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LITE

Lumentum Holdings (LITE) Stock Forecast & Price Target

Lumentum Holdings (LITE) Analyst Ratings

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

Bulls say

Lumentum Holdings Inc. is demonstrating strong financial performance, highlighted by an operating margin of 25.2%, which reflects a substantial increase of 650 basis points quarter-over-quarter and 1730 basis points year-over-year. The company is anticipating a significant revenue increase of approximately $140 million in the third quarter, with expectations of strong year-over-year growth of around 89% and sequential growth of 21%, primarily driven by its components segment. Additionally, gross margins have shown resilience, reaching 42.5%—an increase of 310 basis points quarter-over-quarter and 1020 basis points year-over-year, underscored by improved manufacturing utilization and a favorable product mix.

Bears say

Lumentum Holdings Inc. is facing significant challenges that contribute to a negative outlook on its stock, primarily due to ongoing supply chain issues leading to shortfalls in revenue and gross margins for key products. The anticipated revenue guidance for F3Q26, while exceeding consensus expectations, is overshadowed by risks such as a potential decline in demand for 3D sensing technology and constraints in chip production that could hinder financial performance. Additionally, the company is susceptible to revenue volatility stemming from its reliance on a limited customer base, market share erosion, and the adverse effects of a broader macroeconomic slowdown.

Lumentum Holdings (LITE) has been analyzed by 14 analysts, with a consensus rating of Buy. 43% of analysts recommend a Strong Buy, 21% recommend Buy, 36% 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 Mar 17, 2026. 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 $581.50, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $581.50, 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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