Lumentum Holdings Inc. (LITE)
- Analysts25
- Implied upside+44.8%
- Target range$600.00 to $1,400.00
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | July 16, 2026 | View on EDGAR |
| 4 | July 16, 2026 | View on EDGAR |
| 4 | July 16, 2026 | View on EDGAR |
| 4 | July 16, 2026 | View on EDGAR |
| 4 | July 16, 2026 | View on EDGAR |
| 4 | July 16, 2026 | View on EDGAR |
| SCHEDULE 13G/A | July 8, 2026 | View on EDGAR |
| 4 | July 7, 2026 | View on EDGAR |
Our LITE coverage
10 articles
All seven Magnificent Seven stocks fell today. Here's where that money actually went (July 23, 2026)
All seven Magnificent Seven stocks were red by late morning Thursday, led by Tesla's 14% drop on an earnings miss and Alphabet's close-to-7% slide despite beating estimates, on another capex raise. Amazon and Meta sold off too ahead of next week's reports. The money didn't just leave, it rotated: into defense on Lockheed's earnings beat, and out of quantum, SaaS and space.
Tesla (TSLA) and Alphabet (GOOGL) are falling hard. The rest of the AI trade isn't (July 23, 2026)
Tesla and Alphabet kept falling through Thursday morning even as chipmakers, neoclouds and photonics stocks held up fine. Oil topped $100 a barrel after Trump threatened to bomb Iranian infrastructure over any new attack on shipping.
A short seller says a third of Sivers Semiconductors' (SIVEF) revenue is dubious. Its CEO and board bought shares anyway.
A short seller says 31% of Sivers Semiconductors' 2025 revenue is dubious and Sweden is probing an information leak. Its CEO and full board bought shares anyway, right as its laser chips landed a real GlobalFoundries partnership.
Inside the AI hardware stack, from Nvidia's chips to the grid that powers them
An AI data center is seven layers of hardware: GPUs, memory, storage, CPUs, networking, manufacturing, and power. Here's the full map, with the public companies behind each layer and where the bottlenecks actually are.
SemiAnalysis says Nvidia's Kyber AI rack is delayed to 2028: what it means for NVDA, AMD, and the photonics trade
SemiAnalysis says Nvidia's Kyber NVL144 rack is delayed more than a year to 2028, its backup design was scrapped, and Rubin Ultra was quietly cut in half. NVDA barely moved and AMD jumped instead. Here's what it means for the wider photonics trade, from Coherent and Lumentum to POET Technologies.
Hyperliquid's Sunday tape shows chip and memory stocks bouncing hard
Western Digital, SanDisk and Micron are all up more than 6% from Thursday's close on Hyperliquid's 24/7 stock perpetuals. Here is the Sunday snapshot, and why it is not the same as Sunday night's real reopen.
Frequently asked questions
What do analysts expect for LITE?
25 analysts cover Lumentum Holdings Inc. (LITE). The consensus rating is Buy and the average price target is $1,104.89, in a range of $600.00 to $1,400.00.
Are insiders buying or selling LITE?
We have no qualifying Form 4 insider purchases or sales on record for Lumentum Holdings Inc. (LITE). Sales are only tracked above a dollar threshold, so small routine trades may not appear.
Where can I see LITE SEC filings?
Recent filings are listed on this page, newest first. The latest is a 4 filed July 16, 2026.