Earnings Anticipation: Social media chatter around Lumentum Holdings ($LITE) has surged ahead of its after-hours earnings release today. Investors emphasize the company's key role in photonics and optics for AI infrastructure, positioning it alongside peers like AAOI and COHR.
Ambitious Projections: Several voices project sky-high targets north of $1,000, viewing recent breakouts to new highs as early signs of sustained momentum. LITE frequently appears in portfolios with AI heavyweights such as NVDA and MU, with some planning post-earnings buys.
AI Optics Momentum: Broader discussions frame LITE as a breakout candidate in the expanding data center ecosystem. Enthusiasm builds on technical strength and sector tailwinds, though caution lingers around earnings delivery.
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 498 institutional investors add shares of Lumentum Holdings stock to their portfolio, and 374 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 7 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
- 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 14 analysts offer price targets for $LITE in the last 6 months, with a median target of $692.5.
Here are some recent targets:
- Mike Harrison from Rothschild & Co set a target price of $1270.0 on 05/01/2026
- 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
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.
