Lumentum Holdings Inc.

NasdaqGS:LITE Stok Raporu

Piyasa değeri: US$67.7b

Lumentum Holdings Gelecekteki Büyüme

Future kriter kontrolleri 6/6

Lumentum Holdings kazanç ve gelirin sırasıyla yıllık 79.1% ve 53.8% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 72.6% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 49.7% olacağı tahmin edilmektedir.

Anahtar bilgiler

79.1%

Kazanç büyüme oranı

72.61%

EPS büyüme oranı

Communications kazanç büyümesi22.2%
Gelir büyüme oranı53.8%
Gelecekteki özkaynak getirisi49.69%
Analist kapsamı

Good

Son güncelleme12 Jun 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Analiz Makalesi • 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...
Seeking Alpha • Jun 09

Lumentum: Too Bright To Short, Too Fully Priced To Chase

Summary Lumentum sits at AI’s optical bottleneck, with Nvidia’s $2B backing validating lasers, switches, and photonics as core infrastructure. Momentum can keep working while capex and AI usage stay urgent, but >100x forward non-GAAP P/E leaves no margin for a de-rating. Hold: the AI and physical-AI runway is real, but LITE stock already discounts greatness; value investors need better asymmetry. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • Oct 02

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

Despite an already strong run, Lumentum Holdings Inc. ( NASDAQ:LITE ) shares have been powering on, with a gain of 29...
Anlatı Güncellemesi • Sep 24

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.
Anlatı Güncellemesi • Sep 09

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.
Anlatı Güncellemesi • Aug 15

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.
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Yeni Anlatı • Apr 26

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.

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:LITE - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
6/30/20288,3682,6262,7382,58217
6/30/20275,5621,5441,3971,52423
6/30/20262,99345017750321
3/28/20262,488439114452N/A
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
12/28/20191,745-3N/A420N/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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: LITE 'nin tahmini kazanç büyümesi (yıllık 79.1% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: LITE şirketinin kazançlarının (yıllık 79.1% ) US pazarından (yıllık 18.8% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: LITE şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: LITE şirketinin gelirinin (yıllık 53.8% ) US pazarından (yıllık 12.9% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: LITE şirketinin gelirinin (yıllık 53.8% ) yıllık 20% dan daha hızlı büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: LITE 'nin Özsermaye Getirisi'nin 3 yıl içinde çok yüksek olması tahmin ediliyor ( 49.7 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/18 21:42
Gün Sonu Hisse Fiyatı2026/06/18 00:00
Kazançlar2026/03/28
Yıllık Kazançlar2025/06/28

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Lumentum Holdings Inc. 31 Bu analistlerden 23, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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