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Lumentum Holdings Inc.
LITE
NASDAQ·Technology·Communication Equipment·Mkt cap $62.3B
$728.32
▼ -9.09%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$88.93 - $1,085.68
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 778.1% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Advanced optical engineering capabilities
- Diverse product portfolio across multiple technology sectors
- Strong intellectual property and patent portfolio
- Established relationships with major telecommunications and technology manufacturers
Bear Case
2 risks
- Average volatility.
- Growth premium of 0.6x vs AI Photonics & Optical peers. Reasonable for this growth rate.
Growth
Strong growth ahead
5G network infrastructure expansion
Value
Growth premium of 0.6x vs AI Photonics & Optical peers. Reasonable for this growth rate.
Momentum
Stable
-3.1% over 3m
Quality
Stable
High-growth business (69% revenue growth, 38% gross margin). Profitable with strong growth momentum.
Dividend
None
No dividend
Smart-money signal
Who's buying LITE right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: May 4, 2026
MAY 5, 2026
Reported EPS of $2.37 vs $2.27 consensus (+4.4% surprise). Revenue of $808.4M vs $810.2M expected (-0.2%).
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+4.4%
Next: May 4, 2026
Revenue trend · last 8Q
—
—
+30%
+26%
+56%
+58%
+65%
+90%
Q4 24
Q1 24
Q2 24
Q3 25
Q4 25
Q1 25
Q2 25
Q3 26
$308.3M
$336.9M
$402.2M
$425.2M
$480.7M
$533.8M
$665.5M
$808.4M
Margins · last 8Q
Gross
44.2%
Operating
21.6%
Profit
17.8%
Wall Street consensus
13 analysts · 62% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
62%
Hold
38%
Sell
0%
Median Price Target
$1,014.00
▲ +39.2% vs $728.32
Latest: Northland · $1,200.00 · Jun 3, 2026
9 analysts covering
vs Industry
How LITE stacks vs Communication Equipment
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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