Lumentum Holdings (LITE) Buy, Sell or Hold — Stockchase

Daily Stock Opinions and Ratings

Lumentum Holdings (LITE)

881.26

+33.89 (4.00%)

as of Sep 4, 2026, 8:00:00 pm Market Open.

36 watching

Investor Insights

Sep 6, 2026, 12:00 am

This summary was created by AI, based on 7 opinions in the last 12 months.

Lumentum Holdings (LITE-Q) has emerged as a leading player in the optical components sector, primarily providing laser technology for data communication. Although some analysts express excitement due to its potential, particularly with significant investments from companies like NVIDIA, the stock has exhibited high volatility, prompting cautious trading strategies among experts. With a remarkable rise of over 90% this year and a staggering 1,300% increase since last April, there's a perception that the stock may be overbought at present levels. Experts suggest that for those considering entry now, caution is advisable, since the considerable climb in value could mean future corrections. The anticipation of growth in the optical components market is expected to materialize around 2027-28, positioning Lumentum as a company to watch closely in a rapidly scaling data center environment.

Consensus

Cautious

Valuation

Overvalued

Similar

Cohere,COHR

Most recent Opinions go here

Be up to date, don't miss your chance.

PAST TOP PICK

(A Top Pick May 13/26, Down 20%)

(Note the short timeframe.) He trimmed. Super-high volatility. When it runs away he likes to lighten up a bit, then come back and buy cheaper. He's tracking it closely.

BUY

Competitor to COHR. Makes the lasers for laser-based communication. Very excited about it. Very attractive on this pullback. You need to be patient until 2027-28, when the real upside in optical components comes through.

TOP PICK

At the core of the idea that data centres need to scale up, out, and across. This name focuses on scaling out. Laser and optical components that move data between chips inside the data centres.

You have to listen when NVDA speaks, and it invested $2B in this name plus put in a bunch of product orders. No dividend.

(Analysts’ price target is $1121.11)

BUY

Up 90% in Q1 and one of the best performers on the S&P. These fiber-optic stocks will continue to rise as long as the data centre build out continues.

BUY

Is +1,300% since last April. A play on optical networking equipment for the data centre.

SELL

It has gone parabolic. If he enters now, he would get killed. Would sell, not buy now.

DON'T BUY

It's had such a run, up 99% in the last 3 months.

DON'T BUY

Despite a nice bounce today, they've missed earnings too many times.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Apr 12/22, Down 2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with LITE has triggered its stop at $85. To remain disciplined, we recommend covering the position at this time. This will result in a net investment gain of 2%, when combined with our previous buy recommendation.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly As the company continues to develop 3D sensing products essential to the automotive and industrial sectors, we again reiterate LITE as a TOP PICK. It trades at 18x earnings compared to peers at 31x. Recently reported earnings matched expectations and the company is managing a ROE of 17%. It continues to grow its cash reserves while buying back shares and retiring debt. We continue to recommend a tight stop loss at $85, looking to achieve $116 -- upside potential over 32%. Yield 0% (Analysts’ price target is $115.92)

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O’Reilly We again reiterate our recommendation of LITE (maker of fiber optic network products essential in the 5G rollout) as a TOP PICK. It trades at 19x earnings compared to peers at 65x. Recently reported earnings matched expectations and the company is managing a ROE of 18%. It continues to grow its cash reserves while buying back shares. We continue to recommend a stop loss at $85, looking to achieve $113 -- upside potential over 18%. Yield 0% (Analysts’ price target is $113.00)

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Sep 21/21, Up 18.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with LITE is progressing well and has achieved its $100 objective. To remain disciplined, we recommend covering half the position and trailing up the stop (from $82) to $85.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Sep 21/21, Up 0.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with LITE is progressing well. We now recommend trailing up the stop (from $70) to $82.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly We reiterate our recommendation of LITE (maker of fiber optic network products essential in the 5G rollout) as a TOP PICK. It trades at 17x earnings compared to peers at 38x. It continues to grow its cash reserves and buying back shares. We would buy this with a stop loss at $70, looking to achieve $100 -- upside potential over 17%. Yield 0% (Analysts’ price target is $96.76)

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly LITE is a maker of fiber optic network products, which are essential in the 5G rollout. The stock was recently negatively impacted when it announced it was deferring almost $15 million in quarterly revenue due to delays in 5G deployment in China due to the pandemic. It trades at 16x earnings and earnings growth is projected at 15% for the next five years, as it has averaged the past five. We would buy this with a stop loss at $60, looking to achieve $115 - upside potential over 46%. Yield 0% (Analysts’ price target is $115.14)

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Lumentum Holdings (LITE) Frequently Asked Questions

What is Lumentum Holdings stock symbol?

Lumentum Holdings is a American stock, trading under the symbol LITE (previously LITE-Q on Stockchase) on the NASDAQ (LITE). It is usually referred to as NASDAQ:LITE or LITE

Is Lumentum Holdings a buy or a sell?

In the last year, 7 stock analysts issued a Buy, Sell, or Hold rating on LITE (previously LITE-Q on Stockchase). 5 analysts recommended to BUY and 2 analysts recommended to SELL the stock. The latest stock analyst rating is PAST TOP PICK. Read the latest stock experts' ratings for Lumentum Holdings.

Is Lumentum Holdings a good investment or a top pick?

Lumentum Holdings was recommended as a Top Pick by Nick Mersch, CFA on 2026-08-20. Read the latest stock experts ratings for Lumentum Holdings.

Why is Lumentum Holdings stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for Lumentum Holdings.

Is Lumentum Holdings worth watching?

Lumentum Holdings is followed by 36 investors on Stockchase and is a trending stock that is worth watching.

What is Lumentum Holdings stock price?

On 2026-09-04, Lumentum Holdings (LITE) stock closed at a price of $881.26.

3.9(7)

Based on 7 expert opinions: 5 buy 0 hold 2 sell

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