SeekingAlpha · Oct 3, 2026
Lumentum: The Rally May Not Be Over
Lumentum's Q4 revenue surged 109% to $1.006 billion, while gross margin reached 50.4%. Click to read more on this bullish thesis for LITE.
LI
NASDAQ · LITE
Lumentum Holdings Inc.
Technology · Communication Equipment
$1,085.42
Up+$6.25 (+0.58%)
Updated Oct 6, 2026, 12:31 AM
SID Score
6.5/10
Composite research score
Smart Money
58/100
Neutral
- Market cap
- 25.85B
- P/E ratio
- 232.43
- Dividend yield
- 0.00%
- 52-week range
- $147.81 – $1,091.61
- Volume
- 4.74M
- Avg. volume
- 4.19M
Price performance · LITE
LITE price history
1M range · 19 trading sessions · Daily adjusted prices
Prices through Oct 2, 2026
LITE closed at $1,085.42 after 19 trading sessions, up 10.92% for the selected period.
- Last close
- $1,085.42
- Period change
- +10.92%
- Period low
- $835.03
- Period high
- $1,085.42
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 2, 2026 | $1,053.26 | $1,091.61 | $1,037.2444 | $1,085.42 | 4.74M |
| Oct 1, 2026 | $980.00 | $1,078.04 | $966.0001 | $1,045.78 | 7.55M |
| Sep 30, 2026 | $985.535 | $1,009.45 | $940.27 | $971.26 | 4.01M |
| Sep 29, 2026 | $945.00 | $998.88 | $934.505 | $973.49 | 6.04M |
| Sep 28, 2026 | $947.80 | $950.97 | $881.23 | $921.32 | 4.46M |
| Sep 25, 2026 | $936.035 | $962.8797 | $913.29 | $941.65 | 3.86M |
| Sep 24, 2026 | $923.83 | $954.4499 | $912.00 | $929.04 | 3.68M |
| Sep 23, 2026 | $946.56 | $960.00 | $924.55 | $937.00 | 3.28M |
| Sep 22, 2026 | $937.17 | $1,002.00 | $934.38 | $945.67 | 4.33M |
| Sep 21, 2026 | $959.27 | $983.4499 | $946.00 | $954.49 | 4.72M |
| Sep 18, 2026 | $915.66 | $951.60 | $896.00 | $930.91 | 9.27M |
| Sep 17, 2026 | $934.88 | $945.00 | $886.10 | $893.61 | 4.91M |
| Sep 16, 2026 | $856.00 | $937.88 | $855.09 | $919.40 | 6.48M |
| Sep 15, 2026 | $842.705 | $855.9999 | $832.11 | $838.96 | 2.9M |
| Sep 14, 2026 | $860.875 | $878.99 | $833.70 | $835.03 | 4.92M |
| Sep 11, 2026 | $945.595 | $973.50 | $914.65 | $927.03 | 3.4M |
| Sep 10, 2026 | $959.44 | $994.50 | $933.82 | $935.70 | 3.96M |
| Sep 9, 2026 | $980.055 | $1,026.76 | $978.11 | $988.98 | 4.54M |
| Sep 8, 2026 | $897.56 | $1,000.15 | $884.70 | $978.535 | 7.39M |
Latest LITE news
The latest Smart Investors Daily articles mentioning LITE.
Stock researchCompany · Overview
Company
Market Activity
Research & News
LITE research
Overview
Company profile and research snapshot.
Company profile
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.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- —
- Average target
- $249.44
- Implied upside
- —
- Analysts
- —
| Date | Firm | Rating | Target |
|---|---|---|---|
| Oct 5, 2026 | Rosenblatt | Buy | — |
| Oct 5, 2026 | Stifel | Buy | — |
| Sep 30, 2026 | Bernstein | Outperform | — |
| Sep 28, 2026 | Citigroup | Buy | — |
| Sep 23, 2026 | Rosenblatt | Buy | — |
News briefing
No generated briefing is available yet.
SeekingAlpha · Sep 25, 2026
Lumentum's $40 EPS Bet Changes Everything
Lumentum Holdings Inc.'s AI upside expands into OCS and lasers as Q4 revenue jumps 109% and margins hit 50.4%. Click for this LITE stock update.
Yahoo · Sep 25, 2026
LITE Stock Has Run 450% In 12 Months: Ritholtz Wealth CEO Thinks There Is Room For More
AI infrastructure demand continues to strengthen the optical networking growth story, according to Josh Brown.
Benzinga · Sep 24, 2026
Mark Zuckerberg's Muse Push Rockets Meta Past Musk's SpaceX — Instagram, Facebook Parent Now Worth $1.98 Trillion
Meta has overtaken SpaceX to become the world's seventh-largest public company, as excitement builds around its Muse AI.
AI research layers
Interpretive context generated from the platform’s current data sources.
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