LI
$1,115.44
-17.96
(-1.58%)
As of Oct 7, 2026, 3:46 PM EDT
Price history
Today's analyst average
Analyst average over timeIndividual analyst targets
Analyst history starts Aug 12, 2026, the first target we tracked for LITE.
Lumentum (LITE) is trading down at $1,115.44 (-1.58%) on NASDAQ, as of the latest quote. It is a S&P 500 constituent in the Information Technology sector.
Analyst price targets on LITE
Current price targets from 4 firms average $1.08k, median $1.07k, ranging from $1k to $1.2k — the average is 3% below the current $1.12k. Each is tracked to its date and scored the same way a member's call is.
- Wolfe Research $867 → $1.2k by Aug 2027 Aug 21, 2026 via Investing.com · Wolfe Research's track record
- Mizuho $932 → $1.14k by Aug 2027 Aug 12, 2026 via Investing.com · Mizuho's track record
- Morgan Stanley $932 → $1k by Aug 2027 Aug 12, 2026 via Investing.com · Morgan Stanley's track record
- Bank of America $932 → $1k by Aug 2027 Aug 12, 2026 via Investing.com · Bank of America's track record
Targets published by research firms, extracted from the news, checked against independent reporting, and linked to their source. Where a firm did not state a horizon the target is tracked as 12 months, the industry convention; the rows where the firm set its own horizon are marked. Reported here as facts about what was published — not recommendations from Dalsna Finance, and no firm listed is affiliated with this site.
Lumentum revenue & net income history (FY2017–FY2026)
RevenueNet income
| FY2017Jul 2017 | FY2018Jun 2018 | FY2019Jun 2019 | FY2020Jun 2020 | FY2021Jul 2021 | FY2022Jul 2022 | FY2023Jul 2023 | FY2024Jun 2024 | FY2025Jun 2025 | FY2026Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Income statement | ||||||||||
| Revenue | $1.00B | $1.25B | $1.57B | $1.68B | $1.74B | $1.71B | $1.77B | $1.36B | $1.65B | $3.01B |
| Growth (year over year) | +10.9% | +24.6% | +25.5% | +7.2% | +3.8% | −1.7% | +3.2% | −23.1% | +21.0% | +83.2% |
| Gross profit | $318.1M | $432.1M | $425.9M | $650.2M | $783.1M | $788.6M | $569.0M | $251.5M | $459.9M | $1.26B |
| Gross margin | 31.8% | 34.6% | 27.2% | 38.7% | 44.9% | 46.0% | 32.2% | 18.5% | 28.0% | 41.7% |
| Operating income | $47.6M | $139.9M | −$21.6M | $204.1M | $527.0M | $303.3M | −$115.7M | −$434.0M | −$180.1M | $524.8M |
| Operating margin | 4.8% | 11.2% | −1.4% | 12.2% | 30.2% | 17.7% | −6.5% | −31.9% | −10.9% | 17.4% |
| Net income | −$102.5M | $248.1M | −$36.4M | $135.5M | $397.3M | $198.9M | −$131.6M | −$546.5M | $25.9M | −$6.94B |
| Net margin | −10.2% | 19.9% | −2.3% | 8.1% | 22.8% | 11.6% | −7.4% | −40.2% | 1.6% | −230.1% |
| EPS (diluted) | −$1.71 | $3.82 | −$0.54 | $1.75 | $5.07 | $2.68 | −$1.93 | −$8.12 | $0.37 | −$92.96 |
| Balance sheet | ||||||||||
| Cash and equivalents | $272.9M | $397.3M | $432.6M | $298.0M | $774.3M | $1.29B | $859.0M | $436.7M | $520.7M | $2.04B |
| Total assets | $1.23B | $1.58B | $2.72B | $3.29B | $3.55B | $4.16B | $4.63B | $3.93B | $4.22B | $7.31B |
