Lumentum Holdings Stock Forecast

Stock Price Forecast

The 14 analysts that cover Lumentum Holdings stock have a consensus rating of "Buy" and an average price target of $211.36, which forecasts a -39.31% decrease in the stock price over the next year. The lowest target is $70 and the highest is $470.

Price Target: $211.36 (-39.31%)

Analyst Consensus: Buy

Target	Low	Average	Median	High
Price	$70	$211.36	$181	$470
Change	-79.90%	-39.31%	-48.03%	+34.96%

Analyst Ratings

The average analyst rating for Lumentum Holdings stock is "Buy". This means that analysts believe this stock is likely to outperform the market over the next twelve months.

Recommendation Trends

Rating	Aug '25	Sep '25	Oct '25	Nov '25	Dec '25	Jan '26
Strong Buy	5	5	5	5	5	5
Buy	4	4	3	4	4	4
Hold	5	5	6	6	6	6
Sell	0	0	0	0	0	0
Strong Sell	0	0	0	0	0	0
Total	14	14	14	15	15	15

Latest Forecasts

Analyst	Firm	Rating	Rating	Action	Price Target	Upside	Date
Ryan Koontz Needham	Needham	Strong Buy Maintains $290 → $470	Strong Buy	Maintains	$290 → $470	+34.96%	Jan 8, 2026
Meta Marshall Morgan Stanley	Morgan Stanley	Hold Maintains $190 → $304	Hold	Maintains	$190 → $304	-12.71%	Dec 17, 2025
Mike Genovese Rosenblatt	Rosenblatt	Strong Buy Maintains $280 → $380	Strong Buy	Maintains	$280 → $380	+9.11%	Dec 4, 2025
Vijay Rakesh Mizuho	Mizuho	Buy Maintains $290 → $325	Buy	Maintains	$290 → $325	-6.68%	Nov 25, 2025
Mike Genovese Rosenblatt	Rosenblatt	Strong Buy Maintains $280	Strong Buy	Maintains	$280	-19.60%	Nov 24, 2025

More Analyst Ratings

Financial Forecast

Revenue This Year

2.66B

from 1.65B

61.58%

from 1.65B

Revenue Next Year

3.51B

from 2.66B

31.87%

from 2.66B

EPS This Year

5.83

from 0.37

1,476.65%

from 0.37

EPS Next Year

8.51

from 5.83

45.87%

from 5.83

Fiscal Year	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	FY 2026	FY 2027
Period Ending	Jul 3, 2021	Jul 2, 2022	Jul 1, 2023	Jun 29, 2024	Jun 28, 2025	Jun 30, 2026	Jun 30, 2027
Revenue	1.74B	1.71B	1.77B	1.36B	1.65B	2.66B	3.51B
Revenue Growth	3.83%	-1.73%	3.18%	-23.08%	21.03%	61.58%	31.87%
EPS	5.07	2.68	-1.93	-8.12	0.37	5.83	8.51
EPS Growth	189.71%	-47.14%	-	-	-	1,476.65%	45.87%
Forward PE	-	-	-	-	-	59.70	40.93
No. Analysts	-	-	-	-	-	22	20

Historical EPS numbers are GAAP, while forecasted numbers may be non-GAAP.

Revenue Forecast

Revenue	2026	2027
High	2.9B	4.2B
Avg	2.7B	3.5B
Low	2.3B	3.0B

Revenue Growth

Revenue Growth	2026	2027
High	77.5%	58.0%
Avg	61.6%	31.9%
Low	39.4%	11.3%

EPS Forecast

EPS	2026	2027
High	6.72	11.83
Avg	5.83	8.51
Low	4.79	7.18

EPS Growth

EPS Growth	2026	2027
High	1,716.2%	102.7%
Avg	1,476.6%	45.9%
Low	1,195.2%	23.1%

Sources: Price targets and analyst ratings provided by Benzinga. Revenue and EPS forecast data provided by Finnhub. The data is sourced from Wall Street analysts. Data disclaimer.