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LITELITETechnology · Communication Equipment

LITE Stock Forecast: Lumentum Holdings, Inc. Price Predictions for 2026-2027

Last close, 9 Sept 2026
$989
+1.07% on the day

The 26 Wall Street analysts covering Lumentum Holdings, Inc. hold a median 12-month price target of $1,168 — +18.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 60 of 100 as at 8 Sept 2026 — in the upper half.

Market cap
$79.0B
Ticker Nerd rank
60 / 100
Median analyst target
$1,168
Analysts covering
26
Revenue$1.0B+109.3% y/y
Operating income$281.7M
Net income−$7.2B
Free cash flow$196.2M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+13.8%
1M
+11.1%
YTD
+168.3%
1Y
+551.8%
From 52W high
−6.1%
From 52W low
+561.0%
$150
$1,053
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

LITE stock analysis: one number for the whole business

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.

Where the model ranks itAs at 8 Sept 2026
60 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Momentum
97
Revisions
95
Issuance
70
Growth
66
Accruals
58
Quality
41
Value
16
Volatility
14
Size
3

Momentum (97): The shares have been drifting up relative to others.

Volatility (14): The share price moves around a lot.

Size (3): 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.

Wall Street

LITE stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on LITE, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$0$500$1,000$1,500Oct 25Jan 26Apr 26Jul 26LITEHigh $1,400Median $1,168Low $820

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says26 analysts
22 Buy4 Hold0 Sell
Low $820Median $1,168High $1,400

The green dot is the last close — the median target sits +18.1% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 4 moved their price target up and 2 moved it down.

DateFirmActionRatingTarget
1 Sept 2026Deutsche BankInitiatesBuy$1,200
31 Aug 2026Evercore ISI GroupInitiatesOutperform$1,100
12 Aug 2026B of A SecuritiesMaintainsNeutral$1,100 → $1,000
12 Aug 2026B of A SecuritiesMaintainsNeutral—
12 Aug 2026JP MorganMaintainsOverweight—
12 Aug 2026JP MorganMaintainsOverweight$1,165 → $1,280
12 Aug 2026MizuhoMaintainsOutperform—
12 Aug 2026MizuhoMaintainsOutperform$1,100 → $1,140
12 Aug 2026Morgan StanleyMaintainsEqual-Weight—
12 Aug 2026Morgan StanleyMaintainsEqual-Weight$900 → $1,000
12 Aug 2026RosenblattMaintainsBuy$1,300
12 Aug 2026RosenblattMaintainsBuy—
12 Aug 2026TD CowenMaintainsHold$800 → $820
12 Aug 2026TD CowenMaintainsHold—
20 July 2026BarclaysUpgradeOverweight—
20 July 2026BarclaysUpgradeOverweight$1,000
13 July 2026TD CowenMaintainsHold$995 → $800
13 July 2026TD CowenMaintainsHold—
9 June 2026NeedhamReiteratesBuy—
7 May 2026BarclaysMaintainsEqual-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.

Market Radar

This page is one stock. Monday covers all of them.

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.

Free, every Monday. Unsubscribe any time.

Performance

LITE vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 9 Sept 2026, Lumentum Holdings, Inc. returned +551.8% against +18.5% for the S&P 500, dividends included.

LITE vs S&P 500, last 12 monthsTotal return, rebased to 100
100200300400500600700Oct 25Jan 26Apr 26Jul 26LITES&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

LITE analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+3.8%
Analysts raising
6
Analysts cutting
0
Fundamentals

Lumentum Holdings, Inc. (LITE) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
164.7×

Cheaper than 4% of US stocks

Price / sales
29.5×

Cheaper than 7% of US stocks

Price / book
18.9×

Cheaper than 5% of US stocks

EV / EBITDA
97.4×

Cheaper than 2% of US stocks

Growth & margins
Revenue growth (YoY)
109.3%

Higher than 93% of US stocks

Earnings growth (YoY)
109.3%

Higher than 85% of US stocks

Gross margin
47.4%

Higher than 59% of US stocks

Operating margin
28.0%

Higher than 86% of US stocks

Net margin
−230.1%

Higher than 2% of US stocks

Returns & dividend
Return on equity
−240.0%

Higher than 6% of US stocks

Return on assets
5.8%

Higher than 80% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Lumentum Holdings, Inc. (LITE) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Lumentum Holdings, Inc. has a market value of $79.0B and an enterprise value of $78.0B.

  • Revenue in the twelve months to 30 June 2026: $3.0B. The latest quarter grew 109.3% year on year.

  • Net income over the same four quarters: −$6.9B, a −230.1% net margin.

  • Diluted earnings per share, trailing twelve months: $−82.21.

  • Free cash flow in the twelve months to 30 June 2026: $300.1M.

  • Shares outstanding: 88.6M.