| Total liabilities | $578.3M | $619.6M | $1.22B | $1.54B | $1.58B | $2.29B | $3.28B | $2.97B | $3.08B | $2.66B |
| Long-term debt | $457.3M | $456.7M | — | $1.54B | $1.53B | $1.47B | — | $2.50B | $2.56B | $40.5M |
| Shareholders' equity | $618.8M | $926.1M | $1.50B | $1.75B | $1.97B | $1.88B | $1.36B | $957.3M | $1.13B | $4.64B |
| Cash flow | ||||||||||
| Operating cash flow | $85.0M | $247.5M | $330.1M | $524.3M | $738.7M | $459.3M | $179.8M | $24.7M | $126.3M | $751.4M |
| Capital expenditure | $138.1M | $93.2M | $166.0M | $86.0M | $84.8M | $91.2M | $128.5M | $133.0M | $231.0M | $451.3M |
| Free cash flow | −$53.1M | $154.3M | $164.1M | $438.3M | $653.9M | $368.1M | $51.3M | −$108.3M | −$104.7M | $300.1M |
| Share buybacks | — | $0 | $0 | $200.0M | $236.0M | $543.9M | $175.6M | $0 | $0 | — |
RevenueNet income
| Q1 FY25Sep 2024 | Q2 FY25Dec 2024 | Q3 FY25Mar 2025 | Q4 FY25†Jun 2025 | Q1 FY26Sep 2025 | Q2 FY26Dec 2025 | Q3 FY26Mar 2026 | Q4 FY26†Jun 2026 | |
|---|---|---|---|---|---|---|---|---|
| Income statement | ||||||||
| Revenue | $336.9M | $402.2M | $425.2M | $480.7M | $533.8M | $665.5M | $808.4M | $1.01B |
| Growth (year over year) | +6.1% | +9.7% | +16.0% | +55.9% | +58.4% | +65.5% | +90.1% | +109.3% |
| Gross profit | $77.9M | $99.6M | $122.5M | $159.9M | $181.5M | $240.1M | $357.0M | $477.3M |
| Gross margin | 23.1% | 24.8% | 28.8% | 33.3% | 34.0% | 36.1% | 44.2% | 47.4% |
| Operating income | −$82.4M | −$51.6M | −$37.7M | −$8.40M | $6.70M | $64.3M | $174.5M | $279.3M |
| Operating margin | −24.5% | −12.8% | −8.9% | −1.7% | 1.3% | 9.7% | 21.6% | 27.8% |
| Net income | −$82.4M | −$60.9M | −$44.1M | $213.3M | $4.20M | $78.2M | $144.2M | −$7.16B |
| Net margin | −24.5% | −15.1% | −10.4% | 44.4% | 0.8% | 11.8% | 17.8% | −711.7% |
| EPS (diluted) | −$1.21 | −$0.88 | −$0.64 | $3.10 | $0.05 | $0.89 | $1.50 | −$95.40 |
| Balance sheet | ||||||||
| Cash and equivalents | $489.2M | $479.7M | $516.4M | $520.7M | $772.9M | $657.7M | $2.62B | $2.04B |
| Total assets | $3.97B | $3.97B | $3.98B | $4.22B | $4.61B | $4.81B | $7.03B | $7.31B |
| Total liabilities | $3.07B | $3.09B | $3.10B | $3.08B | $3.83B | $3.96B | $4.05B | $2.66B |
| Long-term debt | $2.57B | $2.56B | $2.56B | $2.56B | $2.16B | $47.1M | $43.2M | $40.5M |
| Shareholders' equity | $895.9M | $872.3M | $879.5M | $1.13B | $780.8M | $846.6M | $2.97B | $4.64B |
| Cash flow | ||||||||
| Operating cash flow | $39.6M | $24.3M | −$1.60M | $64.0M | $57.9M | $126.7M | $203.8M | $363.0M |
| Capital expenditure | $74.1M | $40.2M | $62.8M | $53.9M | $76.2M | $83.6M | $124.7M | $166.8M |
| Free cash flow | −$34.5M | −$15.9M | −$64.4M | $10.1M | −$18.3M | $43.1M | $79.1M | $196.2M |
From Lumentum's 10-K and 10-Q filings with the SEC; its fiscal year ends in June. Each period shows the latest figure the company has reported for it, including restatements. † Quarter derived from the company's year-to-date or full-year totals. Filings on SEC EDGAR →
About Lumentum
Lumentum Holdings Inc. is an American manufacturer of optical and photonic products. It was created in 2015 as a spinoff from JDSU.
