← ANALYST RATINGS · TIPRANKS
Lumentum Holdings (LITE): analyst forecast and price target
Analyst consensus
Strong Buy14 Buy3 Hold0 Sell
Ratings of 17 analysts in the last 3 months12-month forecast
Based on 17 price targets given in the last 3 months, the average target is $1,142, the highest $1,400, the lowest $820. The average is +38.6% from the last price of $824.
Analyst ratings 27
| Analyst | Firm | Price target | Rating | Upside | Action | Date | Move vs SPY | |
|---|---|---|---|---|---|---|---|---|
| AI xAi Communication EquipmentxAI Grok-3 | TipRanks - xAI | $1,197 → $1,072−10.4% | Hold | +30.1% | Reiterated | 14.10.26on TipRanks 10:05 | — | |
| AI DeepSeek Communication EquipmentDeepSeek R1-0528 | TipRanks - DeepSeek | $1,192 → $1,067−10.5% | Hold | +29.5% | Reiterated | 14.10.26on TipRanks 10:05 | — | |
| AI OpenAI Communication EquipmentOpenAI 5.2 | TipRanks - OpenAI | $1,219 → $1,092−10.4% | Buy | +32.5% | Upgrade | 14.10.26on TipRanks 10:05 | — | |
| AI Anthropic Communication EquipmentAnthropic Opus-4.1 | TipRanks - Anthropic | $1,230 → $1,102−10.4% | Buy | +33.7% | Upgrade | 14.10.26on TipRanks 10:05 | — | |
| AI Google Communication EquipmentGemini 2.5Pro | TipRanks - Google | $1,225 → $1,097−10.4% | Buy | +33.1% | Upgrade | 14.10.26on TipRanks 10:05 | — | |
| AI PerPlexity Communication EquipmentPerPlexity SonarPro | TipRanks - PerPlexity | $1,153 → $1,032−10.5% | Hold | +25.2% | Reiterated | 14.10.26on TipRanks 10:05 | — | |
| Name not given | — | $1,220 | Buy | +48.0% | Reiterated | 12.10.26on TipRanks 07:55 | −9.7%next day −0.7% | ↗ |
| AI xAi Communication EquipmentxAI Grok-3 | TipRanks - xAI | $1,138 → $1,197+5.2% | Hold | +45.2% | Reiterated | 11.10.26on TipRanks 19:05 | — | |
| AI DeepSeek Communication EquipmentDeepSeek R1-0528 | TipRanks - DeepSeek | $1,132 → $1,192+5.3% | Hold | +44.6% | Reiterated | 11.10.26on TipRanks 19:05 | — | |
| AI OpenAI Communication EquipmentOpenAI 5.2 | TipRanks - OpenAI | $1,159 → $1,219+5.2% | Buy | +47.9% | Upgrade | 11.10.26on TipRanks 19:05 | — | |
| AI Anthropic Communication EquipmentAnthropic Opus-4.1 | TipRanks - Anthropic | $1,169 → $1,230+5.2% | Buy | +49.2% | Upgrade | 11.10.26on TipRanks 19:05 | — | |
| AI Google Communication EquipmentGemini 2.5Pro | TipRanks - Google | $1,164 → $1,225+5.2% | Buy | +48.6% | Upgrade | 11.10.26on TipRanks 19:05 | — | |
| AI PerPlexity Communication EquipmentPerPlexity SonarPro | TipRanks - PerPlexity | $1,096 → $1,153+5.2% | Hold | +39.9% | Reiterated | 11.10.26on TipRanks 19:05 | — | |
| AI xAi Communication EquipmentxAI Grok-3 | TipRanks - xAI | $1,206 → $1,138−5.6% | Hold | +38.1% | Reiterated | 09.10.26on TipRanks 11:05 | — | |
| AI DeepSeek Communication EquipmentDeepSeek R1-0528 | TipRanks - DeepSeek | $1,200 → $1,132−5.7% | Hold | +37.4% | Reiterated | 09.10.26on TipRanks 11:05 | — | |
