SeekingAlpha · Sep 11, 2026
Lumentum: Why 2027 Will Be A Game Changer
Lumentum's optical division is well-positioned as data centers shift from copper to fiber optic, boosting transceiver demand. Learn why LITE stock is a buy.
LI
NASDAQ · LITE
Lumentum Holdings Inc.
Technology · Communication Equipment
$838.96
Up+$3.93 (+0.47%)
Updated Sep 16, 2026, 12:01 PM
SID Score
6.0/10
Composite research score
Smart Money
61/100
Neutral
- Market cap
- 25.85B
- P/E ratio
- 232.43
- Dividend yield
- 0.00%
- 52-week range
- $144.52 – $1,085.68
- Volume
- 2.9M
- Avg. volume
- 4.19M
Price performance
LITE price history
1M range · 20 trading sessions · Daily adjusted prices
LITE closed at $838.96 after 20 trading sessions, down 3.93% for the selected period.
- Last close
- $838.96
- Period change
- -3.93%
- Period low
- $827.60
- Period high
- $988.98
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Sep 15, 2026 | $842.705 | $855.9999 | $832.11 | $838.96 | 2.9M |
| Sep 14, 2026 | $860.875 | $878.99 | $833.70 | $835.03 | 4.92M |
| Sep 11, 2026 | $945.595 | $973.50 | $914.65 | $927.03 | 3.4M |
| Sep 10, 2026 | $959.44 | $994.50 | $933.82 | $935.70 | 3.96M |
| Sep 9, 2026 | $980.055 | $1,026.76 | $978.11 | $988.98 | 4.54M |
| Sep 8, 2026 | $897.56 | $1,000.15 | $884.70 | $978.535 | 7.39M |
| Sep 4, 2026 | $861.385 | $885.83 | $841.04 | $881.255 | 3.56M |
| Sep 3, 2026 | $874.00 | $874.00 | $818.89 | $847.37 | 3.3M |
| Sep 2, 2026 | $867.714 | $887.4599 | $848.43 | $870.58 | 2.8M |
| Sep 1, 2026 | $901.04 | $909.14 | $854.126 | $868.95 | 3.84M |
| Aug 31, 2026 | $894.58 | $918.84 | $886.835 | $914.76 | 3.21M |
| Aug 28, 2026 | $941.71 | $942.91 | $893.65 | $895.00 | 3.45M |
| Aug 27, 2026 | $958.73 | $970.32 | $918.0101 | $956.14 | 4.13M |
| Aug 26, 2026 | $880.00 | $947.5299 | $876.09 | $939.03 | 4.51M |
| Aug 25, 2026 | $858.10 | $887.36 | $841.10 | $885.565 | 3.24M |
| Aug 24, 2026 | $823.60 | $844.00 | $784.47 | $830.17 | 3.92M |
| Aug 21, 2026 | $898.62 | $922.99 | $855.0101 | $866.71 | 3.67M |
| Aug 20, 2026 | $830.00 | $881.88 | $815.03 | $879.28 | 4.26M |
| Aug 19, 2026 | $892.20 | $893.8466 | $821.0301 | $827.60 | 4.41M |
| Aug 18, 2026 | $909.28 | $943.7599 | $863.1101 | $873.31 | 6.01M |
Latest LITE news
The latest Smart Investors Daily articles mentioning LITE.
Stock researchCompany · Overview
LITE research
Overview
Company profile and research snapshot.
Company profile
Lumentum Holdings Inc is a California-based technology firm. The company provides two types of optical and photonic products: optical components that are used in telecommunications networking equipment, and commercial lasers for manufacturing, inspection, and life-science lab uses. Its segments are Optical Communications and Commercial Lasers. The firm is also expanding into new optical applications, such as 3-D sensing laser diode for consumer electronics. It generates maximum revenue from the OpComms segment. The OpComms segment products include a wide range of components, modules, and subsystems to support customers including carrier networks for access (local), metro (intracity), long-haul, and submarine (undersea) applications.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- —
- Average target
- $249.44
- Implied upside
- —
- Analysts
- —
| Date | Firm | Rating | Target |
|---|---|---|---|
| Sep 1, 2026 | Deutsche Bank | Buy | — |
| Aug 31, 2026 | Evercore ISI Group | Outperform | — |
| Aug 12, 2026 | TD Cowen | Hold | — |
| Aug 12, 2026 | Morgan Stanley | Equal-Weight | — |
| Aug 12, 2026 | JP Morgan | Overweight | — |
News briefing
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Yahoo · Sep 10, 2026
Why Is Lumentum (LITE) Up 6.1% Since Last Earnings Report?
Lumentum (LITE) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Yahoo · Sep 10, 2026
Optical Circuit Switching Market Size to Hit USD 4.93 Billion by 2035, at 28.51% CAGR – Research by SNS Insider
U.S. Optical Circuit Switching Market to Reach USD 1.47 Billion by 2035 as North America Leads with 38.64% Share and Asia Pacific Records the Fastest Growth at 32.08% CAGRAustin, Sept. 10, 2026 (GLOBE NEWSWIRE) -- According to SNS Insider, the Optical Circuit Switching Market was valued at USD 0.40 Billion in 2025 and is projected to reach USD 4.93 Billion by 2035, registering a CAGR of 28.51% from 2026 to 2035. The market growth is attributed to increased demand for high bandwidth, low latency,
Yahoo · Sep 10, 2026
Top Funds Bet Billions As This AI Stock Lights Up A Buy Zone
Fueled by massive demand for AI data centers, the best mutual funds have bet billions on Lumentum stock, igniting shares.
AI research layers
Interpretive context generated from the platform’s current data sources.
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