Lumentum Holdings Inc. (LITE) Analyst Ratings & Price Targets

Lumentum Holdings Inc.

LITE · Nasdaq

Analyst Consensus

Buy

15 analysts

$841

Current

—

Low

$1,141

Average

—

High

Average target implies +35.60% versus the current price.

Analyst Ratings Synthesis

The consensus is Buy, backed by all 15 analysts. The reported target data show a mean of $1,100, but the low and high targets are unavailable, so the target range and clustering cannot be measured. No supplied evidence identifies the most bullish or least bullish analyst, provides individual targets, or records a target revision during the past week. The substantive disagreement behind the apparent valuation spread therefore cannot be attributed to specific analysts or assumptions. Available research is broadly constructive, emphasizing AI-driven photonics demand, Lumentum's expanding optical portfolio and the possibility of an earnings beat, while the fiscal 2025 result—approximately breakeven net income on $1.6 billion of revenue—leaves profitability as an unresolved consideration.

Rating Actions

No individual rating actions have been captured for LITEyet. Consensus figures above come from Nasdaq's aggregate feed.

Rating actions are extracted from published reporting. Each row links to its source.

Research Reports

Links to freely available third-party research. Outlook labels are our classification of each article's stance, not a rating of our own.

Covering Firms

B OF A GLBL RES

B.RILEY SECURIT

BARCLAYS CAPITA

CRAIG-HALLUM

JEFFERIES & CO.

JP MORGAN SECUR

LOOP CAPITAL MK

MORGAN STANLEY

NEEDHAM & CO.

NORTHLAND CAPMK

RAYMOND JAMES

ROSENBLATT SEC

STIFEL NICOLAUS

SUSQUEHANNA

UBS

Symbol: LITE
Type: Stock
Sector: Telecommunications
Industry: Communications Equipment, NEC
Exchange: Nasdaq

Lumentum (NASDAQ: LITE) is a global leader in optical and photonic technologies that power the networks and infrastructure behind AI, cloud computing, and next-generation communications. Built on decades of photonics innovation, Lumentum delivers high-performance lasers, modules, and optical subsystems that enable scalable, energy-efficient data center connectivity, advanced telecom networks, industrial manufacturing, and sensing applications. Headquartered in San Jose, California, the company operates R&D, manufacturing, and sales facilities worldwide. Learn more at www.lumentum.com.

Key Issues

Bullish view

AI-driven data-center networking is pushing beyond traditional connectivity, and Lumentum is benefiting from demand for photonics and an expanding optical portfolio.

Bearish view

The evidence identifies a favorable theme rather than quantified orders or contracts, so the recent surge may be pricing in an AI opportunity before its durability is demonstrated.

Analyst Consensus

See all

Buy

15 analysts

$841

Current

—

Low

$1,141

Average

—

High

Average target implies +35.60% versus the current price.

Earnings History

BeatMissNo estimate

Lumentum Holdings Inc.

Analyst Consensus

Analyst Ratings Synthesis

Rating Actions

Research Reports

Covering Firms

Peers