LUMENTUM HOLDINGS INC (LITE) Forecast, Price Target & Analyst Ratings

NASDAQ:LITE • US55024U1097

Current stock price

859.68 USD
-21.96 (-2.49%)
At close:
815.36 USD
-44.32 (-5.16%)
Pre-Market:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for LUMENTUM HOLDINGS INC (LITE).

Forecast Snapshot

Consensus Price Target

Price Target
$760.46
-11.54% Downside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
May 5, 2026
Period
Q3 / 2026
EPS Estimate
$2.31
Revenue Estimate
819.85M
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
80.67%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$760.46
Upside
-11.54%
From current price of $859.68 to mean target of $760.46, Based on 30 analyst forecasts
Low
$459.55
Median
$777.75
High
$1,286.25

Price Target Revisions

1 Month
34.53%
3 Months
154.96%

Price Target Summary

30 Wall Street analysts provided a forecast for the next 12 months for LITE. The average price target is 760.46 USD. This implies a price decrease of -11.54% is expected in the next year compared to the current price of 859.68.
The average price target has been revised upward by 154.96% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

LITE Current Analyst RatingLITE Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 5 10 15

Analyst Ratings History

LITE Historical Analyst RatingsLITE Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 5 10 15 20 25

Analyst Ratings Consensus

ChartMill Buy Consensus
80.67%
LITE was analyzed by 30 analysts. The buy percentage consensus is at 81. So analysts seem to be very confident about LITE.
In the previous month the buy percentage consensus was at a similar level.
LITE was analyzed by 30 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-04-20Morgan StanleyMaintains Equal-Weight -> Equal-Weight
2026-04-09JP MorganMaintains Overweight -> Overweight
2026-03-18RosenblattMaintains Buy -> Buy
2026-03-18Morgan StanleyMaintains Equal-Weight -> Equal-Weight
2026-03-12TD CowenInitiate Hold
2026-03-04NeedhamMaintains Buy -> Buy
2026-03-03BarclaysMaintains Equal-Weight -> Equal-Weight
2026-03-02StifelMaintains Buy -> Buy
2026-02-23Morgan StanleyMaintains Equal-Weight -> Equal-Weight
2026-02-17MizuhoMaintains Outperform -> Outperform
2026-02-05BarclaysMaintains Equal-Weight -> Equal-Weight
2026-02-05CitigroupMaintains Buy -> Buy
2026-02-04MizuhoMaintains Outperform -> Outperform
2026-02-04UBSMaintains Neutral -> Neutral
2026-02-04NeedhamMaintains Buy -> Buy
2026-02-04RosenblattMaintains Buy -> Buy
2026-02-04B. Riley SecuritiesUpgrade Neutral -> Buy
2026-02-04SusquehannaMaintains Positive -> Positive
2026-02-04StifelMaintains Buy -> Buy
2026-02-04JP MorganMaintains Overweight -> Overweight
2026-02-04B of A SecuritiesMaintains Neutral -> Neutral
2026-01-30Morgan StanleyMaintains Equal-Weight -> Equal-Weight
2026-01-23CitigroupMaintains Buy -> Buy
2026-01-22SusquehannaMaintains Positive -> Positive
2026-01-22StifelMaintains Buy -> Buy

Next Earnings Forecast Details

Next Earnings Details

Release Date
May 5, 2026
Period
Q3 / 2026
EPS Estimate
$2.31
Revenue Estimate
819.85M
Revenue Q2Q
92.82%
EPS Q2Q
305.56%
Number of Analysts
22

Next Earnings Revisions

Revenue (1 Month)
-0.65%
Revenue (3 Months)
15.95%
EPS (1 Month)
1.08%
EPS (3 Months)
47.17%

Next Earnings Summary

LITE is expected to report earnings on 5/5/2026. The consensus EPS estimate for the next earnings is 2.31 USD and the consensus revenue estimate is 819.85M USD.
The next earnings revenue estimate has been revised upward by 15.95% in the past 3 months. Upward revisions are a positive sign and indicate that analysts are more optimistic about the next earnings compared to 3 months ago.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2028

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028
Revenue
YoY % growth
LITE revenue by date.LITE revenue by date.
1.767B
3.18%		1.359B
-23.08%		1.645B
21.03%		2.959B
79.88%		4.93B
66.61%		6.814B
38.22%
EBITDA
YoY % growth
LITE ebitda by date.LITE ebitda by date.
168M
-64.20%		-61.5M
-136.61%		67.2M
209.27%		922.76M
1,273.15%		1.757B
90.41%		2.508B
42.74%
EBIT
YoY % growth
LITE ebit by date.LITE ebit by date.
-87.6M
-128.99%		-351.8M
-301.60%		-189.5M
46.13%		789.89M
516.83%		1.561B
97.62%		2.096B
34.27%
Operating Margin
LITE operating margin by date.LITE operating margin by date.
-4.96%-25.88%-11.52%26.69%31.66%30.76%
EPS
YoY % growth
LITE eps by date.LITE eps by date.
4.55
-24.79%		1.02
-77.58%		2.05
100.98%		7.63
272.00%		14.53
90.59%		17.82
22.58%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27 Q1 / 28 Q2 / 28 Q3 / 28 Q4 / 28
EPS
Q2Q % growth		2.31
305.56%		2.73
210.22%		3.29
199.15%		3.93
135.38%		4.37
88.84%		4.83
76.77%		4.72
43.49%		5.12
30.33%		5.38
23.17%		5.79
19.92%
Revenue
Q2Q % growth		819.85M
92.82%		928.3M
93.11%		1.075B
101.39%		1.221B
83.47%		1.313B
60.15%		1.416B
52.54%		1.458B
35.63%		1.551B
27.03%		1.66B
26.43%		1.758B
24.15%
EBITDA
Q2Q % growth		301.37M
131.47%		348.78M
37.59%		390.89M
406.33%		453.17M
137.64%		430.75M
42.93%		456.8M
30.97%		430.44M
10.12%		461.26M
1.79%		474.14M
10.07%		488.79M
7.00%
EBIT
Q2Q % growth		251.02M
483.82%		301.06M
9,508.13%		364.6M
2,330.67%		435.36M
581.31%		478.28M
90.53%		529.87M
76.00%		491.35M
34.76%		531.85M
22.16%		619.33M
29.49%		670M
26.45%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

LITE Yearly Revenue VS EstimatesLITE Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2B 4B 6B
LITE Yearly EPS VS EstimatesLITE Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 5 10 15

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
105.60%
EPS Next 5 Year
N/A

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
60.08%
Revenue Next 5 Year
N/A

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
151.55%
EBIT Next 5 Year
N/A
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

LUMENTUM HOLDINGS INC / LITE Forecast FAQ

What is the price target for LITE stock?

30 analysts have analysed LITE and the average price target is 760.46 USD. This implies a price decrease of -11.54% is expected in the next year compared to the current price of 859.68.

Can you provide the upcoming earnings date for LUMENTUM HOLDINGS INC?

LUMENTUM HOLDINGS INC (LITE) will report earnings on 2026-05-05, after the market close.

Can you provide the consensus estimates for LUMENTUM HOLDINGS INC next earnings?

The consensus EPS estimate for the next earnings of LUMENTUM HOLDINGS INC (LITE) is 2.31 USD and the consensus revenue estimate is 819.85M USD.

Can you provide the consensus rating for LUMENTUM HOLDINGS INC stock?

The consensus rating for LUMENTUM HOLDINGS INC (LITE) is 80.6667 / 100 . This indicates that analysts generally have a positive outlook on the stock.