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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 poised for significant growth, with an expected increase in gross margin to over 45% in the upcoming quarter, driven by improvements in pricing, a favorable product mix of 200G EMLs, and enhanced capacity utilization. Revenue from the Components segment is anticipated to represent two-thirds of the sequential revenue increase, projected at approximately $93 million, fueled by strong demand for EML capacity expansion and high average selling prices for 200G EMLs. Additionally, the company's 3D Sensing sales are gaining traction, particularly with key customers like Apple, while overall revenue for the Components segment reached $443.7 million, reflecting a remarkable 68.3% year-over-year increase, underscoring robust demand across various applications.

Bears say

Lumentum Holdings Inc. faces several fundamental challenges that contribute to a negative outlook for its stock, including past revenue shortfalls and diminished gross margins due to ongoing supply chain issues. The company operates with a limited number of customers and suppliers, which heightens risks related to potential market share loss and price erosion, exacerbated by a slow adoption rate of newer technology products. Additionally, persistent constraints in semiconductor supplies and possible cutbacks in capital expenditure from major cloud providers could significantly hinder Lumentum's financial forecasts and overall performance.

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 Apr 16, 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 $637.21, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $637.21, 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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