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LITE Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
954.260
Open
953.295
VWAP
898.75
Vol
7.20M
Mkt Cap
68.85B
Low
857.000
Amount
6.47B
EV/EBITDA(TTM)
163.70
Total Shares
77.80M
EV
75.63B
EV/OCF(TTM)
167.17
P/S(TTM)
32.60
Lumentum Holdings Inc. is a designer and manufacturer of optical and photonic products enabling optical networking and laser applications worldwide. Its segments include Cloud & Networking and Industrial Tech. The Cloud & Networking segment products include a comprehensive portfolio of optical and photonic components, modules, and subsystems supplied to cloud and communications network operators and network equipment manufacturers building cloud data center infrastructure, including products for artificial intelligence and machine learning (AI/ML) and data center interconnect (DCI) applications, and communications service provider networks, including products for access (local), metro (intracity), long-haul (city-to-city and worldwide), and submarine (undersea) network infrastructure. The Industrial Tech segment products include solid-state lasers, kilowatt-class fiber lasers, diode lasers, ultrafast lasers, and gas lasers, which address applications in numerous end-markets.
Show More

Events Timeline

(ET)
2026-05-11
10:00:00
Lumentum and Others See Notable Stock Gains
select
2026-05-06 (ET)
2026-05-06
16:40:00
Major U.S. Indices Surge, Nasdaq Up 2.02%
select

