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LITE Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
934.920
Open
917.000
VWAP
901.57
Vol
6.73M
Mkt Cap
70.32B
Low
866.000
Amount
6.07B
EV/EBITDA(TTM)
150.55
Total Shares
77.80M
EV
69.55B
EV/OCF(TTM)
153.74
P/S(TTM)
29.98
Lumentum Holdings Inc. is a designer and manufacturer of optical and photonic products enabling optical networking and laser applications worldwide. Its segments include Cloud & Networking and Industrial Tech. The Cloud & Networking segment products include a comprehensive portfolio of optical and photonic components, modules, and subsystems supplied to cloud and communications network operators and network equipment manufacturers building cloud data center infrastructure, including products for artificial intelligence and machine learning (AI/ML) and data center interconnect (DCI) applications, and communications service provider networks, including products for access (local), metro (intracity), long-haul (city-to-city and worldwide), and submarine (undersea) network infrastructure. The Industrial Tech segment products include solid-state lasers, kilowatt-class fiber lasers, diode lasers, ultrafast lasers, and gas lasers, which address applications in numerous end-markets.
Show More

Events Timeline

(ET)
2026-05-06
16:40:00
Major U.S. Indices Surge, Nasdaq Up 2.02%
select
2026-05-06
12:00:00
U.S. and Iran Near Agreement, Markets Broadly Higher
select

News

Newsfilter
8.5
00:43 AMNewsfilter
Lumentum to Join Nasdaq-100 Index Replacing CoStar Group
  • Index Change Announcement: Lumentum Holdings Inc. will join the Nasdaq-100 Index on May 18, 2026, replacing CoStar Group, which is expected to enhance Lumentum's market visibility and investor confidence.
  • Index Influence: The Nasdaq-100 Index includes 100 of the largest non-financial companies and manages over $600 billion in assets, and Lumentum's inclusion may attract more investment products tracking this index, thereby improving its liquidity and market performance.
  • Market Reaction Anticipation: As a component of Nasdaq, Lumentum is likely to benefit from broader market recognition, particularly in the technology and capital markets, potentially driving its stock price higher.
  • Investor Attention: Nasdaq Global Indexes offers over 35,000 indexes, and Lumentum's addition will increase its visibility among investors, potentially facilitating future capital raising and business expansion.
Yahoo Finance
8.5
00:04 AMYahoo Finance
Lumentum to Join Nasdaq-100 Index, Replacing CoStar Group
  • Component Change: Lumentum Holdings Inc. will become a new component of the Nasdaq-100 Index on May 18, 2026, replacing CoStar Group, Inc., highlighting Lumentum's significance and influence in the market.
  • Index Impact: The Nasdaq-100 Index tracks 100 of the largest non-financial companies, managing over $600 billion in assets, and Lumentum's inclusion may attract more investor attention, enhancing its market liquidity and visibility.
  • Nasdaq Global Indexes: Nasdaq Global Indexes offers over 35,000 indexes across various asset classes and geographies, and Lumentum's addition further diversifies and represents the index, potentially impacting the performance of related investment products.
  • Market Reaction Expectations: With Lumentum's inclusion, the market may develop positive expectations regarding its future performance, prompting investors to reassess its position in the photonics industry, which could drive its stock price upward.
CNBC
7.5
05-07CNBC
IREN Partners with Nvidia for AI Infrastructure Expansion
  • Stock Surge: IREN shares rose 13% in after-hours trading on Thursday, reflecting strong market enthusiasm for the partnership with semiconductor giant Nvidia, indicating investor optimism about the company's growth potential.
  • Large-Scale Collaboration: Under the agreement, Nvidia and IREN will deploy up to 5 gigawatts of DSX-branded infrastructure designs aimed at powering AI workloads across global data centers, significantly enhancing IREN's competitiveness in the global data center market.
  • Equity Purchase Rights: IREN will grant Nvidia a five-year right to purchase up to 30 million shares of its ordinary stock at an exercise price of $70 per share, which not only provides potential capital inflow for IREN but also strengthens Nvidia's strategic investment confidence in the company.
  • Massive Investment Potential: Through this partnership, Nvidia has the right to invest $2.1 billion into IREN, which will provide robust support for IREN's technological upgrades and market expansion, further solidifying its position in the global data center industry.
Newsfilter
7.5
05-07Newsfilter
IREN Partners with Nvidia for Strategic Investment
  • Equity Purchase Agreement: IREN will grant Nvidia a five-year right to purchase up to 30 million shares of its ordinary stock at an exercise price of $70 per share, which is expected to bring $2.1 billion in investment, significantly enhancing IREN's capital structure and market competitiveness.
  • AI Infrastructure Deployment: The two companies will deploy up to 5 gigawatts of Nvidia's DSX-branded infrastructure designs aimed at powering artificial intelligence workloads across IREN's global data center facilities, enhancing its technological edge and service capabilities in the global data center market.
  • Positive Market Reaction: Following the announcement of the partnership, IREN's stock surged 13% in after-hours trading, reflecting strong investor confidence in the strategic collaboration, which may drive future stock performance and market sentiment.
  • Alignment with Industry Trends: Nvidia CEO Jensen Huang emphasized that AI factories are becoming foundational infrastructure for the global economy, and IREN's partnership with Nvidia not only aligns with industry trends but also fosters deep integration and innovation in the AI sector.
CNBC
7.5
05-06CNBC
Corning Partners with Nvidia for AI Growth
  • Strategic Partnership: Corning has entered into a multi-year supply agreement with Nvidia, planning to expand U.S. optical connectivity manufacturing tenfold and increase fiber production capacity by 50% to meet the demand for AI infrastructure, thereby enhancing its competitive position in the rapidly growing AI market.
  • Financial Target Upgrade: Corning has extended its financial targets to 2030, forecasting a $20 billion annual sales run rate by the end of 2026, with a compound annual growth rate accelerating to 19% from 2027 to 2030, reflecting the company's confidence in future growth.
  • Job Creation: The three new manufacturing facilities to be built in North Carolina and Texas will create over 3,000 high-paying jobs, further driving local economic development while providing robust production support for the company.
  • Shareholder Value Assurance: Although Nvidia has the option to purchase up to 18 million shares of Corning, potentially causing a 2% dilution, this move ensures that Nvidia will closely collaborate with Corning for future supply needs, thus providing long-term security for shareholders.
Fool
7.5
05-06Fool
Nvidia Partners with Corning to Expand Optical Manufacturing Plants
  • Stock Surge: Nvidia's shares rose 4.4% today, nearly recovering all gains from the past six months, reflecting investor confidence in the company's growth potential, particularly in AI infrastructure investments.
  • Strategic Partnership: Nvidia has partnered with optical company Corning to establish three advanced manufacturing plants in North Carolina and Texas, further solidifying its leadership in AI infrastructure development and driving innovation in optical technologies.
  • Investment Details: The partnership agreement allows Nvidia to invest up to $2.7 billion in Corning, granting it warrants to purchase up to 15 million shares of Corning common stock at an exercise price of $180 per share, highlighting Nvidia's commitment to the growth of optical connectivity technologies.
  • Industry Outlook: Nvidia CEO Jensen Huang stated that AI is driving a revitalization of American manufacturing and supply chains, and this collaboration will lay the groundwork for next-generation AI infrastructure, indicating that the company's strategic focus on optical technologies will yield long-term benefits.
Wall Street analysts forecast LITE stock price to rise
14 Analyst Rating
Wall Street analysts forecast LITE stock price to rise
9 Buy
5 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
147.00
Averages
303.36
High
470.00
Current: 0.000
sliders
Low
147.00
Averages
303.36
High
470.00
Barclays
Tom O'Malley
Equal Weight
maintain
$750
AI Analysis
2026-05-07
New
Reason
Barclays
Tom O'Malley
Price Target
$750
AI Analysis
2026-05-07
New
maintain
Equal Weight
Reason
Barclays analyst Tom O'Malley raised the firm's price target on Lumentum to $1,000 from $750 and keeps an Equal Weight rating on the shares post the earnings report. The company has a "clearer line of sight" to $25 in earnings per share in 2027, the analyst tells investors in a research note.
UBS
David Vogt
Neutral
maintain
$455 -> $960
2026-05-06
New
Reason
UBS
David Vogt
Price Target
$455 -> $960
2026-05-06
New
maintain
Neutral
Reason
UBS analyst David Vogt raised the firm's price target on Lumentum to $960 from $455 and keeps a Neutral rating on the shares.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for LITE
Unlock Now

