LITETechnology · Communication EquipmentThe 26 Wall Street analysts covering Lumentum Holdings, Inc. hold a median 12-month price target of $1,168 — +37.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 61 of 100 as at 2 Sept 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 (95): Analysts have, on balance, been raising their forecasts.
Value (16): 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.
Data provided by Twelve Data
The green dot is the last close — the median target sits +37.9% from it.
Of the 20 most recent actions, 4 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 1 Sept 2026 | Deutsche Bank | Initiates | Buy | $1,200 |
| 31 Aug 2026 | Evercore ISI Group | Initiates | Outperform | $1,100 |
| 12 Aug 2026 | B of A Securities | Maintains | Neutral | $1,100 → $1,000 |
| 12 Aug 2026 | B of A Securities | Maintains | Neutral | — |
| 12 Aug 2026 | JP Morgan | Maintains | Overweight | — |
| 12 Aug 2026 | JP Morgan | Maintains | Overweight | $1,165 → $1,280 |
| 12 Aug 2026 | Mizuho | Maintains | Outperform | — |
| 12 Aug 2026 | Mizuho | Maintains | Outperform | $1,100 → $1,140 |
| 12 Aug 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 12 Aug 2026 | Morgan Stanley | Maintains | Equal-Weight | $900 → $1,000 |
| 12 Aug 2026 | Rosenblatt | Maintains | Buy | $1,300 |
| 12 Aug 2026 | Rosenblatt | Maintains | Buy | — |
| 12 Aug 2026 | TD Cowen | Maintains | Hold | $800 → $820 |
| 12 Aug 2026 | TD Cowen | Maintains | Hold | — |
| 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 | — |
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 3 Sept 2026, Lumentum Holdings, Inc. returned +531.5% against +21.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
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 8% of US stocks
Cheaper than 6% of US stocks
Cheaper than 2% of US stocks
Higher than 93% of US stocks
Higher than 83% of US stocks
Higher than 56% of US stocks
Higher than 86% of US stocks
Higher than 2% of US stocks
Higher than 6% of US stocks
Higher than 80% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 $77.9B and an enterprise value of $81.0B.
Revenue in the twelve months to 31 Mar 2026: $2.5B. The latest quarter grew 109.3% year on year.
Net income over the same four quarters: $439.9M, a 17.7% net margin.
Diluted earnings per share, trailing twelve months: $5.40.
Free cash flow in the twelve months to 31 Mar 2026: $114.0M, after $251.0M of capital spending.
Trailing P/E: 164.7×; forward P/E: 26.3× — the forward figure prices analyst consensus estimates, not reported earnings.
Lumentum Holdings, Inc. employs 13,757 people — $181K of revenue per employee.
Data provided by Twelve Data
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 →
Deutsche Bank named Coherent and Lumentum its "highest conviction" picks among hardware companies in the AI era, highlighting them as stocks to ride the next wave of AI-driven connectivity demand.
Why it matters — A major bank highlighting Lumentum as a top AI-era hardware pick signals increased analyst attention on the company's role in connectivity growth.
Lumentum is consolidating over a 15-week period following a 148% gain, with its all-time high of 1,085.68 identified as the next point of entry. The article frames this as a new potential buy point after an "AI summer swoon."
Why it matters — A LITE watcher would care because the stock's current consolidation pattern and all-time-high level signal where the company's shares sit relative to a possible next move.
MarketBeat reports that Lumentum Holdings has quietly climbed into the upper ranks of the market, ranking among the top-10 performing S&P 500 stocks, and analysts see major upside for the stock.
Why it matters — LITE watchers would care because the article highlights the stock's strong relative performance within the S&P 500 and positive analyst sentiment regarding its upside potential.
Zacks reports that Lumentum is benefiting from AI-driven optical demand as its OCS, CPO and NPO technologies expand its market, while facing rising competition from Marvell and NVIDIA.
Why it matters — A LITE watcher would care because AI-driven optical demand and expanding product areas position Lumentum competitively against major semiconductor rivals.
A Wall Street analyst initiated coverage on Lumentum Holdings with a bullish note. The item is part of a roundup of top analyst rating initiations for Monday.
Why it matters — For LITE watchers, a bullish initiation from a Wall Street analyst signals fresh positive sentiment from the investment community.
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.
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. 61 out of 100 across roughly 4,600 US stocks as at 2 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 2 Sept 2026, Lumentum Holdings, Inc. ranks 61 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 (95 of 100).
No one can know that. What the data says: the median 12-month target from 26 analysts implies +37.9% from the last close, and Ticker Nerd's factor model ranks Lumentum Holdings, Inc. 61 out of 100 as at 2 Sept 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: $820 to $1,400 over the next 12 months.
Lumentum Holdings, Inc. returned +531.5% over the 12 months to 3 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Lumentum Holdings Inc. is an optical and photonic technology company that develops products used in cloud infrastructure, telecommunications, industrial manufacturing, and sensing applications.
The most recent item we track (Market Watch, 1 Sept 2026): "Buy these stocks to ride the next big AI wave — connectivity, analyst says". Deutsche Bank named Coherent and Lumentum its "highest conviction" picks among hardware companies in the AI era, highlighting them as stocks to ride the next wave of AI-driven connectivity demand.
Lumentum Holdings Inc. is an optical and photonic technology company that develops products used in cloud infrastructure, telecommunications, industrial manufacturing, and sensing applications. The company’s Cloud & Networking segment provides optical components, modules, and subsystems that support data centers, high-speed network connectivity, and communications infrastructure, including applications tied to AI and cloud computing. Its Industrial Tech segment offers a range of laser products, such as solid-state, fiber, diode, ultrafast, and gas lasers, which are used in precision manufacturing and other industrial processes. Lumentum Holdings Inc. serves customers across global markets and focuses on enabling high-performance optical communication and laser-based technologies for commercial and industrial use.
CEO Mr. Michael E. Hurlston · 13,757 employees · United States · https://www.lumentum.com
