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Lumentum Holdings (LITE)
NASDAQ:LITE
LITE Analyst Ratings
Strong Buy
13 Buy
4 Hold
0 Sell
TipRanks enables you to focus on the analyst rating consensus of all analysts or only the top performers in the past 3 months
LITE Stock 12 Month Forecast
Average Price Target
$139.19
▼(-17.51% Downside)
| Highest Price Target$165.00 | Average Price Target$139.19 | Lowest Price Target$83.00 |
The highest, average, and lowest price target of all analysts. Click on ‘Top Analysts’ to focus on the best performers.
Detailed List of Analyst Forecasts
Detailed List of Analyst Forecasts
Barclays
$135→$165
Buy
-2.21%
Downside
Reiterated
09/09/25
J.P. Morgan
$149→$145
Buy
-14.06%
Downside
Reiterated
09/05/25
Citi
$165
Buy
-2.21%
Downside
Initiated
08/29/25
Lumentum Holdings: Positioned for Growth in AI Optics with EML Technology and Diversified PortfolioWe initiate coverage on Lumentum (LITE) with a $165 price target. Despite LITE being up 50%+ YTD, we continue to see further upside in the stock and prefer LITE to COHR over the next 12-months as we expect LITE to be more agnostic to the AI optics technology changes and module share dynamics. We see LITE being well on track to outpace both company and Street’s longer-term expectations with the ramp of its industry leading EML and its new AI products in emerging markets such as OCS and CPO. We subsequently model a +8%/+10% sales and EPS upside in FY2027E (Jun- 2027) and value LITE at $165 or 23x P/E applied to our FY2027E earnings power of $7. Our 23x P/E multiple is at a 21% premium to the 19x average P/E of AI optics peers which we view as justified on an earnings growth adjusted basis.
Craig-Hallum
―
Buy
―
Reiterated
08/19/25
B. Riley Securities
$73→$83
Hold
-50.81%
Downside
Reiterated
08/13/25
Stifel Nicolaus
$100→$132
Buy
-21.77%
Downside
Reiterated
08/13/25
Bank of America Securities
$135
Hold
-19.99%
Downside
Upgraded
08/13/25
Northland Securities
$120→$150
Buy
-11.10%
Downside
Reiterated
08/13/25
Wolfe Research
$120→$150
Buy
-11.10%
Downside
Reiterated
08/13/25
Rosenblatt Securities
$150
Buy
-11.10%
Downside
Reiterated
08/13/25
Needham
$105→$145
Buy
-14.06%
Downside
Reiterated
08/13/25
Morgan Stanley
$92→$100
Hold
-40.73%
Downside
Reiterated
08/13/25
UBS
$78→$130
Hold
-22.95%
Downside
Reiterated
08/13/25
Ranks
Any
Analyst Rating
Any
Upside/ Downside
Any
Action
Any
Barclays
$135→$165
Buy
-2.21%
Downside
Reiterated
09/09/25
J.P. Morgan
$149→$145
Buy
-14.06%
Downside
Reiterated
09/05/25
Citi
$165
Buy
-2.21%
Downside
Initiated
08/29/25
Lumentum Holdings: Positioned for Growth in AI Optics with EML Technology and Diversified PortfolioWe initiate coverage on Lumentum (LITE) with a $165 price target. Despite LITE being up 50%+ YTD, we continue to see further upside in the stock and prefer LITE to COHR over the next 12-months as we expect LITE to be more agnostic to the AI optics technology changes and module share dynamics. We see LITE being well on track to outpace both company and Street’s longer-term expectations with the ramp of its industry leading EML and its new AI products in emerging markets such as OCS and CPO. We subsequently model a +8%/+10% sales and EPS upside in FY2027E (Jun- 2027) and value LITE at $165 or 23x P/E applied to our FY2027E earnings power of $7. Our 23x P/E multiple is at a 21% premium to the 19x average P/E of AI optics peers which we view as justified on an earnings growth adjusted basis.
