Lumentum Holdings stock | Price target for 2026, price & analyst rating

Lumentum Holdings

NasdaqGS:LITE

$ 702,73

+ $13,93 (2,02%)

702,73 $

+$13,93 (2,02%)

End-of-day quote: 03/27/2026

Lumentum Holdings Stock Value

The analyst rating for NasdaqGS:LITE is currently Outperform.

Outperform

Lumentum Holdings Company Info

EPS Growth 5Y

-17,59%

Market Cap

$50,18 B

Long-Term Debt

$2,56 B

Short Interest

2,02%

Quarterly earnings

05/06/2026 (E)

Dividend

$0,00

Dividend Yield

0,00%

Founded

2015

Industry

Information Technology

Country

United States

ISIN Number

US55024U1097

Website

http://www.lumentum.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

$750,00

6.73%

Last Update: 03/28/2026

Analysts: 23

Highest Price Target $1.040,00

Average Price Target $750,00

Lowest Price Target $455,00

In the last five quarters, Lumentum Holdings’s Price Target has risen from $5,05 to $60,50 - a 1098,02% increase. Twenty analysts predict that Lumentum Holdings’s share price will increase in the coming year, reaching $750,00. This would represent an increase of 6,73%.

Top growth stocks in the information technology sector (5Y.)

What does Lumentum Holdings do?

Lumentum Holdings Inc. (Lumentum) is a provider of optical and photonic products. The company’s products are essential to a range of cloud, artificial intelligence and machine learning (‘AI/ML’), telecommunications, consumer, and industrial end-market applications. The company operate in two end-market focused reportable segments, Cloud & Networking and Industrial Tech. The company’s Cloud & Networking products comprise a comprehensive portfolio of optical and photonic chips, components, modul...

Lumentum Holdings Inc. (Lumentum) is a provider of optical and photonic products.

The company’s products are essential to a range of cloud, artificial intelligence and machine learning (‘AI/ML’), telecommunications, consumer, and industrial end-market applications. The company operate in two end-market focused reportable segments, Cloud & Networking and Industrial Tech.

The company’s Cloud & Networking products comprise a comprehensive portfolio of optical and photonic chips, components, modules, and subsystems supplied to cloud data center operators, AI/ML infrastructure providers, and network equipment manufacturer customers who are building cloud data center and network infrastructures. The company’s products enable high-capacity optical links for cloud computing, AI/ML workloads, and data center interconnect (‘DCI’) applications, as well as for communications service provider networks. The company’s offerings support access (local), metro (intracity), long-haul (intercity and global), and submarine (undersea) network infrastructure. Additionally, the company’s Cloud & Networking products serve enterprise network infrastructure needs, including storage area networks (‘SANs’), local area networks (‘LANs’), and wide area networks (‘WANs’). Demand for the company’s products is fueled by the ongoing expansion of network capacity required to support cloud and services, AI/ML processing, streaming video, video conferencing, wireless and mobile connectivity, and the internet of things (‘IoT’).

The company’s Industrial Tech products include short-pulse solid-state lasers, kilowatt-class fiber lasers, diode lasers, and gas lasers, serving a wide range of end-markets applications. In the consumer market, the company’s laser light sources are integrated into customers’ 3D sensing cameras, primarily used in mobile devices. In the industrial manufacturing market, the company’s lasers are embedded in machine tools used for precision material processing across diverse industries, including semiconductor and microelectronics fabrication, electric vehicle and battery production, metal cutting and welding, and advanced manufacturing. Adoption of the company’s Industrial Tech products is driven by the need to advance semiconductor and microelectronics technology roadmaps and by Industry 4.0 and 5.0 trends that emphasize greater manufacturing precision, flexibility, and sustainability.

The company has a global footprint that enables the company to address global market opportunities for the company’s products with employees engaged in research and development (‘R&D’), administration, manufacturing, support and sales and marketing activities in various locations worldwide. The company has manufacturing capabilities and facilities in North America, the Asia-Pacific, and Europe.

Large OEM and end-user service providers and product companies comprise a significant portion of the company’s customer base.

Reportable Segments

The company has two reportable segments, Cloud & Networking and Industrial Tech.

