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LITELITETechnology · Communication Equipment

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

Last close, 10 Nov 2026
$585
−1.79% on the day

The 25 Wall Street analysts covering Lumentum Holdings, Inc. hold a median 12-month price target of $1,168 — +99.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 64 of 100 as at 9 Nov 2026 — in the upper half.

Market cap
$54.1B
Ticker Nerd rank
64/ 100
Median analyst target
$1,168
Analysts covering
25
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
−13.9%
1M
−46.9%
YTD
+58.8%
1Y
+125.3%
From 52W high
−48.3%
From 52W low
+158.1%
$227
$1,133
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 9 Nov 2026
64/ 100

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
Momentum
87
Issuance
72
Growth
71
Accruals
59
Quality
47
Value
21
Volatility
15
Size
5

Revisions (96): Analysts have, on balance, been raising their forecasts.

Volatility (15): The share price moves around a lot.

Size (5): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ 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
$200$400$600$800$1,000$1,200$1,400Jan 26Apr 26Jul 26Oct 26LITEHigh $1,425Median $1,168Low $685

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 says25 analysts
19 Buy6 Hold0 Sell
Low $685Median $1,168High $1,425

The green dot is the last close — the median target sits +99.5% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 3 moved their price target up and 5 moved it down.

DateFirmActionRatingTarget
3 Nov 2026B. Riley SecuritiesDowngradeNeutral$1,142 → $770
3 Nov 2026NeedhamMaintainsBuy$1,040 → $800
3 Nov 2026RosenblattMaintainsBuy$1,300 → $900
3 Nov 2026SusquehannaMaintainsPositive$1,100 → $950
3 Nov 2026TD CowenMaintainsHold$820 → $685
26 Oct 2026StoneXInitiatesBuy—
26 Oct 2026StoneXInitiatesBuy$1,200
21 Oct 2026JefferiesMaintainsBuy—
21 Oct 2026JefferiesMaintainsBuy$1,200 → $1,250
5 Oct 2026RosenblattMaintainsBuy$1,300
5 Oct 2026RosenblattMaintainsBuy—
5 Oct 2026StifelMaintainsBuy$1,100 → $1,232
5 Oct 2026StifelMaintainsBuy—
30 Sept 2026BernsteinInitiatesOutperform$1,220
30 Sept 2026BernsteinInitiatesOutperform—
28 Sept 2026CitigroupMaintainsBuy$1,200 → $1,400
28 Sept 2026CitigroupMaintainsBuy—
23 Sept 2026RosenblattMaintainsBuy—
23 Sept 2026RosenblattMaintainsBuy$1,300
1 Sept 2026Deutsche BankInitiatesBuy$1,200

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 AI build-out map

See how the model judged LITE.

LITE is one of 20 companies in AI networking and servers, the part the free map shows in full.

  • Every verdict in this part: Top pick, Watchlist or screened out, and the reason.
  • All 126 AI build-out companies, part by part, with what each one does.
  • Free, as a PDF. Plus the Market Radar on Mondays.

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The AI build-out map
PDF

  • AI cloud capacity

    MSFTAMZNGOOGLORCL

  • AI chips

    NVDAAVGOAMDMU

  • AI networking and serversIn full

    ANETDELLLITECRDO

  • Data centre power

    VRTCEGGEVVST

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 10 Nov 2026, Lumentum Holdings, Inc. returned +125.3% against +11.6% for the S&P 500, dividends included.

LITE vs S&P 500, last 12 monthsTotal return, rebased to 100
100200300400Jan 26Apr 26Jul 26Oct 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 movingThis fiscal year
EPS revision, 90 days
+33.4%
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
14.4×

Cheaper than 10% of US stocks

Price / book
11.8×

Cheaper than 7% of US stocks

EV / EBITDA
46.5×

Cheaper than 5% of US stocks

Growth & margins
Revenue growth (YoY)
136.5%

Higher than 94% of US stocks

Earnings growth (YoY)
8478.6%

Higher than 99% 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
−175.8%

Higher than 3% of US stocks

Returns & dividend
Return on equity
−245.8%

Higher than 6% of US stocks

Return on assets
9.2%

Higher than 90% of US stocks

Dividend yield
0.0%

Higher than 1% of US dividend payers

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 $54.1B and an enterprise value of $53.5B.

