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LITE logo

Lumentum Holdings Inc. Stock Price

NasdaqGS:LITE Community·US$82.1b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 255 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

LITE Share Price Performance

US$868.95
736.39 (555.54%)
​
US$1,148.30
Fair Value
US$868.95
736.39 (555.54%)
24.3% undervalued intrinsic discount
US$1,148.30
Fair Value
Price US$868.95
AnalystConsensusTarget US$1,148.30
Edward_Sterling US$5,085.95
AnalystLowTarget US$862.66
Wed, 19 Aug 26
Fair ValueUS$1,148.30
Share Pricen/a

LITE Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$1.15k 24.3% undervalued intrinsic discount

Optical Demand Will Strengthen Cloud And AI Expansion Amid Rising Industry Momentum

1users have liked this narrative
0users have commented on this narrative
80users have followed this narrative
ED
Edward_Sterling's
Fair Value
·
Fair Value US$5.09k 82.9% undervalued intrinsic discount

Lumentum: An AI-Fueled Recovery That Has Not Yet Earned Its $74 Billion Tag

3users have liked this narrative
0users have commented on this narrative
27users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$862.66 Fairly Valued intrinsic discount

Photonics Risks And Cloud Consolidation Will Erode Margins

0users have liked this narrative
0users have commented on this narrative
10users have followed this narrative
LITE logo
Lumentum Holdings
82.9% undervalued intrinsic discount

Lumentum: An AI-Fueled Recovery That Has Not Yet Earned Its $74 Billion Tag

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ED
Edward_Sterling
Published 3 Jun
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LITE logo
Lumentum Holdings
24.3% undervalued intrinsic discount

Optical Demand Will Strengthen Cloud And AI Expansion Amid Rising Industry Momentum

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 19 Aug
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LITE logo
Lumentum Holdings
Fairly Valued intrinsic discount

Photonics Risks And Cloud Consolidation Will Erode Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 5 Aug
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LITE logo
Lumentum Holdings
37.9% undervalued intrinsic discount

Cloud, 5G And AI Trends Will Fuel Optical Networking Expansion

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AN
AnalystHighTarget
AnalystHighTarget
Updated 7 Jun
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

ED
LITE logo

Lumentum: An AI-Fueled Recovery That Has Not Yet Earned Its $74 Billion Tag

Fair Value: US$5.09k 82.9% undervalued intrinsic discount
27 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
LITE logo

LITE: Rising AI Capacity And Regulatory Tailwinds Will Support Optics Demand

Fair Value: US$1.15k 24.3% undervalued intrinsic discount
80 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
LITE logo

LITE: AI Optical Demand And Co Packaged Optics Timing Will Shape Returns

Fair Value: US$862.66 Fairly Valued intrinsic discount
10 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Exceptional growth potential with flawless balance sheet.

3 Risks
3 Rewards
View Full Analysis

Lumentum Holdings Inc. Key Details

US$3.0b

Revenue

US$1.7b

Cost of Revenue

US$1.3b

Gross Profit

US$8.3b

Other Expenses

-US$6.9b

Earnings

Last Reported Earnings
Jun 27, 2026
Next Reporting Earnings
n/a
-77.31
44.24%
-230.10%
35.3%
View Full Analysis

About LITE

Founded
2015
Employees
13757
CEO
Michael E. Hurlston
WebsiteView website
www.lumentum.com

Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. It offers component products, including semiconductor laser chips, laser sub-assemblies, line subsystems, and wavelength management systems. The company also offers system products, such as optical modules, optical circuit switches, and industrial lasers, including short-pulse solid-state lasers and kilowatt-class fiber lasers. Its products and solutions are used in cloud, artificial intelligence and machine learning (AI/ML), telecommunications, consumer, and industrial end-market applications. The company was incorporated in 2015 and is headquartered in San Jose, California.

Recent LITE News & Updates

Recent updates

No updates

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