LITE

Analyst Sentiment

Wall St. Consensus
Buy
16 analysts·Moderate coverage
69
Score
11 Buy (69%)5 Hold (31%)0 Sell (0%)
Rating Breakdown
Strong Buy
16%
Buy
1063%
Hold
531%
Sell
00%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Bear
$380.00
-61.1%
Consensus
$597.50
-38.8%
Bull
$1270.00
+30.1%
12-Month Target Range16 analysts
$380.00$597.50$1270.00
Current $976.18Consensus
Current Price
$976.18
Above Consensus
$378.68

Price targets are 12-month analyst forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

Forward Growth Estimates (YoY)
FY2027
Rev+76.21%
EPS+113.54%
FY2028
Rev+46.88%
EPS+59.76%
FY2029
Rev+61.39%
EPS+67.04%

Earnings Surprises

Recent Analyst Actions

May 1, 2026Redburn Partners
Lumentum initiated with a Buy at Rothschild & Co Redburn
Target:$1270.00
+40.7%from $902.32
Apr 20, 2026Northland Securities
Lumentum price target raised to $1,000 from $775 at Northland
Target:$1000.00
+13.5%from $880.92
Apr 20, 2026Morgan Stanley
Lumentum price target raised to $710 from $595 at Morgan Stanley
Target:$710.00
-20.3%from $890.57
Mar 2, 2026Stifel Nicolaus
Lumentum (LITE) PT Raised to $800 at Stifel, to Benefit From Shift to Agentic AI
Target:$800.00
+5.6%from $757.92
Feb 23, 2026Morgan Stanley
Lumentum price target raised to $520 from $420 at Morgan Stanley
Target:$520.00
-21.2%from $660.00
Feb 17, 2026Mizuho Securities
Lumentum price target raised to $645 from $525 at Mizuho
Target:$645.00
+20.1%from $537.02
Feb 5, 2026Barclays
Lumentum price target raised to $475 from $365 at Barclays
Target:$475.00
+2.0%from $465.54
Feb 4, 2026UBS
Lumentum price target raised to $455 from $215 at UBS
Target:$455.00
+2.2%from $445.20
Feb 4, 2026Stifel Nicolaus
Lumentum price target raised to $480 from $400 at Stifel
Target:$480.00
-0.7%from $483.59
Feb 4, 2026Susquehanna
Lumentum price target raised to $550 from $420 at Susquehanna
Target:$550.00
+26.4%from $435.10
Feb 4, 2026Mizuho Securities
Lumentum price target raised to $525 from $455 at Mizuho
Target:$525.00
+20.7%from $435.10
Feb 4, 2026Needham
Lumentum price target raised to $550 from $470 at Needham
Target:$550.00
+26.4%from $435.10
Feb 4, 2026UBS
Lumentum price target raised to $565 from $350 at JPMorgan
Target:$565.00
+29.9%from $435.10
Jan 30, 2026Morgan Stanley
Lumentum price target raised to $350 from $304 at Morgan Stanley
Target:$350.00
-14.8%from $411.00
Jan 22, 2026Stifel Nicolaus
Lumentum price target raised to $400 from $220 at Stifel
Target:$400.00
+13.0%from $354.02
Jan 22, 2026Susquehanna
Lumentum price target raised to $420 from $230 at Susquehanna
Target:$420.00
+18.6%from $354.01
Jan 15, 2026Barclays
Lumentum price target raised to $365 from $181 at Barclays
Target:$365.00
+10.1%from $331.62
Jan 9, 2026Mizuho Securities
Lumentum price target raised to $455 from $325 at Mizuho
Target:$455.00
+30.6%from $348.26
Jan 8, 2026Needham
Lumentum (LITE) PT Raised to $470 at Needham
Target:$470.00
+19.6%from $392.88
Dec 17, 2025Morgan Stanley
Lumentum price target raised to $304 from $190 at Morgan Stanley
Target:$304.00
-3.8%from $316.15
Dec 4, 2025Rosenblatt Securities
Lumentum (LITE) PT Raised to $380 at Rosenblatt
Target:$380.00
+25.4%from $302.98
Dec 3, 2025Northland Securities
Lumentum price target raised to $350 from $250 at Northland
Target:$350.00
+17.4%from $298.12
Nov 24, 2025Needham
Lumentum (LITE) PT Raised to $290 at Needham
Target:$290.00
+13.5%from $255.59
Nov 5, 2025Northland Securities
Lumentum price target raised to $250 from $150 at Northland
Target:$250.00
+7.4%from $232.86
Nov 5, 2025Stifel Nicolaus
Lumentum (LITE) PT Raised to $220 at Stifel
Target:$220.00
+16.8%from $188.36