Craig-Hallum
―
Buy
―
Reiterated
08/19/25
B. Riley Securities
$73→$83
Hold
-50.81%
Downside
Reiterated
08/13/25
Stifel Nicolaus
$100→$132
Buy
-21.77%
Downside
Reiterated
08/13/25
Bank of America Securities
$135
Hold
-19.99%
Downside
Upgraded
08/13/25
Northland Securities
$120→$150
Buy
-11.10%
Downside
Reiterated
08/13/25
Wolfe Research
$120→$150
Buy
-11.10%
Downside
Reiterated
08/13/25
Rosenblatt Securities
$150
Buy
-11.10%
Downside
Reiterated
08/13/25
Needham
$105→$145
Buy
-14.06%
Downside
Reiterated
08/13/25
Morgan Stanley
$92→$100
Hold
-40.73%
Downside
Reiterated
08/13/25
UBS
$78→$130
Hold
-22.95%
Downside
Reiterated
08/13/25
Best Analysts Covering Lumentum Holdings
1 Month
xxx
Success Rate
29/48 ratings generated profit
Average Return
+6.34%
reiterated a xxx
rating last month
Copying xxxxxxxxxxxxxxxxxx
trades and holding each position for 1 Month would result in 60.42% of your transactions generating a profit, with an average return of +6.34% per trade.
3 Months
xxx
Success Rate
30/48 ratings generated profit
Average Return
+12.44%
reiterated a xxx
rating last month
Copying xxxxxxxxxxxxxxxxxx
trades and holding each position for 3 Months would result in 62.50% of your transactions generating a profit, with an average return of +12.44% per trade.
1 Year
Success Rate
20/24 ratings generated profit
Average Return
+35.16%
reiterated a buy rating last month
Copying Tim Savageaux's trades and holding each position for 1 Year would result in 83.33% of your transactions generating a profit, with an average return of +35.16% per trade.
2 Years
xxx
Success Rate
35/47 ratings generated profit
Average Return
+58.59%
reiterated a xxx
rating last month
Copying xxxxxxxxxxxxxxxxxx
trades and holding each position for 2 Years would result in 74.47% of your transactions generating a profit, with an average return of +58.59% per trade.
The Best Analyst Covering tool allows you to follow the analysts who have the best success rates and average returns on a specific stock. Only analysts that gave a Buy or Sell rating on the stock in the past 12 months are eligible for inclusion in this tool. Follow the analysts of your choice to receive real-time updates when they publish a new rating.
LITE Analyst Recommendation Trends
Rating
May 25
Jun 25
Jul 25
Aug 25
Sep 25
Strong Buy
4
4
1
0
0
Buy
16
26
24
31
21
Hold
12
13
16
15
11
Sell
2
3
2
1
0
Strong Sell
0
0
0
0
0
total
34
46
43
47
32
Each month's total comprises the sum of three months' worth of ratings.
LITE Financial Forecast
LITE Stock Forecast FAQ
What is LITE’s average 12-month price target, according to analysts?
Based on analyst ratings, Lumentum Holdings’s 12-month average price target is 139.19.
What is LITE’s upside potential, based on the analysts’ average price target?
Currently there's no upside potential for LITE, based on the analysts’ average price target.
Can I see which stocks the top-ranking analysts are rating?
Yes, go to the Analysts’ Top Stocks tool to see stocks with a Strong Buy or Strong Sell analyst rating consensus, according to the top performers.
How can I follow the stock ratings of top Wall Street analysts?
Head over to our Expert Center to see a list of the top 100 Wall Street analysts and follow the analysts of your choice. Visit their profiles for more details about their stock ratings and see how they perform on a stock-by-stock basis.
Is LITE a Buy, Sell or Hold?
Lumentum Holdings has a consensus rating of Strong Buy which is based on 13 buy ratings, 4 hold ratings and 0 sell ratings.
What is Lumentum Holdings’s price target?
The average price target for Lumentum Holdings is 139.19. This is based on 17 Wall Streets Analysts 12-month price targets, issued in the past 3 months.
The highest analyst price target is $165.00 ,the lowest forecast is $83.00. The average price target represents -17.51% Decrease from the current price of $168.73.
The highest analyst price target is $165.00 ,the lowest forecast is $83.00. The average price target represents -17.51% Decrease from the current price of $168.73.
What do analysts say about Lumentum Holdings?
Lumentum Holdings’s analyst rating consensus is a Strong Buy. This is based on the ratings of 17 Wall Streets Analysts.
How can I buy shares of LITE?
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