| AI OpenAI Communication EquipmentOpenAI 5.2 | TipRanks - OpenAI | $1,228 → $1,159−5.6% | Buy | +40.6% | Upgrade | 09.10.26on TipRanks 11:05 | — | |
| AI Anthropic Communication EquipmentAnthropic Opus-4.1 | TipRanks - Anthropic | $1,239 → $1,169−5.6% | Buy | +41.8% | Upgrade | 09.10.26on TipRanks 11:05 | — | |
| AI Google Communication EquipmentGemini 2.5Pro | TipRanks - Google | $1,233 → $1,164−5.6% | Buy | +41.2% | Upgrade | 09.10.26on TipRanks 11:05 | — | |
| AI PerPlexity Communication EquipmentPerPlexity SonarPro | TipRanks - PerPlexity | $1,161 → $1,096−5.6% | Hold | +33.0% | Reiterated | 09.10.26on TipRanks 11:05 | — | |
| AI xAi Communication EquipmentxAI Grok-3 | TipRanks - xAI | $1,230 → $1,206−2.0% | Hold | +46.3% | Reiterated | 08.10.26on TipRanks 07:05 | — | |
| AI DeepSeek Communication EquipmentDeepSeek R1-0528 | TipRanks - DeepSeek | $1,224 → $1,200−2.0% | Hold | +45.6% | Reiterated | 08.10.26on TipRanks 07:05 | — | |
| AI OpenAI Communication EquipmentOpenAI 5.2 | TipRanks - OpenAI | $1,252 → $1,228−1.9% | Buy | +49.0% | Upgrade | 08.10.26on TipRanks 07:05 | — | |
| AI Anthropic Communication EquipmentAnthropic Opus-4.1 | TipRanks - Anthropic | $1,264 → $1,239−2.0% | Buy | +50.3% | Upgrade | 08.10.26on TipRanks 07:05 | — | |
| AI Google Communication EquipmentGemini 2.5Pro | TipRanks - Google | $1,258 → $1,233−2.0% | Buy | +49.6% | Upgrade | 08.10.26on TipRanks 07:05 | — | |
| AI PerPlexity Communication EquipmentPerPlexity SonarPro | TipRanks - PerPlexity | $1,184 → $1,161−1.9% | Hold | +40.9% | Reiterated | 08.10.26on TipRanks 07:05 | — | |
| Name not given | — | $1,220 | Buy | +48.0% | Reiterated | 07.10.26on TipRanks 05:36 | −1.7%next day −5.2% · 5 days −18.3% | ↗ |
| AI xAi Communication EquipmentxAI Grok-3 | TipRanks - xAI | $1,178 → $1,230+4.4% | Hold | +49.2% | Reiterated | 07.10.26on TipRanks 05:06 | — | |
| AI DeepSeek Communication EquipmentDeepSeek R1-0528 | TipRanks - DeepSeek | $1,172 → $1,224+4.4% | Hold | +48.5% | Reiterated | 07.10.26on TipRanks 05:06 | — | |
| AI OpenAI Communication EquipmentOpenAI 5.2 | TipRanks - OpenAI | $1,199 → $1,252+4.4% | Buy | +51.9% | Upgrade | 07.10.26on TipRanks 05:06 | — | |
| AI Anthropic Communication EquipmentAnthropic Opus-4.1 | TipRanks - Anthropic | $1,210 → $1,264+4.5% | Buy | +53.4% | Upgrade | 07.10.26on TipRanks 05:06 | — | |
| AI Google Communication EquipmentGemini 2.5Pro | TipRanks - Google | $1,205 → $1,258+4.4% | Buy | +52.6% | Upgrade | 07.10.26on TipRanks 05:06 | — | |
| AI PerPlexity Communication EquipmentPerPlexity SonarPro | TipRanks - PerPlexity | $1,134 → $1,184+4.4% | Hold | +43.7% | Reiterated | 07.10.26on TipRanks 05:06 | — | |
| Ruben Roy★★★★★★★★★★#15 · hits 68% · avg +52.4% | Stifel Nicolaus | $1,100 → $1,232+12.0% | Buy | +49.5% | Reiterated | 05.10.26on TipRanks 06:45 | −0.1%next day +3.3% · 5 days −9.2% | ↗ |
