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LITE Buy
Lumentum Holdings Inc.
Current Price —
Implied Upside —
Analysts 34
30-Day Momentum
▲ 1 upgrades / ▼ 0 downgrades / 4 reiterations from 5 firms
Next Earnings
Nov 5, 2026 (10 days)
Rating Timeline
| Date ▼ | Firm | Action | From → To Rating | Price Target | Firm Rating |
|---|---|---|---|---|---|
| Oct 26, 2026 | wau | initiate | — | — | — |
| Oct 21, 2026 | Jefferies | maintain | Buy → Buy | — | 52% |
| Oct 5, 2026 | Rosenblatt | maintain | Buy → Buy | — | 55% |
| Oct 5, 2026 | Stifel | maintain | Buy → Buy | — | 53% |
| Sep 30, 2026 | Bernstein | initiate | — → Outperform | — | 52% |
| Sep 28, 2026 | Citigroup | maintain | Buy → Buy | — | 54% |
| Sep 23, 2026 | Rosenblatt | maintain | Buy → Buy | — | 55% |
| Sep 1, 2026 | Deutsche Bank | initiate | — → Buy | — | 57% |
| Aug 31, 2026 | Evercore ISI Group | initiate | — → Outperform | — | 58% |
| Aug 12, 2026 | Morgan Stanley | maintain | Equal-Weight → Equal-Weight | — | 54% |
| Aug 12, 2026 | TD Cowen | maintain | Hold → Hold | — | 54% |
| Aug 12, 2026 | JP Morgan | maintain | Overweight → Overweight | — | 54% |
| Aug 12, 2026 | Mizuho | maintain | Outperform → Outperform | — | 52% |
| Aug 12, 2026 | Rosenblatt | maintain | Buy → Buy | — | 55% |
| Aug 12, 2026 | B of A Securities | maintain | Neutral → Neutral | — | 53% |
| Jul 20, 2026 | Barclays | upgrade | Equal-Weight → Overweight | — | 53% |
| Jul 13, 2026 | TD Cowen | maintain | Hold → Hold | — | 54% |
| Jun 9, 2026 | Needham | reiterate | Buy → Buy | — | 50% |
| May 7, 2026 | Barclays | maintain | Equal-Weight → Equal-Weight | — | 53% |
| May 6, 2026 | UBS | maintain | Neutral → Neutral | — | 54% |
| May 6, 2026 | JP Morgan | maintain | Overweight → Overweight | — | 54% |
| May 6, 2026 | TD Cowen | maintain | Hold → Hold | — | 54% |
| May 6, 2026 | Morgan Stanley | maintain | Equal-Weight → Equal-Weight | — | 54% |
| May 6, 2026 | Rosenblatt | maintain | Buy → Buy | — | 55% |
| May 5, 2026 | Stifel | maintain | Buy → Buy | — | 53% |
| May 1, 2026 | Rothschild & Co | initiate | — → Buy | — | 56% |
| Apr 20, 2026 | Morgan Stanley | maintain | Equal-Weight → Equal-Weight | — | 54% |
| Apr 9, 2026 | JP Morgan | maintain | Overweight → Overweight | — | 54% |
| Mar 18, 2026 | Morgan Stanley | maintain | Equal-Weight → Equal-Weight | — | 54% |
| Mar 18, 2026 | Rosenblatt | maintain | Buy → Buy | — | 55% |
| Mar 12, 2026 | TD Cowen | initiate | — → Hold | — | 54% |
| Mar 4, 2026 | Needham | maintain | Buy → Buy | — | 50% |
| Mar 3, 2026 | Barclays | maintain | Equal-Weight → Equal-Weight | — | 53% |
| Mar 2, 2026 | Stifel | maintain | Buy → Buy | — | 53% |
| Feb 23, 2026 | Morgan Stanley | maintain | Equal-Weight → Equal-Weight | $520 | 54% |
| Feb 17, 2026 | Mizuho | maintain | Outperform → Outperform | $645 | 52% |
| Feb 5, 2026 | Citigroup | maintain | Buy → Buy | $560 | 54% |
| Feb 5, 2026 | Barclays | maintain | Equal-Weight → Equal-Weight | $475 | 53% |
| Feb 4, 2026 | B. Riley Securities | upgrade | Neutral → Buy | $526 | 55% |
| Feb 4, 2026 | Rosenblatt | maintain | Buy → Buy | $580 | 55% |
| Feb 4, 2026 | Mizuho | maintain | Outperform → Outperform | $525 | 52% |
| Feb 4, 2026 | B of A Securities | maintain | Neutral → Neutral | $520 | 53% |
| Feb 4, 2026 | Stifel | maintain | Buy → Buy | $480 | 53% |
| Feb 4, 2026 | Needham | maintain | Buy → Buy | $550 | 50% |
| Feb 4, 2026 | JP Morgan | maintain | Overweight → Overweight | $565 | 54% |
| Feb 4, 2026 | Susquehanna | maintain | Positive → Positive | $550 | 55% |
| Feb 4, 2026 | UBS | maintain | Neutral → Neutral | $455 | 54% |
| Jan 30, 2026 | Morgan Stanley | maintain | Equal-Weight → Equal-Weight | $350 | 54% |
| Jan 23, 2026 | Citigroup | maintain | Buy → Buy | $450 | 54% |
| Jan 22, 2026 | Susquehanna | maintain | Positive → Positive | $420 | 55% |
Price Target Trend
Aug 20, 2026 Oct 26, 2026
EPS Estimates
+1q —
0q —
0y —
+1y —
Cross-Platform Signals
No cross-platform signals in the last 90 days