Lumentum Holdings Inc.

NasdaqGS:LITE Rapport sur les actions

Capitalisation boursière : US$64.4b

Lumentum Holdings Croissance future

Future contrôle des critères 6/6

Lumentum Holdings devrait augmenter ses bénéfices et son chiffre d'affaires de 74.5% et de 48.1% par an respectivement. Le BPA devrait croître de de 70.5% par an. Le rendement des capitaux propres devrait être 57% dans 3 ans.

Informations clés

74.5%

Taux de croissance des bénéfices

70.48%

Taux de croissance du BPA

Communications croissance des bénéfices21.4%
Taux de croissance des recettes48.1%
Rendement futur des capitaux propres57.02%
Couverture par les analystes

Good

Dernière mise à jour01 May 2026

Mises à jour récentes de la croissance future

Recent updates

Lumentum Stock: Why I'm Buying In After A 1300% Run-Up

Apr 27

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.

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.

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.

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.

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.

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.

After Leaping 27% Lumentum Holdings Inc. (NASDAQ:LITE) Shares Are Not Flying Under The Radar

Feb 06
After Leaping 27% Lumentum Holdings Inc. (NASDAQ:LITE) Shares Are Not Flying Under The Radar

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.

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.

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.

Lumentum Holdings Inc.'s (NASDAQ:LITE) P/S Is Still On The Mark Following 44% Share Price Bounce

Dec 16
Lumentum Holdings Inc.'s (NASDAQ:LITE) P/S Is Still On The Mark Following 44% Share Price Bounce

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.

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.

Lumentum Holdings (NASDAQ:LITE) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Nov 12
Lumentum Holdings (NASDAQ:LITE) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

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.

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.

Advanced Optical Demand Will Drive Cloud And AI Markets

Lumentum Holdings' analyst price target has increased modestly to $146 from $144. Analysts point to strong demand for datacom components, supply constraints, and momentum in AI-driven optical networking as key drivers behind the upward revision.

Revenues Tell The Story For Lumentum Holdings Inc. (NASDAQ:LITE) As Its Stock Soars 29%

Oct 02
Revenues Tell The Story For Lumentum Holdings Inc. (NASDAQ:LITE) As Its Stock Soars 29%

Advanced Optical Demand Will Drive Cloud And AI Markets

Lumentum Holdings' analyst price target has been raised as strong near-term AI datacenter demand for EML lasers, favorable product mix, and robust order growth drive upward guidance and margin strength, offset by some valuation concerns, with fair value now seen at $143.79. Analyst Commentary Bullish analysts highlight strong near-term demand momentum, particularly for 200G EML lasers in AI-driven data center infrastructure, with supply ramping to meet significant order growth.

Advanced Optical Demand Will Drive Cloud And AI Markets

Upward revisions to Lumentum’s price target reflect strong Q4 results, robust datacom and AI-driven demand, and greater business resilience beyond Cloud, though some caution that recent gains may already be reflected in valuations; consensus fair value has nudged up from $138.26 to $139.84. Analyst Commentary Bullish analysts cite Lumentum’s very strong Q4 results and above-consensus Q1 guidance, powered by robust demand for datacom components and record EML shipments, fueled further by AI infrastructure investments.

Advanced Optical Demand Will Drive Cloud And AI Markets

Analysts remain optimistic on Lumentum Holdings due to strong Q4 results, robust guidance, and accelerating AI and cloud infrastructure demand, though some express valuation concerns after recent stock gains; consequently, the consensus price target remains unchanged at $135.59. Analyst Commentary Bullish analysts cite very strong Q4 results and robust guidance, driven by strength in datacom components (especially EMLs and transceivers) and record Cloud module growth, benefiting from accelerated AI infrastructure spending and heightened demand from hyperscalers.

Should You Investigate Lumentum Holdings Inc. (NASDAQ:LITE) At US$85.78?