| AI xAi Communication EquipmentxAI Grok-3 | TipRanks - xAI | $1,135 → $1,178+3.8% | Hold | +42.9% | Reiterated | 03.10.26on TipRanks 06:05 | — | |
| AI DeepSeek Communication EquipmentDeepSeek R1-0528 | TipRanks - DeepSeek | $1,129 → $1,172+3.8% | Hold | +42.2% | Reiterated | 03.10.26on TipRanks 06:05 | — | |
| AI OpenAI Communication EquipmentOpenAI 5.2 | TipRanks - OpenAI | $1,156 → $1,199+3.7% | Buy | +45.5% | Upgrade | 03.10.26on TipRanks 06:05 | — | |
| AI Anthropic Communication EquipmentAnthropic Opus-4.1 | TipRanks - Anthropic | $1,166 → $1,210+3.8% | Buy | +46.8% | Upgrade | 03.10.26on TipRanks 06:05 | — | |
| AI Google Communication EquipmentGemini 2.5Pro | TipRanks - Google | $1,161 → $1,205+3.8% | Buy | +46.2% | Upgrade | 03.10.26on TipRanks 06:05 | — | |
| AI PerPlexity Communication EquipmentPerPlexity SonarPro | TipRanks - PerPlexity | $1,093 → $1,134+3.8% | Hold | +37.6% | Reiterated | 03.10.26on TipRanks 06:05 | — | |
| AI xAi Communication EquipmentxAI Grok-3 | TipRanks - xAI | $1,054 → $1,135+7.7% | Hold | +37.7% | Reiterated | 02.10.26on TipRanks 04:05 | — | |
| AI DeepSeek Communication EquipmentDeepSeek R1-0528 | TipRanks - DeepSeek | $1,049 → $1,129+7.6% | Hold | +37.0% | Reiterated | 02.10.26on TipRanks 04:05 | — | |
| AI OpenAI Communication EquipmentOpenAI 5.2 | TipRanks - OpenAI | $1,073 → $1,156+7.7% | Buy | +40.3% | Upgrade | 02.10.26on TipRanks 04:05 | — | |
| AI Anthropic Communication EquipmentAnthropic Opus-4.1 | TipRanks - Anthropic | $1,083 → $1,166+7.7% | Buy | +41.5% | Upgrade | 02.10.26on TipRanks 04:05 | — | |
| AI Google Communication EquipmentGemini 2.5Pro | TipRanks - Google | $1,078 → $1,161+7.7% | Buy | +40.9% | Upgrade | 02.10.26on TipRanks 04:05 | — | |
| AI PerPlexity Communication EquipmentPerPlexity SonarPro | TipRanks - PerPlexity | $1,015 → $1,093+7.7% | Hold | +32.6% | Reiterated | 02.10.26on TipRanks 04:05 | — | |
| AI xAi Communication EquipmentxAI Grok-3 | TipRanks - xAI | $1,056 → $1,054−0.2% | Hold | +27.9% | Reiterated | 01.10.26on TipRanks 03:05 | — | |
| AI DeepSeek Communication EquipmentDeepSeek R1-0528 | TipRanks - DeepSeek | $1,051 → $1,049−0.2% | Hold | +27.3% | Reiterated | 01.10.26on TipRanks 03:05 | — | |
| AI OpenAI Communication EquipmentOpenAI 5.2 | TipRanks - OpenAI | $1,076 → $1,073−0.3% | Buy | +30.2% | Upgrade | 01.10.26on TipRanks 03:05 | — | |
| AI Anthropic Communication EquipmentAnthropic Opus-4.1 | TipRanks - Anthropic | $1,085 → $1,083−0.2% | Buy | +31.4% | Upgrade | 01.10.26on TipRanks 03:05 | — | |
| AI Google Communication EquipmentGemini 2.5Pro | TipRanks - Google | $1,081 → $1,078−0.3% | Buy | +30.8% | Upgrade | 01.10.26on TipRanks 03:05 | — | |
| AI PerPlexity Communication EquipmentPerPlexity SonarPro | TipRanks - PerPlexity | $1,017 → $1,015−0.2% | Hold | +23.2% | Reiterated | 01.10.26on TipRanks 03:05 | — | |
