Recent discussions on X about Lumentum Holdings (LITE) have been buzzing with interest following a new buy rating from a major financial institution. Many users are highlighting the company's potential in AI-driven optics and its strategic expansion in U.S. semiconductor manufacturing, which has fueled optimism about long-term growth. The stock's recent surge to a 52-week high has also caught attention, sparking debates on whether the momentum will hold.
While some on the platform express enthusiasm over the projected triple-digit EPS growth and partnerships with key tech players, others are more cautious, pointing to mixed analyst opinions and the need for sustained performance. Posts often mention a price target significantly above current levels, reflecting a strong belief in future upside among certain circles. The conversation remains dynamic as investors weigh the risks and rewards of this optical technology leader.
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 29 times in the past 6 months. Of those trades, 0 have been purchases and 29 have been sales.
Here’s a breakdown of recent trading of $LITE stock by insiders over the last 6 months:
- ALAN S LOWE has made 0 purchases and 3 sales selling 50,000 shares for an estimated $4,474,600.
- VINCENT RETORT (PRESIDENT, INDUSTRIAL TECH.) sold 22,719 shares for an estimated $2,499,090
- YUEN WUPEN (PRESIDENT, CLOUD & NETWORKING) has made 0 purchases and 17 sales selling 25,835 shares for an estimated $2,463,498.
- JAE KIM (SVP, GENERAL COUNSEL) has made 0 purchases and 4 sales selling 9,996 shares for an estimated $989,899.
- WAJID ALI (EVP & CHIEF FINANCIAL OFFICER) has made 0 purchases and 3 sales selling 6,970 shares for an estimated $758,675.
- JULIA SUZANNE JOHNSON sold 1,250 shares for an estimated $148,827
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Lumentum Holdings Hedge Fund Activity
We have seen 270 institutional investors add shares of Lumentum Holdings stock to their portfolio, and 242 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- POINT72 ASSET MANAGEMENT, L.P. removed 3,035,706 shares (-79.3%) from their portfolio in Q2 2025, for an estimated $288,574,212
- FMR LLC removed 1,704,295 shares (-20.4%) from their portfolio in Q2 2025, for an estimated $162,010,282
- POLAR CAPITAL HOLDINGS PLC added 1,481,692 shares (+912.4%) to their portfolio in Q2 2025, for an estimated $140,849,641
- HOOD RIVER CAPITAL MANAGEMENT LLC added 994,551 shares (+82.1%) to their portfolio in Q2 2025, for an estimated $94,542,018
- BLACKROCK, INC. added 938,409 shares (+14.5%) to their portfolio in Q2 2025, for an estimated $89,205,159
- POINTSTATE CAPITAL LP removed 891,992 shares (-26.0%) from their portfolio in Q2 2025, for an estimated $84,792,759
- DRIEHAUS CAPITAL MANAGEMENT LLC added 786,238 shares (+inf%) to their portfolio in Q2 2025, for an estimated $74,739,784
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 9 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 08/29/2025
- Rosenblatt issued a "Buy" rating on 08/14/2025
- Susquehanna issued a "Positive" rating on 07/22/2025
- JP Morgan issued a "Overweight" rating on 07/17/2025
- Wolfe Research issued a "Outperform" rating on 07/08/2025
- Needham issued a "Buy" rating on 06/11/2025
- Stifel issued a "Buy" rating on 06/05/2025
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 12 analysts offer price targets for $LITE in the last 6 months, with a median target of $137.5.
Here are some recent targets:
- Papa Sylla from Citigroup set a target price of $165.0 on 08/29/2025
- Samik Chatterjee from JP Morgan set a target price of $145.0 on 08/14/2025
- Mike Genovese from Rosenblatt set a target price of $150.0 on 08/14/2025
- David Vogt from UBS set a target price of $130.0 on 08/13/2025
- Tom O'Malley from Barclays set a target price of $135.0 on 08/13/2025
- Vivek Arya from B of A Securities set a target price of $135.0 on 08/13/2025
- Ruben Roy from Stifel set a target price of $132.0 on 08/13/2025
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.
