B
Bull
Bull · 25%LITE
$119.08
Scenario price
$896.330
-83.179 (-9.28%)At close
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- High
- 973.700
- Open
- 955.525
- VWAP
- 921.30
- Volume
- 5.77M
- Mkt Cap
- 3.32B
- Low
- 893.875
- Amount
- 5.32B
- EV/EBITDA, TTM
- 29.35
Lumentum Holdings Inc. is an optical and photonic technology that powers the networks and infrastructure behind artificial intelligence (AI), cloud computing, and next-generation communications. Its segments include Cloud & Networking and Industrial Tech. The Cloud & Networking segment products include a comprehensive portfolio of optical and photonic components, modules, and subsystems supplied to cloud and communications network operators and network equipment manufacturers building cloud data center infrastructure, including products for AI and machine learning and data center interconnect (DCI) applications, and communications service provider networks, including products for access (local), metro (intracity), long-haul (city-to-city and worldwide), and submarine (undersea) network infrastructure. The Industrial Tech segment's products include short-pulse solid-state lasers, kilowatt-class fiber lasers, diode lasers, and gas lasers, serving a range of end-market applications.
AI analysis of Lumentum Holdings Inc (LITE)
BuyLumentum Holdings Inc is a good buy right now due to its strong demand outlook and positive analyst ratings. The current price is $1,103.36, and it has a forward P/E of 42.92, indicating growth expectations. Additionally, the company has reported a gross margin of 47.43% in the latest quarter, showing strong profitability. However, there is a risk of a significant net income loss of $7.16 billion projected for the upcoming quarter, which could impact investor sentiment.
Analyst Ratings (15)
-66.16% Downside
Buy
9 Buy
5 Hold
1 Sell
Current: 896.33
Low
147.00
Average
303.36
High
470.00
Stifel
Buy
—
2026-10-05
Stifel
2026-10-05
Price Target
—
Buy
Bernstein
Outperform
$1220
2026-09-30
Bernstein
2026-09-30
Price Target
$1220
Outperform
Citi
Buy
—
2026-09-28
Citi
2026-09-28
Price Target
—
Buy
Deutsche Bank
Buy
$1200
2026-08-31
Deutsche Bank
2026-08-31
Price Target
$1200
Buy
Evercore ISI
Outperform
$1100
2026-08-31
Evercore ISI
2026-08-31
Price Target
$1100
Outperform
Valuation Metrics
The current forward P/E ratio for Lumentum Holdings Inc (LITE) is 42.92, compared to its 5-year average forward P/E of 31.89.
Alphio AI Price Scenarios for LITE
Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.
Whales holding LITE
Events Timeline
News
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2.010-12FoolLumentum Shares Drop 9.8% Amid AI Sustainability Concerns
2.010-12CNBCMemory Stocks Slide, eBay Soars on Upgrade
LITE FAQ — answered by Alphio AI
Lumentum Holdings Inc. is an optical and photonic technology that powers the networks and infrastructure behind artificial intelligence (AI), cloud computing, and next-generation communications. Its segments include Cloud & Networking and Industrial Tech. The Cloud & Networking segment products include a comprehensive portfolio of optical and photonic components, modules, and subsystems supplied to cloud and communications network operators and network equipment manufacturers building cloud data center infrastructure, including products for AI and machine learning and data center interconnect (DCI) applications, and communications service provider networks, including products for access (local), metro (intracity), long-haul (city-to-city and worldwide), and submarine (undersea) network infrastructure. The Industrial Tech segment's products include short-pulse solid-state lasers, kilowatt-class fiber lasers, diode lasers, and gas lasers, serving a range of end-market applications. It operates in the Technology sector (COMMUNICATIONS EQUIPMENT, NEC industry).
Lumentum Holdings Inc is a good buy right now due to its strong demand outlook and positive analyst ratings. The current price is $1,103.36, and it has a forward P/E of 42.92, indicating growth expectations. Additionally, the company has reported a gross margin of 47.43% in the latest quarter, showing strong profitability. However, there is a risk of a significant net income loss of $7.16 billion projected for the upcoming quarter, which could impact investor sentiment.
15 analysts cover LITE: 9 rate it Buy, 5 Hold and 1 Sell. The average price target is 303.36.
Community
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$LITE jumped 6% after the company's CEO Michael Hurlston said that Lumentum's optical components are sold out through 2029. He said Lumentum will struggle to meet as much as 70% demand for some products through next year.
Show moreThis page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.