  • Trailing P/E: 164.7×; forward P/E: 29.8× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Lumentum Holdings, Inc. employs 13,757 people — $219K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 8 Sept 2026

Data provided by Twelve Data

Peers

LITE vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelCommunication Equipment
CompanyMarket capTKN rank
LITELumentum Holdings, Inc.$79.0B
60
MSIMotorola Solutions, Inc.$76.9B
58
HPEHewlett Packard Enterprise Co.$74.4B
99
CIENCiena Corp.$48.1B
63
UIUbiquiti, Inc.$35.1B
66
ASTSAST Spacemobile, Inc.$25.3B
7
CSCOCisco Systems, Inc.$430.3B
82

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 →

News

Latest LITE news & analysis

Lumentum Holdings Inc. (LITE) Presents at Citi's 2026 Global TMT Conference Transcript

Seeking Alpha · 9 Sept 2026neutral

Lumentum Holdings presented at Citi's 2026 Global TMT Conference, and the transcript of its presentation is now available on Seeking Alpha. The excerpt provides the headline and source information for this event.

Why it matters — A LITE watcher would care because presentations at major industry conferences offer insight into the company's strategic positioning and are closely followed by investors.

LITE's Laser Growth Accelerates: Can It Challenge AVGO & AAOI?

Zacks Investment Research · 9 Sept 2026positive

Lumentum is scaling up production of pump, EML, and CW lasers to meet rising AI-driven optical demand, positioning itself against competitors Broadcom and Applied Optoelectronics (AAOI).

Why it matters — A LITE watcher would care because the company is expanding capacity in key laser products to compete in the growing AI optical market against major rivals.

Buy 3 AI-Powered Photonics Stocks to Tap Solid Short-Term Price Upside

Zacks Investment Research · 9 Sept 2026positive

Zacks Investment Research highlights AI-driven data center demand as a boost to the photonics sector, naming Lumentum Holdings (LITE) alongside Coherent (COHR) and MACOM (MTSI) as photonics stocks with solid short-term price upside potential.

Why it matters — The report points to LITE as a beneficiary of rising AI-related data center demand driving the photonics sector, signaling a positive outlook for the company to investors.

Lumentum President Sells 1,500 Shares

The Motley Fool · 9 Sept 2026neutral

Lumentum Holdings' president sold 1,500 shares at an average of $912.33 per share, for a total of approximately $1.4 million. The transaction represented about 1% of the stake held before the filing.

Why it matters — Insider selling activity can be of interest to LITE watchers as it reflects a senior executive's personal portfolio decisions, though the sale was a small portion of their holdings.

Lumentum's $7.2 Billion Loss Was Not A Loss

Seeking Alpha · 9 Sept 2026positive

Lumentum is transforming from a cyclical telecom equipment maker into a key supplier of AI-driven data center optical components. The company reported FY2026 revenue of $3.01 billion, up 83.2% year-over-year, with Q4 revenue more than doubling to $1.006 billion; the article characterizes its headline $7.2 billion accounting loss as not reflecting a genuine loss.

Why it matters — The item highlights Lumentum's shift into AI-driven data center optical components and strong revenue growth, helping LITE watchers understand the underlying business beyond its headline accounting loss.

FAQ

Frequently asked questions about LITE stock

What is the LITE stock price forecast for 2026-2027?

The 26 Wall Street analysts covering Lumentum Holdings, Inc. have a median 12-month price target of $1,168, with estimates ranging from $820 to $1,400. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is LITE stock a buy right now?

Of the 26 analysts covering Lumentum Holdings, Inc., 22 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 8 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank LITE?

As at 8 Sept 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 Momentum (97 of 100).

Will LITE stock go up?

No one can know that. What the data says: the median 12-month target from 26 analysts implies +18.1% from the last close, and Ticker Nerd's factor model ranks Lumentum Holdings, Inc. 60 out of 100 as at 8 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the LITE stock forecast for 2030?

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: $820 to $1,400 over the next 12 months.

How has LITE stock performed over the past year?

Lumentum Holdings, Inc. returned +551.8% over the 12 months to 9 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Lumentum Holdings, Inc. do?

Lumentum Holdings Inc. is an optical and photonic technology company that develops products used in high-speed communications and advanced industrial applications.

What is the latest news on LITE?

The most recent item we track (Seeking Alpha, 9 Sept 2026): "Lumentum Holdings Inc. (LITE) Presents at Citi's 2026 Global TMT Conference Transcript". Lumentum Holdings presented at Citi's 2026 Global TMT Conference, and the transcript of its presentation is now available on Seeking Alpha. The excerpt provides the headline and source information for this event.

Company

About Lumentum Holdings, Inc.

Lumentum Holdings Inc. is an optical and photonic technology company that develops products used in high-speed communications and advanced industrial applications. Its business is organized around Cloud & Networking and Industrial Tech, with offerings that include optical components, modules, subsystems, optical circuit switches, semiconductor laser chips, and industrial laser systems. These products support cloud infrastructure, telecommunications networks, AI-enabled data centers, and a range of consumer and industrial uses. Lumentum serves customers across the Americas, Asia-Pacific, Europe, the Middle East, and Africa, supplying technology that helps move, route, and process light in complex electronic and communication systems. Headquartered in San Jose, California, Lumentum Holdings Inc. plays a significant role in the broader communications equipment and photonics market.

CEO Mr. Michael E. Hurlston · 13,757 employees · United States · https://www.lumentum.com