  • Revenue in the twelve months to 30 June 2026: $3.0B. The latest quarter grew 136.5% 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: 14.9× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.00%, paying out 0% of 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 10 Nov 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.$54.1B64
HPEHewlett Packard Enterprise Co.$63.1B99
UIUbiquiti, Inc.$41.5B64
CIENCiena Corp.$37.9B63
MSIMotorola Solutions, Inc.$87.6B62
ZBRAZebra Technologies Corp.$15.6B81
ASTSAST SpaceMobile, Inc.$14.1B7

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

BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Lumentum Holdings Inc. (Nasdaq – LITE), ARRAY Technologies, Inc. (NASDAQ – ARRY), Surgery Partners, Inc. (Nasdaq – SGRY), Range Resources Corporation (NYSE – RRC)

GlobeNewsWire · 10 Nov 2026neutral

Brodsky & Smith said it is notifying investors of an investigation involving Lumentum Holdings, among three other companies, and invited shareholders to contact the firm to discuss it.

Why it matters — LITE shareholders may want to note the announced investigation and the firm’s invitation to discuss it.

Lumentum CEO Michael Hurlston: Our demand couldn't be stronger but we're seeing a massive sell-off

CNBC Television · 6 Nov 2026neutral

Lumentum CEO Michael Hurlston discussed the steep share sell-off, Marvell’s plans involving Lumentum in an all-stock transaction, and the company’s business outlook. The headline quotes him saying demand remains strong despite the sell-off.

Why it matters — The discussion addresses Lumentum’s demand, business outlook and transaction plans amid a steep share sell-off.

Marvell Is Betting $115 Billion on 1 of AI's Biggest Bottlenecks

The Motley Fool · 6 Nov 2026positive

The Motley Fool reports that Marvell aims to acquire Lumentum for $115 billion in enterprise value, positioning itself to address what the article describes as a potential laser optical-interconnect bottleneck in AI data centers.

Why it matters — The reported acquisition would place Lumentum’s optical-interconnect technology within Marvell’s effort to address AI data-center infrastructure constraints.

FAQ

Frequently asked questions about LITE stock

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

The 25 Wall Street analysts covering Lumentum Holdings, Inc. have a median 12-month price target of $1,168, with estimates ranging from $685 to $1,425. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is LITE stock a buy right now?

Of the 25 analysts covering Lumentum Holdings, Inc., 19 rate it a Buy, 6 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Lumentum Holdings, Inc. 64 out of 100 across roughly 4,600 US stocks as at 9 Nov 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank LITE?

As at 9 Nov 2026, Lumentum Holdings, Inc. ranks 64 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).

Will LITE stock go up?

No one can know that. What the data says: the median 12-month target from 25 analysts implies +99.5% from the last close, and Ticker Nerd's factor model ranks Lumentum Holdings, Inc. 64 out of 100 as at 9 Nov 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: $685 to $1,425 over the next 12 months.

How has LITE stock performed over the past year?

Lumentum Holdings, Inc. returned +125.3% over the 12 months to 10 Nov 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 (GlobeNewsWire, 10 Nov 2026): "BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Lumentum Holdings Inc. (Nasdaq – LITE), ARRAY Technologies, Inc. (NASDAQ – ARRY), Surgery Partners, Inc. (Nasdaq – SGRY), Range Resources Corporation (NYSE – RRC)". Brodsky & Smith said it is notifying investors of an investigation involving Lumentum Holdings, among three other companies, and invited shareholders to contact the firm to discuss it.

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