News

Fool
8.5
05-17Fool
PinnedLumentum Emerges as Key Player in AI Optical Networking
  • Surging AI Infrastructure Demand: Lumentum's revenue soared 90% year-over-year to $808 million in Q3 FY2026, highlighting its critical role in the rapid growth of AI infrastructure, with projections suggesting revenue could approach $1 billion in Q4, indicating sustained growth momentum.
  • Optical Networking Technology Edge: The optical and photonic technologies developed by Lumentum enable data transmission via light rather than traditional electrical connections, gradually becoming central to cloud infrastructure and AI data centers, enhancing data transfer efficiency to meet the urgent needs of modern AI systems.
  • Significant Market Potential: As AI systems scale, the demand for optical networking could increase dramatically, and Lumentum's deep engineering expertise and manufacturing precision position it strongly in this competitive landscape, potentially establishing it as a foundational component in future AI data centers.
  • Optimistic Investment Outlook: Despite significant rallies in AI infrastructure stocks, Lumentum's long-term prospects remain bright, and investors should monitor production scaling, customer demand, and competitive intensity to seize potential investment opportunities in the future.
Fool
7.5
11:06 AMFool
Nvidia Transforms into AI Infrastructure Leader
  • Data Center Growth Driver: Nvidia's market capitalization nearing $5.5 trillion positions its data center operations as the primary growth driver, with explosive revenue growth expected amid a capital expenditure supercycle, thereby solidifying its leadership in the AI sector.
  • Strategic Investment Moves: The company's $2 billion stake in CoreWeave will fund the construction of over 5 gigawatts of AI factories by 2030, ensuring sustained demand for Nvidia's GPUs and storage systems, creating a virtuous cycle that enhances market competitiveness.
  • Photonics Technology Application: Nvidia's $2 billion investments in Lumentum and Coherent aim to address power consumption issues in electrical interconnects, leveraging photonics to enhance data transfer speeds and reduce energy consumption, thereby improving overall AI factory efficiency and profitability.
  • Wireless Edge Expansion: Through a $1 billion investment in Nokia, Nvidia integrates its accelerated computing platforms into wireless access networks, driving AI-native 5G and 6G deployments, opening new opportunities in telecommunications infrastructure, and further solidifying its position within the AI ecosystem.
NASDAQ.COM
8.5
11:04 AMNASDAQ.COM
Nvidia's Valuation Soars as Data Centers Drive Growth
  • Data Center Growth: Nvidia's market capitalization, nearing $5.5 trillion, is primarily driven by the rapid expansion of data center infrastructure, which is expected to continue as a major growth vector, reinforcing the company's leadership in the AI sector.
  • Strategic Investment: The company has invested billions in AI infrastructure, including a $2 billion stake in CoreWeave aimed at building over 5 gigawatts of AI factories by 2030, ensuring sustained demand for its GPUs.
  • Photonics Technology: Nvidia's $2 billion commitments to Lumentum and Coherent are designed to enhance data transmission speeds and reduce energy consumption, further solidifying its core position in AI factories and driving technological advancements in the market.
  • Wireless Edge Expansion: Through a $1 billion investment in Nokia, Nvidia integrates its accelerated computing platforms into wireless access networks, opening new opportunities in telecommunications infrastructure and facilitating AI-native deployments of 5G and 6G.
Yahoo Finance
4.5
02:04 AMYahoo Finance
Trump Delays Planned Attack on Iran Amidst AI Stock Declines
  • Market Reaction: Trump's announcement to delay the planned attack on Iran was expected to ease geopolitical tensions; however, stocks of AI leaders like Sandisk and Bloom Energy still plummeted, indicating market concerns over tech stocks.
  • Investor Confidence Decline: Heightened uncertainty regarding future economic growth has dampened investor confidence in tech stocks, leading to widespread declines in related companies' share prices, reflecting a cautious outlook on the AI sector.
  • Industry Impact: Leading firms in the AI space, such as Sandisk and Bloom Energy, are facing stock price pressures that could affect their ability to raise capital and future investment plans, potentially hindering innovation and growth in the sector.
  • Geopolitical Factors: While Trump's decision temporarily alleviated military tensions with Iran, the market's reaction to tech stocks suggests that geopolitical uncertainties remain a significant factor influencing investor sentiment.
Fool
2.0
05-18Fool
AI Stocks Drive Market Gains Amidst Tech Boom
  • Bloom Energy Breakthrough: Bloom Energy reported a 130% year-over-year revenue increase in Q1, prompting management to raise full-year guidance from 60% to 80%, indicating strong performance in the AI era and expected sustained profitability.
  • Sandisk Demand Surge: Sandisk's revenue soared 251% year-over-year in Q3 of fiscal 2026, driven by a 233% increase in data center revenue, with management forecasting a sevenfold revenue growth in Q4, highlighting its strong demand and profit potential in the AI storage market.
  • Lumentum Revenue Doubling: Lumentum achieved a 90% year-over-year revenue increase in Q3 of fiscal 2026 and reported GAAP operating profit, with the CEO stating that growth in optical products is expected to enhance earnings power, reflecting strong demand from data centers.
  • Micron's Technological Edge: Micron experienced a 70% year-over-year revenue increase in Q2 of fiscal 2026, with earnings per share rising from $4.60 to $12.07, benefiting from high demand and low supply for AI chips, and is expected to maintain growth momentum in the short term.
Yahoo Finance
6.0
05-16Yahoo Finance
Lumentum Holdings Inc. Recognized as Top AI Beneficiary Stock
  • Significant Revenue Growth: Lumentum Holdings Inc. reported a remarkable 90% year-over-year revenue increase in Q3 2026, reaching $808.4 million, primarily driven by strong performance in transceivers and laser chips, showcasing the company's robust competitive edge in optical technology.
  • Price Target Increase: Barclays raised Lumentum's price target from $750 to $1,000, with analyst Tom O'Malley maintaining an Equal Weight rating, reflecting market confidence in the company's future profitability, with an expected earnings per share of $25 by 2027.
  • Inclusion in Nasdaq-100: On May 11, 2026, Lumentum announced its upcoming inclusion in the Nasdaq-100 Index, effective May 18, 2026, which is expected to enhance the company's visibility among global investors and strengthen its market position.
  • Optimistic Market Outlook: While some analysts believe other AI stocks may offer greater upside potential, Lumentum is still viewed as a significant investment opportunity due to its critical role in connecting data centers and AI clusters, especially in the current market environment.
Wall Street analysts forecast LITE stock price to rise
14 Analyst Rating
Wall Street analysts forecast LITE stock price to rise
9 Buy
5 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
147.00
Averages
303.36
High
470.00
Current: 0.000
sliders
Low
147.00
Averages
303.36
High
470.00
JPMorgan
Neutral
maintain
$6 -> $7
AI Analysis
2026-05-11
Reason
JPMorgan
Price Target
$6 -> $7
AI Analysis
2026-05-11
maintain
Neutral
Reason
JPMorgan raised the firm's price target on Lumentum to $7 from $6 and keeps a Neutral rating on the shares.
Barclays
Tom O'Malley
Equal Weight
maintain
$750
2026-05-07
Reason
Barclays
Tom O'Malley
Price Target
$750
2026-05-07
maintain
Equal Weight
Reason
Barclays analyst Tom O'Malley raised the firm's price target on Lumentum to $1,000 from $750 and keeps an Equal Weight rating on the shares post the earnings report. The company has a "clearer line of sight" to $25 in earnings per share in 2027, the analyst tells investors in a research note.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for LITE
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Valuation Metrics

