Weekly Analysts’ 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:

• 10/22/2025 – Lumentum had its price target raised by analysts at Susquehanna from $140.00 to $190.00. They now have a “positive” rating on the stock.
• 10/20/2025 – Lumentum had its “equal weight” rating reaffirmed by analysts at Barclays PLC. They now have a $165.00 price target on the stock.
• 10/16/2025 – Lumentum had its price target raised by analysts at JPMorgan Chase & Co. from $145.00 to $185.00. They now have an “overweight” rating on the stock.
• 10/10/2025 – Lumentum had its price target raised by analysts at Morgan Stanley from $100.00 to $145.00. They now have an “equal weight” rating on the stock.
• 10/8/2025 – Lumentum had its “hold (c-)” rating reaffirmed by analysts at Weiss Ratings.
• 9/27/2025 – Lumentum had its “hold (c-)” rating reaffirmed by analysts at Weiss Ratings.
• 9/26/2025 – Lumentum was upgraded by analysts at Wall Street Zen from a “hold” rating to a “buy” rating.
• 9/22/2025 – Lumentum had its price target raised by analysts at Rosenblatt Securities from $150.00 to $225.00. They now have a “buy” rating on the stock.
• 9/15/2025 – Lumentum was downgraded by analysts at Wall Street Zen from a “buy” rating to a “hold” rating.
• 9/9/2025 – Lumentum had its price target raised by analysts at Barclays PLC from $135.00 to $165.00. They now have an “overweight” rating on the stock.
• 9/7/2025 – Lumentum was upgraded by analysts at Wall Street Zen from a “hold” rating to a “buy” rating.
• 8/30/2025 – Lumentum was downgraded by analysts at Wall Street Zen from a “buy” rating to a “hold” rating.

Insider Activity

In other Lumentum news, CFO Wajid Ali sold 2,526 shares of Lumentum stock in a transaction on Tuesday, August 26th. The shares were sold at an average price of $124.39, for a total transaction of $314,209.14. Following the completion of the transaction, the chief financial officer directly owned 77,087 shares of the company’s stock, valued at $9,588,851.93. The trade was a 3.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Jae Kim sold 4,507 shares of Lumentum stock in a transaction on Friday, August 22nd. The stock was sold at an average price of $116.88, for a total transaction of $526,778.16. Following the transaction, the senior vice president directly owned 33,465 shares of the company’s stock, valued at approximately $3,911,389.20. This trade represents a 11.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 18,439 shares of company stock valued at $2,206,997 in the last ninety days. Corporate insiders own 0.43% of the company’s stock.

Lumentum Holdings Inc manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. The company operates through two segments: Optical Communications (OpComms) and Commercial Lasers (Lasers). The OpComms segment offers components, modules, and subsystems that enable the transmission and transport of video, audio, and data over high-capacity fiber optic cables.