Companies /Technology

Lumentum Holdings Inc

NASDAQ: LITE Communication Equipment
$1,103.36
▲ $54.76 (+5.22%) today
Markets closed · 7:50pm ET

24/7 Wall St. View

Price Prediction $1,071.78 −2.9% Our analysts’ 12-month view: target, optimistic case, and floor. LITE price prediction → Earnings Beat +8.8% EPS vs. the estimate, revenue, and how the market reacted. LITE earnings history →

LITE at a Glance

Valuation
Market cap
$99.9B
Profitability
Revenue (TTM)
$3.0B
Profit margin
-230.1%
EPS (TTM)
$-92.96
Price
52-week range
$153 – $1,143
24/7 target
$1,071.78
Street target
$1,161.96
Earnings
Next report
Nov 5, 2026
Q4 2026 EPS
$3.23
vs. $2.97 est.
+8.8%

Headquartered in San Jose, CA Fiscal year ends June NASDAQ: LITE lumentum.com

About Lumentum

Lumentum Holdings Inc. (NASDAQ: LITE) is a global provider of optical and photonic technologies that power the networks and infrastructure behind AI, cloud computing, and next-generation communications. The company delivers high-performance lasers, modules, and optical subsystems organized into two product segments: Components and Systems. Its products enable scalable, energy-efficient data center connectivity, advanced telecom networks, industrial manufacturing, and sensing applications. Key growth areas include optical circuit switching (OCS) solutions, cloud modules advancing 1.6T adoption, ultra-high-power co-packaged optics (CPO) lasers, and ELS modules for in-rack connectivity. The company operates R&D, manufacturing, and sales facilities worldwide and serves major cloud and data center customers. Updated

Revenue by Segment · Q4 2026
  1. Components65%
  2. Systems35%

Latest Activity

Biggest movers · On the open
Gainers
  • AAOIApplied Optoelectronics$115.37+8.9%
  • CLOVClover Health$4.99+8.8%
  • COHRCoherent$324.08+7.2%
  • AMTAmerican Tower$178.57+7.1%
  • LITELumentum$1,120.85+6.9%
Losers
  • TMUST-Mobile US$156.09-8.9%
  • TAT&T$22.75-8.5%
  • VZVerizon$43.13-7.0%
  • JOBYJoby Aviation$5.46-5.1%
  • APLDApplied Digital$22.97-3.7%

All three major US wireless carriers are at the bottom of the board at the open, with T-Mobile down 8.9% and AT&T and Verizon close behind. Optical names lead the other side, Applied Optoelectronics up 8.9%.

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52-week highs
19stocks hit new 52-week highs this week
  • HPEHewlett Packard Enterprise$69.33+9.2%
  • ASXASE Technology Holding$47.45+5.0%
  • AMCAMC Entertainment$2.77+4.4%
  • MRNAModerna$190.01+4.4%
  • SSentinelOne$25.06+4.0%
  • LITELumentum$1,085.42+3.1%
  • KEYSKeysight Technologies$384.64+3.0%
  • CRWDCrowdStrike$270.04+2.9%
  • RBRKRubrik$118.58+2.6%
  • PANWPalo Alto Networks$403.24+1.8%

Nineteen stocks cleared fresh 52-week highs this week, and Hewlett Packard Enterprise led the pack by topping its prior peak by 9.2% at $69.33. ASE Technology, AMC, Moderna and a cluster of security names including CrowdStrike and Palo Alto Networks also broke out.

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LITELumentum
New 52-week high$1,085.42+3.1% vs prior high · 2026-05-11

Lumentum cleared $1,085.42, taking out its May 11 record by 3.07% and ending nearly five months of chop below that line. The optical name now carries a $97.4 billion market cap.

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Biggest movers · At the close
Gainers
  • ACNAccenture$211.97+15.6%
  • SNPSSynopsys$490.81+12.8%
  • COHRCoherent$318.52+10.7%
  • AAOIApplied Optoelectronics$107.16+8.0%
  • LITELumentum$1,043.95+7.5%
Losers
  • AMCAMC Entertainment$2.75-8.2%
  • TEMTempus AI$76.51-6.6%
  • BRKRBruker$61.76-4.6%
  • DHRDanaher$211.34-4.6%
  • NWGNatWest Group$17.36-4.3%

Three names in our 383-stock board closed with double-digit gains, led by Accenture's 15.6% jump to $211.97, a move that size is rare for a mega-cap consultant. The downside was far tamer, with AMC's 8.2% slide the worst of it.

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Biggest movers · At the close
Gainers
  • BEBloom Energy$292.34+11.2%
  • RCLRoyal Caribbean Cruises$260.42+7.3%
  • LITELumentum$972.47+5.5%
  • DUOLDuolingo$141.67+5.5%
  • AMATApplied Materials$512.29+5.2%
Losers
  • AMCAMC Entertainment$3.05-7.5%
  • DKNGDraftKings$19.62-7.3%
  • ASANAsana$8.28-4.2%
  • FUBOfuboTV$9.1-3.7%
  • SLBSchlumberger$49.63-3.6%

Bloom Energy closed up 11.21% at $292.34, the only double-digit gain in a 383-name priority list. The other end was just as loud: AMC and DraftKings both gave up more than 7%.

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AI Portfolio · Eric BleekerLITE
Milestone+1061%since recommended · 690 days

Eric Bleeker's AI Portfolio pick in Lumentum has turned an $83.85 entry into a 11x position in 690 days, one of the few optical names to ride the AI data center buildout this far. Eleven-bagger in under two years is rare air, and the position is still compounding.

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AI Portfolio · Eric BleekerLITE
Milestone+998.8%since recommended · 689 days

Lumentum has turned every $1,000 into nearly $11,000 since Eric Bleeker added it to the AI Portfolio in November 2024. Less than two years to get there, and the optical networking buildout behind it is still ramping.

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LITE Coverage

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Frequently Asked Questions

What does Lumentum do?

Lumentum Holdings Inc. (NASDAQ: LITE) is a global provider of optical and photonic technologies that power the networks and infrastructure behind AI, cloud computing, and next-generation communications.

What is the LITE stock price target?

24/7 Wall St.'s 12-month price target for LITE is $1,071.78, rated Hold. The Wall Street consensus target is $1,161.96. LITE price prediction →