The current forward P/E ratio for Lumentum Holdings Inc (LITE.O) is 59.52, compared to its 5-year average forward P/E of 29.26. For a more detailed relative valuation and DCF analysis to assess Lumentum Holdings Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
29.26
Current PE
59.52
Overvalued PE
46.29
Undervalued PE
12.23

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
22.59
Current EV/EBITDA
47.04
Overvalued EV/EBITDA
44.64
Undervalued EV/EBITDA
0.54

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
3.52
Current PS
12.28
Overvalued PS
5.74
Undervalued PS
1.31

Financials

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Whales Holding LITE

C
Capital Investment Trust Corporation
Holding
LITE
+41.13%
3M Return
O
Oberweis Asset Management, Inc.
Holding
LITE
+40.18%
3M Return
S
Situational Awareness LP
Holding
LITE
+38.72%
3M Return
V
Value Aligned Research Advisors, LLC
Holding
LITE
+34.57%
3M Return
W
Wt Asset Management Ltd
Holding
LITE
+34.12%
3M Return
A
Atreides Management, LP
Holding
LITE
+32.52%
3M Return

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Frequently Asked Questions

What is Lumentum Holdings Inc (LITE) stock price today?

The current price of LITE is 884.98 USD — it has decreased -8.83

What is Lumentum Holdings Inc (LITE)'s business?

Lumentum Holdings Inc. is a designer and manufacturer of optical and photonic products enabling optical networking and laser applications worldwide. Its segments include Cloud & Networking and Industrial Tech. The Cloud & Networking segment products include a comprehensive portfolio of optical and photonic components, modules, and subsystems supplied to cloud and communications network operators and network equipment manufacturers building cloud data center infrastructure, including products for artificial intelligence and machine learning (AI/ML) and data center interconnect (DCI) applications, and communications service provider networks, including products for access (local), metro (intracity), long-haul (city-to-city and worldwide), and submarine (undersea) network infrastructure. The Industrial Tech segment products include solid-state lasers, kilowatt-class fiber lasers, diode lasers, ultrafast lasers, and gas lasers, which address applications in numerous end-markets.

What is the price predicton of LITE Stock?

Wall Street analysts forecast LITE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LITE is303.36 USD with a low forecast of 147.00 USD and a high forecast of 470.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Lumentum Holdings Inc (LITE)'s revenue for the last quarter?

Lumentum Holdings Inc revenue for the last quarter amounts to 808.40M USD, increased 90.12

What is Lumentum Holdings Inc (LITE)'s earnings per share (EPS) for the last quarter?

Lumentum Holdings Inc. EPS for the last quarter amounts to 1.48 USD, decreased -331.25

How many employees does Lumentum Holdings Inc (LITE). have?

Lumentum Holdings Inc (LITE) has 10562 emplpoyees as of May 19 2026.

What is Lumentum Holdings Inc (LITE) market cap?

Today LITE has the market capitalization of 68.85B USD.