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Stock impact report

BofA Keeps Neutral Rating on Lumentum Holdings Inc. (LITE) [Yahoo! Finance]

Lumentum Holdings Inc. (LITE) 
Last lumentum holdings inc. earnings: 2/4 07:30 am Check Earnings Report
Company Research Source: Yahoo! Finance
In mid-December, Wall Street firms raised their price targets for the company on multiple occasions. TheFly on December 16, 2025, reported that BofA kept its Neutral rating while increasing its price target for the corporation from $210 to $375. The firm stated that it raised its goals for Lumentum Holdings Inc. (NASDAQ:LITE) and Coherent considerably because of the excessive demand for optical transceivers and components, pointing out that supply is still falling short of demand in those areas. Separately, on December 17, 2025, Morgan Stanley maintained its Equal Weight recommendation on the shares and raised its price objective for Lumentum Holdings Inc. (NASDAQ:LITE) from $190 to $304. The company claimed that in 2025, the AI trade expanded beyond semiconductor equities, helping infrastructure firms, especially those in the optical market. Morgan Stanley anticipates that trend, particularly for optical names, to persist through the first half of 2026. The stock is up by 4.72% Show less Read more
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