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Lumentum Holdings Inc. (LITE)

Technology | Communication Equipment | San Jose, United States | NasdaqGS
768.15 USD -33.86 (-4.222%) ⇩ (July 13, 2026, 4 p.m. EDT)
After hours: 762.19 -5.96 (-5.963%) ⇩ (July 13, 2026, 7:59 p.m. EDT)

Short-term:★★★☆☆Long-term:★★★★⯪Dividends:☆☆☆☆☆
Hot Take | July 11, 2026, 4:45 a.m. EDT

Lumentum is a high-conviction AI infrastructure play with exceptional 90% revenue growth and 22.8% ROE, justifying a premium valuation despite the high forward P/E. While the stock has pulled back 10% in two weeks, the 800 strike level holds significant options open interest and aligns with the 200-day moving average, acting as a strong technical floor. Long-term investors should view the current dip as a buying opportunity given the dominant competitive position in data center networking, though the elevated debt-to-equity ratio warrants monitoring. Short-term traders face a battle between the immediate support at 800 and resistance at 870.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
MSTL ✓0.087347
AutoTheta0.093237
AutoETS0.115805
AutoARIMA0.133391

Forecast horizon: 45 days | Selected: MSTL

Forecast Reliability
Score 39%
H-stat 0.17
Ljung-Box p 0.000
Jarque-Bera p 0.676
Excess Kurtosis -0.20
Attribute Value
Sector Technology
Debt to Equity Ratio 111.445
Revenue per Share 35.222
Market Cap 59,762,073,600
Trailing P/E 135.00
Forward P/E 42.16
Beta 1.48
Profit Margins 17.68%
Website https://www.lumentum.com

As of July 11, 2026, 4:45 a.m. EDT: Speculators are positioning for upside continuation with significant call open interest walls at 870, 900, and 1000, suggesting a target range well above current levels. However, substantial put open interest at 600 and 700 indicates a hedge against further volatility, creating a defined range between 600 and 1000.