| Unknown Analyst | Bernstein | $1,220 | Buy | +48.0% | Initiated | 30.09.26on TipRanks Oct 1 03:05 | 0.0%next day +7.5% · 5 days +12.5% | ↗ |
| AI xAi Communication EquipmentxAI Grok-3 | TipRanks - xAI | $1,073 → $1,056−1.6% | Hold | +28.1% | Reiterated | 30.09.26on TipRanks 03:05 | — | |
| AI DeepSeek Communication EquipmentDeepSeek R1-0528 | TipRanks - DeepSeek | $1,068 → $1,051−1.6% | Hold | +27.5% | Reiterated | 30.09.26on TipRanks 03:05 | — | |
| AI OpenAI Communication EquipmentOpenAI 5.2 | TipRanks - OpenAI | $1,093 → $1,076−1.6% | Buy | +30.6% | Upgrade | 30.09.26on TipRanks 03:05 | — | |
| AI Anthropic Communication EquipmentAnthropic Opus-4.1 | TipRanks - Anthropic | $1,103 → $1,085−1.6% | Buy | +31.7% | Upgrade | 30.09.26on TipRanks 03:05 | — | |
| AI Google Communication EquipmentGemini 2.5Pro | TipRanks - Google | $1,098 → $1,081−1.5% | Buy | +31.2% | Upgrade | 30.09.26on TipRanks 03:05 | — | |
| AI PerPlexity Communication EquipmentPerPlexity SonarPro | TipRanks - PerPlexity | $1,033 → $1,017−1.5% | Hold | +23.4% | Reiterated | 30.09.26on TipRanks 03:05 | — | |
| Papa Talla Sylla★★★★★★★★★★#597 · hits 75% · avg +171.8% | Citi | $1,200 → $1,400+16.7% | Buy | +69.9% | Reiterated | 29.09.26on TipRanks Sep 28 06:45 | −1.4%next day +5.8% · 5 days +17.3% | ↗ |
| Ruben Roy★★★★★★★★★★#15 · hits 68% · avg +52.4% | Stifel Nicolaus | $1,100 | Buy | +33.5% | Reiterated | 23.09.26on TipRanks 09:15 | −0.2%next day −0.8% · 5 days +4.3% | ↗ |
| Gianmarco Conti★★★★★★★★★★#7594 · hits 54% · avg +0.9% | Deutsche Bank | $1,200 | Buy | +45.6% | Initiated | 31.08.26on TipRanks 16:40 | −4.3%next day −0.3% · 5 days +13.7% | ↗ |
| Amit Daryanani★★★★★★★★★★#21 · hits 70% · avg +37.0% | Evercore ISI | $1,100 | Buy | +33.5% | Initiated | 31.08.26on TipRanks 05:15 | +2.5%next day −4.3% · 5 days +7.1% | ↗ |
| Meta Marshall★★★★★★★★★★#1825 · hits 56% · avg +6.2% | Morgan Stanley | $1,000 | Hold | +21.3% | Reiterated | 24.08.26on TipRanks 07:05 | −3.9%next day +6.4% · 5 days +9.7% | ↗ |
| Michael Genovese★★★★★★★★★★#138 · hits 53% · avg +34.9% | Rosenblatt Securities | $1,300 | Buy | +57.7% | Reiterated | 19.08.26on TipRanks 07:10 | −5.4%next day +7.1% · 5 days +13.9% | ↗ |
| George Notter★★★★★★★★★★#303 · hits 65% · avg +21.3% | Wolfe Research | $1,200 | Buy | +45.6% | Reiterated | 12.08.26on TipRanks 10:15 | +13.4%next day −6.3% · 5 days −10.8% | ↗ |
| Richard Shannon★★★★★★★★★★#5 · hits 65% · avg +87.6% | Craig-Hallum | $1,150 | Buy | +39.5% | Reiterated | 12.08.26on TipRanks 09:35 | +13.4%next day −6.3% · 5 days −10.8% | ↗ |
| Saiyi He★★★★★★★★★★#1586 · hits 52% · avg +8.2% | CMB International Securities | $1,070 → $1,230+15.0% | Buy | +49.2% | Reiterated | 12.08.26on TipRanks 08:50 | +13.4%next day −6.3% · 5 days −10.8% | ↗ |
