Research Analysts’ Recent Ratings Changes for Lumentum (LITE)

Several brokerages have updated their recommendations and price targets on shares of Lumentum (NASDAQ: LITE) in the last few weeks:

• 8/31/2026 – Lumentum is now covered by Deutsche Bank Aktiengesellschaft. They set a “buy” rating and a $1,200.00 price target on the stock.
• 8/31/2026 – Lumentum is now covered by Evercore Inc. They set an “outperform” rating and a $1,100.00 price target on the stock.
• 8/31/2026 – Lumentum is now covered by Evercore Inc. They set an “outperform” rating and a $1,100.00 price target on the stock.
• 8/31/2026 – Lumentum is now covered by Evercore Inc. They set an “outperform” rating and a $1,100.00 price target on the stock.
• 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.

Insider Buying and Selling

In other Lumentum news, insider Vincent Retort sold 38,663 shares of the business’s stock in a transaction dated Tuesday, August 25th. The stock was sold at an average price of $852.59, for a total value of $32,963,687.17. Following the completion of the sale, the insider owned 78,440 shares of the company’s stock, valued at $66,877,159.60. The trade was a 33.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Yuen Wupen sold 1,500 shares of the company’s stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $827.82, for a total value of $1,241,730.00. Following the sale, the insider owned 100,434 shares of the company’s stock, valued at approximately $83,141,273.88. This trade represents a 1.47% decrease in their position. The SEC filing for this sale provides additional information. 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. Insiders have sold 66,147 shares of company stock valued at $56,741,571 in the last three months. 0.43% of the stock is currently owned by corporate insiders.

Lumentum Holdings Inc (NASDAQ: LITE) designs and manufactures optical and photonic products used to transmit, process and control light. Its portfolio includes optical components, modules, subsystems, lasers and photonic integrated circuits that support communications networks, data centers, cloud infrastructure and industrial applications.

The company also supplies technologies for consumer electronics and 3D sensing, including laser-based products used in applications such as depth sensing and facial recognition.