Lumentum (LITE) – Investment Analysts’ Weekly Ratings Updates

Several brokerages have updated their recommendations and price targets on shares of Lumentum (NASDAQ: LITE) in the last few weeks:

• 3/18/2026 – Lumentum had its price target raised by Morgan Stanley to $595.00. They now have an “equal weight” rating on the stock.
• 3/18/2026 – Lumentum had its “buy” rating reaffirmed by Rosenblatt Securities. They now have a $900.00 price target on the stock.
• 3/12/2026 – Lumentum is now covered by TD Cowen. They set a “hold” rating and a $675.00 price target on the stock.
• 3/4/2026 – Lumentum had its price target raised by Needham & Company LLC to $850.00. They now have a “buy” rating on the stock.
• 3/3/2026 – Lumentum had its price target raised by Barclays PLC to $750.00. They now have an “equal weight” rating on the stock.
• 3/2/2026 – Lumentum had its price target raised by Stifel Nicolaus to $800.00. They now have a “buy” rating on the stock.
• 2/23/2026 – Lumentum had its price target raised by Morgan Stanley to $520.00. They now have an “equal weight” rating on the stock.
• 2/17/2026 – Lumentum had its price target raised by Mizuho to $645.00. They now have an “outperform” rating on the stock.
• 2/5/2026 – Lumentum had its price target raised by Barclays PLC to $475.00. They now have an “equal weight” rating on the stock.
• 2/5/2026 – Lumentum had its price target raised by Citigroup Inc. to $560.00. They now have a “buy” rating on the stock.
• 2/4/2026 – Lumentum had its price target raised by UBS Group AG from $215.00 to $455.00. They now have a “neutral” rating on the stock.
• 2/4/2026 – Lumentum had its price target raised by Susquehanna to $550.00. They now have a “positive” rating on the stock.
• 2/4/2026 – Lumentum had its price target raised by Needham & Company LLC to $550.00. They now have a “buy” rating on the stock.
• 2/4/2026 – Lumentum was given a new $565.00 price target by UBS Group AG.
• 2/4/2026 – Lumentum was upgraded by B. Riley Financial, Inc. from “neutral” to “buy”. They now have a $526.00 price target on the stock, up from $147.00.
• 2/4/2026 – Lumentum was upgraded by B. Riley Financial, Inc. from “hold” to “buy”. They now have a $526.00 price target on the stock, up from $147.00.
• 2/4/2026 – Lumentum had its price target raised by JPMorgan Chase & Co. to $565.00. They now have an “overweight” rating on the stock.
• 2/4/2026 – Lumentum had its price target raised by Stifel Nicolaus to $480.00. They now have a “buy” rating on the stock.
• 2/4/2026 – Lumentum had its price target raised by Bank of America Corporation to $520.00. They now have a “neutral” rating on the stock.
• 2/4/2026 – Lumentum had its price target raised by Mizuho to $525.00. They now have an “outperform” rating on the stock.
• 2/4/2026 – Lumentum had its price target raised by Rosenblatt Securities to $580.00. They now have a “buy” rating on the stock.
• 1/30/2026 – Lumentum had its price target raised by Morgan Stanley to $350.00. They now have an “equal weight” rating on the stock.
• 1/23/2026 – Lumentum had its price target raised by 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 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 Stifel Nicolaus from $220.00 to $400.00. They now have a “buy” rating on the stock.

Insiders Place Their Bets

In related news, CFO Wajid Ali sold 5,302 shares of the company’s stock in a transaction on Friday, February 27th. The shares were 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 in the company, valued at $45,812,934.31. This represents a 7.41% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Penny Herscher sold 4,000 shares of the stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $597.29, for a total transaction of $2,389,160.00. Following the completion of the sale, the director directly owned 2,057 shares of the company’s stock, valued at approximately $1,228,625.53. This trade represents a 66.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 65,775 shares of company stock valued at $38,851,343 over the last ninety days. 0.43% of the stock is owned by 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.