TD Cowen initiated coverage on Lumentum with a new price target
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Telecommunications Equipment
Telecommunications
TD Cowen initiated coverage of Lumentum with a rating of Hold and set a new price target of $675.00
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| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 3/12/2026 | $675.00 | Hold | TD Cowen |
| 1/8/2026 | $290.00 → $470.00 | Buy | Needham |
| 11/18/2025 | $290.00 | Outperform | Mizuho |
| 10/31/2025 | $220.00 | Strong Buy → Outperform | Raymond James |
| 10/20/2025 | $165.00 | Overweight → Equal Weight | Barclays |
| 8/29/2025 | $165.00 | Buy | Citigroup |
| 8/13/2025 | $135.00 | Underperform → Neutral | BofA Securities |
| 7/8/2025 | Outperform | Wolfe Research |
TD Cowen initiated coverage of Lumentum with a rating of Hold and set a new price target of $675.00
Needham reiterated coverage of Lumentum with a rating of Buy and set a new price target of $470.00 from $290.00 previously
Mizuho initiated coverage of Lumentum with a rating of Outperform and set a new price target of $290.00
8-K - Lumentum Holdings Inc. (0001633978) (Filer)
144 - Lumentum Holdings Inc. (0001633978) (Subject)
144 - Lumentum Holdings Inc. (0001633978) (Subject)
4 - Lumentum Holdings Inc. (0001633978) (Issuer)
4 - Lumentum Holdings Inc. (0001633978) (Issuer)
4 - Lumentum Holdings Inc. (0001633978) (Issuer)
Michael Hurlston, CEO and Matt Sysak, CTO to participate in Optica Executive Forum Lumentum Holdings Inc. ("Lumentum") today announced its speaker line-up at the 2026 Optical Fiber Communication Conference and Exposition (OFC) in Los Angeles. Company executives and technical experts will share their perspectives on the optical communication market, including challenges and opportunities, and the technology shaping the future of AI data centers and optical networks. The event will be held from March 15–19 at the Los Angeles Convention Center. Visit Lumentum at booth #1439. Optica Executive Forum Fireside Chat with CTOs: Matt Sysak, 2:00–3:00 p.m. CEO Panel: Michael Hurlston, 3:30–4
Lumentum Holdings Inc. ("Lumentum"), a global leader in optical and photonic solutions, today announced that it has been selected to join the prestigious S&P 500 index. According to S&P Dow Jones Indices, Lumentum will be added to the benchmark index before the market opens on Monday, March 23, 2026. This transition marks a significant milestone for the company as it moves from the S&P MidCap 400 to the S&P 500, reflecting its substantial growth and corresponding increase in market capitalization. "Inclusion in the S&P 500 is a monumental achievement for our company and a credit to our global workforce," said Michael Hurlston, President and CEO. "It reflects our vital role in helping cust
NEW YORK, March 6, 2026 /PRNewswire/ -- S&P Dow Jones Indices ("S&P DJI") will make the following changes to the S&P 100, S&P 500, S&P MidCap 400, and S&P SmallCap 600 indices: NAPCO Security Technologies Inc. (NASD: NSSC) will replace Alexander & Baldwin Inc. (NYSE:ALEX) in the S&P SmallCap 600 effective prior to the opening of trading on Friday, March 13. An investor group comprised of MW Group and funds affiliated with DivcoWest and Blackstone Real Estate is acquiring Alexander & Baldwin in a deal that is expected to close soon, pending final closing conditions.The following changes to the S&P 100, S&P 500, S&P MidCap 400, and S&P SmallCap 600 will take effect before the market opens on M
Net revenue of $665.5 million GAAP gross margin of 36.1%; Non-GAAP gross margin of 42.5% GAAP operating margin of 9.7%; Non-GAAP operating margin of 25.2% GAAP diluted net income per share of $0.89; Non-GAAP diluted net income per share of $1.67 Lumentum Holdings Inc. ("Lumentum" or the "Company") today reported results for its fiscal second quarter ended December 27, 2025. "Lumentum delivered a standout second quarter, with over 65 percent year-over-year revenue growth and non-GAAP operating margin expansion above 1,700 basis points," said President and CEO Michael Hurlston. "Revenue hit the high end of our guidance range, while profitability and EPS expanded well beyond
