Lumentum Holdings Stock Forecast

Stock Price Forecast

The 13 analysts with 12-month price forecasts for Lumentum Holdings stock have an average target of 505.46, with a low estimate of 145 and a high estimate of 645. The average target predicts a decrease of -33.10% from the current stock price of 755.58.

Analyst Consensus: Buy

Target	Low	Average	Median	High
Price	$145	$505.46	$526	$645
Change	-80.81%	-33.10%	-30.38%	-14.64%

Analyst Ratings

The average analyst rating for Lumentum Holdings stock from 14 stock analysts is "Buy". This means that analysts believe this stock is likely to outperform the market over the next twelve months.

Recommendation Trends

Rating	Sep '25	Oct '25	Nov '25	Dec '25	Jan '26	Feb '26
Strong Buy	5	5	5	5	5	6
Buy	4	3	4	4	4	4
Hold	5	6	6	6	6	4
Sell	0	0	0	0	0	0
Strong Sell	0	0	0	0	0	0
Total	14	14	15	15	15	14

Latest Forecasts

Analyst	Firm	Rating	Rating	Action	Price Target	Upside	Date
Meta Marshall Morgan Stanley	Morgan Stanley	Hold Maintains $420 → $520	Hold	Maintains	$420 → $520	-31.18%	Feb 23, 2026
Vijay Rakesh Mizuho	Mizuho	Buy Maintains $525 → $645	Buy	Maintains	$525 → $645	-14.64%	Feb 17, 2026
Tom O'Malley Barclays	Barclays	Hold Maintains $365 → $475	Hold	Maintains	$365 → $475	-37.13%	Feb 5, 2026
Papa Sylla Citigroup	Citigroup	Strong Buy Maintains $450 → $560	Strong Buy	Maintains	$450 → $560	-25.88%	Feb 5, 2026
Samik Chatterjee JP Morgan	JP Morgan	Buy Maintains $350 → $565	Buy	Maintains	$350 → $565	-25.22%	Feb 4, 2026

More Analyst Ratings

Financial Forecast

Revenue This Year

2.93B

from 1.65B

78.05%

from 1.65B

Revenue Next Year

4.57B

from 2.93B

55.99%

from 2.93B

EPS This Year

5.93

from 0.37

1,503.61%

from 0.37

EPS Next Year

9.19

from 5.93

54.82%

from 5.93

Fiscal Year	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	FY 2026	FY 2027
Period Ending	Jul 3, 2021	Jul 2, 2022	Jul 1, 2023	Jun 29, 2024	Jun 28, 2025	Jun 30, 2026	Jun 30, 2027
Revenue	1.74B	1.71B	1.77B	1.36B	1.65B	2.93B	4.57B
Revenue Growth	3.83%	-1.73%	3.18%	-23.08%	21.03%	78.05%	55.99%
EPS	5.07	2.68	-1.93	-8.12	0.37	5.93	9.19
EPS Growth	189.71%	-47.14%	-	-	-	1,503.61%	54.82%
Forward PE	-	-	-	-	-	127.34	82.25
No. Analysts	-	-	-	-	-	23	22

Historical EPS numbers are GAAP, while forecasted numbers may be non-GAAP.

Revenue Forecast

Revenue	2026	2027
High	3.1B	5.6B
Avg	2.9B	4.6B
Low	2.6B	3.4B

Revenue Growth

Revenue Growth	2026	2027
High	91.1%	90.8%
Avg	78.1%	56.0%
Low	55.5%	17.4%

EPS Forecast

EPS	2026	2027
High	6.72	11.83
Avg	5.93	9.19
Low	4.79	7.18

EPS Growth

EPS Growth	2026	2027
High	1,716.2%	99.3%
Avg	1,503.6%	54.8%
Low	1,195.2%	21.1%

Sources: Price targets and analyst ratings provided by Benzinga. Revenue and EPS forecast data provided by Finnhub. The data is sourced from Wall Street analysts. Data disclaimer.