Lumentum Holdings Inc

Lumentum develops optical and photonic technologies, including lasers, optical modules, and networking components used in AI infrastructure, cloud data centers, telecommunications, and industrial applications. Its AI and data center optical connectivity business, particularly high-speed optical components supporting AI workloads and cloud infrastructure, is a key area analysts focus on.

Lumentum 开发光学与光子技术产品，包括激光器、光模块和网络组件，应用于人工智能基础设施、云数据中心、电信及工业领域。其人工智能与数据中心光连接业务，尤其是支持 AI 工作负载和云基础设施的高速光学组件，是分析师重点关注的领域。

Every figure on this page is tipranks’s, read on 2026-10-27 and linked below.

SmartChecker Lumentum Holdings Inc Forecast

The forecast in short

tipranks records 17 analyst ratings on Lumentum Holdings Inc and summarises them as “Strong Buy”. Their average 12-month price target is USD 1,141.88 (39.58% Upside). Its tipranks score is 8 out of 10 — Outperform. These are tipranks’s figures as SmartChecker read them on 2026-10-27, not SmartChecker’s own view, and nothing here is advice to buy or sell.

Market cap

USD 74.11 B

≈ Maybank x 2

Share price

USD 818.10

≈ RM 3343.49

#334World ranking

tipranks score

Outperform

8

Analyst ratings

Strong Buy

  • Buy14 82%
  • Hold3 18%
  • Sell0 0%

tipranks’s own summary of the 17 ratings above.

12 months price forecast

USD 1,141.88 39.58% Upside

USD 81.72 USD 561.09 USD 1,040.47 USD 1,519.84Past 12 months 12 months forecast High USD 1,400 Average USD 1,141.88 Low USD 8202025-10 2026-10

As tipranks publishes it. SmartChecker has not recalculated any of it.

Analyst profiles. Who made each call, and when.

AnalystFromPositionTarget priceDated
Daniel ZhuBernsteinBuyUSD 12202026-10-25
Christopher RollandSusquehannaBuyUSD 11002026-10-21
Ruben RoyStifel NicolausBuyUSD 12322026-10-05
Papa Talla SyllaCitiBuyUSD 14002026-09-29
Gianmarco ContiDeutsche BankBuyUSD 12002026-08-31
Amit DaryananiEvercore ISIBuyUSD 11002026-08-31
Meta MarshallMorgan StanleyHoldUSD 10002026-08-24
Michael GenoveseRosenblatt SecuritiesBuyUSD 13002026-08-19
Sean O'LoughlinTD CowenHoldUSD 8202026-08-12
Joseph CardosoJ.P. MorganBuyUSD 12802026-08-12
Saiyi HeCMB International SecuritiesBuyUSD 12302026-08-12
Ryan KoontzNeedhamBuyUSD 10402026-08-12
Vivek AryaBank of America SecuritiesHoldUSD 10002026-08-12
George NotterWolfe ResearchBuyUSD 12002026-08-12
Vijay RakeshMizuho SecuritiesBuyUSD 11402026-08-12
Richard ShannonCraig-HallumBuyUSD 11502026-08-12
Thomas O'MalleyBarclaysBuyUSD 10002026-08-11
David VogtUBSHoldUSD 9602026-07-13
Unknown AnalystCMBC InternationalBuyUSD 10702026-06-12
Simon LeopoldRaymond JamesBuyUSD 10142026-05-06
Tim SavageauxNorthland SecuritiesBuyUSD 10002026-05-06
Blayne CurtisJefferiesBuyUSD 12002026-05-05
Mike HarrisonRothschild & Co RedburnBuyUSD 12702026-05-01
Dave KangB. Riley SecuritiesBuyUSD 10362026-05-01
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Investment Strengths

Strong revenue growth across components and systems

Broad-based growth across both components and systems indicates expanding demand rather than reliance on one product category. Continued adoption of high-speed optical platforms can support durable revenue momentum and improve operating leverage as Lumentum scales production.

Material margin expansion and operating leverage

Sharp gross and operating margin improvement shows that product mix, pricing, and execution are converting revenue growth into stronger profitability. If sustained through the guided expansion, higher margins should increase cash generation and strengthen the economics of future growth.

Deleveraged balance sheet and improved cash generation

Substantially lower leverage gives Lumentum more financial flexibility to fund capacity, technology, and customer programs without the same debt burden. The latest strong cash generation further supports investment and resilience, although maintaining it remains important after prior weaker periods.

People also ask

What is the 12-month price target for Lumentum Holdings Inc (LITE)?

tipranks publishes an average 12-month price target of USD 1,141.88 (39.58% Upside), as SmartChecker read it on 2026-10-27. The highest target is USD 1,400 and the lowest is USD 820. A price target is an analyst’s estimate of where a share might trade, not a promise, and SmartChecker gives no investment advice.

See tipranks’s own page ↗
How many analysts cover Lumentum Holdings Inc (LITE)?

tipranks records 17 analyst ratings: 14 buy, 3 hold and 0 sell, which it summarises as “Strong Buy”, as SmartChecker read it on 2026-10-27.

See tipranks’s own page ↗
What is the tipranks score for Lumentum Holdings Inc (LITE)?

tipranks scores it 8 out of 10 and calls that “Outperform”, as SmartChecker read it on 2026-10-27. The score is tipranks’s, not SmartChecker’s, and SmartChecker does not rate listed shares.

See tipranks’s own page ↗
Is this SmartChecker’s own forecast for Lumentum Holdings Inc?

No. Every figure on this page is published by tipranks, copied on 2026-10-27 with a link to the original, and not recalculated. SmartChecker assesses financial companies in Malaysia against the public registers; it makes no forecast of its own and holds no licence to advise on securities.

See tipranks’s own page ↗

Member reviews. Members’ own ratings and words, not SmartChecker’s rating.

These ratings and words are written by SmartChecker members and published immediately without administrator approval. SmartChecker does not rate listed companies: a rating here belongs to whoever wrote it, it counts towards no score of ours, and nothing in it is advice.

Disclaimer

SmartChecker provides informational and financial market news only and does not provide investment, financial or legal advice.

tipranks — Lumentum Holdings Inc (LITE)