Weekly Analysts’ Ratings Changes for Lumentum (LITE)

A number of research firms have changed their ratings and price targets for Lumentum (NASDAQ: LITE):

• 5/13/2026 – Lumentum was upgraded by Zacks Research from “hold” to “strong-buy”.
• 5/11/2026 – Lumentum had its price target raised by Citic Securities from $620.00 to $1,186.00.
• 5/6/2026 – Lumentum had its price target raised by UBS Group AG from $455.00 to $960.00. They now have a “neutral” rating on the stock.
• 5/6/2026 – Lumentum had its “outperform” rating reaffirmed by Raymond James Financial, Inc.. They now have a $1,014.00 price target on the stock.
• 5/6/2026 – Lumentum had its price target raised by TD Cowen from $875.00 to $995.00. They now have a “hold” rating on the stock.
• 5/6/2026 – Lumentum was given a new $1,100.00 price target by Mizuho.
• 5/6/2026 – Lumentum had its “buy” rating reaffirmed by Jefferies Financial Group Inc.. They now have a $1,200.00 price target on the stock.
• 5/6/2026 – Lumentum had its price target raised by Morgan Stanley from $710.00 to $900.00. They now have an “equal weight” rating on the stock.
• 5/6/2026 – Lumentum had its price target raised by Craig Hallum from $900.00 to $1,150.00.
• 5/6/2026 – Lumentum had its price target raised by BNP Paribas Exane from $1,040.00 to $1,300.00.
• 5/6/2026 – Lumentum had its price target raised by JPMorgan Chase & Co. from $950.00 to $1,130.00. They now have an “overweight” rating on the stock.
• 5/6/2026 – Lumentum had its price target raised by Barclays PLC from $750.00 to $1,000.00. They now have an “equal weight” rating on the stock.
• 5/6/2026 – Lumentum had its price target raised by Rosenblatt Securities from $900.00 to $1,300.00. They now have a “buy” rating on the stock.
• 5/5/2026 – Lumentum had its price target raised by Loop Capital from $900.00 to $1,400.00. They now have a “buy” rating on the stock.
• 5/5/2026 – Lumentum had its price target raised by Stifel Nicolaus from $800.00 to $1,100.00. They now have a “buy” rating on the stock.
• 5/1/2026 – Lumentum had its “buy” rating reaffirmed by B. Riley Financial, Inc..
• 4/21/2026 – Lumentum had its “hold (c)” rating reaffirmed by Weiss Ratings.
• 4/21/2026 – Lumentum had its price target raised by Citigroup Inc. from $800.00 to $1,100.00. They now have a “buy” rating on the stock.
• 4/21/2026 – Lumentum had its price target raised by Needham & Company LLC from $880.00 to $1,040.00. They now have a “buy” rating on the stock.
• 4/20/2026 – Lumentum was given a new $1,000.00 price target by Northland Securities.
• 4/20/2026 – Lumentum had its price target raised by Morgan Stanley from $595.00 to $710.00. They now have an “equal weight” rating on the stock.
• 4/20/2026 – Lumentum had its price target raised by Susquehanna from $550.00 to $1,100.00. They now have a “positive” rating on the stock.
• 4/13/2026 – Lumentum was downgraded by Zacks Research from “strong-buy” to “hold”.
• 4/10/2026 – Lumentum had its price target raised by TD Cowen from $675.00 to $875.00. They now have a “hold” rating on the stock.
• 4/9/2026 – Lumentum had its price target raised by JPMorgan Chase & Co. to $950.00. They now have an “overweight” rating on the stock.
• 4/8/2026 – Lumentum had its price target raised by Mizuho from $750.00 to $930.00. They now have an “outperform” rating on the stock.

Insider Transactions at Lumentum

In other news, CFO Wajid Ali sold 5,302 shares of the company’s stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $691.13, for a total transaction of $3,664,371.26. Following the completion of the transaction, the chief financial officer directly owned 66,287 shares of the company’s stock, valued at $45,812,934.31. This represents a 7.41% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Brian Lillie sold 11,951 shares of the company’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $981.64, for a total value of $11,731,579.64. Following the transaction, the director directly owned 13,959 shares of the company’s stock, valued at $13,702,712.76. This represents a 46.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 32,488 shares of company stock valued at $27,115,961. Insiders own 0.43% of the company’s stock.

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.