Lumentum Holdings Zukünftiges Wachstum
Future Kriterienprüfungen 6/6
Lumentum Holdings wird ein jährliches Gewinn- und Umsatzwachstum von 92.4% bzw. 42.2% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 96.8% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 37.1% betragen.
Wichtige Informationen
92.4%
Wachstumsrate der Gewinne
96.83%
EPS-Wachstumsrate
| Communications Gewinnwachstum | 23.3% |
| Wachstumsrate der Einnahmen | 42.2% |
| Zukünftige Eigenkapitalrendite | 37.14% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 14 Sep 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Seeking Alpha • Sep 16
Lumentum: AI Capex Party Continues - Compelling, Multi-Year Optical Tailwinds
Summary Transition to fiber optic cables, data center expansion to scale-out/across/up operations, and expanding CPO/NPO adoption trigger LITE's robust growth tailwinds. Manufacturing expansion and strategic supply agreements position LITE for the multi-year cloud super cycle, aided by the strong pricing power and improved operating leverage. The consolidation since April 2026 has contributed to LITE's cheaper P/E of 42.78x while triggering the rich, more than doubling upside potential to my LTPT of $1,754.30. Risks include ongoing insider selling, elevated short interest, cooling AI sentiments, and equity dilution from the ongoing capital raises. LITE may be a better Buy nearer to the 200 DMAs, as it benefits from the multi-year optical demand and the billions in hyperscaler capex trends. Read the full article on Seeking Alpha
Narrative-Update • Sep 03
LITE: AI Optics Buildout And Policy Shifts Will Shape Future Returns
Analysts have lifted their average price target for Lumentum Holdings to about $888, up from roughly $863, citing fresh coverage with Buy ratings, higher targets across several firms, and confidence in the company's III V laser positioning across pluggable, co packaged and near packaged optics architectures. Analyst Commentary Street research on Lumentum Holdings highlights a mix of enthusiasm around its III V laser positioning and caution about how that story translates into future execution and growth.
Narrative-Update • Aug 19
LITE: Rising AI Capacity And Regulatory Tailwinds Will Support Optics Demand
Lumentum Holdings' analyst price target has been raised by roughly $37 to $1,148 as analysts incorporate recent price target increases across the Street, stronger margin performance, and updated P/E assumptions, even as they moderate long-term revenue growth and profit margin expectations. Analyst Commentary Recent research on Lumentum Holdings highlights a mix of optimism around execution and margins alongside caution on product timing, competition, and valuation risk.Narrative-Update • Aug 05
LITE: AI Optical Demand And Co Packaged Optics Timing Will Shape Returns
Analysts have lifted their fair value estimate for Lumentum Holdings to about $863 from roughly $775, reflecting updated assumptions for revenue, profit margins and future P/E that reference recent price target changes and research focused on steady fundamentals and potential AI driven optical demand. Analyst Commentary Recent research on Lumentum Holdings shows a mix of optimism about AI driven optical demand and caution around execution timing and valuation.Narrative-Update • Jul 21
LITE: AI Optics Demand And Execution On Nvidia Partnership Will Shape Returns
Analysts have trimmed their fair value estimate for Lumentum Holdings from $802.35 to $774.70 as modestly higher discount rate assumptions and lower projected profit margins offset stronger modeled revenue growth and a slightly lower future P/E. Analyst Commentary Recent Street research around Lumentum Holdings highlights a mix of optimism on long term optical demand and caution around execution, earnings visibility and how much of the AI and co packaged optics story is already reflected in the stock price.Narrative-Update • Jul 07
LITE: AI Data Center Demand And CPO Timing Will Shape Returns
Analysts have raised their price target on Lumentum Holdings to $802.35 from $433.09, reflecting updated views that consider the potential for higher revenue and stronger profit margins, along with a lower assumed future P/E multiple. Analyst Commentary Recent Street research on Lumentum Holdings points to a split view, with some firms highlighting opportunities around optical demand and artificial intelligence infrastructure, while others flag risks tied to valuation, execution, and the timing of industry adoption cycles.Narrative-Update • Jun 23
LITE: Nvidia Partnership And New Capacity Expansion Will Support AI Optics Demand
Lumentum Holdings' analyst price target has been raised to about $1,111 from roughly $1,105 as analysts point to a more supportive AI data center demand backdrop and a shift toward optical sector P/E multiples that align more closely with peers. Analyst Commentary Recent research coverage on Lumentum Holdings centers on how the stock is priced relative to peers in the optical sector, the AI data center demand backdrop, and expectations for co-packaged optics adoption.Analyseartikel • Jun 18
Lumentum Holdings (LITE) Stock Could Be 82.9% Undervalued If Turnaround Hopes Hold
Lumentum Holdings (LITE) has recently drawn investor attention after a period where the stock is up about 1.9% over the past week but down roughly 1.7% over the past month. See our latest analysis for Lumentum Holdings. Zooming out, Lumentum Holdings’ recent 7 day share price gain sits against a 90 day share price return of 12.67% and a very large 1 year total shareholder return. This suggests that momentum has been building over time as investors reassess its growth prospects and risk...