Info Dump

Attribute Value
52 Week Change 7.6948175
Address1 1,001 Ridder Park Drive
All Time High 1,085.68
All Time Low 13.97
Ask 770.44
Ask Size 1
Audit Risk 4
Average Analyst Rating 1.6 - Buy
Average Daily Volume10 Day 4,772,580
Average Daily Volume3 Month 5,707,770
Average Volume 5,707,770
Average Volume10Days 4,772,580
Beta 1.482
Bid 755.01
Bid Size 1
Board Risk 6
Book Value 41.47
City San Jose
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 9
Country United States
Crypto Tradeable 0
Currency USD
Current Price 768.15
Current Ratio 1.137
Custom Price Alert Confidence HIGH
Date Short Interest 1,782,777,600
Day High 809.23
Day Low 761.53
Debt To Equity 111.445
Display Name Lumentum
Earnings Call Timestamp End 1,786,482,000
Earnings Call Timestamp Start 1,786,482,000
Earnings Timestamp 1,786,478,400
Earnings Timestamp End 1,786,478,400
Earnings Timestamp Start 1,786,478,400
Ebitda 508,800,000
Ebitda Margins 0.20447001
Enterprise To Ebitda 108.525
Enterprise To Revenue 22.19
Enterprise Value 55,217,754,112
Eps Current Year 8.22502
Eps Forward 18.22022
Eps Trailing Twelve Months 5.69
Esg Populated 0
Exchange NMS
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 887.518
Fifty Day Average Change -119.36798
Fifty Day Average Change Percent -0.1344964
Fifty Two Week Change Percent 769.48175
Fifty Two Week High 1,085.68
Fifty Two Week High Change -317.53003
Fifty Two Week High Change Percent -0.29247108
Fifty Two Week Low 90.98
Fifty Two Week Low Change 677.17004
Fifty Two Week Low Change Percent 7.4430647
Fifty Two Week Range 90.98 - 1085.68
Financial Currency USD
First Trade Date Milliseconds 1,437,658,200,000
Float Shares 71,170,137
Forward Eps 18.22022
Forward P E 42.159206
Free Cashflow 93,350,000
Full Exchange Name NasdaqGS
Full Time Employees 10,562
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,782,864,000
Gross Margins 0.40837002
Gross Profits 1,016,200,000
Has Pre Post Market Data 1
Held Percent Insiders 0.00774
Held Percent Institutions 1.05294
Implied Shares Outstanding 77,800,000
Industry Communication Equipment
Industry Disp Communication Equipment
Industry Key communication-equipment
Is Earnings Date Estimate 0
Language en-US
Last Fiscal Year End 1,751,068,800
Long Business Summary Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. It operates through two segments, Cloud & Networking and Industrial Tech. The Cloud & Networking segment offers optical and photonic chips, components, modules, and subsystems supplied to cloud data center operators, AI/ML infrastructure providers, and network equipment manufacturer customers that are building cloud data centers and network infrastructures. Its Industrial Tech segment provides short-pulse solid-state lasers, kilowatt-class fiber lasers, diode lasers, and gas lasers that serves the semiconductor device, solar cell, display, and electric vehicle and battery manufacturing markets. The company was incorporated in 2015 and is headquartered in San Jose, California.
Long Name Lumentum Holdings Inc.
Market us_market
Market Cap 59,762,073,600
Market State POSTPOST
Max Age 86,400
Message Board Id finmb_272054403
Most Recent Quarter 1,774,656,000
Net Income To Common 439,000,000
Next Fiscal Year End 1,782,604,800
Non Diluted Market Cap 62,396,378,000
Number Of Analyst Opinions 25
Open 778.865
Operating Cashflow 452,400,000
Operating Margins 0.21771
Overall Risk 9
Payout Ratio 0.0
Peg Ratio 0.63
Phone 408 546 5483
Post Market Change -5.9627075
Post Market Change Percent -0.77624255
Post Market Price 762.1873
Post Market Time 1,783,987,194
Previous Close 802.01
Price Eps Current Year 93.39187
Price Hint 2
Price To Book 18.52303
Price To Sales Trailing12 Months 24.016266
Profit Margins 0.17678
Quick Ratio 0.938
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key buy
Recommendation Mean 1.56
Region US
Regular Market Change -33.86
Regular Market Change Percent -4.22189
Regular Market Day High 809.23
Regular Market Day Low 761.53
Regular Market Day Range 761.53 - 809.23
Regular Market Open 778.865
Regular Market Previous Close 802.01
Regular Market Price 768.15
Regular Market Time 1,783,972,800
Regular Market Volume 3,631,769
Return On Assets 0.028900001
Return On Equity 0.22834998
Revenue Growth 0.901
Revenue Per Share 35.222
Sand P52 Week Change 0.20847368
Sector Technology
Sector Disp Technology
Sector Key technology
Share Holder Rights Risk 7
Shares Outstanding 77,800,000
Shares Percent Shares Out 0.1241
Shares Short 9,655,854
Shares Short Previous Month Date 1,780,012,800
Shares Short Prior Month 10,223,904
Short Name Lumentum Holdings Inc.
Short Percent Of Float 0.1374
Short Ratio 1.58
Source Interval 15
State CA
Symbol LITE
Target High Price 1,400.0
Target Low Price 600.0
Target Mean Price 1,111.2906
Target Median Price 1,100.0
Total Cash 3,172,300,032
Total Cash Per Share 44.244
Total Debt 3,313,700,096
Total Revenue 2,488,399,872
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps 5.69
Trailing P E 135.0
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 557.354
Two Hundred Day Average Change 210.79602
Two Hundred Day Average Change Percent 0.3782085
Type Disp Equity
Volume 3,631,769
Website https://www.lumentum.com
Zip 95,131