Lumentum Holdings Inc.LITENASDAQ

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Overview Charts News Fundamentals Key Metrics TTM Financials Earnings Growth Rating Analysts Institutional Peers Historical

Analyst Sentiment

Analysts lean bullish — 60% recommend buying.

Consensus Rating

Buy

15 analysts·Moderate coverage

60%

Rating Distribution

Strong Buy

17%

Buy

853%

Hold

640%

Sell

00%

Strong Sell

00%

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

Price Target Expectations

Current price is 1% above analyst consensus — near fair value expected.

Bear Case

$190.00

-41%

Consensus

$319.40

-1%

Bull Case

$470.00

+45%

Price Range15 analysts

Low

Consensus

High

$190.00

$470.00

Current Target

Current Price

$324.25

Above Target

$4.85

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

Earnings & Revenue Estimates

2026E$5.82(11 analysts)

P/E203x

Current: 202.6x

Actual

Estimate

Range (Low–High)

Stock Alarm Pro

Forward Growth Estimates (YoY)

FY2027

Rev+32.81%

EPS+49.82%

FY2028

Rev+15.14%

EPS+18.53%

FY2029

Rev+5.03%

EPS+4.99%

Earnings Surprises

Beat rate:92%(11/12 quarters)

Avg surprise:+20.1%

Beat

Miss

Inline

Estimate

Based on reported EPS vs consensus estimate.

Recent Analyst Actions

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

Nov 5, 2025Wolfe Research

Lumentum (LITE) PT Raised to $240 at Wolfe Research

Target:$240.00

+27.4%from $188.36

Nov 5, 2025Needham

Lumentum (LITE) PT Raised to $235 at Needham

Target:$235.00

+24.8%from $188.36

Nov 5, 2025Morgan Stanley

Lumentum (LITE) PT Raised to $190 at Morgan Stanley

Target:$190.00

+0.9%from $188.36

Oct 31, 2025Raymond James

Lumentum downgraded to Outperform from Strong Buy at Raymond James

Target:$220.00

+9.9%from $200.13

Oct 22, 2025Susquehanna

Lumentum price target raised to $190 from $140 at Susquehanna

Target:$190.00

+16.6%from $162.95

Oct 10, 2025Morgan Stanley

Lumentum price target raised to $145 from $100 at Morgan Stanley

Target:$145.00

-9.2%from $159.76

Sep 9, 2025Barclays

Lumentum price target raised to $165 from $135 at Barclays

Target:$165.00

+9.0%from $151.38

Aug 13, 2025Barclays

Lumentum price target raised to $135 from $75 at Barclays

Target:$135.00

+12.8%from $119.66

Aug 12, 2025Susquehanna

Lumentum Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

Target:$125.00

+4.5%from $119.66

May 7, 2025Northland Securities

Lumentum price target raised to $80 from $70 at Northland

Target:$80.00

+24.2%from $64.42

May 7, 2025Barclays

Lumentum price target raised to $75 from $70 at Barclays

Target:$75.00

+16.4%from $64.42

Mar 24, 2025Raymond James

Lumentum upgraded to Strong Buy from Outperform at Raymond James

Target:$82.00

+11.4%from $73.63

Aug 15, 2024Craig-Hallum

Lumentum (LITE) PT Raised to $70 at Craig-Hallum

Target:$70.00

+34.2%from $52.15

Aug 15, 2024B.Riley Financial

Lumentum (LITE) PT Raised to $50 at B.Riley

Target:$50.00

-4.4%from $52.30

Aug 15, 2024Morgan Stanley

Lumentum price target raised to $54 from $50 at Morgan Stanley

Target:$54.00

+18.6%from $45.53

Aug 15, 2024Rosenblatt Securities

Lumentum (LITE) PT Raised to $69 at Rosenblatt

Target:$69.00

+32.2%from $52.18

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