Lumentum (LITE) – Analysts’ Recent Ratings Changes

Lumentum (NASDAQ: LITE) has recently received a number of price target changes and ratings updates:

• 8/21/2026 – Lumentum had its “outperform” rating reaffirmed by Wolfe Research.
• 8/20/2026 – Lumentum was upgraded by Zacks Research from “hold” to “strong-buy”.
• 8/19/2026 – Lumentum was downgraded by Weiss Ratings from “hold (c-)” to “sell (d-)”.
• 8/12/2026 – Lumentum was given a new $820.00 price target by UBS Group AG.
• 8/12/2026 – Lumentum had its price target raised by TD Cowen from $800.00 to $820.00. They now have a “hold” rating on the stock.
• 8/12/2026 – Lumentum had its “outperform” rating reaffirmed by Raymond James Financial, Inc.. They now have a $1,036.00 price target on the stock.
• 8/12/2026 – Lumentum had its “buy” rating reaffirmed by Needham & Company LLC. They now have a $1,040.00 price target on the stock.
• 8/12/2026 – Lumentum had its price target raised by Mizuho from $1,100.00 to $1,140.00. They now have an “outperform” rating on the stock.
• 8/12/2026 – Lumentum had its “buy” rating reaffirmed by Citigroup Inc..
• 8/12/2026 – Lumentum had its price target raised by Morgan Stanley from $900.00 to $1,000.00. They now have an “equal weight” rating on the stock.
• 8/12/2026 – Lumentum had its price target lowered by Bank of America Corporation from $1,100.00 to $1,000.00. They now have a “neutral” rating on the stock.
• 8/12/2026 – Lumentum had its price target raised by JPMorgan Chase & Co. from $1,165.00 to $1,280.00. They now have an “overweight” rating on the stock.
• 8/12/2026 – Lumentum had its “buy” rating reaffirmed by Rosenblatt Securities. They now have a $1,300.00 price target on the stock.
• 8/5/2026 – Lumentum was downgraded by Weiss Ratings from “hold (c)” to “hold (c-)”.
• 7/17/2026 – Lumentum had its “hold (c)” rating reaffirmed by Weiss Ratings.
• 7/16/2026 – Lumentum had its “buy” rating reaffirmed by Citigroup Inc..
• 7/13/2026 – Lumentum had its price target lowered by TD Cowen from $995.00 to $800.00. They now have a “hold” rating on the stock.
• 7/6/2026 – Lumentum was downgraded by Zacks Research from “strong-buy” to “hold”.

Insider Activity

In other Lumentum news, Director Isaac Hosojiro Harris sold 1,416 shares of the company’s stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $1,000.08, for a total value of $1,416,113.28. Following the sale, the director owned 6,984 shares in the company, valued at $6,984,558.72. This represents a 16.86% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Yuen Wupen sold 500 shares of the firm’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $898.15, for a total value of $449,075.00. Following the completion of the sale, the insider directly owned 93,229 shares of the company’s stock, valued at approximately $83,733,626.35. The trade was a 0.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders have sold 16,352 shares of company stock valued at $14,315,562. Company insiders own 0.43% of the company’s stock.

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.