Lumentum (LITE) is trading down at $822.51 (-1.44%) on NASDAQ, as of the latest quote. It is a S&P 500 constituent in the Information Technology sector.
Current price targets from 5 firms average $1.09k, median $1.1k, ranging from $1k to $1.2k — the average is 32% above the current $823. Each is tracked to its date and scored the same way a member's call is.
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.
| 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 | — |
| 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. Net margin is our own calculation from those reported figures (net income ÷ revenue); it is left blank where revenue is zero or missing. † Quarter derived from the company's year-to-date or full-year totals. Filings on SEC EDGAR →
Lumentum Holdings Inc. is an American manufacturer of optical and photonic products. It was created in 2015 as a spinoff from JDSU.
Why is Lumentum stock sliding today?
Why is Lumentum stock sliding today?
Why is Lumentum stock sliding today?
Why is Lumentum stock sliding today?
Stifel raises Lumentum stock price target on laser demand outlook
Stifel raises Lumentum stock price target on laser demand outlook
Lumentum president Yuen sells $764,365 in company stock
Lumentum president Yuen sells $764,365 in company stock
Lumentum president Wupen Yuen sells $928k in company stock
Lumentum president Wupen Yuen sells $928k in company stock
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
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?
Corning Climbs 6% as AI Optical Interconnect Demo Highlights Its Fiber; Lumentum, Coherent and Applied Optoelectronics Rise 4%
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