Lumentum (LITE) – Research Analysts’ Recent Ratings Updates

Lumentum (NASDAQ: LITE) has recently received a number of price target changes and ratings updates:

• 1/23/2026 – Lumentum had its price target raised by analysts at Citigroup Inc. from $240.00 to $450.00. They now have a “buy” rating on the stock.
• 1/22/2026 – Lumentum had its price target raised by analysts at Susquehanna from $230.00 to $420.00. They now have a “positive” rating on the stock.
• 1/22/2026 – Lumentum had its price target raised by analysts at Stifel Nicolaus from $220.00 to $400.00. They now have a “buy” rating on the stock.
• 1/15/2026 – Lumentum had its price target raised by analysts at Barclays PLC from $181.00 to $365.00. They now have an “equal weight” rating on the stock.
• 1/9/2026 – Lumentum was given a new $455.00 price target on by analysts at Mizuho.
• 12/29/2025 – Lumentum had its “hold (c-)” rating reaffirmed by analysts at Weiss Ratings.
• 12/22/2025 – Lumentum had its “hold (c-)” rating reaffirmed by analysts at Weiss Ratings.
• 12/17/2025 – Lumentum had its price target raised by analysts at Morgan Stanley from $190.00 to $304.00. They now have an “equal weight” rating on the stock.
• 12/15/2025 – Lumentum had its “hold (c-)” rating reaffirmed by analysts at Weiss Ratings.
• 12/8/2025 – Lumentum had its “hold (c-)” rating reaffirmed by analysts at Weiss Ratings.
• 12/4/2025 – Lumentum had its price target raised by analysts at Rosenblatt Securities to $380.00. They now have a “buy” rating on the stock.
• 12/3/2025 – Lumentum was given a new $350.00 price target on by analysts at Northland Securities.
• 12/2/2025 – Lumentum was upgraded by analysts at Zacks Research from a “hold” rating to a “strong-buy” rating.
• 12/1/2025 – Lumentum was upgraded by analysts at Weiss Ratings from a “sell (d+)” rating to a “hold (c-)” rating.

Insiders Place Their Bets

In related news, SVP Jae Kim sold 1,367 shares of Lumentum stock in a transaction on Monday, November 17th. The stock was sold at an average price of $234.14, for a total transaction of $320,069.38. Following the transaction, the senior vice president directly owned 38,570 shares in the company, valued at approximately $9,030,779.80. The trade was a 3.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Isaac Hosojiro Harris sold 7,200 shares of the business’s stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $243.32, for a total value of $1,751,904.00. Following the sale, the director directly owned 9,764 shares of the company’s stock, valued at $2,375,776.48. This represents a 42.44% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 28,612 shares of company stock valued at $7,317,398. 0.43% of the stock is currently owned by corporate insiders.

Lumentum Holdings Inc, headquartered in San Jose, California, is a leading provider of photonic technologies that enable high-speed optical communication networks and advanced industrial applications. The company designs and manufactures a broad range of lasers, optical modules and subsystems tailored to the evolving requirements of telecommunications carriers, cloud data centers and enterprise networking.

Its core product portfolio includes tunable and fixed-wavelength laser transmitters, coherent optical engines, transceivers for long-haul, metro and data center interconnects, as well as test and measurement instruments.