Lumentum Holdings Inc. ("Lumentum") today announced that it will release its fiscal second quarter 2026 financial results on Tuesday, February 3, 2026, after the market closes. Lumentum will hold an audio webcast the same day at 2:00 p.m. PT/5:00 p.m. ET. A live audio webcast of the call and replay will be available in the Investors section of the Lumentum website at http://investor.lumentum.com. Analysts planning to participate in the interactive Q&A portion of the webcast are encouraged to pre-register: pre-registration link. The earnings press release will be posted at http://investor.lumentum.com under the "News Releases" section. Additional materials supporting the conference call
Net revenue of $533.8 million GAAP gross margin of 34.0%; Non-GAAP gross margin of 39.4% GAAP operating margin of 1.3%; Non-GAAP operating margin of 18.7% GAAP diluted net income per share of $0.05; Non-GAAP diluted net income per share of $1.10 Lumentum Holdings Inc. ("Lumentum" or the "Company") today reported results for its fiscal first quarter ended September 27, 2025. "In our fiscal first quarter, we saw year-over-year revenue growth of 58 percent and operating margin expansion of over 1,500 basis points on a non-GAAP basis. Revenue, operating margin, and earnings per share all came in at the high end of our guidance ranges," said Michael Hurlston, Lumentum President and CEO
SC 13G/A - Lumentum Holdings Inc. (0001633978) (Subject)
SC 13G/A - Lumentum Holdings Inc. (0001633978) (Subject)
SC 13G/A - Lumentum Holdings Inc. (0001633978) (Subject)
Lumentum Holdings Inc. ("Lumentum"), a global leader in optical and photonic solutions, today announced that it has been selected to join the prestigious S&P 500 index. According to S&P Dow Jones Indices, Lumentum will be added to the benchmark index before the market opens on Monday, March 23, 2026. This transition marks a significant milestone for the company as it moves from the S&P MidCap 400 to the S&P 500, reflecting its substantial growth and corresponding increase in market capitalization. "Inclusion in the S&P 500 is a monumental achievement for our company and a credit to our global workforce," said Michael Hurlston, President and CEO. "It reflects our vital role in helping cust
NEW YORK, March 6, 2026 /PRNewswire/ -- S&P Dow Jones Indices ("S&P DJI") will make the following changes to the S&P 100, S&P 500, S&P MidCap 400, and S&P SmallCap 600 indices: NAPCO Security Technologies Inc. (NASD: NSSC) will replace Alexander & Baldwin Inc. (NYSE:ALEX) in the S&P SmallCap 600 effective prior to the opening of trading on Friday, March 13. An investor group comprised of MW Group and funds affiliated with DivcoWest and Blackstone Real Estate is acquiring Alexander & Baldwin in a deal that is expected to close soon, pending final closing conditions.The following changes to the S&P 100, S&P 500, S&P MidCap 400, and S&P SmallCap 600 will take effect before the market opens on M
Lumentum Holdings Inc. ("Lumentum"), a global leader in optical and photonic technology, today announced the appointment of Thad Trent to the company's Board of Directors, effective immediately. His appointment expands the board membership to nine members. "I am thrilled to welcome Thad to the Lumentum Board," said Penelope Herscher, Chair of Lumentum's Board of Directors. "He brings a wealth of expertise in corporate finance, M&A activity, in-house manufacturing and process efficiency that is mission-critical to our future. I am confident his valuable insights will accelerate the execution of our long-term strategy, helping us drive growth and deliver sustainable shareholder value." "Lum