| Joseph Cardoso★★★★★★★★★★#2887 · hits 58% · avg +10.2% | J.P. Morgan | $1,165 → $1,280+9.9% | Buy | +55.3% | Reiterated | 12.08.26on TipRanks 07:10 | +13.4%next day −6.3% · 5 days −10.8% | ↗ |
| Christopher Rolland★★★★★★★★★★#31 · hits 63% · avg +39.1% | Susquehanna | $1,100 | Buy | +33.5% | Reiterated | 12.08.26on TipRanks 07:05 | +13.4%next day −6.3% · 5 days −10.8% | ↗ |
| Ryan Koontz★★★★★★★★★★#253 · hits 47% · avg +30.0% | Needham | $1,040 | Buy | +26.2% | Assigned | 12.08.26on TipRanks 06:45 | +13.4%next day −6.3% · 5 days −10.8% | ↗ |
| Vivek Arya★★★★★★★★★★#155 · hits 61% · avg +25.6% | Bank of America Securities | $1,100 → $1,000−9.1% | Hold | +21.3% | Reiterated | 12.08.26on TipRanks 05:30 | +13.4%next day −6.3% · 5 days −10.8% | ↗ |
| Sean O'Loughlin★★★★★★★★★★#5486 · hits 52% · avg +6.0% | TD Cowen | $800 → $820+2.5% | Hold | −0.5% | Reiterated | 12.08.26on TipRanks Aug 11 23:11 | +13.4%next day −6.3% · 5 days −10.8% | ↗ |
| Vijay Rakesh★★★★★★★★★★#7 · hits 69% · avg +70.3% | Mizuho Securities | $1,100 → $1,140+3.6% | Buy | +38.3% | Reiterated | 12.08.26on TipRanks Aug 11 22:10 | +13.4%next day −6.3% · 5 days −10.8% | ↗ |
| Thomas O'Malley★★★★★★★★★★#33 · hits 62% · avg +42.1% | Barclays | $1,000 | Buy | +21.3% | Reiterated | 11.08.26on TipRanks Aug 12 05:15 | +1.2%next day +13.4% · 5 days +6.8% | ↗ |
| David Vogt★★★★★★★★★★#1701 · hits 61% · avg +13.2% | UBS | $960 | Hold | +16.5% | Reiterated | 13.07.26on TipRanks Jul 14 08:15 | −3.5%next day +5.7% · 5 days +0.6% | ↗ |
| Unknown Analyst | CMBC International | $1,070 | Buy | +29.8% | Initiated | 12.06.26on TipRanks Jun 19 21:03 | +3.1%next day +2.1% · 5 days −3.6% | ↗ |
| Tim Savageaux★★★★★★★★★★#59 · hits 58% · avg +39.8% | Northland Securities | $1,000 | Buy | +21.3% | Reiterated | 06.05.26on TipRanks 09:15 | −6.4%next day −5.2% · 5 days +8.0% | ↗ |
| Simon Leopold★★★★★★★★★★#128 · hits 59% · avg +27.9% | Raymond James | $491 → $1,014+106.5% | Buy | +23.0% | Reiterated | 06.05.26on TipRanks 09:10 | −6.4%next day −5.2% · 5 days +8.0% | ↗ |
| Blayne Curtis★★★★★★★★★★#31 · hits 65% · avg +36.1% | Jefferies | $900 → $1,200+33.3% | Buy | +45.6% | Reiterated | 05.05.26on TipRanks 23:50 | −6.4%next day −5.2% · 5 days +8.0% | ↗ |
| Dave Kang★★★★★★★★★★#85 · hits 65% · avg +28.3% | B. Riley Securities | $526 → $1,036+97.0% | Buy | +25.7% | Assigned | 01.05.26on TipRanks 09:25 | +5.0%next day +3.1% · 5 days −7.2% | ↗ |
| Mike Harrison★★★★★★★★★★#4944 · hits 62% · avg +17.9% | Rothschild & Co Redburn | $1,270 | Buy | +54.1% | Initiated | 01.05.26on TipRanks 04:45 | +5.0%next day +3.1% · 5 days −7.2% | ↗ |
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Every rating the collector has kept for the last 12 months, including the earlier ones of the same analyst. Latest of each analyst
Best analysts covering Lumentum Holdings
TipRanks picks them by their record on this stock; the figures under the name are their record across all their ratings.
