LITE
Lumentum Holdings Inc. · Technology · Communication Equipment
$1,085.42
+3.79% today · +15.27% 1W
Oct 2 close or latest
PreviewWhy it's moving
Analyst target raises behind the outperformance
- LITE +3.79% on the last session vs SPY +0.74%: +3.1 pts of stock-specific move.
- Aftermath, 52-week high (Oct 2): After its 12 new 52-week highs in the past 5 years, LITE typically gained 16.9% over the next month (median) and was higher 83% of the time; half the outcomes fell between +4.3% and +24.6%. An ordinary month: +2.7%. Among S&P 500 stocks after new 52-week highs, that ranks #93 of 480.
- 2 analyst actions in the past 10 days (1 positive, 0 negative); latest: Citigroup maintained Buy, raised target $1,200 → $1,400.
- 7 insider or congressional trades in the past 30 days.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Meta Analyst score · Buy (+0.80)
Every firm's latest rating in the past year, each weighted by its age (a 3-month-old call counts half as much as today's), blended with the consensus of 27 analysts (+1.04, counted like 1.5 fresh ratings). 17 firms, 11 with a call in the past 3 months.
| Firm | Latest rating | Date | Weight |
|---|---|---|---|
| Bernstein | Outperform | Sep 30, 2026 | 8% |
| Citigroup | Buy | Sep 28, 2026 | 8% |
| Rosenblatt | Buy | Sep 23, 2026 | 8% |
| Deutsche Bank | Buy | Sep 1, 2026 | 7% |
| Evercore ISI Group | Outperform | Aug 31, 2026 | 7% |
| B of A Securities | Neutral | Aug 12, 2026 | 6% |
| Mizuho | Outperform | Aug 12, 2026 | 6% |
| JP Morgan | Overweight | Aug 12, 2026 | 6% |
| TD Cowen | Hold | Aug 12, 2026 | 6% |
| Morgan Stanley | Equal-Weight | Aug 12, 2026 | 6% |
| Barclays | Overweight upgrade | Jul 20, 2026 | 5% |
| Needham | Buy | Jun 9, 2026 | 4% |
Mean target
$1,159.40
+6.8% upside
Median target
$1,186.00
+9.3% upside
Target range
820.00–1,400.00
low to high
Analysts
27
as of Oct 3
Price vs. targets
Low $820
Mean $1,159
High $1,400
Now $1,085.42
Consensus
Strong buy 5Buy 18Hold 4Sell 0Strong sell 0
Rating and target changes
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| Sep 30, 2026 | Bernstein | Initiated | Outperform | $1,220.00 |
| Sep 28, 2026 | Citigroup | Raised target | Buy | $1,200.00 → $1,400.00 |
| Sep 23, 2026 | Rosenblatt | Reiterated | Buy | $1,300.00 |
| Sep 1, 2026 | Deutsche Bank | Initiated | Buy | $1,200.00 |
| Aug 31, 2026 | Evercore ISI Group | Initiated | Outperform | $1,100.00 |
| Aug 12, 2026 | B of A Securities | Lowered target | Neutral | $1,100.00 → $1,000.00 |
| Aug 12, 2026 | Rosenblatt | Reiterated | Buy | $1,300.00 |
| Aug 12, 2026 | Mizuho | Raised target | Outperform | $1,100.00 → $1,140.00 |
| Aug 12, 2026 | JP Morgan | Raised target | Overweight | $1,165.00 → $1,280.00 |
| Aug 12, 2026 | TD Cowen | Raised target | Hold | $800.00 → $820.00 |
| Aug 12, 2026 | Morgan Stanley | Raised target | Equal-Weight | $900.00 → $1,000.00 |
| Jul 20, 2026 | Barclays | Upgrade | Equal-Weight → Overweight | $1,000.00 |
| Jul 13, 2026 | TD Cowen | Lowered target | Hold | $995.00 → $800.00 |
| Jun 9, 2026 | Needham | Reiterated | Buy | $1,040.00 |
| May 7, 2026 | Barclays | Raised target | Equal-Weight | $750.00 → $1,000.00 |
| May 6, 2026 | Rosenblatt | Raised target | Buy | $900.00 → $1,300.00 |
| May 6, 2026 | Morgan Stanley | Raised target | Equal-Weight | $710.00 → $900.00 |
| May 6, 2026 | TD Cowen | Raised target | Hold | $875.00 → $995.00 |
| May 6, 2026 | JP Morgan | Raised target | Overweight | $950.00 → $1,130.00 |
| May 6, 2026 | UBS | Raised target | Neutral | $455.00 → $960.00 |
| May 5, 2026 | Stifel | Raised target | Buy | $800.00 → $1,100.00 |
| May 1, 2026 | Rothschild & Co | Initiated | Buy | $1,270.00 |
| Apr 20, 2026 | Morgan Stanley | Raised target | Equal-Weight | $595.00 → $710.00 |
| Apr 9, 2026 | JP Morgan | Raised target | Overweight | $565.00 → $950.00 |
| Mar 18, 2026 | Rosenblatt | Reiterated | Buy | $900.00 |
| Mar 18, 2026 | Morgan Stanley | Raised target | Equal-Weight | $520.00 → $595.00 |
| Mar 12, 2026 | TD Cowen | Initiated | Hold | $675.00 |
| Mar 4, 2026 | Needham | Raised target | Buy | $550.00 → $850.00 |
| Mar 3, 2026 | Barclays | Raised target | Equal-Weight | $475.00 → $750.00 |
| Mar 2, 2026 | Stifel | Raised target | Buy | $480.00 → $800.00 |
| Feb 23, 2026 | Morgan Stanley | Raised target | Equal-Weight | $420.00 → $520.00 |
| Feb 17, 2026 | Mizuho | Raised target | Outperform | $525.00 → $645.00 |
| Feb 5, 2026 | Barclays | Raised target | Equal-Weight | $365.00 → $475.00 |
| Feb 5, 2026 | Citigroup | Raised target | Buy | $450.00 → $560.00 |
| Feb 4, 2026 | UBS | Raised target | Neutral | $215.00 → $455.00 |
| Feb 4, 2026 | Susquehanna | Raised target | Positive | $420.00 → $550.00 |
| Feb 4, 2026 | JP Morgan | Raised target | Overweight | $350.00 → $565.00 |
| Feb 4, 2026 | Needham | Raised target | Buy | $470.00 → $550.00 |
| Feb 4, 2026 | Stifel | Raised target | Buy | $400.00 → $480.00 |
| Feb 4, 2026 | B of A Securities | Raised target | Neutral | $375.00 → $520.00 |
Source: Yahoo Finance analyst data, collected daily.