Lumentum Holdings Inc. (LITE)
| Market Cap | 50.43B +1,093.0% |
| Revenue (ttm) | 2.11B +48.9% |
| Net Income | 251.60M |
| EPS | 3.27 |
| Shares Out | 71.40M |
| PE Ratio | 215.93 |
| Forward PE | 60.78 |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 22,861,268 |
| Open | 785.49 |
| Previous Close | 772.13 |
| Day's Range | 680.66 - 787.45 |
| 52-Week Range | 45.65 - 787.45 |
| Beta | 1.41 |
| Analysts | Buy |
| Price Target | 609.71 (-13.68%) |
| 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 15 analysts, the average rating for LITE stock is "Buy." The 12-month stock price target is $609.71, which is a decrease of -13.68% from the latest price.
News
Lumentum's 6% Rise Following Key Trading Signal
Understanding the Power Inflow Signal
These Nvidia-Backed Stocks Are Surging as Wall Street Analysts Grow More Bullish
Two hot tech stocks backed by Nvidia just got a fresh vote of confidence on Wall Street.
Why Lumentum Is A Buy Despite The Run-Up
Lumentum (LITE) surged after unveiling advanced AI data center networking solutions at OFC 2026, including a 1.6T DR4 OSFP transceiver and high-power lasers. LITE raised its long-term outlook, targeti...
Lumentum's new revenue forecast further fuels one of the market's hottest stocks
The company is targeting a massive $2 billion quarterly revenue run rate within two years, driven by increasing demand for optical solutions for advanced AI workloads.
Lumentum Holdings Inc. (LITE) Discusses Illuminating the Networks of Tomorrow and Industry Trends Transcript
Lumentum Holdings Inc. (LITE) Discusses Illuminating the Networks of Tomorrow and Industry Trends Transcript
Lumentum Demonstrates Industry-Leading Technologies and Products for Scale-Out, Scale-Up and Scale-Across AI Infrastructure at OFC 2026
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. (“Lumentum”), a global leader in photonic solutions, today announced its showcase of technology and product demonstrations designed to meet th...
Lumentum Showcases Breakthrough Optical Scale-Up Demonstration at OFC 2026 Using VCSEL Technology
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. (“Lumentum”), a global leader in photonic solutions, today announced a breakthrough optical interconnect solution designed to support next-gen...
Lumentum, Coherent Stocks Drop as Nvidia Hopes Fade. Their Tech Is Too Advanced.
Lumentum stock and Coherent were dropping following Nvidia CEO Jensen Huang's comments that his company will continue to use copper cables.
Marvell and Lumentum to Demonstrate Optical Circuit Switching for Next-generation AI Scale-up Infrastructure
LOS ANGELES--(BUSINESS WIRE)---- $MRVL #AI--OFC 2026 – Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions and Lumentum Holdings Inc. (NASDAQ: LITE), a mar...
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's AI Optics Inflection Is No Longer Subtle
I am rating Lumentum Holdings (LITE) a Strong Buy rating, driven by structural AI demand and robust execution evidenced in recent earnings and guidance. LITE is capitalizing on surging AI and cloud in...
Lumentum: Buying The Dip In An Optical Supercycle
Lumentum Holdings is rated a 'Buy' due to its dominant AI EML market share and strong catalysts in optical and photonic products. LITE's upcoming CPO shipments, rising 200G EML mix, and Nvidia's $2B i...
Lumentum to Join the S&P 500 Index
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. (“Lumentum”), a global leader in optical and photonic solutions, today announced that it has been selected to join the prestigious S&P 500 ind...
These Two Nvidia-Backed Companies Are Joining the S&P 500 Later This Month
Four companies—including two part-owned by AI chip giant Nvidia—are set to join the S&P 500 later this month.
These 6 stocks could be major winners of an upcoming optics ‘supercycle'
Optical components are becoming a critical chokepoint in AI infrastructure, as the data-center buildout drives strong demand for more efficient data-transfer methods.
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 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.