LumentumLITE
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
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
13% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 127
7.55% more ownership
Funds ownership: 107.9% [Q4 2024] → 115.45% (+7.55%) [Q1 2025]
7% less funds holding
Funds holding: 442 [Q4 2024] → 412 (-30) [Q1 2025]
17% less funds holding in top 10
Funds holding in top 10: 12 [Q4 2024] → 10 (-2) [Q1 2025]
20% less capital invested
Capital invested by funds: $6.22B [Q4 2024] → $4.98B (-$1.24B) [Q1 2025]
22% less first-time investments, than exits
New positions opened: 73 | Existing positions closed: 93
42% less call options, than puts
Call options by funds: $77.6M | Put options by funds: $133M
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
UBS David Vogt | 3%upside $78 | Neutral Maintained | 7 May 2025 |
Raymond James Simon Leopold | 5%upside $80 | Strong Buy Maintained | 7 May 2025 |
Needham Ryan Koontz | 32%upside $100 | Buy Maintained | 7 May 2025 |
Rosenblatt Mike Genovese | 24%upside $94 | Buy Maintained | 7 May 2025 |
Barclays Tom O'Malley | 8%downside $70 | Overweight Maintained | 22 Apr 2025 |
Financial journalist opinion
Based on 8 articles about LITE published over the past 30 days









