LITETechnology · Communication EquipmentThe 24 Wall Street analysts covering Lumentum Holdings, Inc. hold a median 12-month price target of $1,121 — +21.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 60 of 100 as at 13 Aug 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Lumentum Holdings, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (96): Analysts have, on balance, been raising their forecasts.
Value (17): The shares cost a lot relative to the profits and assets behind them.
Size (4): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on LITE, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +21.0% from it.
Of the 20 most recent actions, 4 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 12 Aug 2026 | B of A Securities | Maintains | Neutral | $1,100 → $1,000 |
| 12 Aug 2026 | JP Morgan | Maintains | Overweight | $1,165 → $1,280 |
| 12 Aug 2026 | Mizuho | Maintains | Outperform | $1,100 → $1,140 |
| 12 Aug 2026 | Morgan Stanley | Maintains | Equal-Weight | $900 → $1,000 |
| 12 Aug 2026 | Rosenblatt | Maintains | Buy | $1,300 |
| 12 Aug 2026 | TD Cowen | Maintains | Hold | $800 → $820 |
| 20 July 2026 | Barclays | Upgrade | Overweight | — |
| 20 July 2026 | Barclays | Upgrade | Overweight | $1,000 |
| 13 July 2026 | TD Cowen | Maintains | Hold | $995 → $800 |
| 13 July 2026 | TD Cowen | Maintains | Hold | — |
| 9 June 2026 | Needham | Reiterates | Buy | — |
| 7 May 2026 | Barclays | Maintains | Equal-Weight | — |
| 6 May 2026 | JP Morgan | Maintains | Overweight | — |
| 6 May 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 6 May 2026 | Rosenblatt | Maintains | Buy | — |
| 6 May 2026 | TD Cowen | Maintains | Hold | — |
| 6 May 2026 | UBS | Maintains | Neutral | — |
| 5 May 2026 | Stifel | Maintains | Buy | — |
| 1 May 2026 | Rothschild & Co | Initiates | Buy | — |
| 20 Apr 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. LITE appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 4% of US stocks
Cheaper than 7% of US stocks
Cheaper than 5% of US stocks
Cheaper than 2% of US stocks
Higher than 92% of US stocks
Higher than 83% of US stocks
Higher than 56% of US stocks
Higher than 81% of US stocks
Higher than 80% of US stocks
Higher than 84% of US stocks
Higher than 65% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Lumentum Holdings, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Optics stocks including Corning, Lumentum, and Applied Optoelectronics were climbing through Friday's midday session, with the article noting the character of the move matters.
Why it matters — A LITE watcher would care because Lumentum is among the optics companies seeing its shares rise in the session.
The stock market cleared a tight trading range, with the S&P 500 and Russell 2000 reaching new highs, according to a weekly review. Lumentum was noted as one of several key movers during the period, alongside Cisco, Super Micro, and Sandisk.
Why it matters — A LITE watcher would care because the item highlights Lumentum as a notable market mover during a week in which major benchmarks reached record highs.
Lumentum announced that company management is scheduled to participate in two upcoming investor events: Rosenblatt's 6th Annual Technology Summit: The Age of AI (virtual) on August 17, 2026, and the 6th Nasdaq Investor Conference in Asia (virtual) on August 18, 2026. The announcement details meeting availability and presentation times for both events.
Why it matters — Lumentum watchers would care because these scheduled investor events offer opportunities to hear directly from management about the company's business in the coming months.
Lumentum shares traded near flat at $936.95 on Thursday after opening at $925.02. The article highlights the company's perspective on opportunities for industry peers like Marvell and Ciena.
Why it matters — The article's framing suggests Lumentum's market positioning and commentary could offer insight into broader industry trends affecting the company.
Lumentum guided its September quarter to a $4.20 EPS midpoint, more than double its full fiscal 2025 earnings, while flat revenue guidance extended over four quarters still implies $5.0 billion in fiscal 2027 (up 66% year over year). This growth is driven by components/chips, which contributed $329 million of the $525.6 million year-over-year gain in the June quarter versus $196.6 million from Systems.
Why it matters — Lumentum watchers would care because the company's exceptionally strong EPS guidance and component-led growth signal a significant step-up in profitability and a shift in revenue drivers away from finished systems.
The 24 Wall Street analysts covering Lumentum Holdings, Inc. have a median 12-month price target of $1,121, with estimates ranging from $800 to $1,400. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 24 analysts covering Lumentum Holdings, Inc., 20 rate it a Buy, 4 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Lumentum Holdings, Inc. 60 out of 100 across roughly 4,600 US stocks as at 13 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 13 Aug 2026, Lumentum Holdings, Inc. ranks 60 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (96 of 100).
No one can know that. What the data says: the median 12-month target from 24 analysts implies +21.0% from the last close, and Ticker Nerd's factor model ranks Lumentum Holdings, Inc. 60 out of 100 as at 13 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Lumentum Holdings, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for LITE are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $800 to $1,400 over the next 12 months.
Lumentum Holdings, Inc. returned +708.0% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Lumentum Holdings Inc. is a technology company that designs, manufactures, and sells optical and photonic products for global communications and industrial markets.
The most recent item we track (24/7 Wall Street, 14 Aug 2026): "Corning, Lumentum And Applied Optoelectronics Shares Popping To End The Week". Optics stocks including Corning, Lumentum, and Applied Optoelectronics were climbing through Friday's midday session, with the article noting the character of the move matters.
Lumentum Holdings Inc. is a technology company that designs, manufactures, and sells optical and photonic products for global communications and industrial markets. The company operates through two primary segments: Cloud and Networking, and Industrial Tech. In Cloud and Networking, Lumentum provides optical and photonic chips, components, modules, and subsystems used by cloud data center operators, AI and machine learning infrastructure providers, and network equipment manufacturers to build high-speed, scalable network and data center infrastructure. In Industrial Tech, it supplies short-pulse solid-state lasers, kilowatt-class fiber lasers, diode lasers, and gas lasers that support semiconductor device fabrication, solar cell production, display manufacturing, and electric vehicle and battery manufacturing. Headquartered in San Jose, California and incorporated in 2015, Lumentum today plays a significant role in enabling high-bandwidth connectivity and advanced precision manufacturing across the information technology and industrial sectors.
CEO Mr. Michael E. Hurlston · 10,562 employees · United States · https://www.lumentum.com