Lumentum Holdings Inc.
988.98USD
+10.4450 (+1.07%)
Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $4.21▲ | $3.61 | 20 | 0 |
| Next quarter | $5.02▲ | $4.35 | 19 | 1 |
| Current year | $21.64▲ | $18.1 | 21 | 0 |
| Next year | $33.3▲ | $28.12 | 12 | 0 |
Beat in 4 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $2.97 | $3.23 | +0.26 (+8.8%) |
| 2026-03-31 | $2.27 | $2.37 | +0.10 (+4.6%) |
| 2025-12-31 | $1.41 | $1.67 | +0.26 (+18.6%) |
| 2025-09-30 | $1.03 | $1.1 | +0.07 (+7.0%) |
345 ratings from 28 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Deutsche Bank | Initiated | Buy | $1,200 | Sep 1, 2026 |
| Evercore ISI Group | Initiated | Outperform | $1,100 | Aug 31, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $900 $1,000 | Aug 12, 2026 |
| TD Cowen | Maintained | Hold | $800 $820 | Aug 12, 2026 |
| JP Morgan | Maintained | Overweight | $1,165 $1,280 | Aug 12, 2026 |
| Mizuho | Maintained | Outperform | $1,100 $1,140 | Aug 12, 2026 |
| Rosenblatt | Maintained | Buy | $1,300 | Aug 12, 2026 |
| B of A Securities | Maintained | Neutral | $1,100 $1,000 | Aug 12, 2026 |
| Barclays | Upgraded from Equal-Weight | Overweight | $1,000 | Jul 20, 2026 |
| TD Cowen | Maintained | Hold | $995 $800 | Jul 13, 2026 |
| Needham | Reiterated | Buy | $1,040 | Jun 9, 2026 |
| Barclays | Maintained | Equal-Weight | $750 $1,000 | May 7, 2026 |
| UBS | Maintained | Neutral | $455 $960 | May 6, 2026 |
| JP Morgan | Maintained | Overweight | $950 $1,130 | May 6, 2026 |
| TD Cowen | Maintained | Hold | $875 $995 | May 6, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $710 $900 | May 6, 2026 |
| Rosenblatt | Maintained | Buy | $900 $1,300 | May 6, 2026 |
| Stifel | Maintained | Buy | $800 $1,100 | May 5, 2026 |
| Rothschild & Co | Initiated | Buy | $1,270 | May 1, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $595 $710 | Apr 20, 2026 |
| JP Morgan | Maintained | Overweight | $565 $950 | Apr 9, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $520 $595 | Mar 18, 2026 |
| Rosenblatt | Maintained | Buy | $900 | Mar 18, 2026 |
| TD Cowen | Initiated | Hold | $675 | Mar 12, 2026 |
| Needham | Maintained | Buy | $550 $850 | Mar 4, 2026 |
129 filings from 18 insiders · 21 buy / 24 sell over 6m
Officers and directors of LITE, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| Wupen YuenOfficer, PRESIDENT, GLOBAL BUS. UNITS | Sell | 500 | $860.00 | $430k | Sep 4, 2026 |
| Wupen YuenOfficer, PRESIDENT, GLOBAL BUS. UNITS | Sell | 500 | $870.01 | $435k | Sep 3, 2026 |
| Wupen YuenOfficer, PRESIDENT, GLOBAL BUS. UNITS | Sell | 500 | $864.49 | $432k | Sep 2, 2026 |
| Wupen YuenOfficer, PRESIDENT, GLOBAL BUS. UNITS | Sell | 500 | $901.04 | $451k | Sep 1, 2026 |
| Wupen YuenOfficer, PRESIDENT, GLOBAL BUS. UNITS | Sell | 500 | $895.00 | $448k | Aug 31, 2026 |
| Wupen YuenOfficer, PRESIDENT, GLOBAL BUS. UNITS | Sell | 500 | $940.95 | $470k | Aug 28, 2026 |
| HURLSTON MICHAEL E.Chief Executive Officer | Sell | 548 | $958.66 | $525k | Aug 27, 2026 |
| WUPEN YUENOfficer | Sell | 500 | $958.66 | $479k | Aug 27, 2026 |
| WUPEN YUENOfficer | Sell | 1.5k | $824.24 | $1.28M | Aug 26, 2026 |
| RETORT VINCENT DOfficer | Sell | 38.7k | $842.22 | $32.96M | Aug 25, 2026 |
| KIM JAEGeneral Counsel | Sell | 12.0k | $842.39 | $10.23M | Aug 25, 2026 |
| HURLSTON MICHAEL E.Chief Executive Officer | Grant | 7.9k | — | — | Aug 25, 2026 |
| KIM JAEGeneral Counsel | Grant | 1.6k | — | — | Aug 25, 2026 |
| CHANG ERICOfficer | Grant | 900 | — | — | Aug 25, 2026 |
| WUPEN YUENOfficer | Grant | 5.1k | — | — | Aug 25, 2026 |
| ALI WAJIDChief Financial Officer | Grant | 5.0k | — | — | Aug 25, 2026 |
| WUPEN YUENOfficer | Sell | 2.0k | $827.82 | $1.69M | Aug 21, 2026 |
| KIM JAEGeneral Counsel | Sell | 1.9k | $827.82 | $1.58M | Aug 20, 2026 |
| RETORT VINCENT DOfficer | Sell | 2.5k | $827.82 | $2.06M | Aug 20, 2026 |
| KIM JAEGeneral Counsel | Sell | 1.4k | $909.43 | $1.24M | Aug 18, 2026 |
No analyst notes on LITE yet.
Analyst Ratings
26 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 5 | 17 | 4 | 0 | 0 | Buy1.96 |
| 1 mo ago | 5 | 17 | 4 | 0 | 0 | Buy1.96 |
| 2 mo ago | 5 | 16 | 4 | 0 | 0 | Buy1.96 |
| 3 mo ago | 4 | 16 | 5 | 0 | 0 | Buy2.04 |