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Lumentum Holdings (LITE) Stock Forecast & Price Target

Lumentum Holdings (LITE) Analyst Ratings

Based on 14 analyst ratings
Buy
Strong Buy 36%
Buy 21%
Hold 43%
Sell 0%
Strong Sell 0%

Bulls say

Lumentum Holdings Inc. is positioned for robust growth, with Components Revenue anticipated to rise significantly, contributing to half of the quarterly revenue growth driven by ongoing capacity expansion, price increases, and broad-based demand across its product lines. The Company’s Components Revenue, representing 71% of total revenue, reached $379 million, reflecting a substantial year-over-year increase of 64% and a quarter-over-quarter rise of 18%, facilitated by strong demand in hyperscale markets and record EML shipments. Additionally, improvements in transceiver margins are expected from operational efficiencies, while the strengthening ROADM market signals a favorable shift in spending from long-haul to Metro-Core applications, further underpinning Lumentum's positive financial trajectory.

Bears say

Lumentum Holdings Inc is currently facing significant revenue challenges, particularly within its 3D sensing segment, which has seen a drastic decline to just $100 million from a peak of $500 million in annual sales, negatively impacting operating margins that previously stood at 50%. Additionally, the company has encountered persistent shortfalls in revenues and gross margins due to adverse supply chain conditions, further complicating its financial outlook. Weaker-than-expected demand for iPhone 3D sensing technology poses additional risks to Lumentum's top-line performance as original equipment manufacturers (OEMs) manage their backlogs, leading to potential order cancellations and delays.

Lumentum Holdings (LITE) has been analyzed by 14 analysts, with a consensus rating of Buy. 36% of analysts recommend a Strong Buy, 21% recommend Buy, 43% suggest Holding, 0% advise Selling, and 0% predict a Strong Sell.

This aggregate rating is based on analysts' research of Lumentum Holdings and is not a guaranteed prediction by Public.com or investment advice.

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FAQs About Lumentum Holdings (LITE) Forecast

Analysts have given Lumentum Holdings (LITE) a Buy based on their latest research and market trends.

According to 14 analysts, Lumentum Holdings (LITE) has a Buy consensus rating as of Dec 5, 2025. This rating is provided by third-party analysts and is not investment advice from Public.com.

Wall Street analysts have set a price target of $187.14, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $187.14, indicating a 0.00% increase from the current stock price, but ratings and forecasts are frequently updated based on market conditions, earnings reports, and industry trends. This prediction is provided by third-party analysts and is not investment advice from Public.com.

Lumentum Holdings (LITE)


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