LITETechnology · Communication EquipmentThe 26 Wall Street analysts covering Lumentum Holdings, Inc. hold a median 12-month price target of $1,200 — +45.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 62 of 100 as at 20 Oct 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 (98): Analysts have, on balance, been raising their forecasts.
Volatility (16): The share price moves around a lot.
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 +45.9% from it.
Of the 20 most recent actions, 5 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 5 Oct 2026 | Rosenblatt | Maintains | Buy | $1,300 |
| 5 Oct 2026 | Stifel | Maintains | Buy | $1,100 → $1,232 |
| 30 Sept 2026 | Bernstein | Initiates | Outperform | $1,220 |
| 28 Sept 2026 | Citigroup | Maintains | Buy | $1,200 → $1,400 |
| 23 Sept 2026 | Rosenblatt | Maintains | Buy | — |
| 23 Sept 2026 | Rosenblatt | Maintains | Buy | $1,300 |
| 1 Sept 2026 | Deutsche Bank | Initiates | Buy | $1,200 |
| 1 Sept 2026 | Deutsche Bank | Initiates | Buy | — |
| 31 Aug 2026 | Evercore ISI Group | Initiates | Outperform | $1,100 |
| 31 Aug 2026 | Evercore ISI Group | Initiates | Outperform | — |
| 12 Aug 2026 | B of A Securities | Maintains | Neutral | — |
| 12 Aug 2026 | B of A Securities | Maintains | Neutral | $1,100 → $1,000 |
| 12 Aug 2026 | JP Morgan | Maintains | Overweight | — |
| 12 Aug 2026 | JP Morgan | Maintains | Overweight | $1,165 → $1,280 |
| 12 Aug 2026 | Mizuho | Maintains | Outperform | $1,100 → $1,140 |
| 12 Aug 2026 | Mizuho | Maintains | Outperform | — |
| 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 | — |
| 12 Aug 2026 | Rosenblatt | Maintains | Buy | $1,300 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
LITE is one of 17 companies in AI networking and servers, the part the free map shows in full.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 20 Oct 2026, Lumentum Holdings, Inc. returned +410.9% against +15.8% for the S&P 500, dividends included.
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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 7% of US stocks
Cheaper than 6% of US stocks
Cheaper than 2% of US stocks
Higher than 93% of US stocks
Higher than 85% of US stocks
Higher than 59% of US stocks
Higher than 86% of US stocks
Higher than 2% of US stocks
Higher than 6% of US stocks
Higher than 81% of US stocks
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.
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 $75.6B and an enterprise value of $73.8B.
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.
Trailing P/E: 164.7×; forward P/E: 23.2× — 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.
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 →
Zacks Investment Research’s headline describes Lumentum as a top growth stock for the long term. The excerpt points readers to Zacks Style Scores as a way to identify stocks for an investment portfolio.
Why it matters — LITE watchers may note the article’s favorable long-term growth framing and its reference to Zacks Style Scores.
MarketBeat says the AI trade has weakened after months of resilience, with investors who hold large gains rushing to lock them in. The headline says three stocks are still raising guidance, but the excerpt does not identify them or provide Lumentum-specific details.
Why it matters — A LITE watcher may note the shift in sentiment toward AI-related stocks, though the excerpt does not say whether Lumentum is among the stocks raising guidance.
Optics stocks advanced Monday ahead of upcoming earnings reports. Lumentum shares rose 4% to $856.18, alongside gains in Applied Optoelectronics and Coherent.
Why it matters — The move puts Lumentum among optics stocks rising ahead of their earnings reports.
The Motley Fool compares Arm and Lumentum, describing Arm’s energy-efficient processor architecture for smartphones and data centers and Lumentum’s optical and photonic products for high-speed communication in AI infrastructure.
Why it matters — The comparison highlights Lumentum’s role in optical communications for AI infrastructure alongside Arm’s processor business.
Lumentum CEO Michael Hurlston discussed the company's growth amid the technology boom in an appearance on Fox Business. The headline quotes him saying he sees no end in sight.
Why it matters — The CEO's comments offer LITE watchers a view of management's perspective on company growth and the technology boom.
The 26 Wall Street analysts covering Lumentum Holdings, Inc. have a median 12-month price target of $1,200, with estimates ranging from $820 to $1,500. 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. 62 out of 100 across roughly 4,600 US stocks as at 20 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 20 Oct 2026, Lumentum Holdings, Inc. ranks 62 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 (98 of 100).
No one can know that. What the data says: the median 12-month target from 26 analysts implies +45.9% from the last close, and Ticker Nerd's factor model ranks Lumentum Holdings, Inc. 62 out of 100 as at 20 Oct 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 $1,500 over the next 12 months.
Lumentum Holdings, Inc. returned +410.9% over the 12 months to 20 Oct 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 high-speed communications and advanced industrial applications.
The most recent item we track (Zacks Investment Research, 20 Oct 2026): "Why Lumentum (LITE) is a Top Growth Stock for the Long-Term". Zacks Investment Research’s headline describes Lumentum as a top growth stock for the long term. The excerpt points readers to Zacks Style Scores as a way to identify stocks for an investment portfolio.
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
