Analyst Price Targets — LITE
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| March 2, 2026 1:18 pm | Ruben Roy | Stifel Nicolaus | $800.00 | $757.92 | StreetInsider | Lumentum (LITE) PT Raised to $800 at Stifel, to Benefit From Shift to Agentic AI |
| February 23, 2026 12:53 pm | — | Morgan Stanley | $520.00 | $660.00 | TheFly | Lumentum price target raised to $520 from $420 at Morgan Stanley |
| February 17, 2026 12:06 pm | — | Mizuho Securities | $645.00 | $537.02 | TheFly | Lumentum price target raised to $645 from $525 at Mizuho |
| February 5, 2026 10:44 am | Tom O'Malley | Barclays | $475.00 | $465.54 | TheFly | Lumentum price target raised to $475 from $365 at Barclays |
| February 4, 2026 2:24 pm | — | UBS | $455.00 | $445.20 | TheFly | Lumentum price target raised to $455 from $215 at UBS |
| February 4, 2026 1:15 pm | — | Stifel Nicolaus | $480.00 | $483.59 | TheFly | Lumentum price target raised to $480 from $400 at Stifel |
| February 4, 2026 12:54 pm | Christopher Rolland | Susquehanna | $550.00 | $435.10 | TheFly | Lumentum price target raised to $550 from $420 at Susquehanna |
| February 4, 2026 12:34 pm | Vijay Rakesh | Mizuho Securities | $525.00 | $435.10 | TheFly | Lumentum price target raised to $525 from $455 at Mizuho |
| February 4, 2026 12:24 pm | Ryan Koontz | Needham | $550.00 | $435.10 | TheFly | Lumentum price target raised to $550 from $470 at Needham |
| February 4, 2026 12:10 pm | — | UBS | $565.00 | $435.10 | TheFly | Lumentum price target raised to $565 from $350 at JPMorgan |
Latest News for LITE
Wall Street analyst Alex Henderson of Needham offered the latest showcase of institutional bullishness on artificial intelligence (AI) when he upgraded his 12-month price target for Lumentum Holdings (NASDAQ: LITE) on March 4.
The optical and photonics sector is bouncing back in premarket trading Wednesday, with Coherent (Nasdaq: COHR), Lumentum (Nasdaq: LITE), and Applied Optoelectronics (Nasdaq: AAOI) all pushing higher after a rough Tuesday session.
Shares of Credo Technology (Nasdaq: CRDO), Lumentum (Nasdaq: LITE), and Applied Optoelectronics (Nasdaq: AAOI) were hammered Tuesday, with CRDO down 15%, LITE off 11%, and AAOI sliding 7% as investors rushed for the exits after a massive sector-wide surge yesterday.
AI is driving a massive stock market rotation. Why software stocks are falling - and hard assets are suddenly winning.
Lumentum Holdings Inc. (LITE) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
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