Earnings Surprise: Social media users highlighted Lumentum's recent quarterly results showing over 100 percent revenue growth year-over-year. Analysts noted significant margin improvements driven by AI-related demand for optical components. The company exceeded expectations with strong guidance for the next period.
AI Optics Focus: Discussions emphasized Lumentum's position in supplying lasers for data centers amid rising AI infrastructure needs. Some compared its potential to key tech leaders in the sector. Positive views centered on its manufacturing capabilities supporting future growth.
Analyst Upgrades: Traders pointed to raised price targets from firms following the results. Sentiment reflected optimism about sustained demand in photonics. Overall, conversations portrayed the stock as benefiting from broader industry trends.
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 39 times in the past 6 months. Of those trades, 0 have been purchases and 39 have been sales.
Here’s a breakdown of recent trading of $LITE stock by insiders over the last 6 months:
- WAJID ALI (EVP & CHIEF FINANCIAL OFFICER) has made 0 purchases and 14 sales selling 7,789 shares for an estimated $6,036,860.
- VINCENT RETORT (SEE REMARKS) has made 0 purchases and 17 sales selling 6,624 shares for an estimated $4,914,448.
- ISAAC HOSOJIRO HARRIS has made 0 purchases and 2 sales selling 5,416 shares for an estimated $4,856,114.
- YUEN WUPEN (PRESIDENT, GLOBAL BUS. UNITS) has made 0 purchases and 2 sales selling 6,367 shares for an estimated $4,760,645.
- IAN SMALL sold 4,954 shares for an estimated $4,300,418
- PAMELA FLETCHER has made 0 purchases and 2 sales selling 3,155 shares for an estimated $3,066,936.
- JAE KIM (SVP, GENERAL COUNSEL) sold 1,422 shares for an estimated $1,356,516
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 insider transaction endpoint.
Lumentum Holdings Revenue
Lumentum Holdings had revenues of $1B in Q4 2026. This is an increase of 109.34% from the same period in the prior year.
You can track LITE financials on Quiver Quantitative's LITE stock page.
You can access data on LITE stock through the Quiver Quantitative API.
Lumentum Holdings Congressional Stock Trading
Members of Congress have traded $LITE stock 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $LITE stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 05/22.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 04/14.
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Lumentum Holdings Hedge Fund Activity
We have seen 860 institutional investors add shares of Lumentum Holdings stock to their portfolio, and 462 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 4,059,807 shares (+inf%) to their portfolio in Q2 2026, for an estimated $3,483,557,994
- FMR LLC removed 3,665,886 shares (-51.0%) from their portfolio in Q2 2026, for an estimated $3,145,550,141
- BLACKROCK, INC. added 1,342,980 shares (+17.1%) to their portfolio in Q2 2026, for an estimated $1,152,357,418
- SITUATIONAL AWARENESS LP removed 1,298,400 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $912,463,584
- UBS GROUP AG removed 1,066,538 shares (-75.5%) from their portfolio in Q2 2026, for an estimated $915,153,596
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 983,932 shares (+inf%) to their portfolio in Q2 2026, for an estimated $844,272,691
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 965,704 shares (+238.5%) to their portfolio in Q2 2026, for an estimated $828,631,974
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 13F endpoint.
Lumentum Holdings Analyst Ratings
Wall Street analysts have issued reports on $LITE in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Rothschild & Co issued a "Buy" rating on 05/01/2026
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 10 analysts offer price targets for $LITE in the last 6 months, with a median target of $1020.0.
Here are some recent targets:
- Ryan Koontz from Needham set a target price of $1040.0 on 06/09/2026
- Tom O'Malley from Barclays set a target price of $1000.0 on 05/07/2026
- Mike Genovese from Rosenblatt set a target price of $1300.0 on 05/06/2026
- Meta Marshall from Morgan Stanley set a target price of $900.0 on 05/06/2026
- Samik Chatterjee from JP Morgan set a target price of $1130.0 on 05/06/2026
- Sean O'Loughlin from TD Cowen set a target price of $995.0 on 05/06/2026
- David Vogt from UBS set a target price of $960.0 on 05/06/2026
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.