Narrative-Update • Jun 07
LITE: Nvidia Partnership And AI Photonics Capacity Expansion Will Drive Future Upside
Analysts have lifted their blended price target on Lumentum to $1,400 from $1,033.69, citing higher modeled revenue growth and a modestly richer future P/E as expectations for AI-driven optical demand build across the sector. Analyst Commentary Recent Street research around Lumentum points to a cluster of higher price targets and constructive commentary tied to AI related optical demand, data center spending and peer comparisons within the broader optical group.
Neues Narrative • Jun 03
Lumentum: An AI-Fueled Recovery That Has Not Yet Earned Its $74 Billion Tag
I. Industry and Business Model Analysis Lumentum is a photonics manufacturer — it designs and produces the lasers, optical chips, modules, and subsystems that move data through fiber-optic networks.Narrative-Update • May 24
LITE: Nvidia Commitments And New U.S. Capacity Will Drive AI Optics Upside
Analysts lifted Lumentum's implied fair value by about $200 to $1,104.68, citing higher assumed revenue growth and profit margins, along with a lower future P/E and a slightly reduced discount rate reflected in recent across the Street price target increases. Analyst Commentary Recent research updates on Lumentum reflect a clear skew toward higher valuation frameworks, with multiple firms lifting price targets and revisiting their assumptions on revenue, margins, and end market demand.Narrative-Update • May 06
LITE: Nvidia Commitments And New U.S. Capacity Will Shape AI Optics Prospects
The analyst price target for Lumentum Holdings has been raised by $131.54. Analysts attribute this change to higher fair value estimates, modestly adjusted discount rates, and stronger assumptions for revenue growth, profit margins, and future P/E multiples following a series of positive research updates across the Street.Narrative-Update • Apr 20
LITE: Nvidia Capacity Commitments Will Test AI Optics Execution Risk
The analyst fair value estimate for Lumentum has shifted from $655.55 to $773.35. This change reflects higher modeled revenue growth and profit margins, as analysts factor in rising AI driven optical demand and recent multi firm price target increases tied to Nvidia related commitments and broader industry capacity expectations.Narrative-Update • Apr 06
LITE: Nvidia Capacity Deal And AI Optics Demand Will Drive Future Upside
The updated analyst price target for Lumentum rises from $900 to about $1,034 per share, with analysts pointing to stronger modeled revenue growth, higher profit margin assumptions linked to AI related optical demand, and a lower future P/E multiple as key drivers of the change. Analyst Commentary Recent Street research around Lumentum Holdings centers on how AI driven optical demand, new customer commitments, and updated industry forecasts are feeding into higher price targets and refreshed views on risk and reward.Narrative-Update • Mar 23
LITE: AI Infrastructure Optics And Nvidia Capacity Commitments Will Drive Future Upside
Analysts have lifted the fair value estimate for Lumentum to $900, reflecting a series of sharply higher Street price targets and updated assumptions for stronger revenue growth, wider profit margins, and a lower future P/E multiple tied to expanding AI infrastructure demand and long term optical supply commitments. Analyst Commentary Recent research on Lumentum points to a clear shift in tone from the Street, with a cluster of price target revisions and fresh coverage reflecting renewed attention on the company’s role in AI driven optical demand.Narrative-Update • Mar 09
LITE: AI Optics Commitments And Nvidia Backing Will Test Execution
Our fair value estimate for Lumentum has been raised from $571.45 to $655.55, reflecting analysts' higher price targets that are tied to increased earnings power expectations and long term purchase commitments from large customers in advanced optical components. Analyst Commentary Recent Street research on Lumentum points to a cluster of higher price targets and fresh long term commitments from large customers, especially in advanced optical components tied to AI data centers.Narrative-Update • Feb 22
LITE: AI Optics Hype Will Test Rich P E On Execution Risks
