Lumentum Holdings Inc. (LITE)
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- symbol LITE
- Rev/Share 29.609
- Book/Share 11.9072
- PB 56.0813
- Debt/Equity 3.9516
- CurrentRatio 0.606
- ROIC 0.0058
- MktCap 47678778000.0
- FreeCF/Share 1.8326
- PFCF 365.9154
- PE 188.7061
- Debt/Assets 0.6962
- DivYield 0
- ROE 0.2764
- Rating C+
- Score 2
- Recommendation Sell
- P/E Score 1
- DCF Score 1
- P/B Score 1
- D/E Score 1
Recent Analyst Ratings
| Type | Ticker | Analyst Firm | Previous Rating | Current Rating | Previous Price Target | Current Price Target | Date |
|---|---|---|---|---|---|---|---|
| Reiterated | LITE | Needham | -- | Buy | $290 | $470 | Jan. 8, 2026 |
| Initiation | LITE | Mizuho | -- | Outperform | -- | $290 | Nov. 18, 2025 |
| Downgrade | LITE | Raymond James | Strong Buy | Outperform | -- | $220 | Oct. 31, 2025 |
| Downgrade | LITE | Barclays | Overweight | Equal Weight | -- | $165 | Oct. 20, 2025 |
| Initiation | LITE | Citigroup | -- | Buy | -- | $165 | Aug. 29, 2025 |
| Upgrade | LITE | BofA Securities | Underperform | Neutral | -- | $135 | Aug. 13, 2025 |
| Initiation | LITE | Wolfe Research | -- | Outperform | -- | -- | July 8, 2025 |
| Upgrade | LITE | Northland Capital | Market Perform | Outperform | -- | -- | April 7, 2025 |
| Upgrade | LITE | Raymond James | Outperform | Strong Buy | $96 | $82 | March 24, 2025 |
| Upgrade | LITE | Exane BNP Paribas | Neutral | Outperform | -- | $92 | March 11, 2025 |
News
Forget Nvidia, This Is the Stock to Buy For the AI Boom's Next Leg Up
Published: February 23, 2026 by: 24/7 Wall Street
Sentiment: Positive
Chipmakers like Nvidia ( NASDAQ:NVDA | NVDA Price Prediction ) were the early winners in the artificial intelligence (AI) boom, as companies scrambled to acquire advanced processors for training and running AI models.
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Undercovered Dozen: Agnico Eagle, Lumentum, ImmunityBio And More
Published: February 23, 2026 by: Seeking Alpha
Sentiment: Neutral
The Undercovered Dozen series spotlights 12 less-covered stocks highlighted in recent Seeking Alpha articles. This week's edition covers articles published between Feb. 13 and Feb. 19, offering fresh investment ideas. The series aims to inspire discussion and help investors discover overlooked opportunities in the market.
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Lumentum Shares Rise 4% Following Key Trading Signal
Published: February 20, 2026 by: Benzinga
Sentiment: Positive
Understanding the Power Inflow Signal
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Lumentum: AI's Hidden Bottleneck Winner
Published: February 17, 2026 by: Seeking Alpha
Sentiment: Positive
Lumentum is a strong buy, positioned as a critical AI infrastructure provider with expanding margins and robust demand for high-speed optical solutions. LITE's growth is driven by hyperscaler demand, a favorable product mix, and operating leverage, with Q2 FY26 delivering both revenue and margin beats. Risks include high client concentration, manufacturing scaling challenges, and elevated market expectations; any execution miss could trigger a sharp downside.
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It's Not Too Late to Buy These 2 Red-Hot AI Infrastructure Stocks
Published: February 13, 2026 by: MarketBeat
Sentiment: Neutral
While the broader market remains rangebound and choppy, with mega-cap software and tech names lagging so far this year, one pocket of the market has caught fire. Communication technology companies tied directly to AI infrastructure have dramatically outperformed.