- Headquarters
- San Jose, California From SEC filings, Oct 2026
Recent News (20)
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Stifel raises Lumentum stock price target on laser demand outlook
Stifel raises Lumentum stock price target on laser demand outlook
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Nvidia Just Gave Lumentum Stock a New AI Catalyst Nvidia Just Gave Lumentum Stock a New AI Catalyst Barchart.com
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Lumentum president Yuen sells $764,365 in company stock
Lumentum president Yuen sells $764,365 in company stock
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Lumentum's AI Opportunity Meets a Test of Expectations Lumentum's AI Opportunity Meets a Test of Expectations The Globe and Mail
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Lumentum president Wupen Yuen sells $928k in company stock
Lumentum president Wupen Yuen sells $928k in company stock
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Lumentum president Yuen sells $1.42m in stock
Lumentum president Yuen sells $1.42m in stock
-
Stifel reiterates Lumentum stock rating on AI networking demand
Stifel reiterates Lumentum stock rating on AI networking demand
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Lumentum Jumped Nearly 10% While Corning Barely Moved. Is the AI Optics Trade Splitting Apart?
Lumentum Jumped Nearly 10% While Corning Barely Moved. Is the AI Optics Trade Splitting Apart?
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Corning Climbs 6% as AI Optical Interconnect Demo Highlights Its Fiber; Lumentum, Coherent and Applied Optoelectronics Rise 4%
Corning Climbs 6% as AI Optical Interconnect Demo Highlights Its Fiber; Lumentum, Coherent and Applied Optoelectronics Rise 4%
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Lumentum Shares Rise 12% in a Month: Is There More Upside Ahead? Lumentum Shares Rise 12% in a Month: Is There More Upside Ahead? The Globe and Mail
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Lumentum Shares Rise 12% in a Month: Is There More Upside Ahead? Lumentum Shares Rise 12% in a Month: Is There More Upside Ahead? theglobeandmail.com
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How Is Lumentum's Stock Performance Compared to Other Technology Stocks?
How Is Lumentum's Stock Performance Compared to Other Technology Stocks?
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AI Networking Bet Sends Qualcomm, Lumentum Shares Higher AI Networking Bet Sends Qualcomm, Lumentum Shares Higher GuruFocus
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Lumentum, Qualcomm, Corning partner on AI optical tech; shares rise (LITE:NASDAQ) Lumentum, Qualcomm, Corning partner on AI optical tech; shares rise (LITE:NASDAQ) Seeking Alpha
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Lumentum Climbs 3% as Optics Buying Extends; Coherent Rises 5%, Corning Jumps 3%
Lumentum Climbs 3% as Optics Buying Extends; Coherent Rises 5%, Corning Jumps 3%
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Lumentum Stock Is Up Nearly 10% This Week. Here’s the Case for 27.5% Annual Returns Lumentum Stock Is Up Nearly 10% This Week. Here’s the Case for 27.5% Annual Returns
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Why optical stocks Lumentum and Coherent were the day’s biggest S&P 500 gainers Investors are looking further down the AI data-center supply chain for signs of demand amid concerns of a spending slowdown, one expert says.
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Lumentum Stock Leads the S&P 500 While Corning Can’t Keep Up
Lumentum Stock Leads the S&P 500 While Corning Can’t Keep Up
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Optics Stocks Rally as Oversold Bounce Takes Hold: Coherent Jumps 6%, Lumentum Climbs 5%, Applied Optoelectronics Advances 3%
Optics Stocks Rally as Oversold Bounce Takes Hold: Coherent Jumps 6%, Lumentum Climbs 5%, Applied Optoelectronics Advances 3%
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