Lumentum's updated analyst price target moves to $645 from $525, with analysts pointing to higher assumed revenue growth of 51.47%, a profit margin of 25.14%, and a P/E of 30.38 in their refreshed models. Analyst Commentary Recent Street research on Lumentum has become more active, with a series of price target increases clustered over the past few months and one high profile caution flag from JPMorgan.Narrative-Update • Feb 08
LITE: AI Optics Hype Will Likely Outpace Real Data Center Demand
Analysts have lifted their price targets and fair value estimates for Lumentum, with one set of assumptions now pointing to fair value of about $433.09. This reflects updated views on revenue growth, profit margins, and future P/E after a series of recent target hikes and upgrades across the Street.Analyseartikel • Feb 06
After Leaping 27% Lumentum Holdings Inc. (NASDAQ:LITE) Shares Are Not Flying Under The Radar
Lumentum Holdings Inc. ( NASDAQ:LITE ) shares have continued their recent momentum with a 27% gain in the last month...Narrative-Update • Jan 25
LITE: AI Data Center Optics Will Shape Future Multiple With Execution Risks
Analysts have raised their price targets on Lumentum from roughly $180 to $210 in several recent reports, citing stronger assumptions for revenue growth, profit margins, and future P/E. Together, these factors support a higher fair value estimate now modeled around $348 per share, up from about $255.Narrative-Update • Jan 10
LITE: AI Connectivity Euphoria Will Likely Outrun Realistic Earnings Delivery
Analysts have raised their fair value estimate for Lumentum Holdings to $140.00 from $100.15, citing higher assumed revenue growth and profit margins, a slightly lower discount rate, and a reduced future P/E multiple. Analyst Commentary Recent research on Lumentum points to strong enthusiasm around its role in optical connectivity for AI and cloud infrastructure, but there are also clear notes of caution that are worth your attention.Narrative-Update • Dec 22
LITE: AI Data Center Optics And Switch Demand Will Drive Balanced Outlook
Analysts have lifted their fair value estimate for Lumentum Holdings from $165.00 to $380.00, citing stronger than expected AI driven data center optics demand, accelerating optical circuit switch adoption tied to Google TPU ramps, and improved long term growth visibility despite a slightly lower projected profit margin. Analyst Commentary Bullish analysts remain largely constructive on Lumentum, framing the latest round of price target increases as a response to a strengthening AI infrastructure cycle and the company’s improving execution against its data center roadmap.Analyseartikel • Dec 16
Lumentum Holdings Inc.'s (NASDAQ:LITE) P/S Is Still On The Mark Following 44% Share Price Bounce
Despite an already strong run, Lumentum Holdings Inc. ( NASDAQ:LITE ) shares have been powering on, with a gain of 44...Narrative-Update • Dec 08
LITE: AI Optical Demand Will Drive Future Multiple But Limit Near-Term Upside
Analysts have lifted their price target on Lumentum Holdings, raising it from roughly $230 to about $255 per share, as they grow more confident that surging AI driven demand for data center optics and optical circuit switches will support faster revenue growth and a higher future earnings multiple, despite modestly lower margin expectations. Analyst Commentary Recent Street research points to a broadly constructive outlook on Lumentum, with a notable cluster of target price increases reflecting growing confidence in the durability of AI driven optical demand and the company’s execution on its product roadmap.Narrative-Update • Nov 24
LITE: Surging AI Demand Will Expose Shares To Near-Term Downside Risk
The analyst price target for Lumentum Holdings has been raised from $217.75 to $231.33. Analysts cite stronger revenue growth trends, improving profit margins, and heightened demand for the company's optical and laser technologies as contributing factors, driven by AI and data center market expansion.Analyseartikel • Nov 12
Lumentum Holdings (NASDAQ:LITE) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of
Unsurprisingly, Lumentum Holdings Inc.'s ( NASDAQ:LITE ) stock price was strong on the back of its healthy earnings...Narrative-Update • Nov 08
LITE: Near-Term AI Demand Surge Will Risk Disappointment Amid Tight Margins
