LITE Lumentum Holdings Inc.
USTechnologyAs of 2026-10-08
Why LITE matters now
Lumentum Holdings Inc. (LITE) is a US stock in Technology. The latest InvestLog snapshot shows $1,048.60 with -5.62% on the session and $81.58B in market capitalization; recent performance reads 1-month -4.50% and YTD +130.61%.
The latest financial table shown here is Q3 2026, with revenue of $808.4M, net income of $144.2M, and EPS of $1.50. Investors can compare that operating picture with valuation signals such as P/E 254.64 and FCF yield 0.4%.
InvestLog's latest related AI research is a Stock Price Move note titled "Lumentum Holdings Inc. (LITE) falls 5.30% to $1,052". The latest indexable market news headline is "Optics Stocks Tumble as Profit Taking Cuts Into Big Yearly Gains: Applied Optoelectronics Drops 9%, Coherent Falls 5%, Lumentum Slides 4%" from 24/7 Wall Street.
Additional event context on this page matters because analyst consensus is Buy with a median target of $1,014.00; recent insider activity includes Harris Isaac Hosojiro filing S-Sale; recent congressional disclosure data includes Josh Gottheimer Purchase. These signals are research inputs, not a recommendation.
Valuation
P/E (TTM)
254.64
PEG
1.67
P/B
20.44
P/S
26.58
EV/EBITDA
121.02
DCF Value
$-16.03
FCF Yield
0.4%
Div Yield
0.0%
Margins & Returns
Gross Margin
37.7%
Operating Margin
9.5%
Net Margin
17.7%
ROE
30.7%
ROA
6.3%
ROIC
3.7%
Financials
| Period | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2026 | $808.4M | $144.2M | $1.50 |
| Q2 2026 | $665.5M | $78.2M | $0.89 |
| Q1 2026 | $533.8M | $4.2M | $0.05 |
| Q4 2025 | $480.7M | $213.3M | $2.96 |
Analyst Ratings
Consensus
Buy
Target (Consensus)
$985.82
Target (Median)
$1,014.00
Target Range
$550.00 - $1,270.00
Trading Activity
Insider Trades
Congress Trades
Related AI Research
Lumentum Holdings Inc. (LITE) falls 5.30% to $1,052Lumentum Holdings Inc.（LITE）下跌 5.30%，报 $1,052
Lumentum Holdings Inc. (LITE) traded 5.30% lower at $1,052 as of 2026-10-08T16:56:30+00:00.Lumentum Holdings Inc.（LITE）截至 2026-10-08T16:56:30+00:00 下跌 5.30%，报 $1,052。当日成交量为 2,567,756 股，成交额估算约 $2.7B。
Stifel raises LITE target to $1,232 from $1,100Stifel 上调目标价 LITE：$1,100 → $1,232
On 2026-10-05, Stifel raised its LITE price target to $1,232 from $1,100 (+12.0%).Stifel 于 2026-10-05 将 LITE 目标价上调至 $1,232，此前为 $1,100，变动幅度 +12.0%。
Ali Wajid sells $25.7M of LITEAli Wajid 内部减持 LITE $25.7M
Ali Wajid (officer: EVP & CHIEF FINANCIAL OFFICER) sold 24,542 shares of Lumentum Holdings Inc. (LITE) on 2026-10-01, at an average price of $1,048.50, for approximately $25.7M.Ali Wajid（officer: EVP & CHIEF FINANCIAL OFFICER）于 2026-10-01 卖出 Lumentum Holdings Inc.（LITE）24,542 股，平均价格 $1,048.50，合计约 $25.7M。该交易于 2026-10-02 通过 SEC 原始 Form 4 披露。
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Latest News
Company Info
Sector
Technology
Industry
Communication Equipment
Country
US
Exchange
—
Beta
1.48
Lumentum Holdings Inc., established in 2015 and headquartered in San Jose, California, is a global leader in optical and photonic product manufacturing. The company's reach extends across the Americas, Asia-Pacific, Europe, the Middle East, and Africa. Lumentum operates through two principal business units: Optical Communications (OpComms) and Commercial Lasers. The OpComms segment develops and supplies components, modules, and subsystems essential for transmitting video, audio, and data across high-capacity fiber optic networks. Its offerings encompass a wide range of products, including tunable transponders, transceivers, and transmitter modules, alongside various tunable lasers, receivers, and modulators. Furthermore, this segment provides critical transport products such as reconfigurable optical add/drop multiplexers (ROADMs), optical amplifiers, and optical channel monitors. A comprehensive suite of components is also available, featuring 980nm, multi-mode, and Raman pumps; switches; attenuators; photodetectors; gain flattening filters; isolators; wavelength-division multiplexing (WDM) filters; arrayed waveguide gratings (AWGs); multiplex/de-multiplexers; and integrated passive modules. Distinctive innovations from this segment include the Super Transport Blade, which integrates multiple optical transport functions into a single unit; vertical-cavity surface-emitting lasers (VCSELs); directly modulated and electro-absorption modulated lasers; and advanced laser illumination sources for 3D sensing systems. OpComms serves key clientele in the telecommunications, data communications, consumer, and industrial markets. Conversely, the Commercial Lasers segment produces an array of laser technologies, such as diode-pumped solid-state, fiber, diode, direct-diode, and gas lasers. These are primarily utilized in original equipment manufacturer (OEM) applications. This segment's laser solutions cater to a broad spectrum of markets and uses, including sheet metal processing, general manufacturing, biotechnology, graphics and imaging, remote sensing, and precision machining.