Analyst Consensus ?
ConsensusBuy25 ratings
Bullish1872.0%
Neutral728.0%
Bearish00.0%
FN2 Earnings Intelligence
Lumentum Holdings Inc. analyst ratings
Lumentum Holdings Inc. (LITE) analyst consensus, price targets, and firm-level rating history from FN2 Research.
Analyst 52W Price Targets
$964.64Current
$50Low
$596.91Average
$1,270High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 21, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| TD Cowen | Hold | Hold | Maintain | Aug 12, 2026 |
| Rosenblatt | Buy | Buy | Maintain | Aug 12, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Aug 12, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Aug 12, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Aug 12, 2026 |
| B of A Securities | Neutral | Neutral | Maintain | Aug 12, 2026 |
| Barclays | Overweight | Equal Weight | Upgrade | Jul 20, 2026 |
| Needham | Buy | Buy | Maintain | Jun 9, 2026 |
| UBS | Neutral | Neutral | Maintain | May 6, 2026 |
| Stifel | Buy | Buy | Maintain | May 5, 2026 |
| Citigroup | Buy | Buy | Maintain | Feb 5, 2026 |
| Susquehanna | Positive | Positive | Maintain | Feb 4, 2026 |
| B. Riley Securities | Buy | Neutral | Upgrade | Feb 4, 2026 |
| Raymond James | Strong Buy | Strong Buy | Maintain | Aug 13, 2025 |
| Northland Capital Markets | Market Perform | Market Perform | Maintain | Feb 7, 2025 |
| Jefferies | Buy | Buy | Maintain | Aug 15, 2024 |
| Craig-Hallum | Buy | Buy | Maintain | Aug 15, 2024 |
| Loop Capital | Buy | Buy | Maintain | May 10, 2023 |
| Goldman Sachs | Neutral | Buy | Downgrade | Jun 1, 2021 |
| MKM Partners | Buy | Buy | Maintain | May 13, 2021 |
| B. Riley FBR | Buy | Buy | Maintain | May 6, 2020 |
| B. Riley | Buy | Buy | Maintain | Jan 16, 2020 |
| Stifel Nicolaus | Buy | Buy | Maintain | Jan 24, 2018 |
| Northland Securities | Outperform | Market Perform | Upgrade | Dec 11, 2017 |
| RBC Capital | Sector Perform | Outperform | Downgrade | Sep 9, 2015 |
Named analyst price targets
Upside is calculated against the persisted current price $964.64. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Deutsche Bank | Gianmarco Conti | $1,200 | $914.76 | +24.4% | Aug 31, 2026 |
| Evercore ISI | Analyst unavailable | $1,100 | $895 | +14.0% | Aug 31, 2026 |
| UBS | Analyst unavailable | $820 | $940.49 | -15.0% | Aug 12, 2026 |
| Raymond James | Analyst unavailable | $1,036 | $878.27 | +7.4% | Aug 12, 2026 |
| Needham | Alex Henderson | $1,040 | $864.91 | +7.8% | Aug 12, 2026 |
| Mizuho Securities | Analyst unavailable | $1,140 | $820.59 | +18.2% | Aug 12, 2026 |
| Morgan Stanley | Meta Marshall | $1,000 | $820.59 | +3.7% | Aug 12, 2026 |
| Northland Securities | Tim Savageaux | $1,200 | $974.57 | +24.4% | Jun 3, 2026 |
| Barclays | Tom O'Malley | $1,000 | $944.28 | +3.7% | May 7, 2026 |
| UBS | David Vogt | $960 | $933.42 | -0.5% | May 6, 2026 |
| Raymond James | Simon Leopold | $1,014 | $932.5 | +5.1% | May 6, 2026 |
| Mizuho Securities | Analyst unavailable | $1,100 | $994.56 | +14.0% | May 6, 2026 |
| Jefferies | Blayne Curtis | $1,200 | $994.56 | +24.4% | May 6, 2026 |
| Morgan Stanley | Analyst unavailable | $900 | $994.56 | -6.7% | May 6, 2026 |
| Stifel Nicolaus | Analyst unavailable | $1,100 | $976.18 | +14.0% | May 5, 2026 |
| Redburn Partners | Analyst unavailable | $1,270 | $902.32 | +31.7% | May 1, 2026 |
| Northland Securities | Tim Savageaux | $1,000 | $880.92 | +3.7% | Apr 20, 2026 |
| Morgan Stanley | Analyst unavailable | $710 | $890.57 | -26.4% | Apr 20, 2026 |
| Stifel Nicolaus | Ruben Roy | $800 | $757.92 | -17.1% | Mar 2, 2026 |
| Morgan Stanley | Analyst unavailable | $520 | $660 | -46.1% | Feb 23, 2026 |
| Mizuho Securities | Analyst unavailable | $645 | $537.02 | -33.1% | Feb 17, 2026 |
| Barclays | Tom O'Malley | $475 | $465.54 | -50.8% | Feb 5, 2026 |
| UBS | Analyst unavailable | $455 | $445.2 | -52.8% | Feb 4, 2026 |
| Stifel Nicolaus | Analyst unavailable | $480 | $483.59 | -50.2% | Feb 4, 2026 |
| Susquehanna | Christopher Rolland | $550 | $435.1 | -43.0% | Feb 4, 2026 |
| Mizuho Securities | Vijay Rakesh | $525 | $435.1 | -45.6% | Feb 4, 2026 |
