50/100B570.12
USD
-50.23
(-8.05%)
Market Open
Last updated: · Delayed 15 min
Lumentum Holdings stock forecast 2027–2029What is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Analysts' average 12-month price target for Lumentum Holdings is 1,052.17, 84.6% above the current price of 570.12. Their targets range from 770.00 to 1,328.00.
Of the 15 firms that rated Lumentum Holdings in the past 12 months, 10 rate it buy or strong buy, 5 hold and 0 sell or strong sell (each firm at its latest rating): a Buy consensus.
12-month price target
1,052.17 USD
+84.55%
Analysts' 1-year price targets range from 770.00 to 1,328.00, with an average of 1,052.17.
Past year
1-year forecast
Strong sellStrong buy
Buy
15 ratings
| Buy | 10 | |
| Hold | 5 | |
| Sell | 0 |
12-month price target
| Highest target | 1,328.00 |
| Average target | 1,052.17 |
| Lowest target | 770.00 |
| Current price | 570.12 |
Lumentum Holdings price target historyWhat is an analyst price target? A price target is the price an analyst expects a stock to reach in 12 months. Arincen shows the average, high and low targets and the upside to the average.
Have analysts recently raised or lowered their Lumentum Holdings price target and rating?
See how analysts moved their price target
How analysts rate Lumentum Holdings, month by monthWhat is the analyst rating? The analyst rating sums up what the analysts covering a stock recommend, from strong buy to strong sell, by the share of them rating it a buy.
10 of 15 firms rate it buy now, against 7 of 13 in December 2025.
Buy Hold Sell
Each month: every firm at its latest rating from the 12 months before. Strong buys count as buys, strong sells as sells.
Lumentum Holdings analyst upgrades, downgrades and price targets
The latest rating change came on 3 November 2026, when B.Riley Financial downgraded Lumentum Holdings from Buy to Neutral. Its price target is 770.00. The most recent new target came from Needham on 3 November 2026: 800.00.
| Date | Firm | Rating | Price target | Change | Price then |
|---|---|---|---|---|---|
| 3 Nov 2026 | Needham Alex Henderson | Reiterated · Buy | 1,040.00 → 800.00 | -23.1% | 684.40 |
| 3 Nov 2026 | B.Riley Financial Dave Kang | Downgraded · Buy → Neutral | 770.00 | — | 684.40 |
| 2 Nov 2026 | Mizuho Securities Vijay Rakesh | — | 1,140.00 → 1,132.00 | -0.7% | 684.40 |
| 2 Nov 2026 | Raymond James Simon Leopold | — | 1,036.00 → 1,328.00 | +28.2% | 684.40 |
| 2 Nov 2026 | Stifel Nicolaus Ruben Roy | — | 1,232.00 → 806.00 | -34.6% | 684.40 |
| 20 Oct 2026 | Jefferies Blayne Curtis | — | 1,200.00 → 1,250.00 | +4.2% | 822.51 |
| 5 Oct 2026 | Stifel Nicolaus | Reiterated · Buy | 1,100.00 → 1,232.00 | +12.0% | 1,085.42 |
| 30 Sept 2026 | Bernstein | — | 1,220.00 | — | 973.49 |
| 31 Aug 2026 | Deutsche Bank Gianmarco Conti | — | 1,200.00 | — | 914.76 |
| 31 Aug 2026 | Evercore ISI | — | 1,100.00 | — | 895.00 |
| 12 Aug 2026 | UBS | — | 960.00 → 820.00 | -14.6% | 940.49 |
| 12 Aug 2026 | Raymond James | — | 1,014.00 → 1,036.00 | +2.2% | 878.27 |
| 12 Aug 2026 | Needham Alex Henderson | — | 550.00 → 1,040.00 | +89.1% | 864.91 |
| 12 Aug 2026 | Mizuho Securities | Reiterated · Outperform | 1,100.00 → 1,140.00 | +3.6% | 820.59 |
| 12 Aug 2026 | Morgan Stanley Meta Marshall | Reiterated · Equal Weight | 900.00 → 1,000.00 | +11.1% | 820.59 |
