Recent Research Analysts’ Ratings Changes for Lumentum (LITE)

A number of firms have modified their ratings and price targets on shares of Lumentum (NASDAQ: LITE) recently:

• 2/23/2026 – Lumentum had its price target raised by Morgan Stanley to $520.00. They now have an “equal weight” rating on the stock.
• 2/17/2026 – Lumentum had its price target raised by Mizuho to $645.00. They now have an “outperform” rating on the stock.
• 2/5/2026 – Lumentum had its price target raised by Barclays PLC to $475.00. They now have an “equal weight” rating on the stock.
• 2/5/2026 – Lumentum had its price target raised by Citigroup Inc. to $560.00. They now have a “buy” rating on the stock.
• 2/4/2026 – Lumentum had its price target raised by UBS Group AG from $215.00 to $455.00. They now have a “neutral” rating on the stock.
• 2/4/2026 – Lumentum had its price target raised by Susquehanna to $550.00. They now have a “positive” rating on the stock.
• 2/4/2026 – Lumentum had its price target raised by Needham & Company LLC to $550.00. They now have a “buy” rating on the stock.
• 2/4/2026 – Lumentum was given a new $565.00 price target by UBS Group AG.
• 2/4/2026 – Lumentum was upgraded by B. Riley Financial, Inc. from “neutral” to “buy”. They now have a $526.00 price target on the stock, up from $147.00.
• 2/4/2026 – Lumentum was upgraded by B. Riley Financial, Inc. from “hold” to “buy”. They now have a $526.00 price target on the stock, up from $147.00.
• 2/4/2026 – Lumentum had its price target raised by JPMorgan Chase & Co. to $565.00. They now have an “overweight” rating on the stock.
• 2/4/2026 – Lumentum had its price target raised by Stifel Nicolaus to $480.00. They now have a “buy” rating on the stock.
• 2/4/2026 – Lumentum had its price target raised by Bank of America Corporation to $520.00. They now have a “neutral” rating on the stock.
• 2/4/2026 – Lumentum had its price target raised by Mizuho to $525.00. They now have an “outperform” rating on the stock.
• 2/4/2026 – Lumentum had its price target raised by Rosenblatt Securities to $580.00. They now have a “buy” rating on the stock.
• 1/30/2026 – Lumentum had its price target raised by Morgan Stanley to $350.00. They now have an “equal weight” rating on the stock.
• 1/23/2026 – Lumentum had its price target raised by Citigroup Inc. from $240.00 to $450.00. They now have a “buy” rating on the stock.
• 1/22/2026 – Lumentum had its price target raised by Susquehanna from $230.00 to $420.00. They now have a “positive” rating on the stock.
• 1/22/2026 – Lumentum had its price target raised by Stifel Nicolaus from $220.00 to $400.00. They now have a “buy” rating on the stock.
• 1/15/2026 – Lumentum had its price target raised by Barclays PLC from $181.00 to $365.00. They now have an “equal weight” rating on the stock.
• 1/9/2026 – Lumentum was given a new $455.00 price target by Mizuho.
• 12/29/2025 – Lumentum had its “hold (c-)” rating reaffirmed by Weiss Ratings.

Insider Transactions at Lumentum

In other news, insider Yuen Wupen sold 3,157 shares of Lumentum stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $538.00, for a total transaction of $1,698,466.00. Following the transaction, the insider directly owned 88,439 shares of the company’s stock, valued at $47,580,182. The trade was a 3.45% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Penny Herscher sold 4,849 shares of the stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $535.48, for a total transaction of $2,596,542.52. Following the completion of the sale, the director directly owned 6,057 shares of the company’s stock, valued at $3,243,402.36. This represents a 44.46% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 60,473 shares of company stock valued at $35,186,972 over the last quarter. 0.43% of the stock is currently owned by company insiders.

Lumentum Holdings Inc, headquartered in San Jose, California, is a leading provider of photonic technologies that enable high-speed optical communication networks and advanced industrial applications. The company designs and manufactures a broad range of lasers, optical modules and subsystems tailored to the evolving requirements of telecommunications carriers, cloud data centers and enterprise networking.

Its core product portfolio includes tunable and fixed-wavelength laser transmitters, coherent optical engines, transceivers for long-haul, metro and data center interconnects, as well as test and measurement instruments.