LUMENTUM HOLDINGS ($LITE) posted quarterly earnings results for Q2 2026 on Tuesday, February 3rd. The company reported earnings of $1.67 per share, beating estimates of $1.42 by $0.25. The company also reported revenue of $665,500,000, beating estimates of $659,798,668 by $5,701,332.
Stock price change since market close: +9.11%
You can see Quiver Quantitative's $LITE stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
LUMENTUM HOLDINGS Insider Trading Activity
LUMENTUM HOLDINGS insiders have traded $LITE stock on the open market 24 times in the past 6 months. Of those trades, 0 have been purchases and 24 have been sales.
Here’s a breakdown of recent trading of $LITE stock by insiders over the last 6 months:
- JULIA SUZANNE JOHNSON has made 0 purchases and 2 sales selling 11,250 shares for an estimated $2,852,727.
- YUEN WUPEN (PRESIDENT, GLOBAL BUS. UNITS) has made 0 purchases and 11 sales selling 13,118 shares for an estimated $1,907,284.
- ISAAC HOSOJIRO HARRIS sold 7,200 shares for an estimated $1,751,904
- PAMELA FLETCHER has made 0 purchases and 2 sales selling 4,000 shares for an estimated $1,080,512.
- MATTHEW JOSEPH SEPE (CHIEF ACCOUNTING OFFICER) sold 4,232 shares for an estimated $1,014,103
- JAE KIM (SVP, GENERAL COUNSEL) has made 0 purchases and 5 sales selling 6,956 shares for an estimated $994,874.
- WAJID ALI (EVP & CHIEF FINANCIAL OFFICER) has made 0 purchases and 2 sales selling 4,748 shares for an estimated $572,961.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
LUMENTUM HOLDINGS Hedge Fund Activity
We have seen 360 institutional investors add shares of LUMENTUM HOLDINGS stock to their portfolio, and 273 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- POINTSTATE CAPITAL LP removed 2,532,821 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $412,115,304
- CAPITAL WORLD INVESTORS removed 1,680,470 shares (-29.3%) from their portfolio in Q3 2025, for an estimated $273,429,273
- HOOD RIVER CAPITAL MANAGEMENT LLC removed 1,607,634 shares (-72.9%) from their portfolio in Q3 2025, for an estimated $261,578,128
- INVESCO LTD. removed 1,593,406 shares (-41.6%) from their portfolio in Q3 2025, for an estimated $259,263,090
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 1,545,199 shares (+8579.2%) to their portfolio in Q3 2025, for an estimated $251,419,329
- UBS GROUP AG added 1,198,920 shares (+312.6%) to their portfolio in Q4 2025, for an estimated $441,909,922
- ATREIDES MANAGEMENT, LP removed 1,100,601 shares (-62.6%) from their portfolio in Q3 2025, for an estimated $179,078,788
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
LUMENTUM HOLDINGS Analyst Ratings
Wall Street analysts have issued reports on $LITE in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 11/25/2025
- Needham issued a "Buy" rating on 11/24/2025
- Rosenblatt issued a "Buy" rating on 11/24/2025
- Susquehanna issued a "Positive" rating on 10/22/2025
- Barclays issued a "Overweight" rating on 09/09/2025
- Citigroup issued a "Buy" rating on 08/29/2025
To track analyst ratings and price targets for LUMENTUM HOLDINGS, check out Quiver Quantitative's $LITE forecast page.
LUMENTUM HOLDINGS Price Targets
Multiple analysts have issued price targets for $LITE recently. We have seen 13 analysts offer price targets for $LITE in the last 6 months, with a median target of $350.0.
Here are some recent targets:
- Meta Marshall from Morgan Stanley set a target price of $350.0 on 01/30/2026
- Papa Sylla from Citigroup set a target price of $450.0 on 01/23/2026
- Ruben Roy from Stifel set a target price of $400.0 on 01/22/2026
- Christopher Rolland from Susquehanna set a target price of $420.0 on 01/22/2026
- Tom O'Malley from Barclays set a target price of $365.0 on 01/15/2026
- Ryan Koontz from Needham set a target price of $470.0 on 01/08/2026
- Mike Genovese from Rosenblatt set a target price of $380.0 on 12/04/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
