Lumentum Holdings Inc. (LITE)
| Market Cap | 83.15B +684.0% |
| Revenue (ttm) | 3.01B +83.2% |
| Net Income | -6.94B |
| EPS | -92.96 |
| Shares Out | 89.70M |
| PE Ratio | n/a |
| Forward PE | 42.78 |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 3,401,271 |
| Open | 945.60 |
| Previous Close | 935.70 |
| Day's Range | 914.65 - 973.50 |
| 52-Week Range | 144.52 - 1,085.68 |
| Beta | 1.54 |
| Analysts | Buy |
| Price Target | 1,148.43 (+23.88%) |
| Earnings Date | Aug 11, 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 offers component products, including semiconductor laser chips, laser sub-assemblies, line subsystems, and wavelength management systems. The company also offers system products, such as optical modules, optical circuit switches, and industrial lasers, including short-pulse solid-state lasers and kilowatt-class fiber lasers. Its products and solutions are used in cloud, artificial intelligence an... [Read more]
Financial Performance
Financial StatementsAnalyst Summary
According to 26 analysts, the average rating for LITE stock is "Buy." The 12-month stock price target is $1,148.43, which is an increase of 23.88% from the latest price.
News
Lumentum Holdings Transcript: Citi’s 2026 Global TMT Conference
AI-driven demand is fueling exponential growth in optical networking, with persistent supply shortages and strong pricing. Major manufacturing expansions are underway, and new product wins in ELS and OCS are expected to drive significant revenue and margin growth through 2028.
Hidden China risks are emerging in America's multibillion-dollar AI data center boom
Chinese firms supply significant portions of key equipment used in U.S. data centers, including transformers, batteries and optical transceivers. Washington is increasing scrutiny of foreign-made powe...
Lumentum initiated with a Buy at Deutsche Bank
Deutsche Bank analyst Gianmarco Conti initiated coverage of Lumentum (LITE) with a Buy rating and $1,200 price target Lumentum “wins under every architecture,” whether pluggables persist, CPO takes of...
Lumentum initiated with an Outperform at Evercore ISI
Evercore ISI analyst Amit Daryanani initiated coverage of Lumentum (LITE) with an Outperform rating and $1,100 price target The firm says that as AI accelerator deployments continue to inflect higher,...
Coherent, Lumentum, and Other Hot AI Stocks Are Falling Today. They Shouldn't Be.
Stocks often fall in sympathy after a rival or peer's disappointing earnings. It's got to stop.
Lumentum sees ‘$40 of earnings power’ in 2028
Speaking at the Deutsche Bank Technology Conference, Michael Hurlston, CEO of Lumentum (LITE), stated in part: “We have seen a huge uptick in our order book and the order rate,…
Lumentum Holdings Transcript: Deutsche Bank 2026 Technology Conference
Optical connectivity is rapidly supplanting copper in data centers due to physical limitations, driving strong growth in OCS, CPO, and NPO adoption. Major capacity expansions are underway, with supply chain and geopolitical factors closely managed. The next 12–18 months will be pivotal for optics adoption inside server trays.
Lumentum put volume heavy and directionally bearish
Bearish flow noted in Lumentum (LITE) with 7,347 puts trading, or 1.8x expected. Most active are Aug-26 920 puts and Aug-26 930 puts, with total volume in those strikes near…
Lumentum price target lowered to $1,000 from $1,100 at BofA
BofA lowered the firm’s price target on Lumentum (LITE) to $1,000 from $1,100 and keeps a Neutral rating on the shares after what the firm calls “another solid report.” The…
Lumentum price target raised to $1,200 from $1,100 at Citi
Citi raised the firm’s price target on Lumentum (LITE) to $1,200 from $1,100 and keeps a Buy rating on the shares. The firm views the company’s June quarter report as…
Lumentum price target raised to $1,280 from $1,165 at JPMorgan
JPMorgan raised the firm’s price target on Lumentum (LITE) to $1,280 from $1,165 and keeps an Overweight rating on the shares post the fiscal Q4 report. The company “sidestepped near-term…
Lumentum price target raised to $1,140 from $1,100 at Mizuho
Mizuho raised the firm’s price target on Lumentum (LITE) to $1,140 from $1,100 and keeps an Outperform rating on the shares. The company reported a solid quarter with margin upside,…
Lumentum price target raised to $1,000 from $900 at Morgan Stanley
Morgan Stanley analyst Meta Marshall raised the firm’s price target on Lumentum (LITE) to $1,000 from $900 and keeps an Equal Weight rating on the shares. The firm is “biased…
Lumentum price target raised to $1,036 from $1,014 at Raymond James
Raymond James raised the firm’s price target on Lumentum (LITE) to $1,036 from $1,014 and keeps an Outperform rating on the shares. Lumentum’s Q4 beat-and-raise and stronger-than-expected gross margin...
Lumentum price target raised to $820 from $800 at TD Cowen
TD Cowen analyst Sean O’Loughlin raised the firm’s price target on Lumentum (LITE) to $820 from $800 and keeps a Hold rating on the shares. The firm updatedits model following…
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: Rosenblatt'...
Jim Cramer says the AI data center trade is back. These 6 stocks are leading the comeback
CNBC's Jim Cramer said the AI data center trade is regaining market leadership after weeks of forced selling weighed on the group. He pointed to several factors that restored his confidence in the gro...
Chip stocks are closing in on a bull market. Here's why some analysts are nervous.
Wall Street is excited about growing backlogs at some AI infrastructure companies, but some experts caution that there's no guarantee all those orders will be carried out.
Wednesday's Morning Movers: NBIS, LITE, HRB Beat Earnings
It's not just CoreWeave (CRWV) generating buzz in the neocloud space. Diane King Hall discusses earnings from Nebius (NBIS) and its more than 400% year-over-year revenue surge.
Lumentum's stock surges, giving a further boost to the optical-networking trade
Excitement is building for Coherent's earnings report after upbeat results from Lumentum.
Lumentum, CoreWeave, SMCI, and More Stocks That Explain Today's Market
Stock futures are rising after a solid batch of tech earnings gave the broader market a boost ahead of the July inflation report.
Lumentum stock surges 8% after earnings as Nvidia bet starts paying off
Lumentum Holdings shares surged about 8% in premarket trading on Wednesday after the photonics products maker delivered stronger-than-expected quarterly results and issued an upbeat revenue forecast, ...
Lumentum Stock Jumps as Stellar Earnings Extend Blazing-Hot Run
The optical networking company reports better-than-expected earnings and revenue for its fiscal fourth quarter.