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Lumentum Leaps Nearly 8% During AI Optics Boom
Published: February 12, 2026 by: 24/7 Wall Street
Sentiment: Positive
Summary: Our AI Investor Podcast hosts, Eric Bleeker and Austin Smith, have been counting down 12 trends they believe AI investors will want to keep an eye on in 2026.
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Is Lumentum Stock a Smart Investment Option Post Q2 Earnings?
Published: February 10, 2026 by: Zacks Investment Research
Sentiment: Positive
LITE shares surge following standout fiscal Q2 results, highlighting its growing role in powering hyperscale AI data centers.
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Best Tech Stocks To Buy On The Earnings Week Dip
Published: February 06, 2026 by: Seeking Alpha
Sentiment: Positive
This earnings season has reminded investors that technology is no longer a single trade, and 2026 is shaping up to be a stock picker's market. Weakness in software and the broader tech tumble in QQQ reflect shorter-term nerves, yet the underlying buildout of AI, connectivity, and digital infrastructure continues. These stocks share a common trait: They're essential building blocks rather than speculative applications, giving them growth visibility in 2026.
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Lumentum Shares Are Surging Friday: Why Its a Winner from the Capex Explosion
Published: February 06, 2026 by: 24/7 Wall Street
Sentiment: Positive
The story of the week is absolutely massive capex numbers from hyperscalers.
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Lumentum (LITE) Moves to Strong Buy: Rationale Behind the Upgrade
Published: February 04, 2026 by: Zacks Investment Research
Sentiment: Positive
Lumentum (LITE) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
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LITE Q2 Earnings Beat Estimates, Revenues Up Y/Y, Shares Rise
Published: February 04, 2026 by: Zacks Investment Research
Sentiment: Positive
Lumentum shares rise after fiscal Q2 earnings surge 297.6% Y/Y as revenues jump 65.5%, margins expand sharply, and both components and systems deliver strong growth.
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Lumentum's Q2 Earnings Loom: Should the Stock Be in Your Portfolio?
Published: January 30, 2026 by: Zacks Investment Research
Sentiment: Positive
LITE eyes fiscal Q2 growth as AI demand fuels surging laser chip sales and strong momentum in cloud transceivers.
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Strong Components & Systems Growth Aids LITE Stock: More Upside Ahead?
Published: January 28, 2026 by: Zacks Investment Research
Sentiment: Positive
Lumentum sees AI-fueled demand boosting its optics business, with revenues set to surpass guidance ahead of schedule.
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Lumentum (LITE) Earnings Expected to Grow: Should You Buy?
Published: January 27, 2026 by: Zacks Investment Research
Sentiment: Neutral
Lumentum (LITE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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MRVL vs. LITE: Which AI Connectivity Stock is a Safer Bet?
Published: January 21, 2026 by: Zacks Investment Research
Sentiment: Positive
AI data-center connectivity favors Lumentum Holdings over Marvell Technology as optical demand, margins, and revenue surge while balance-sheet risk clouds rivals.
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Top 10 Tech Stocks Of 2025: How The AI Trade Defied The Skeptics
Published: January 12, 2026 by: Seeking Alpha
Sentiment: Positive
Below, we review the top 10 tech stocks of 2025, selected based on their price action, fundamentals, and presence within leading tech themes. Sandisk has claimed the crown as the S&P 500's top performer, delivering a stunning 559.4% return that outpaced the broader market by a wide margin. 2025 shifted the AI narrative. The focus rotated toward the "physical" layers of the stack, revealing that memory, storage, and energy are now the industry's critical bottlenecks.
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Buy 3 Communication Components Stocks Flying High on Massive AI Boom
Published: January 08, 2026 by: Zacks Investment Research
Sentiment: Positive
CIEN, LITE and GLW lead the Communication Components group riding on surging AI-driven network demand.
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Lumentum Shares Jump 10% After Key Trading Signal
Published: January 06, 2026 by: Benzinga
Sentiment: Positive
Lumentum Holdings Inc (NASDAQ: LITE) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.