| Needham | Ryan Koontz | $550 | $435.1 | -43.0% | Feb 4, 2026 |
| UBS | Analyst unavailable | $565 | $435.1 | -41.4% | Feb 4, 2026 |
| Morgan Stanley | Analyst unavailable | $350 | $411 | -63.7% | Jan 30, 2026 |
| Stifel Nicolaus | Analyst unavailable | $400 | $354.02 | -58.5% | Jan 22, 2026 |
| Susquehanna | Christopher Rolland | $420 | $354.01 | -56.5% | Jan 22, 2026 |
| Barclays | Tom O'Malley | $365 | $331.62 | -62.2% | Jan 15, 2026 |
| Mizuho Securities | Analyst unavailable | $455 | $348.26 | -52.8% | Jan 9, 2026 |
| Needham | Alex Henderson | $470 | $392.88 | -51.3% | Jan 8, 2026 |
| Morgan Stanley | Analyst unavailable | $304 | $316.15 | -68.5% | Dec 17, 2025 |
| Rosenblatt Securities | Mike Genovese | $380 | $302.98 | -60.6% | Dec 4, 2025 |
| Northland Securities | Analyst unavailable | $350 | $298.12 | -63.7% | Dec 3, 2025 |
| Needham | Alex Henderson | $290 | $255.59 | -69.9% | Nov 24, 2025 |
| Northland Securities | Analyst unavailable | $250 | $232.86 | -74.1% | Nov 5, 2025 |
| Stifel Nicolaus | Ruben Roy | $220 | $188.36 | -77.2% | Nov 5, 2025 |
| Wolfe Research | George Notter | $240 | $188.36 | -75.1% | Nov 5, 2025 |
| Needham | Alex Henderson | $235 | $188.36 | -75.6% | Nov 5, 2025 |
| Morgan Stanley | Meta Marshall | $190 | $188.36 | -80.3% | Nov 5, 2025 |
| Raymond James | Analyst unavailable | $220 | $200.13 | -77.2% | Oct 31, 2025 |
| Susquehanna | Analyst unavailable | $190 | $162.95 | -80.3% | Oct 22, 2025 |
| Morgan Stanley | Meta Marshall | $145 | $159.76 | -85.0% | Oct 10, 2025 |
| Barclays | Tom O'Malley | $165 | $151.38 | -82.9% | Sep 9, 2025 |
| Barclays | Tom O'Malley | $135 | $119.66 | -86.0% | Aug 13, 2025 |
| Susquehanna | Christopher Rolland | $125 | $119.66 | -87.0% | Aug 12, 2025 |
| Northland Securities | Tim Savageaux | $80 | $64.42 | -91.7% | May 7, 2025 |
| Barclays | Tom O'Malley | $75 | $64.42 | -92.2% | May 7, 2025 |
| Raymond James | Strong Buy | $82 | $73.63 | -91.5% | Mar 24, 2025 |
| Craig-Hallum | Richard Shannon | $70 | $52.15 | -92.7% | Aug 15, 2024 |
| B.Riley Financial | Dave Kang | $50 | $52.3 | -94.8% | Aug 15, 2024 |
| Morgan Stanley | Meta Marshall | $54 | $45.53 | -94.4% | Aug 15, 2024 |
| Rosenblatt Securities | Mike Genovese | $69 | $52.18 | -92.8% | Aug 15, 2024 |
| Needham | Alex Henderson | $70 | $52.26 | -92.7% | Aug 15, 2024 |
| Bank of America Securities | Vivek Arya | $50 | $52.17 | -94.8% | Aug 15, 2024 |
| Barclays | Tom O'Malley | $40 | $45.53 | -95.9% | Aug 15, 2024 |
| Susquehanna | Christopher Rolland | $70 | $59.09 | -92.7% | Jul 17, 2024 |
| Loop Capital Markets | Ananda Baruah | $80 | $44.11 | -91.7% | May 7, 2024 |
| Barclays | Tom O'Malley | $38 | $44.11 | -96.1% | May 7, 2024 |
| Needham | Alex Henderson | $50 | $49.89 | -94.8% | Feb 9, 2024 |
| J.P. Morgan | Analyst unavailable | $64 | $50.59 | -93.4% | Dec 20, 2022 |
| Morgan Stanley | Analyst unavailable | $66 | $54.45 | -93.2% | Dec 13, 2022 |
| Morgan Stanley | Analyst unavailable | $98 | $89.6 | -89.8% | Aug 17, 2022 |
| Raymond James | Analyst unavailable | $114 | $89.6 | -88.2% | Aug 17, 2022 |
| Raymond James | Analyst unavailable | $102 | $93.43 | -89.4% | Aug 4, 2022 |
| Barclays | Analyst unavailable | $95 | $85.02 | -90.2% | Jul 25, 2022 |
| J.P. Morgan | Analyst unavailable | $100 | $77.18 | -89.6% | Jul 14, 2022 |
| Susquehanna | Analyst unavailable | $110 | $88.96 | -88.6% | May 5, 2022 |
| Raymond James | Simon Leopold | $118 | $89.76 | -87.8% | May 5, 2022 |
| Morgan Stanley | Analyst unavailable | $94 | $83.11 | -90.3% | May 2, 2022 |
| Barclays | Analyst unavailable | $100 | $84.46 | -89.6% | Apr 25, 2022 |
| Northland Securities | Tim Savageaux | $120 | $91.49 | -87.6% | Mar 16, 2022 |
| Morgan Stanley | Meta Marshall | $91 | $93.34 | -90.6% | Nov 5, 2021 |
| Loop Capital Markets | Fahad Najam | $93 | $81.98 | -90.4% | Oct 5, 2021 |
| Goldman Sachs | Rod Hall | $86 | $80.06 | -91.1% | Jun 1, 2021 |
| D.A. Davidson | Thomas Diffely | $95 | $67.43 | -90.2% | May 13, 2021 |
| Stifel Nicolaus | John Marchetti | $87 | $68.24 | -91.0% | May 12, 2021 |
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