Year-to-date surge: Social media discussions spotlight Lumentum Holdings' remarkable +136% gain in 2026, placing it among the S&P 500's top performers alongside other optics names. Traders emphasize its pivotal role in the photonics sector, benefiting from surging AI infrastructure demand.
AI-driven demand boom: Conversations highlight sold-out order books through 2028 for high-power lasers and optical circuit switches, driven by hyperscaler expansions. Analysts have sharply raised price targets, forecasting quadrupled earnings amid market share gains in advanced diodes.
Pre-earnings positioning: Active traders are buying calls and watching technical setups near key moving averages ahead of upcoming earnings. Sentiment reflects optimism for continued momentum in the photonics supercycle.
Note: This discussion summary was generated from an AI condensation of post data.
Lumentum Holdings Insider Trading Activity
Lumentum Holdings insiders have traded $LITE stock on the open market 72 times in the past 6 months. Of those trades, 0 have been purchases and 72 have been sales.
Here’s a breakdown of recent trading of $LITE stock by insiders over the last 6 months:
- VINCENT RETORT (SEE REMARKS) has made 0 purchases and 39 sales selling 48,467 shares for an estimated $28,502,928.
- PENNY HERSCHER has made 0 purchases and 9 sales selling 8,849 shares for an estimated $4,985,721.
- WAJID ALI (EVP & CHIEF FINANCIAL OFFICER) has made 0 purchases and 13 sales selling 5,302 shares for an estimated $3,664,386.
- JULIA SUZANNE JOHNSON sold 10,000 shares for an estimated $2,703,900
- YUEN WUPEN (PRESIDENT, GLOBAL BUS. UNITS) has made 0 purchases and 4 sales selling 5,621 shares for an estimated $2,305,526.
- 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 2 sales selling 1,537 shares for an estimated $361,889.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
Lumentum Holdings Revenue
Lumentum Holdings had revenues of $665.5M in Q2 2026. This is an increase of 65.46% from the same period in the prior year.
You can track LITE financials on Quiver Quantitative's LITE stock page.
Lumentum Holdings Hedge Fund Activity
We have seen 462 institutional investors add shares of Lumentum Holdings stock to their portfolio, and 366 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 3,397,187 shares (+57.3%) to their portfolio in Q4 2025, for an estimated $1,252,169,156
- SITUATIONAL AWARENESS LP added 1,298,400 shares (+inf%) to their portfolio in Q4 2025, for an estimated $478,577,255
- CITADEL ADVISORS LLC removed 1,280,247 shares (-93.3%) from their portfolio in Q4 2025, for an estimated $471,886,241
- UBS GROUP AG added 1,198,920 shares (+312.6%) to their portfolio in Q4 2025, for an estimated $441,909,922
- VALUE ALIGNED RESEARCH ADVISORS, LLC added 1,172,201 shares (+inf%) to their portfolio in Q4 2025, for an estimated $432,061,566
- JPMORGAN CHASE & CO added 981,780 shares (+99.8%) to their portfolio in Q4 2025, for an estimated $361,874,290
- ALLIANCEBERNSTEIN L.P. removed 799,515 shares (-73.7%) from their portfolio in Q4 2025, for an estimated $294,693,233
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
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 02/04/2026
- Stifel issued a "Buy" rating on 02/04/2026
- Needham issued a "Buy" rating on 02/04/2026
- JP Morgan issued a "Overweight" rating on 02/04/2026
- Susquehanna issued a "Positive" rating on 02/04/2026
- Rosenblatt issued a "Buy" rating on 11/24/2025
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 $675.0.
Here are some recent targets:
- Meta Marshall from Morgan Stanley set a target price of $710.0 on 04/20/2026
- Samik Chatterjee from JP Morgan set a target price of $950.0 on 04/09/2026
- Mike Genovese from Rosenblatt set a target price of $900.0 on 03/18/2026
- Sean O'Loughlin from TD Cowen set a target price of $675.0 on 03/12/2026
- Ryan Koontz from Needham set a target price of $850.0 on 03/04/2026
- Tom O'Malley from Barclays set a target price of $750.0 on 03/03/2026
- Ruben Roy from Stifel set a target price of $800.0 on 03/02/2026
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.