| 20 Jul 2026 | Barclays | Upgraded · Equal Weight → Overweight | — | — | — |
| 3 Jun 2026 | Northland Securities Tim Savageaux | — | 1,000.00 → 1,200.00 | +20.0% | 974.57 |
| 7 May 2026 | Barclays Tom O'Malley | Reiterated · Equal Weight | 475.00 → 1,000.00 | +110.5% | 944.28 |
| 6 May 2026 | UBS David Vogt | Reiterated · Neutral | 455.00 → 960.00 | +111.0% | 933.42 |
| 6 May 2026 | Raymond James Simon Leopold | — | 220.00 → 1,014.00 | +360.9% | 932.50 |
| 6 May 2026 | Mizuho Securities | — | 645.00 → 1,100.00 | +70.5% | 994.56 |
| 6 May 2026 | Jefferies Blayne Curtis | — | 1,200.00 | — | 994.56 |
| 6 May 2026 | Morgan Stanley | Reiterated · Equal Weight | 710.00 → 900.00 | +26.8% | 994.56 |
| 5 May 2026 | Stifel Nicolaus | Reiterated · Buy | 800.00 → 1,100.00 | +37.5% | 976.18 |
| 1 May 2026 | Redburn Partners | — | 1,270.00 | — | 902.32 |
| 20 Apr 2026 | Northland Securities Tim Savageaux | — | 350.00 → 1,000.00 | +185.7% | 880.93 |
| 20 Apr 2026 | Morgan Stanley | Reiterated · Equal Weight | 520.00 → 710.00 | +36.5% | 890.57 |
| 2 Mar 2026 | Stifel Nicolaus Ruben Roy | Reiterated · Buy | 480.00 → 800.00 | +66.7% | 757.92 |
| 23 Feb 2026 | Morgan Stanley | Reiterated · Equal Weight | 350.00 → 520.00 | +48.6% | 660.00 |
| 17 Feb 2026 | Mizuho Securities | Reiterated · Outperform | 525.00 → 645.00 | +22.9% | 537.02 |
| 5 Feb 2026 | Barclays Tom O'Malley | Reiterated · Equal Weight | 365.00 → 475.00 | +30.1% | 465.54 |
| 4 Feb 2026 | UBS | Reiterated · Neutral | 565.00 → 455.00 | -19.5% | 445.20 |
| 4 Feb 2026 | Stifel Nicolaus | Reiterated · Buy | 400.00 → 480.00 | +20.0% | 483.59 |
| 4 Feb 2026 | Susquehanna Christopher Rolland | Reiterated · Positive | 420.00 → 550.00 | +31.0% | 435.10 |
| 4 Feb 2026 | Mizuho Securities Vijay Rakesh | Reiterated · Outperform | 455.00 → 525.00 | +15.4% | 435.10 |
| 4 Feb 2026 | Needham Ryan Koontz | Reiterated · Buy | 470.00 → 550.00 | +17.0% | 435.10 |
| 4 Feb 2026 | UBS | — | 565.00 | — | 435.10 |
| 4 Feb 2026 | B. Riley Securities | Upgraded · Neutral → Buy | — | — | — |
| 30 Jan 2026 | Morgan Stanley | Reiterated · Equal Weight | 304.00 → 350.00 | +15.1% | 411.00 |
| 22 Jan 2026 | Stifel Nicolaus | Reiterated · Buy | 220.00 → 400.00 | +81.8% | 354.02 |
| 22 Jan 2026 | Susquehanna Christopher Rolland | Reiterated · Positive | 190.00 → 420.00 | +121.1% | 354.01 |
| 15 Jan 2026 | Barclays Tom O'Malley | Reiterated · Equal Weight | 165.00 → 365.00 | +121.2% | 331.62 |
| 9 Jan 2026 | Mizuho Securities | Reiterated · Outperform | 455.00 | — | 348.26 |
| 8 Jan 2026 | Needham Alex Henderson | Reiterated · Buy | 290.00 → 470.00 | +62.1% | 392.88 |
| 17 Dec 2025 | Morgan Stanley | Reiterated · Equal Weight | 190.00 → 304.00 | +60.0% | 316.15 |
| 4 Dec 2025 | Rosenblatt Securities Mike Genovese | Reiterated · Buy | 380.00 | — | 302.98 |
| 3 Dec 2025 | Northland Securities | — | 250.00 → 350.00 | +40.0% | 298.12 |
| 24 Nov 2025 | Needham Alex Henderson | Reiterated · Buy | 235.00 → 290.00 | +23.4% | 255.59 |
Lumentum Holdings EPS and revenue estimatesWhat are estimate revisions? Estimate revisions are the changes analysts make to their EPS and revenue forecasts for the years ahead. They show whether expectations are rising or falling.