Most accurate
Most profitable
How the average price target moved
The average target of all analysts (their ratings of the 3 months before) on each day, the top analysts’ dashed, against the price; the site keeps this record since 1 October 2026. On 01.10.26: target $1,124 at a price of $971 (+15.8%); now: $1,142 at $824 (+38.6%).
PriceAverage targetTop analysts’ target
Recommendation trend
Strong BuyBuyHoldSell
| Rating | 05.26 | 06.26 | 07.26 | 08.26 | 09.26 | 10.26 |
|---|---|---|---|---|---|---|
| Strong Buy | 0 | 0 | 1 | 2 | 2 | 1 |
| Buy | 25 | 22 | 19 | 20 | 18 | 19 |
| Hold | 10 | 7 | 7 | 6 | 6 | 4 |
| Sell | 0 | 0 | 0 | 0 | 0 | 0 |
Earnings and sales forecast
Next report: 05.11.26 (Q1 2027, date not confirmed)
Earnings per share
Next quarter’s EPS estimate — $4.21 (from $4.17 to $4.37). Last quarter: $3.23.
Sales
Next quarter’s sales estimate — $1.3B (from $1.2B to $1.3B). Last quarter: $1.0B.
Best top-analyst consensus in the sector · Technology
About Lumentum Holdings
- CEO: Michael E. Hurlston
- Employees: 13,757
- 1001 Ridder Park Drive, San Jose, CA, 95131, US
- www.lumentum.com
Lumentum Holdings Inc., established in 2015 and headquartered in San Jose, California, is a global leader in optical and photonic product manufacturing. The company's reach extends across the Americas, Asia-Pacific, Europe, the Middle East, and Africa. Lumentum operates through two principal business units: Optical Communications (OpComms) and Commercial Lasers. The OpComms segment develops and supplies components, modules, and subsystems essential for transmitting video, audio, and data across high-capacity fiber optic networks. Its offerings encompass a wide range of products, including tunable transponders, transceivers, and transmitter modules, alongside various tunable lasers, receivers, and modulators. Furthermore, this segment provides critical transport products such as reconfigurable optical add/drop multiplexers (ROADMs), optical amplifiers, and optical channel monitors. A comprehensive suite of components is also available, featuring 980nm, multi-mode, and Raman pumps; switches; attenuators; photodetectors; gain flattening filters; isolators; wavelength-division multiplexing (WDM) filters; arrayed waveguide gratings (AWGs); multiplex/de-multiplexers; and integrated passive modules. Distinctive innovations from this segment include the Super Transport Blade, which integrates multiple optical transport functions into a single unit; vertical-cavity surface-emitting lasers (VCSELs); directly modulated and electro-absorption modulated lasers; and advanced laser illumination sources for 3D sensing systems. OpComms serves key clientele in the telecommunications, data communications, consumer, and industrial markets. Conversely, the Commercial Lasers segment produces an array of laser technologies, such as diode-pumped solid-state, fiber, diode, direct-diode, and gas lasers. These are primarily utilized in original equipment manufacturer (OEM) applications. This segment's laser solutions cater to a broad spectrum of markets and uses, including sheet metal process
Data from the stock’s TipRanks forecast page, read 31 min ago. It is read again as soon as a new rating appears and at least every 8 hours. TipRanks ↗