Lumentum
LITE
Market cap $6.45B

92.99 USD

+0.37

0.40%

At close Jul 11, 4:00 PM EDT

After hours

91.15

-1.84

1.98%

1 day

0.40%

5 days

1.45%

1 month

12.91%

3 months

81.37%

6 months

11.05%

Year to date

8.63%

1 year

62.20%

5 years

18.46%

10 years

339.67%

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

Technology Communication Equipment

0

Funds holding %

of 7,312 funds

0

Analysts bullish %

of 9 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

14% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 127

7.54% more ownership

Funds ownership: 107.93% [Q4 2024] → 115.46% (+7.54%) [Q1 2025]

7% less funds holding

Funds holding: 444 [Q4 2024] → 414 (-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: $6.23B [Q4 2024] → $4.98B (-$1.24B) [Q1 2025]

24% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 96

42% less call options, than puts

Call options by funds: $77.6M | Put options by funds: $133M

See Fund Rankings

Research analyst outlook

9 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$70

25%

downside

Avg. target

$90

4%

downside

High target

$105

13%

upside

9 analyst ratings

6 positive

67%

3 neutral

33%

0 negative

0%

Morgan Stanley Meta Marshall	9%downside $85	Equal-Weight Maintained	8 Jul 2025
JP Morgan Samik Chatterjee	8%upside $100	Overweight Maintained	12 Jun 2025
Rosenblatt Mike Genovese	13%upside $105	Buy Maintained	12 Jun 2025
Needham Ryan Koontz	13%upside $105	Buy Maintained	11 Jun 2025
Stifel Ruben Roy	8%upside $100	Buy Maintained	5 Jun 2025

See Analyst Rankings

Financial journalist opinion

Based on 8 articles about LITE published over the past 30 days

The Motley Fool

This Underrated Artificial Intelligence (AI) Stock Is Crushing the Market, and It Could Skyrocket Higher

The tech-heavy Nasdaq Composite index has been in turnaround mode for the past three months -- up an impressive 31% over that span after a rocky start to the year. That's not surprising, as strong quarterly results from major technology companies seem to have boosted investor confidence in the sector.

This Underrated Artificial Intelligence (AI) Stock Is Crushing the Market, and It Could Skyrocket Higher

Zacks Investment Research

2 Top Tech Stocks to Buy Before they Soar in the Second Half

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Zacks Investment Research

Should You Buy Lumentum (LITE) After Golden Cross?

Lumentum Holdings Inc. (LITE) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, LITE's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross.

Should You Buy Lumentum (LITE) After Golden Cross?

Blues Welcomes Silicon Valley Veteran Ian Small as CEO to Deepen Customer Focus and Drive Expansion

BOSTON , June 24, 2025 /PRNewswire/ -- Blues, a leader in IoT connectivity solutions, today announced that former Evernote Chief Executive Officer (CEO) Ian Small has joined the company as CEO. Small, who has more than 30 years of technology-industry experience, brings deep operational expertise and a track record of scaling companies from early-stage through public-market maturity.

Blues Welcomes Silicon Valley Veteran Ian Small as CEO to Deepen Customer Focus and Drive Expansion

Lumentum to Highlight Latest Advancements at Laser World of Photonics Munich 2025

SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum"), a market-leading designer and manufacturer of innovative optical and photonic products, announced today its participation in Laser World of Photonics 2025, taking place at the Trade Fair Center Messe München in Munich, Germany. Lumentum will exhibit its broad portfolio of laser technologies at Hall A2, Stand 337, with a focus on solutions that drive the future of industrial photonics and precision manufacturing. Lumentum wi.

Lumentum to Highlight Latest Advancements at Laser World of Photonics Munich 2025

Lumentum Unveils PicoBlade® Core for Precision Manufacturing Across Wide Range of Applications and Markets

SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. ("Lumentum"), a global leader in optical and photonic solutions, today announced the launch of its PicoBlade® Core ultrafast laser platform, setting a new standard for industrial micromachining. PicoBlade Core combines high-power, mid-power, and low-power configurations across infrared (IR), green, and ultraviolet (UV) wavelengths—all within a single, compact form-factor that is three times lighter and half the size of Lumentum's previou.

Lumentum Unveils PicoBlade® Core for Precision Manufacturing Across Wide Range of Applications and Markets

Schaeffers Research

These 24 Stocks Are Ripe for a Short Squeeze

With the way negative stock market sentiment has piled up recently, short squeezes have generated some massive returns.

These 24 Stocks Are Ripe for a Short Squeeze

Why Lumentum Is A Buy After Third Quarter Earnings

Lumentum delivered strong Q3 results, beating revenue and EPS estimates, driven by robust demand in cloud and AI data center markets. CEO Michael Hurlston's strategic focus on EMLs and capacity expansion positions Lumentum for continued growth as optics and electronics converge. Despite tariff-related margin headwinds, Lumentum is mitigating risk by shifting production away from China and expects sequential margin improvement.

Why Lumentum Is A Buy After Third Quarter Earnings

Lumentum Announces Inducement Grant 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 May 15, 2025, it granted to Rafik Ward, the Company's SVP, Corporate Development and Chief Marketing Officer, restricted stock units covering 31,412 shares of Lumentum's common stock that will vest as to 1/4 of the award on the one year anniver.

Lumentum Announces Inducement Grant Under Listing Rule 5635(c)(4) of The Nasdaq Stock Market

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