Jun 17
Should You Investigate Lumentum Holdings Inc. (NASDAQ:LITE) At US$85.78?

Lumentum Holdings Inc. (NASDAQ:LITE) Stocks Shoot Up 50% But Its P/S Still Looks Reasonable

May 20
Lumentum Holdings Inc. (NASDAQ:LITE) Stocks Shoot Up 50% But Its P/S Still Looks Reasonable

Would Lumentum Holdings (NASDAQ:LITE) Be Better Off With Less Debt?

May 16
Would Lumentum Holdings (NASDAQ:LITE) Be Better Off With Less Debt?
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Cloud And AI Markets Will Power Future Manufacturing Capacity

Expansion in laser transmitter chips and optical circuit switch production is expected to boost revenue growth through increased capacity in cloud and AI markets.

Lumentum: Improvements Finally Come Through

Apr 22

Lumentum Holdings: Upgrade To Strong Buy As Earnings Validate My Bull Thesis

Feb 14

Prévisions de croissance des bénéfices et des revenus

NasdaqGS:LITE - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
6/30/20287,3531,9892,2832,20314
6/30/20275,0741,2139551,14022
6/30/20262,92238824752222
12/27/20252,105252-29247N/A
9/27/20251,842113-88145N/A
6/28/20251,64526-105126N/A
3/29/20251,473-440-10498N/A
12/28/20241,414-523-6792N/A
9/28/20241,379-561-8467N/A
6/29/20241,359-546-11225N/A
3/30/20241,422-354-11038N/A
12/30/20231,439-266-9760N/A
9/30/20231,578-199-10157N/A
7/1/20231,767-13251180N/A
4/1/20231,818-37124245N/A
12/31/20221,83029197307N/A
10/1/20221,771117322418N/A
7/2/20221,713199368459N/A
4/2/20221,683186388469N/A
1/1/20221,707385696774N/A
10/2/20211,739412610696N/A
7/3/20211,743397644739N/A
4/3/20211,719371640737N/A
12/26/20201,702189408508N/A
9/26/20201,681155448542N/A
6/27/20201,679136434524N/A
3/28/20201,715114375529N/A
12/28/20191,745-3257420N/A
9/28/20191,661-36N/A360N/A
6/29/20191,565-38N/A330N/A
3/30/20191,46220N/A240N/A
12/29/20181,32897N/A292N/A
9/29/20181,359281N/A295N/A
6/30/20181,248242N/A248N/A
3/31/20181,169154N/A223N/A
12/30/20171,12695N/A144N/A
9/30/2017987-93N/A58N/A
7/1/20171,002-103N/A85N/A
4/1/20171,021-34N/A85N/A
12/31/201699514N/A89N/A
10/1/20169493N/A112N/A
7/2/2016903-3N/A87N/A
4/2/2016870-33N/A87N/A
12/26/2015839-13N/A46N/A
9/26/2015831-18N/A20N/A
6/27/2015837-3N/A9N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de LITE ( 74.5% par an) est supérieure au taux d'épargne ( 3.4% ).

Bénéfices vs marché: Les bénéfices de LITE ( 74.5% par an) devraient croître plus rapidement que le marché US ( 15.8% par an).

Croissance élevée des bénéfices: Les bénéfices de LITE devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de LITE ( 48.1% par an) devrait croître plus rapidement que le marché US ( 11.1% par an).

Croissance élevée des revenus: Le chiffre d'affaires de LITE ( 48.1% par an) devrait croître plus rapidement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de LITE devrait être très élevé dans 3 ans ( 57 %).

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/01 11:17
Cours de l'action en fin de journée2026/05/01 00:00
Les revenus2025/12/27
Revenus annuels2025/06/28

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Lumentum Holdings Inc. est couverte par 30 analystes. 22 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Skye ChenAletheia Analyst Network Limited
Thomas O'MalleyBarclays
Karl AckermanBNP Paribas