Cloud & Networking

Markets

The company maintains leading market positions in the fast-growing Cloud & Networking markets through the company’s extensive product and technology portfolio and close relationships with a wide range of market leading customers. The company provides a wide range of optical and photonic components, modules, and subsystems to support the high-speed transmission of data over high-capacity fiber optic links in cloud data center, AI/ML, enterprise and communications services networking applications. Customers include cloud and network service providers, AI infrastructure providers, and network equipment manufacturers (‘NEMs’). Within cloud data center, AI/ML, and enterprise applications, the company’s products are used in the high-speed interconnection of networked servers, AI accelerators, storage, and switches. Within communication service provider networking applications, the company’s products are used in the infrastructure for high-capacity access (local), metro (intracity), long-haul (city-to-city and worldwide) and submarine (undersea) optical networks.

Offerings

Lumentum is a leading provider of high-speed optical transceivers and optical components that underpin today's AI and cloud computing applications. Optical transceivers and data interconnect solutions are essential for connecting servers, switches, and routers within data centers. The company also manufactures key components used in optical transceivers and data interconnect solutions, including high-speed laser transmitters, photonic integrated circuits, and photodiodes, high-power laser light sources, as well as VCSELs and VCSEL arrays for short-reach data transmission. In data center interconnects, Lumentum offers both its own coherent pluggable transceivers and the underlying ultra-narrow linewidth laser and coherent components used by transceiver customers.

Beyond standard offerings, the company delivers customized solutions tailored to specific customer needs, such as high-power laser sources, compact laser arrays, and advanced packaging schemes like co-packaged optics and integrated photonics assemblies.

In metro and long-haul optical networks, Lumentum offers a comprehensive suite of coherent and direct detect optical transmission components and modules and optical transport solutions. The company’s tunable transceivers and transmitter modules and high-speed coherent components are essential to DWDM systems and maximize fiber capacity and minimize cost per bit.

For optical transport applications, the company offers a broad range of products, including ROADMs, optical amplifiers, and optical channel monitors to efficiently switch, route, and condition optical signals. The company’s portfolio also includes pump lasers for optical amplifiers and passive components such as switches, attenuators, and WDMs. Beyond discrete components, the company provides integrated modules, circuit packs, and subsystems for amplification, switching, and wavelength management. Additionally, the company’s transport offerings include optical circuit switches for data center applications, helping to reduce power consumption and improve overall network efficiency.

Lumentum's commitment to innovation, particularly in photonic integration, drives the development of optical products that meet the evolving demands of data centers. Each product generation offers enhanced functionality, reduced size, lower power consumption, and improved cost-effectiveness. By providing a wide range of innovative optical solutions, from components to integrated modules to complete systems, the company enables its customers to build the high-performance data center and communication networks of today and engineer those of the future.

Strategy

In the company’s Cloud & Networking segment, the company is focused on technology leadership through innovation in close partnership with the company’s customers, cost leadership and functional and vertical integration. The company endeavors to align the latest technologies with industry leading, scalable manufacturing and operations to make the company a valuable business and technology partner for cloud data center and network operators, AI/ML infrastructure providers, and NEMs. The company intends to drive the next phase of data center infrastructure and communication data network scaling with technologies and products that are faster, more energy efficient, more agile and more reliable.

Industrial Tech

Markets

Within the industrial market, the company’s diode lasers serve as pump sources for high-power fiber lasers used in metal fabrication and other demanding applications. The company’s ultrafast lasers cater to industries, such as printed circuit board manufacturing, semiconductor processing, electric vehicle battery production, solar cell production, and flat panel display fabrication, where precise micromachining is essential.

In the consumer electronics sector, the company’s laser light sources are integral components of 3D sensing cameras used in smartphones, computers, and other consumer electronics devices. These 3D sensing capabilities enable applications, such as biometric identification, augmented and virtual reality, and computational photography.

