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Lumentum Holdings (LITE) Stock Forecast & Price Target

Lumentum Holdings (LITE) Analyst Ratings

Based on 13 analyst ratings
Buy
Strong Buy 38%
Buy 23%
Hold 38%
Sell 0%
Strong Sell 0%

Bulls say

Lumentum Holdings Inc. has provided a positive revenue guidance for 1Q26, projecting earnings between $510 million to $540 million and EPS between $0.90 to $1.10, while accelerating its target for exceeding $600 million in quarterly revenues to 4Q26. The company anticipates significant growth in laser chip sales, projecting a potential increase of at least $50 million, or over 50%, alongside a $35 million rise in transceiver sales, or approximately 40%, driven by enhanced EML and CW laser capacity. Additionally, favorable pricing trends could further enhance revenue and margin expectations, supporting a robust outlook for the company’s financial performance in subsequent quarters.

Bears say

Lumentum Holdings Inc has consistently faced revenue and gross margin shortfalls due to unfavorable supply chain conditions, impacting its overall financial performance. The company's dependence on iPhone 3D sensing demand presents further risks, as weaker-than-expected sales in this segment could negatively influence top-line revenue. Additionally, while there is recognition of potential growth in telecom and ZR modules, ongoing supply constraints for narrow linewidth tunable lasers have hindered the company's ability to realize this growth, resulting in a growing backlog that may not effectively translate into immediate sales.

Lumentum Holdings (LITE) has been analyzed by 13 analysts, with a consensus rating of Buy. 38% of analysts recommend a Strong Buy, 23% recommend Buy, 38% 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 13 analysts, Lumentum Holdings (LITE) has a Buy consensus rating as of Oct 14, 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 $140.38, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $140.38, 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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