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: 10,562
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
173% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 40
70% more funds holding in top 10
Funds holding in top 10: 10 [Q1] → 17 (+7) [Q2]
58% more capital invested
Capital invested by funds: $4.98B [Q1] → $7.87B (+$2.89B) [Q2]
51% more call options, than puts
Call options by funds: $251M | Put options by funds: $166M
28% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 130
14% more funds holding
Funds holding: 416 [Q1] → 475 (+59) [Q2]
3.88% more ownership
Funds ownership: 115.48% [Q1] → 119.35% (+3.88%) [Q2]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
JP Morgan Samik Chatterjee | 17%upside $145 | Overweight Maintained | 14 Aug 2025 |
Rosenblatt Mike Genovese | 22%upside $150 | Buy Maintained | 14 Aug 2025 |
UBS David Vogt | 5%upside $130 | Neutral Maintained | 13 Aug 2025 |
Morgan Stanley Meta Marshall | 19%downside $100 | Equal-Weight Maintained | 13 Aug 2025 |
Susquehanna Christopher Rolland | 13%upside $140 | Positive Maintained | 13 Aug 2025 |
Financial journalist opinion
Based on 16 articles about LITE published over the past 30 days
