Lumentum Holdings is a technology company specializing in optical and photonic products. Its core offerings include lasers, optical components, and modules used in telecommunications, industrial, and consumer applications. Major business segments encompass Communications, Commercial Lasers, and Consumer, with primary revenue sources derived from sales of optical networking and laser solutions. The company serves a diverse range of industries, including data centers and manufacturing.
The investment profile of Lumentum Holdings is more aligned with growth investors, given its strong revenue growth and potential for future expansion in the optical technology sector. The absence of dividends suggests a focus on reinvestment for growth. The stock may appeal to those looking for capital appreciation rather than income generation.
| Date | Before | After | Reason |
|---|---|---|---|
| 2026-06-11 05:33 | Sell | Buy | Strong growth but recent volatility raises concerns. |
| 2026-06-10 00:46 | Buy | Sell | Negative momentum and high risk overshadow fundamentals. |
| 2026-06-03 02:45 | Hold | Buy | Strong momentum and fundamentals support bullish outlook. |
| Date | Analyst | Action | Target | Price Then |
|---|---|---|---|---|
| 2026-06-03 13:25 | Northland Securities | Target Raised | 1000 → 1200 | 974.5689 |
| 2026-05-07 09:34 | Barclays | Target Raised | 750 → 1000 | 944.28 |
| 2026-05-06 13:38 | UBS | Target Raised | 455 → 960 | 933.42 |
