
Lumentum Holdings (LITE) Stock Forecast & Price Target
Lumentum Holdings (LITE) Analyst Ratings
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.
This aggregate rating is based on analysts' research of Lumentum Holdings and is not a guaranteed prediction by Public.com or investment advice.
Lumentum Holdings (LITE) Analyst Forecast & Price Prediction
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