LumentumLITE
LITE
About: Lumentum Holdings Inc is a California-based technology firm. The company provides two types of optical and photonic products: optical components that are used in telecommunications networking equipment, and commercial lasers for manufacturing, inspection, and life-science lab uses. Its segments are Optical Communications and Commercial Lasers. The firm is also expanding into new optical applications, such as 3-D sensing laser diode for consumer electronics. It generates maximum revenue from the OpComms segment. The OpComms segment products include a wide range of components, modules, and subsystems to support customers including carrier networks for access (local), metro (intracity), long-haul, and submarine (undersea) applications.
Employees: 7,257
0
Funds holding %
of 7,419 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
149% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 43
71% more funds holding in top 10
Funds holding in top 10: 7 [Q3] → 12 (+5) [Q4]
35% more capital invested
Capital invested by funds: $4.6B [Q3] → $6.22B (+$1.62B) [Q4]
15% more funds holding
Funds holding: 382 [Q3] → 441 (+59) [Q4]
14% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 121
1.09% more ownership
Funds ownership: 106.81% [Q3] → 107.9% (+1.09%) [Q4]
29% less call options, than puts
Call options by funds: $120M | Put options by funds: $170M
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$70
40%
upside
Avg. target
$89
78%
upside
High target
$110
120%
upside
9 analyst ratings
5 positive
56%
4 neutral
44%
0 negative
0%
JP Morgan Samik Chatterjee 28% 1-year accuracy 21 / 74 met price target | 46%upside $73 | Overweight Maintained | 17 Apr 2025 |
Raymond James Simon Leopold 10% 1-year accuracy 2 / 20 met price target | 64%upside $82 | Strong Buy Upgraded | 24 Mar 2025 |
B. Riley Securities Dave Kang 30% 1-year accuracy 3 / 10 met price target | 50%upside $75 | Neutral Maintained | 7 Feb 2025 |
Stifel Ruben Roy 15% 1-year accuracy 4 / 26 met price target | 110%upside $105 | Buy Maintained | 7 Feb 2025 |
UBS David Vogt 31% 1-year accuracy 4 / 13 met price target | 92%upside $96 | Neutral Maintained | 7 Feb 2025 |
Financial journalist opinion
Based on 10 articles about LITE published over the past 30 days
Neutral
Business Wire
4 days ago
Lumentum Announces Inducement Grants Under Listing Rule 5635(c)(4) of The Nasdaq Stock Market
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. (“Lumentum” or the “Company”), a market-leading designer and manufacturer of innovative optical and photonic products for cloud/AI, networking, and industrial applications, today announced that on April 15, 2025, it granted to Michael Brooker, the Company's recently hired Chief Transformation Officer, the following equity awards: (i) restricted stock units (“RSUs”) covering 23,094 shares of Lumentum's common stock that will vest as to 1/.
Positive
The Motley Fool
1 week ago
Why Lumentum Holdings Stock Bounced 5% Higher Today
Not for the first time this young month, Lumentum Holdings (LITE 5.07%) was a highflier on the stock exchange Monday. Shares of the optical electronics specialist closed the day more than 5% higher in price, thanks to two bullish new analyst notes -- one of which involved a recommendation upgrade.
Negative
Investors Business Daily
2 weeks ago
Trump Tariffs Hit Computer Networking, Cybersecurity, Fiber-Optic Gear Makers
The Trump tariffs fallout sent down shares of Arista Networking, Coherent, Fortinet, Cisco, HPE and many other tech stocks. The post Trump Tariffs Hit Computer Networking, Cybersecurity, Fiber-Optic Gear Makers appeared first on Investor's Business Daily.
Positive
The Motley Fool
2 weeks ago
Why Lumentum Holdings Stock Leaped More Than 5% Skyward on Wednesday
Investors saw much to like with news coming from, and about, optical and laser technology specialist Lumentum Holdings (LITE 5.19%) on Wednesday. They bid the stock up by over 5% on the day, thanks in no small part to the company achieving a new speed benchmark and accompanying this with an update on the potential future of its business.
Neutral
Business Wire
2 weeks ago
Lumentum Showcases Next-Generation InP Chip Solutions Enabling Scalable AI Data Centers at OFC 2025
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum"), a global leader in optical and photonic solutions for the cloud and networking markets, announced today new advancements in foundational indium phosphide (InP) photonic chip technologies designed to deliver higher bandwidth and more power efficient connectivity for next-generation AI-driven data centers. Lumentum's latest InP innovations — enabling future 400 Gbps-per-lane optical links, more efficient 200 Gbps-per-lane opt.
Neutral
Business Wire
2 weeks ago
Lumentum Unveils New Transceivers to Double Fiber Capacity Across Wide Range of Transmission Distances
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum"), a global leader in optical and photonic solutions for the cloud and networking markets, announced today limited sampling of its new 400/800G ZR+ L-band pluggable transceivers, along with general availability of its 800G ZR+ C-band module. Both products will be showcased in live demonstrations at the 2025 Optical Fiber Communications Conference and Exhibition (OFC) at Lumentum Booth #2119 in San Francisco, California, April.
Neutral
Business Wire
3 weeks ago
Lumentum and Marvell Showcase Industry's First Integrated 450G High-Speed Optical Interface at OFC 2025
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum"), a global leader in optical and photonic innovations for the cloud and networking markets, and Marvell Technology, Inc., a leader in data infrastructure semiconductor solutions, today announced an industry-first demonstration integrating Marvell® 400G/per lane PAM4 technology operating at 225 Gbaud with Lumentum's indium phosphide (InP) monolithically-integrated DFB-MZI optical transmitter. The demonstration will take place.
Neutral
Business Wire
3 weeks ago
Lumentum to Showcase Cutting-Edge Optical Innovations for Cloud, AI, and Networking Infrastructure at OFC 2025
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum"), a global leader in optical and photonic solutions for the cloud and networking markets, will unveil its latest innovations in optical networking at the Optical Fiber Communications Conference and Exhibition (OFC) 2025, March 30–April 3 in San Francisco. At booth #2119, Lumentum will present advancements in high-speed data interconnect products and technologies, optical circuit switching (OCS), high-power pump lasers, and ne.
Neutral
Business Wire
3 weeks ago
Lumentum Optical Circuit Switch to Improve Next-Generation AI Data Center Scalability
SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum"), a global leader in optical and photonic solutions for the cloud and networking markets, announced today that its R300 optical circuit switch (OCS) 300x300 port product is currently sampling with multiple hyperscale customers and is slated for general availability in the second half of 2025. The R300 is a breakthrough solution designed to enhance the scalability, performance, and efficiency of artificial intelligence (AI) cl.
Neutral
Investors Business Daily
4 weeks ago
Lumentum Stock, Coherent Upgraded On View Nvidia Threat Overblown
A Raymond James analyst upgraded Lumentum stock and Coherent on views that Nvidia's co-packaged optics technology is not a big threat. The post Lumentum Stock, Coherent Upgraded On View Nvidia Threat Overblown appeared first on Investor's Business Daily.
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