Offerings

The company offers a comprehensive range of industrial lasers to address diverse manufacturing needs. The company’s fiber lasers deliver kilowatt-class output power and excellent beam quality, making them ideal for sheet metal processing and general manufacturing applications. Additionally, high-power, solid-state and ultrafast lasers are used by manufacturers for precision machining tasks like drilling in printed circuit boards, wafer singulation, glass cutting, and solar cell scribing. The company’s 3D sensing products are primarily laser light sources, including higher performance VCSELs and VCSEL arrays.

Strategy

In the company’s Industrial Tech segment, the company leverages its long-term relationships with OEM customers and the company’s broad product and manufacturing technology portfolio to create innovative and valuable solutions that enable the company’s customers to win in their markets.

Intellectual Property

As of June 28, 2025, the company owned approximately 1,020 U.S. patents and 1,100 foreign patents with expiration dates through 2045 and had approximately 780 patent applications pending throughout the world.

Material Government Regulations

As a global business, the company operates in many jurisdictions and its products and services are subject to diverse and evolving import and export laws, including international treaties, the U.S. export controls and sanctions, customs regulations, and local trade laws.

History

Lumentum Holdings Inc. was incorporated in Delaware in 2015.

Lumentum Holdings Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Industries:** 1. Telecommunications 2. Data communication 3. Industrial applications **TOP 3 Markets:** 1. **USA:** approx. 40% 2. **China:** approx. 25% 3. **Europe:** approx. 20% Lumentum Holdings Inc. generates the majority of its revenue from the telecommunications and data communication sec...

At which locations are the company’s products manufactured?

**Production Sites:** - **USA** - **Thailand** - **China** Lumentum Holdings Inc. mainly produces its products in the USA, Thailand, and China. This geographical distribution enables the company to optimize production costs and ensure proximity to key markets and supply chains. The locations in Asi...

What strategy does Lumentum Holdings pursue for future growth?

**Strategic Priorities:** 1. **Diversification of the product portfolio** 2. **Expansion into new markets** 3. **Focus on research and development** Lumentum Holdings Inc. pursues a strategy aimed at diversifying its product portfolio. The company is increasing its investment in the development of...

Which raw materials are imported and from which countries?

**Main raw materials:** Semiconductors, optical components, rare earths **Countries of origin:** China, Japan, South Korea, USA Lumentum Holdings Inc. is a company specializing in optical and photonic products. The main raw materials imported include semiconductors and optical components that are...

How strong is the company’s competitive advantage?

**Market Share:** Estimated at 20% in the field of optical components (2025) **Research & Development (R&D) Expenses:** 12% of revenue (2024) **Patents:** Over 1,000 active patents (2025) Lumentum Holdings Inc. has a significant competitive advantage in the field of optical components and...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** Approx. 90% (2025, estimated based on historical data) **Insider Buys/Sells:** No significant transactions in the last year (2025, estimated) The institutional investor share in Lumentum Holdings Inc. is traditionally high, indicating the trust of large investment...

What percentage market share does Lumentum Holdings have?

**Market share of Lumentum Holdings Inc.:** Estimated 8% (2025) **Main competitors and their market shares:** 1. **II-VI Incorporated (now Coherent Corp.):** 15% 2. **Finisar Corporation (part of II-VI):** 12% 3. **Fujitsu Optical Components:** 10% 4. **NeoPhotonics Corporation (part of Lumentum):*...

Is Lumentum Holdings stock currently a good investment?

**Revenue Growth:** 8% (2024, estimated) **Profit Growth:** 5% (2024, estimated) **R&D Expenses:** 12% of revenue (2024, estimated) Lumentum Holdings Inc. is a leading company in the field of optical and photonic products used in various high-tech applications. The company has shown moder...

Does Lumentum Holdings pay a dividend – and how reliable is the payout?

**Dividend:** No dividend (as of 2025) Lumentum Holdings Inc. currently does not pay a dividend to its shareholders. The company has focused in the past on reinvesting its profits in research and development as well as strategic acquisitions to strengthen its market position and ensure future growt...

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Lumentum Holdings Stock Value

Lumentum Holdings Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the information technology sector (5Y.)

What does Lumentum Holdings do?

Lumentum Holdings Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

Lumentum Holdings Stock Value

Lumentum Holdings Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the information technology sector (5Y.)

What does Lumentum Holdings do?

Lumentum Holdings Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.