Valuation Metrics

The current forward P/E ratio for Lumentum Holdings Inc (LITE.O) is 64.10, compared to its 5-year average forward P/E of 29.01. For a more detailed relative valuation and DCF analysis to assess Lumentum Holdings Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
29.01
Current PE
64.10
Overvalued PE
45.92
Undervalued PE
12.10

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
22.36
Current EV/EBITDA
54.59
Overvalued EV/EBITDA
44.32
Undervalued EV/EBITDA
0.39

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
3.46
Current PS
14.49
Overvalued PS
5.54
Undervalued PS
1.38

Financials

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Whales Holding LITE

O
Oberweis Asset Management, Inc.
Holding
LITE
+45.80%
3M Return
V
Value Aligned Research Advisors, LLC
Holding
LITE
+41.29%
3M Return
S
Situational Awareness LP
Holding
LITE
+38.85%
3M Return
W
Wt Asset Management Ltd
Holding
LITE
+38.83%
3M Return
P
Polar Capital Holdings Plc
Holding
LITE
+33.30%
3M Return
A
Atreides Management, LP
Holding
LITE
+32.14%
3M Return

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Frequently Asked Questions

What is Lumentum Holdings Inc (LITE) stock price today?

The current price of LITE is 903.8 USD — it has increased 1.26

What is Lumentum Holdings Inc (LITE)'s business?

Lumentum Holdings Inc. is a designer and manufacturer of optical and photonic products enabling optical networking and laser applications worldwide. Its segments include Cloud & Networking and Industrial Tech. The Cloud & Networking segment products include a comprehensive portfolio of optical and photonic components, modules, and subsystems supplied to cloud and communications network operators and network equipment manufacturers building cloud data center infrastructure, including products for artificial intelligence and machine learning (AI/ML) and data center interconnect (DCI) applications, and communications service provider networks, including products for access (local), metro (intracity), long-haul (city-to-city and worldwide), and submarine (undersea) network infrastructure. The Industrial Tech segment products include solid-state lasers, kilowatt-class fiber lasers, diode lasers, ultrafast lasers, and gas lasers, which address applications in numerous end-markets.

What is the price predicton of LITE Stock?

Wall Street analysts forecast LITE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LITE is303.36 USD with a low forecast of 147.00 USD and a high forecast of 470.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Lumentum Holdings Inc (LITE)'s revenue for the last quarter?

Lumentum Holdings Inc revenue for the last quarter amounts to 808.40M USD, increased 90.12

What is Lumentum Holdings Inc (LITE)'s earnings per share (EPS) for the last quarter?

Lumentum Holdings Inc. EPS for the last quarter amounts to 1.48 USD, decreased -331.25

How many employees does Lumentum Holdings Inc (LITE). have?

Lumentum Holdings Inc (LITE) has 10562 emplpoyees as of May 09 2026.

What is Lumentum Holdings Inc (LITE) market cap?

Today LITE has the market capitalization of 70.32B USD.