Lumentum Holdings Gestion
Gestion contrôle des critères 1/4
Le PDG Lumentum Holdings est Michael E. Hurlston, nommé en Feb2025, a un mandat de 1.58 ans. La rémunération annuelle totale est $ 27.67M, composée du salaire de 1.1% et des bonus 98.9%, y compris les actions et options de la société. détient directement 0.035% des actions de la société, d'une valeur de $ 29.68M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 1.7 ans et 5.3 ans.
Informations clés
Michael E. Hurlston
Directeur général
US$27.7m
Rémunération totale
| Pourcentage du salaire du PDG | 1.14% |
| Durée du mandat du directeur général | 1.6yrs |
| Propriété du PDG | 0.04% |
| Durée moyenne d'occupation des postes de direction | 1.7yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 5.3yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • Sep 08
Lumentum: Speed Is Everything
Summary Lumentum’s early 1.6T module execution is driving market-share gains, with this business already exceeding a $200 million quarterly revenue run rate. Growing optical circuit switch orders, purchase commitments, and 1.6T demand could support earnings above current FY28 consensus estimates. A higher 200G EML mix and factory utilization are margin levers that can lift gross margins to above 50%. Lumentum trades at a rather rich valuation, but management continues to guide revenue and margin above consensus expectations. And the 1-yr fwd PEs may be undershooting on earnings estimates. The stock’s long-term uptrend remains intact, and it makes sense to get in during the bull flag consolidation. Read the full article on Seeking Alpha
Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...
Mise à jour du récit • 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.
Nouveau récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • Oct 10
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.Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jun 27 2026 | n/a | n/a | -US$7b |
| Mar 28 2026 | n/a | n/a | US$439m |
| Dec 27 2025 | n/a | n/a | US$252m |
| Sep 27 2025 | n/a | n/a | US$113m |
| Jun 28 2025 | US$28m | US$315k | US$26m |
Rémunération vs marché: La rémunération totale de Michael E. ($USD 27.67M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.76M ).
Rémunération et revenus: Données insuffisantes pour comparer la rémunération de Michael E. avec les performances de l'entreprise.
PDG
Michael E. Hurlston (59 yo)
1.6yrs
Titularisation
US$27,670,076
Compensation
Mr. Michael E. Hurlston serves as Director at Flex Ltd. since September 15, 2020. He is Director at Flextronics International, Ltd.since September 2020. He is President, CEO & Director of Lumentum Holding...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 1.6yrs | US$27.67m | 0.035% $ 29.4m | |
| Executive VP & CFO | 7.6yrs | US$4.85m | 0.090% $ 74.9m | |
| Senior VP | 2.5yrs | US$2.55m | 0.010% $ 8.3m | |
| Executive VP of Module Business Unit | 3.7yrs | US$5.66m | 0.087% $ 72.7m | |
| President of Global Business Units | 4.7yrs | US$5.39m | 0.13% $ 107.6m | |
| Chief Accounting Officer | less than a year | pas de données | pas de données | |
| Vice President of Investor Relations | no data | pas de données | pas de données | |
| Senior VP | 1.3yrs | pas de données | pas de données | |
| Senior VP & CHRO | 1.4yrs | pas de données | pas de données | |
| Senior Vice President of Worldwide Sales | 1.7yrs | pas de données | pas de données | |
| Executive VP & Chief Transformation Officer | 1.7yrs | pas de données | pas de données | |
| Senior Vice President of Fab Operations | 1yr | pas de données | pas de données |
1.7yrs
Durée moyenne de l'emploi
55.5yo
Âge moyen
Gestion expérimentée: L'équipe de direction de LITE n'est pas considérée comme expérimentée (ancienneté moyenne 1.7 ans), ce qui suggère une nouvelle équipe.
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 1.6yrs | US$27.67m | 0.035% $ 29.4m | |
| Independent Director | 7.8yrs | US$377.84k | 0.022% $ 18.3m | |
| Independent Chair of Board of Directors | 11.1yrs | US$455.34k | 0.045% $ 37.2m | |
| Independent Director | 11.1yrs | US$354.84k | 0.014% $ 11.7m | |
| Director | less than a year | pas de données | pas de données | |
| Independent Director | 1.8yrs | US$148.55k | 0.0027% $ 2.2m | |
| Independent Director | 3.6yrs | US$354.84k | 0.0068% $ 5.7m | |
| Independent Director | 8.8yrs | US$369.84k | 0.013% $ 11.2m | |
| Independent Director | 5.3yrs | US$354.84k | 0.0064% $ 5.3m |
5.3yrs
Durée moyenne de l'emploi
59yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de LITE sont considérés comme expérimentés (ancienneté moyenne 5.3 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/12 01:39 |
| Cours de l'action en fin de journée | 2026/09/11 00:00 |
| Les revenus | 2026/06/27 |
| Revenus annuels | 2026/06/27 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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 sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' 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 33 analystes. 23 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.
| Analyste | Institution |
|---|---|
| Skye Chen | Aletheia Analyst Network Limited |
| Thomas O'Malley | Barclays |
| Karl Ackerman | BNP Paribas |