdings, Coherent, and EchoStar Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400, and S&P SmallCap 600
NEW YORK, March 6, 2026 /PRNewswire/ -- S&P Dow Jones Indices ("S&P DJI") will make the following changes to the S&P 100, S&P 500, S&P MidCap 400, and S&P SmallCap 600 indices: NAPCO Security Technolo...
Vertiv, Lumentum, Coherent, EchoStar set to join S&P 500
S&P Dow Jones Indices said on Friday that data center equipment maker Vertiv , photonics product makers Lumentum and Coherent , and telecom company EchoStar will join its flagship S&P 500 index.
Vertiv, Lumentum, Coherent, and EchoStar to Join S&P 500
The changes highlight the growing weight of technology and communications infrastructure in the U.S. market.
S&P 500 changes are due out soon. These AI stocks could join the index.
Lumentum and Coherent have market caps of more than $40 billion, well above the threshold for S&P 500 inclusion.
Lumentum's Massive Run Now Faces A Reality Check
Lumentum (LITE) delivered $665.5M revenue in Q2 FY26 and guided $780–830M next quarter, signaling accelerating AI infrastructure demand and pricing power. Nvidia invested $2B with multi-year supply co...
Lumentum Thought Leaders to Present at OFC 2026
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum") today announced its speaker line-up at the 2026 Optical Fiber Communication Conference and Exposition (OFC) in Los Angeles. Compa...
Lumentum Holdings Inc. (LITE) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Lumentum Holdings Inc. (LITE) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Nvidia Investments Send Coherent and Lumentum Stocks Soaring
New deals with Nvidia are giving two stocks a big boost on Monday.
Coherent and Lumentum shares pop on Nvidia deals. Why optical stocks are so hot these days.
Optical technologies are increasingly critical in data centers as they support energy-efficient, ultrahigh-bandwidth connections.
Coherent Stock, Lumentum Soar on Nvidia Deals. Here's What to Know.
Nvidia will invest $2 billion in each company and secure optical networking capacity as it builds out AI infrastructure, sending Coherent and Lumentum shares higher.
Nvidia to Invest $2 Billion in Both Lumentum and Coherent
Nvidia is investing $2 billion in both Lumentum and Coherent as part of agreements to help accelerate advanced optics technologies for AI infrastructure.
Nvidia to invest $4 billion in photonic product makers Lumentum and Coherent
Nvidia will invest $2 billion each in photonic product makers Lumentum and Coherent to support the companies' research and development and manufacturing operations in the U.S., the companies said on M...
Lumentum Holdings: The Laser Winner In AI
Lumentum Holdings is positioned as a critical supplier of advanced lasers for AI data center interconnects, powering Nvidia's next-gen networking platforms. The structural shift to high-performance op...
Undercovered Dozen: Agnico Eagle, Lumentum, ImmunityBio And More
The Undercovered Dozen series spotlights 12 less-covered stocks highlighted in recent Seeking Alpha articles. This week's edition covers articles published between Feb. 13 and Feb. 19, offering fresh ...
Lumentum Shares Rise 4% Following Key Trading Signal
Lumentum Holdings Inc (NASDAQ:LITE) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional ...
Why Lumentum Wins Over Coherent (For Now)
Lumentum Holdings is positioned for outperformance, driven by surging demand for EML laser chips in scale-out data center networks. Lumentum's Q2 FY26 revenue soared 65.5% y/y to $665.5M, with System...
Lumentum: AI's Hidden Bottleneck Winner
Lumentum is a strong buy, positioned as a critical AI infrastructure provider with expanding margins and robust demand for high-speed optical solutions. LITE's growth is driven by hyperscaler demand, ...
Top AI Stocks With Short Squeeze Potential
Hedge funds, beware: These Strong Buy stocks aren't just “the next GameStop” hype; they pair high short interest with strong fundamentals, setting the stage for a potential powerful short squeeze. Fea...
Calamos Timpani Small Cap Growth Fund Q4 2025 Contributors And Detractors
For the quarter ended December 31, 2025, the fund returned 3.77% (Class I shares at NAV), outperforming the Russell 2000 Growth Index return of 1.22%. Lumentum's stock strength in Q4 2025 was driven b...
Best Stocks Outside The Mag 7 To Balance Growth And High Yield
Markets in 2026 are rewarding selectivity rather than size alone. Mega-cap leadership has narrowed, volatility has resurfaced, and investors are searching for a framework that can adapt to rotation. A...
Lumentum Announces Upcoming Investor Events
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum") today announced that company management is currently scheduled to participate in the following investor events in the coming week...
Best Tech Stocks To Buy On The Earnings Week Dip
This earnings season has reminded investors that technology is no longer a single trade, and 2026 is shaping up to be a stock picker's market. Weakness in software and the broader tech tumble in QQQ r...
Steven Cress' Top 10 AI Stocks (Recap & Update)
The AI sector remains highly attractive, with top quant-rated stocks offering superior growth and fundamentals despite recent volatility and sharp pullbacks. Head of Quantitative Strategy at Seeking A...
Lumentum Analysts Increase Their Forecasts Following Better-Than-Expected Q2 Results
Lumentum Holdings Inc (NASDAQ: LITE) reported better-than-expected second-quarter financial results and issued third-quarter guidance above estimates on Tuesday.