LUMENTUM HOLDINGS INC (LU2.DE) Forecast, Price Target & Analyst Ratings

FRA:LU2 • US55024U1097

Current stock price

709.8 EUR
-19.6 (-2.69%)
Last:

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 (LU2.DE).

Forecast Snapshot

Consensus Price Target

Price Target
€601.71
-15.23% Downside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
May 5, 2026
Period
Q3 / 2026
EPS Estimate
$2.29
Revenue Estimate
813.14M
→ 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
€601.71
Upside
-15.23%
From current price of €709.80 to mean target of €601.71, Based on 30 analyst forecasts
Low
€384.85
Median
€608.62
High
€914.49

Price Target Revisions

1 Month
25.39%
3 Months
172.20%

Price Target Summary

30 Wall Street analysts provided a forecast for the next 12 months for LU2.DE. The average price target is 601.71 EUR. This implies a price decrease of -15.23% is expected in the next year compared to the current price of 709.8.
The average price target has been revised upward by 172.2% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

LU2 Current Analyst RatingLU2 Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 5 10 15

Analyst Ratings History

LU2 Historical Analyst RatingsLU2 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%
LU2.DE was analyzed by 30 analysts. The buy percentage consensus is at 81. So analysts seem to be very confident about LU2.DE.
In the previous month the buy percentage consensus was at a similar level.
LU2.DE 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
2021-07-19NeedhamMaintains Buy
2021-06-01Goldman SachsDowngrade Buy -> Neutral
2021-05-18Raymond JamesMaintains Strong Buy
2021-05-14JP MorganDowngrade Overweight -> Neutral
2021-05-13MKM PartnersMaintains Buy
2021-05-13NeedhamMaintains Buy
2021-05-13RosenblattMaintains Neutral
2021-05-13B. Riley SecuritiesMaintains Buy
2021-05-13SusquehannaMaintains Positive
2021-05-13Morgan StanleyDowngrade Overweight -> Equal-Weight
2021-05-13Craig-HallumMaintains Buy
2021-05-13Northland Capital MarketsMaintains Outperform
2021-03-26Raymond JamesUpgrade Outperform -> Strong Buy
2021-03-25NeedhamMaintains Buy
2021-03-18RosenblattDowngrade Buy -> Neutral

Next Earnings Forecast Details

Next Earnings Details

Release Date
May 5, 2026
Period
Q3 / 2026
EPS Estimate
$2.29
Revenue Estimate
813.14M
Revenue Q2Q
91.24%
EPS Q2Q
302.60%
Number of Analysts
22

Next Earnings Revisions

Revenue (1 Month)
-1.39%
Revenue (3 Months)
15.18%
EPS (1 Month)
-1.15%
EPS (3 Months)
46.37%

Next Earnings Summary

LU2.DE is expected to report earnings on 5/5/2026. The consensus EPS estimate for the next earnings is 2.29 EUR and the consensus revenue estimate is 813.14M EUR.
The next earnings revenue estimate has been revised upward by 15.18% 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
LU2.DE revenue by date.LU2.DE revenue by date.
1.767B
3.18%		1.359B
-23.08%		1.645B
21.03%		2.945B
79.03%		4.801B
63.02%		6.342B
32.10%
EBITDA
YoY % growth
LU2.DE ebitda by date.LU2.DE 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
LU2.DE ebit by date.LU2.DE 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
LU2.DE operating margin by date.LU2.DE operating margin by date.
-4.96%-25.88%-11.52%26.82%32.51%33.05%
EPS
YoY % growth
LU2.DE eps by date.LU2.DE 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		2.29
302.60%		2.68
204.97%		3.15
186.58%		3.74
124.11%		3.94
71.88%		4.26
58.71%		4.31
36.78%		4.63
23.78%		4.80
21.80%		5.13
20.55%
Revenue
Q2Q % growth		813.14M
91.24%		919.53M
91.29%		1.049B
96.52%		1.19B
78.81%		1.232B
51.51%		1.306B
42.03%		1.325B
26.31%		1.387B
16.55%		1.402B
13.80%		1.463B
12.02%
EBITDA
Q2Q % growth		301.37M
131.47%		350.14M
38.12%		390.89M
406.33%		453.17M
137.64%		430.75M
42.93%		456.8M
30.46%		430.44M
10.12%		461.26M
1.79%		474.14M
10.07%		488.79M
7.00%
EBIT
Q2Q % growth		245.98M
476.12%		293.75M
9,279.69%		348.14M
2,220.93%		414.31M
548.37%		428.37M
74.15%		463.54M
57.80%		391.47M
12.45%		411.73M
-0.62%		498.42M
16.35%		522.33M
12.68%

All data in USD

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

LU2.DE Yearly Revenue VS EstimatesLU2.DE Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2B 4B 6B
LU2.DE Yearly EPS VS EstimatesLU2.DE 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
56.30%
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 / LU2.DE Forecast FAQ

Can you provide the average price target for LUMENTUM HOLDINGS INC stock?

30 analysts have analysed LU2.DE and the average price target is 601.71 EUR. This implies a price decrease of -15.23% is expected in the next year compared to the current price of 709.8.

What is the next earnings date for LU2 stock?

LUMENTUM HOLDINGS INC (LU2.DE) 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 (LU2.DE) is 2.29 EUR and the consensus revenue estimate is 813.14M EUR.

What is the consensus rating for LUMENTUM HOLDINGS INC (LU2.DE) stock?

The consensus rating for LUMENTUM HOLDINGS INC (LU2.DE) is 80.6667 / 100 . This indicates that analysts generally have a positive outlook on the stock.