Morgan Stanley Warns Stretched Valuations May Temper Lumentum's (LITE) 2026 AI Growth [Yahoo! Finance]
Lumentum Holdings Inc. (LITE)
Last lumentum holdings inc. earnings: 2/4 07:30 am
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Source: Yahoo! Finance
on Lumentum to $304 from $190 with an Equal Weight rating on the shares. After broadening from chips to infrastructure (especially optical) in 2025, the AI investment trend is expected to remain strong through mid-2026. Despite this momentum, a year-ahead note cautions that full-year success will require a more disciplined approach to stock picking, as current valuations have become stretched across the sector. A day before this rating, Bank of America raised the firm's price target on Lumentum to $375 from $210 with a Neutral rating on the shares. The firm substantially increased its price targets for Lumentum due to an exceptional surge in demand for optical components and transceivers. This adjustment reflects a market environment where orders for these technologies continue to outpace available supply. Earlier on December 5, as well, JPMorgan analyst Samik Chatterjee also raised the firm's price target on Lumentum to $350 from $235, while keeping an Overweight rating on the sh
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News
- 2026's Biggest AI Trends: The Memory Explosion | MU Stock, SNDK Stock, SK Hynix, CAMT Stock [Yahoo! Finance]Yahoo! Finance
- Lumentum: In The Middle Of The AI Boom [Seeking Alpha]Seeking Alpha
- Lumentum Showcases Next-Generation Ultrafast and UV Laser Platforms for Precision Manufacturing at Photonics West 2026 [Yahoo! Finance]Yahoo! Finance
- This Artificial Intelligence (AI) Stock Has Jumped 328% in 1 Year. It Can Soar Higher After Feb. 3. (Hint: It's Not Palantir.) [Yahoo! Finance]Yahoo! Finance
- Lumentum Showcases Next-Generation Ultrafast and UV Laser Platforms for Precision Manufacturing at Photonics West 2026Business Wire
LITE
Earnings
- 11/4/25 - Beat
LITE
Sec Filings
- 1/5/26 - Form 4
- 1/5/26 - Form 8-K
- 12/30/25 - Form 4
- LITE's page on the SEC website