Read More
Lumentum Trades Near 52-Week High: Is the LITE Stock Still a Buy?
Published: January 05, 2026 by: Zacks Investment Research
Sentiment: Positive
LITE has soared 326.9% in a year and trades near a 52-week high, powered by booming AI demand, record laser shipments, and bullish revenue growth.
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These 5 infrastructure stocks have more than tripled this year on the AI trade
Published: December 24, 2025 by: CNBC
Sentiment: Positive
Nvidia has been the biggest story in artificial intelligence infrastructure for three years, but in 2025 a number of data center stocks enjoyed steeper rallies. In addition to AI chips, fully operational data centers require memory, storage, fiber-optic cables and central processors.
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5 Top Stocks With High 2026 Earnings Growth Targets
Published: December 22, 2025 by: Seeking Alpha
Sentiment: Positive
The S&P 500 experienced sharp swings in 2025 due to shifts in trade policy, AI speculation, and rate cuts, while corporate profits remained resilient. Broader AI adoption and steady economic growth are expected to drive double-digit earnings growth in the S&P 500 in 2026. Tech is expected to dominate earnings growth again next year, but more sectors are projected to contribute.
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NVTS vs. LITE: Which Semiconductor Stock Has an Edge Right Now?
Published: December 18, 2025 by: Zacks Investment Research
Sentiment: Positive
AI data-center demand is lifting both Navitas Semiconductor and Lumentum, but surging optical sales and margin gains give LITE a clear edge over NVTS.
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Reasons to Buy These 2 AI Stocks Offering Triple-Digit Returns in 2025
Published: December 16, 2025 by: Zacks Investment Research
Sentiment: Positive
APLD and LITE have surged over 200% in 2025, but multi-year hyperscaler leases and booming AI data center demand point to further growth.
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The Best AI Stocks to Buy for 2026 (LITE, COHR, FN)
Published: December 15, 2025 by: Zacks Investment Research
Sentiment: Positive
Artificial intelligence is entering a new phase of infrastructure expansion, and one of the most important technologies enabling that growth is photonics. As AI models scale, the limiting factor is no longer pure compute, but the movement of data itself.
Read More
Lumentum Shares Rise Nearly 4% After Key Trading Signal
Published: December 12, 2025 by: Benzinga
Sentiment: Positive
Lumentum Holdings Inc (NASDAQ: LITE) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.
Read More
Lumentum Holdings Inc. (LITE) Presents at Barclays 23rd Annual Global Technology Conference Transcript
Published: December 10, 2025 by: Seeking Alpha
Sentiment: Neutral
Lumentum Holdings Inc. (LITE) Presents at Barclays 23rd Annual Global Technology Conference Transcript
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Lumentum Holdings Inc. (LITE) Presents at Raymond James TMT & Consumer Conference Transcript
Published: December 08, 2025 by: Seeking Alpha
Sentiment: Neutral
Lumentum Holdings Inc. (LITE) Presents at Raymond James TMT & Consumer Conference Transcript
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LITE Stock Jumps 219% in a Year: Will the Momentum Continue in FY26?
Published: December 04, 2025 by: Zacks Investment Research
Sentiment: Positive
Lumentum soars 219% in a year, powered by strong AI-driven demand, earnings beats and surging revenue growth.
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The AI Boom Is Powering an Unexpected Stock Surge—And These 3 Companies Are Winning Big
Published: December 03, 2025 by: MarketBeat
Sentiment: Positive
Communication technology companies have been red hot lately, with several leading names within the communication equipment industry surging triple digits year-to-date (YTD). It's an industry that, before the second half of this year, had barely received any attention.
Read More
Best Momentum Stocks to Buy for Nov. 10
Published: November 28, 2025 by: Zacks Investment Research
Sentiment: Positive
Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, Nov.10:
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About Lumentum Holdings Inc. (LITE)
- IPO Date 2015-07-23
- Website https://www.lumentum.com
- Industry Communication Equipment
- CEO Michael E. Hurlston
- Employees 7257