The analyst price target for Lumentum Holdings has been significantly raised from $163.85 to $217.75 per share. This reflects analyst confidence in robust demand for AI-driven optical connectivity, improved margins, and growth prospects following the company's recent earnings outperformance and strengthened guidance.Narrative-Update • Oct 25
Optical Demand Will Strengthen Cloud And AI Expansion Amid Rising Industry Momentum
Lumentum Holdings' analyst price target has increased significantly from $146.16 to $163.85 per share, as analysts cite robust demand for datacom components, positive earnings momentum, and ongoing AI-driven infrastructure investment in raising their outlook. Analyst Commentary Recent analyst updates on Lumentum Holdings highlight a mix of optimism and caution in reaction to strong business momentum and evolving industry dynamics.Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 6/30/2029 | 13,697 | 4,798 | 4,343 | 4,817 | 8 |
| 6/30/2028 | 9,614 | N/A | 2,512 | 3,102 | 21 |
| 6/30/2027 | 6,317 | 1,953 | 1,138 | 1,673 | 23 |
| 6/27/2026 | 3,014 | -6,935 | 300 | 751 | N/A |
| 3/28/2026 | 2,488 | 439 | 114 | 452 | N/A |
| 12/27/2025 | 2,105 | 252 | -29 | 247 | N/A |
| 9/27/2025 | 1,842 | 113 | -88 | 145 | N/A |
| 6/28/2025 | 1,645 | 26 | -105 | 126 | N/A |
| 3/29/2025 | 1,473 | -440 | -104 | 98 | N/A |
| 12/28/2024 | 1,414 | -523 | -67 | 92 | N/A |
| 9/28/2024 | 1,379 | -561 | -84 | 67 | N/A |
| 6/29/2024 | 1,359 | -546 | -112 | 25 | N/A |
| 3/30/2024 | 1,422 | -354 | -110 | 38 | N/A |
| 12/30/2023 | 1,439 | -266 | -97 | 60 | N/A |
| 9/30/2023 | 1,578 | -199 | -10 | 157 | N/A |
| 7/1/2023 | 1,767 | -132 | 51 | 180 | N/A |
| 4/1/2023 | 1,818 | -37 | 124 | 245 | N/A |
| 12/31/2022 | 1,830 | 29 | 197 | 307 | N/A |
| 10/1/2022 | 1,771 | 117 | 322 | 418 | N/A |
| 7/2/2022 | 1,713 | 199 | 368 | 459 | N/A |
| 4/2/2022 | 1,683 | 186 | 388 | 469 | N/A |
| 1/1/2022 | 1,707 | 385 | 696 | 774 | N/A |
| 10/2/2021 | 1,739 | 412 | 610 | 696 | N/A |
| 7/3/2021 | 1,743 | 397 | 644 | 739 | N/A |
| 4/3/2021 | 1,719 | 371 | 640 | 737 | N/A |
| 12/26/2020 | 1,702 | 189 | 408 | 508 | N/A |
| 9/26/2020 | 1,681 | 155 | 448 | 542 | N/A |
| 6/27/2020 | 1,679 | 136 | 434 | 524 | N/A |
| 3/28/2020 | 1,715 | 114 | N/A | 529 | N/A |
| 12/28/2019 | 1,745 | -3 | N/A | 420 | N/A |
| 9/28/2019 | 1,661 | -36 | N/A | 360 | N/A |
| 6/29/2019 | 1,565 | -38 | N/A | 330 | N/A |
| 3/30/2019 | 1,462 | 20 | N/A | 240 | N/A |
| 12/29/2018 | 1,328 | 97 | N/A | 292 | N/A |
| 9/29/2018 | 1,359 | 281 | N/A | 295 | N/A |
| 6/30/2018 | 1,248 | 242 | N/A | 248 | N/A |
| 3/31/2018 | 1,169 | 154 | N/A | 223 | N/A |
| 12/30/2017 | 1,126 | 95 | N/A | 144 | N/A |
| 9/30/2017 | 987 | -93 | N/A | 58 | N/A |
| 7/1/2017 | 1,002 | -103 | N/A | 85 | N/A |
| 4/1/2017 | 1,021 | -34 | N/A | 85 | N/A |
| 12/31/2016 | 995 | 14 | N/A | 89 | N/A |
| 10/1/2016 | 949 | 3 | N/A | 112 | N/A |
| 7/2/2016 | 903 | -3 | N/A | 87 | N/A |
| 4/2/2016 | 870 | -33 | N/A | 87 | N/A |
| 12/26/2015 | 839 | -13 | N/A | 46 | N/A |
| 9/26/2015 | 831 | -18 | N/A | 20 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: LITE wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als schnelleres Wachstum als die Sparquote angesehen wird (3.7%).
Ertrag vs. Markt: LITE wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als überdurchschnittliches Marktwachstum angesehen wird.
Hohe Wachstumserträge: LITE wird voraussichtlich in den nächsten 3 Jahren rentabel werden.
Einnahmen vs. Markt: LITEDie Einnahmen des Unternehmens (42.2% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (13.5% pro Jahr).
Hohe Wachstumseinnahmen: LITEDie Einnahmen des Unternehmens (42.2% pro Jahr) werden voraussichtlich schneller wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: LITEDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (37.1%)
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/18 03:57 |
| Aktienkurs zum Tagesende | 2026/09/18 00:00 |
| Gewinne | 2026/06/27 |
| Jährliche Einnahmen | 2026/06/27 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Lumentum Holdings Inc. wird von 34 Analysten beobachtet. 23 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Skye Chen | Aletheia Analyst Network Limited |
| Thomas O'Malley | Barclays |
| Karl Ackerman | BNP Paribas |