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Lumentum Holdings Inc. — Wall Street Analyst Estimates & Price Targets

LITE
NASDAQTechnologyCommunication EquipmentCIK 0001633978lumentum.comAbout LITE
Last close · Oct 16, 2026824.13−45.41 (−5.22%)
Market cap$74.7B

9 firms' latest targets, last 90 days: median $1,100.00 ($820.00–$1,232.00), 33% above the last close.

Price and published targets

daily close, 12 months · each dot a target, a firm's latest darker
$250$500$750$1,000$1,250NovJan 2026MarMayJulSep2025-10-22 · Susquehanna: $1902025-10-31 · Raymond James: $2202025-11-05 · Northland Securities: $2502025-11-05 · Stifel: $2202025-11-05 · Wolfe Research: $2402025-11-05 · Needham: $2352025-11-05 · Morgan Stanley: $1902025-11-24 · Needham: $2902025-12-03 · Northland Securities: $3502025-12-04 · Rosenblatt Securities: $3802025-12-17 · Morgan Stanley: $3042026-01-08 · Needham: $4702026-01-09 · Mizuho Securities: $4552026-01-15 · Barclays: $3652026-01-22 · Stifel: $4002026-01-22 · Susquehanna: $4202026-01-30 · Morgan Stanley: $3502026-02-04 · UBS: $4552026-02-04 · Stifel: $4802026-02-04 · Susquehanna: $5502026-02-04 · Mizuho Securities: $5252026-02-04 · Needham: $5502026-02-04 · UBS: $5652026-02-05 · Barclays: $4752026-02-17 · Mizuho Securities: $6452026-02-23 · Morgan Stanley: $5202026-03-02 · Stifel: $8002026-04-20 · Northland Securities: $1,0002026-04-20 · Morgan Stanley: $7102026-05-01 · Rothschild & Co Redburn: $1,2702026-05-05 · Stifel: $1,1002026-05-06 · UBS: $9602026-05-06 · Raymond James: $1,0142026-05-06 · Mizuho Securities: $1,1002026-05-06 · Jefferies: $1,2002026-05-06 · Morgan Stanley: $9002026-05-07 · Barclays: $1,0002026-06-03 · Northland Securities: $1,2002026-08-12 · UBS: $8202026-08-12 · Raymond James: $1,0362026-08-12 · Needham: $1,0402026-08-12 · Mizuho Securities: $1,1402026-08-12 · Morgan Stanley: $1,0002026-08-31 · Deutsche Bank: $1,2002026-08-31 · Evercore ISI: $1,1002026-09-30 · Bernstein: $1,2202026-10-05 · Stifel: $1,232
$250$500$750$1,000$1,250NovFebMayAug

Each firm's latest target

last 90 days · 9 firms
DateFirmTargetPreviousChangeVs price thenVs price now
2026-10-05Stifel$1,232.00$1,100.00▲ 12%+14%+49%
2026-09-30Bernstein$1,220.00——+25%+48%
2026-08-31Deutsche Bank$1,200.00——+31%+46%
2026-08-31Evercore ISI$1,100.00——+23%+33%
2026-08-12UBS$820.00$960.00▼ 15%-13%-1%
2026-08-12Raymond James$1,036.00$1,014.00▲ 2%+18%+26%
2026-08-12Needham$1,040.00$550.00▲ 89%+20%+26%
2026-08-12Mizuho Securities$1,140.00$1,100.00▲ 4%+39%+38%
2026-08-12Morgan Stanley$1,000.00$900.00▲ 11%+22%+21%

Consensus estimates

revenue and EPS by fiscal year · reported years marked
FYRevenueYoYEPSYoYRevenue rangeEPS rangeAnalysts
2023reported$1.8B+3%-$1.93-172%est. $1.8B+0%est. $4.525
2024reported$1.4B-23%-$8.12—est. $1.4B-1%est. -$8.295
2025reported$1.6B+21%$0.37—est. $1.6B+1%est. $1.9911
2026reported$3.0B+83%-$92.96-25224%est. $3.0B+0%est. $8.2316
2027$6.3B+109%$21.71+164%$5.7B–$6.7B$19.32–$23.0818
2028$9.9B+57%$34.73+60%$7.1B–$10.7B$24.59–$38.0116
2029$14.2B+44%$48.46+40%$10.9B–$16.6B$33.94–$56.468
2030$20.7B+45%$63.53+31%$16.2B–$23.6B$45.82–$75.164
A reported year shows the company's figures, with the consensus beside it (revenue against it in %). Reported EPS is GAAP diluted; the analysts' EPS usually leaves items such as stock compensation out, so the two are not like for like. Faded: a year the valuation models do not read — they read the first 3, and a later one only while 10 or more analysts cover every year up to it — or one under 5 analysts.

Targets, grades and estimates are quoted from third parties (via Financial Modeling Prep) and are theirs, not ours; each target links to the report it was published in. A firm counts once, at its latest target or grade.