Lumentum Holdings Management
Management criteria checks 1/4
Lumentum Holdings' CEO is Michael E. Hurlston, appointed in Feb 2025, has a tenure of 1.17 years. total yearly compensation is $27.67M, comprised of 1.1% salary and 98.9% bonuses, including company stock and options. directly owns 0.025% of the company’s shares, worth $15.09M. The average tenure of the management team and the board of directors is 1.3 years and 4.8 years respectively.
Key information
Michael E. Hurlston
Chief executive officer
US$27.7m
Total compensation
| CEO salary percentage | 1.14% |
| CEO tenure | 1.2yrs |
| CEO ownership | 0.02% |
| Management average tenure | 1.3yrs |
| Board average tenure | 4.8yrs |
Recent management updates
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
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 16LITE: 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 12LITE: 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 02Advanced 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 17Lumentum Holdings Inc. (NASDAQ:LITE) Stocks Shoot Up 50% But Its P/S Still Looks Reasonable
May 20Would Lumentum Holdings (NASDAQ:LITE) Be Better Off With Less Debt?
May 16
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 22Lumentum Holdings: Upgrade To Strong Buy As Earnings Validate My Bull Thesis
Feb 14CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| 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$26m |
Compensation vs Market: Michael E.'s total compensation ($USD27.67M) is above average for companies of similar size in the US market ($USD14.50M).
Compensation vs Earnings: Insufficient data to compare Michael E.'s compensation with company performance.
CEO
Michael E. Hurlston (58 yo)
1.2yrs
Tenure
US$27,670,076
Compensation
Mr. Michael E. Hurlston serves as an Director at Flex Ltd. since September 15, 2020. He is Director at Flextronics International, Ltd.since September 2020. He serves as an Independent Director for Astera...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 1.2yrs | US$27.67m | 0.025% $ 15.1m | |
| Executive VP & CFO | 7.2yrs | US$4.85m | 0.093% $ 56.9m | |
| Senior VP | 2.1yrs | US$2.55m | 0.0038% $ 2.3m | |
| Executive VP of Module Business Unit | 3.3yrs | US$5.66m | 0.13% $ 82.3m | |
| President of Global Business Units | 4.3yrs | US$5.39m | 0.12% $ 75.9m | |
| Chief Accounting Officer | less than a year | no data | no data | |
| Vice President of Investor Relations | no data | no data | no data | |
| Senior VP | less than a year | no data | no data | |
| Senior VP & CHRO | 1yr | no data | no data | |
| Senior Vice President of Worldwide Sales | 1.3yrs | no data | no data | |
| Executive VP & Chief Transformation Officer | 1.3yrs | no data | no data | |
| Senior Vice President of Fab Operations | less than a year | no data | no data |
1.3yrs
Average Tenure
54.5yo
Average Age
Experienced Management: LITE's management team is not considered experienced ( 1.3 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 1.2yrs | US$27.67m | 0.025% $ 15.1m | |
| Independent Director | 7.3yrs | US$377.84k | 0.035% $ 21.3m | |
| Independent Chair of Board of Directors | 10.7yrs | US$455.34k | 0.056% $ 34.5m | |
| Independent Director | 10.7yrs | US$354.84k | 0.030% $ 18.3m | |
| Director | less than a year | no data | no data | |
| Independent Director | 1.3yrs | US$148.55k | 0.0033% $ 2.0m | |
| Independent Director | 3.2yrs | US$354.84k | 0.0075% $ 4.6m | |
| Independent Director | 8.4yrs | US$369.84k | 0.012% $ 7.5m | |
| Independent Director | 4.8yrs | US$354.84k | 0.016% $ 9.5m |
4.8yrs
Average Tenure
58yo
Average Age
Experienced Board: LITE's board of directors are considered experienced (4.8 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/04/30 14:41 |
| End of Day Share Price | 2026/04/29 00:00 |
| Earnings | 2025/12/27 |
| Annual Earnings | 2025/06/28 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Lumentum Holdings Inc. is covered by 30 analysts. 21 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Skye Chen | Aletheia Analyst Network Limited |
| Thomas O'Malley | Barclays |
| Karl Ackerman | BNP Paribas |