Revenue
ReportedEstimate
EPS
ReportedEstimate
Does Lumentum Holdings beat earnings estimates?What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
On average, analysts' EPS estimate was 21.7% off the result, either way, and their revenue estimate 1.7%, over the last 12 quarters.
- EPS beats
- 40 / 46
- Revenue beats
- 36 / 45
- Average EPS surprise, last 12What is an earnings surprise? An earnings surprise is how far a company's reported EPS or revenue came above or below the analysts' average estimate, in percent.
- +21.7%
- Since
- August 2015
| Quarter | Report date | EPS estimate | Reported EPS | Surprise | Revenue estimate | Reported revenue | Surprise |
|---|---|---|---|---|---|---|---|
| Q1 FY2027 | 2 Nov 2026 | 4.22 | 4.57 | +8.3% | 1.26B | 1.26B | +0.6% |
| Q4 FY2026 | 11 Aug 2026 | 2.97 | 3.23 | +8.8% | 987.70M | 1.01B | +1.9% |
| Q3 FY2026 | 5 May 2026 | 2.27 | 2.37 | +4.4% | 810.21M | 808.40M | -0.2% |
| Q2 FY2026 | 3 Feb 2026 | 1.41 | 1.67 | +18.4% | 652.07M | 665.50M | +2.1% |
| Q1 FY2026 | 4 Nov 2025 | 1.03 | 1.10 | +6.8% | 526.47M | 533.80M | +1.4% |
| Q4 FY2025 | 12 Aug 2025 | 0.81 | 0.88 | +8.1% | 470.55M | 480.70M | +2.2% |
| Q3 FY2025 | 6 May 2025 | 0.50 | 0.57 | +14.0% | 418.12M | 425.20M | +1.7% |
| Q2 FY2025 | 6 Feb 2025 | 0.34 | 0.42 | +23.5% | 389.28M | 402.20M | +3.3% |
| Q1 FY2025 | 7 Nov 2024 | 0.12 | 0.18 | +50.0% | 325.04M | 336.90M | +3.6% |
| Q4 FY2024 | 14 Aug 2024 | 0.03 | 0.06 | +100.0% | 301.36M | 308.30M | +2.3% |
| Q3 FY2024 | 6 May 2024 | 0.26 | 0.29 | +11.5% | 364.65M | 366.50M | +0.5% |
| Q2 FY2024 | 8 Feb 2024 | 0.30 | 0.32 | +6.7% | 363.34M | 366.80M | +1.0% |
Lumentum Holdings stock price 2027–2029: scenariosHow are the stock price scenarios calculated? Bear, base and bull prices for the years ahead: the analysts' EPS estimates times the lowest, average and highest P/E of the stock today and at its last five year ends, or of its peers.
There are no price scenarios for Lumentum Holdings: its P/E has been above 60, or from losses, too often in the last five years to price its earnings at, and similar companies' P/Es put its value too far from its price to stand in. The earnings analysts expect are in the estimates above.
Most undervalued US stocksHow does Arincen work out a stock's fair value? Fair value is our estimate of a share's price at the P/E the company usually trades at, with a low to high range around it.
| Stock | Price | Fair value | Upside |
|---|---|---|---|
| 35.850 | 71.4258Price 35.85193 | +99.2% | |
| 29.050 | 56.2634Price 29.0596 | +93.7% | |
| 241.000 | 464.49205Price 241.00627 | +92.7% | |
| 123.590 | 237.24178Price 123.59297 | +92.0% | |
| 161.400 | 305.52159Price 161.40396 | +89.3% | |
| 157.460 | 297.58169Price 157.46471 | +89.0% | |
| 217.560 | 405.38304Price 217.56507 | +86.3% |
Furthest below the fair value on each stock's page, updated every day.