# Lumentum Holdings Inc. Common Stock (LITE) stock analysis and sentiment Canonical page: https://synoptiv.com/stock/LITE Methodology: https://synoptiv.com/methodology Author: Synoptiv Research Engine Last analyzed: Aug 12, 2026 Lumentum Holdings Inc. Common Stock (LITE) last closed at $820.59, in the upper half of its 52-week range of $111.20–$1,085.68. Composite market sentiment across 1 analysis is positive (+23 on a −100 to +100 scale), as of Aug 12, 2026. ## What the data says Lumentum closes at $820.59, giving it a market capitalization near $72.5 billion — a level reached after an extraordinarily wide 52-week run. The stock's range over that period spans $111.20 to $1,085.68, meaning the low sits roughly a seventh of the high, and the current price rests about 24% below the top of that band. A range that broad is unusual, and it tells you the market's assessment of this business has been repriced dramatically rather than drifting; the stock's beta of 1.51 confirms it tends to move considerably more than the broad market in both directions. The valuation reflects that repricing. At roughly 165 times trailing earnings but about 30 times forward earnings, the market is paying up for results it expects rather than results already booked — the gap between those two multiples implies a large expected step up in earnings. The price-to-book ratio of about 22 points the same way, pricing the company far above the accounting value of its assets. Underneath, the business is genuinely profitable: a net profit margin near 17.7% on revenue growing about 90% year over year. That growth rate is the figure doing most of the work in reconciling the trailing and forward multiples. The recent news flow says relatively little about Lumentum specifically. Headlines from June and July 2026 center on the wider AI and semiconductor complex — Nvidia's stock performance and product announcements, a Nasdaq 100 selloff in which Marvell fell sharply, Meta's AI monetization and hyperscaler capital spending, and an AI-chip rally that carried major indexes to records. Coverage is sector-level rather than company-level, which is worth keeping in mind: the stories most often attached to this name are about demand conditions across AI infrastructure, not about Lumentum's own results or announcements. ## About Lumentum Holdings Inc. Common Stock Lumentum Holdings Inc. designs and manufactures optical and photonic products for customers in the Americas, Asia-Pacific, and Europe, the Middle East, and Africa. The company reports in two segments. Cloud & Networking supplies photonic chips, components, modules, and subsystems to cloud data center operators, AI and machine learning infrastructure providers, and network equipment manufacturers. Industrial Tech supplies lasers — including short-pulse solid-state lasers, kilowatt-class fiber lasers, diode lasers, and gas lasers — used in semiconductor device, solar cell, display, and electric vehicle and battery manufacturing. Lumentum was incorporated in 2015, when it was separated from JDS Uniphase, and is headquartered in San Jose, California. ## Company profile - Symbol: LITE - Exchange: NASDAQ - Security type: Stock - Sector: Technology - Industry: Communication Equipment - Composite sentiment: positive (23 on a -100 to +100 scale) ## Key statistics | Metric | Value | | --- | ---: | | Market capitalization | $72.55B | | Enterprise value | $58.98B | | Trailing P/E | 164.75 | | Forward P/E | 30.06 | | Price to book | 22.49 | | Price to sales | 29.15 | | Beta | 1.51 | | Net margin | 17.68% | | Revenue growth | 90.10% | | 52-week high | $1,085.68 | | 52-week low | $111.20 | | Average volume | 5.27M | ## Related stocks - [CSCO](https://synoptiv.com/stock/CSCO) - [ANET](https://synoptiv.com/stock/ANET) - [MSI](https://synoptiv.com/stock/MSI) - [CIEN](https://synoptiv.com/stock/CIEN) - [UI](https://synoptiv.com/stock/UI) - [FFIV](https://synoptiv.com/stock/FFIV) - [AAOI](https://synoptiv.com/stock/AAOI) - [VSAT](https://synoptiv.com/stock/VSAT) - [VIAV](https://synoptiv.com/stock/VIAV) - [ONDS](https://synoptiv.com/stock/ONDS) ## Recent news - [Dow Jones Futures: Cisco, Coherent Are Earnings Movers Late After Nebius, Lumentum, CoreWeave Lead AI Rally](https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-cisco-coherent-earnings-movers-nebius-lumentum-coreweave-ai-rally/?src=A00220&yptr=yahoo) — Aug 12, 2026 - [Nokia, Celestica, and Applied Optoelectronics Rally After Lumentum Sparks Broad Optics Rally](https://247wallst.com/investing/2026/08/12/nokia-celestica-and-applied-optoelectronics-rally-after-lumentum-sparks-broad-optics-rally/) — Aug 12, 2026 - [Stock Market Today, Aug. 12: Stocks Edge Higher as Inflation Data Eases Fed Rate Pressure](https://www.fool.com/coverage/stock-market-today/2026/08/12/stock-market-today-aug-12-stocks-edge-higher-as-inflation-data-eases-fed-rate-pressure/) — Aug 12, 2026 - [SpaceX, Nebius, Palantir, Super Micro, Quantinuum, Wendy’s, and More Stocks That Explain Today’s Market](https://www.barrons.com/articles/stock-movers-dfcc9c13?siteid=yhoof2&yptr=yahoo) — Aug 12, 2026 - [Coherent Stock Drops Despite Earnings Beat and Strong Outlook](https://www.barrons.com/articles/coherent-earnings-stock-price-7c2d746e?siteid=yhoof2&yptr=yahoo) — Aug 12, 2026 - [Coherent posts a blowout Q4 and aggressive guidance, yet shares take a 5% haircut](https://finance.yahoo.com/markets/stocks/articles/coherent-posts-blowout-q4-aggressive-204756843.html) — Aug 12, 2026 - [Supermicro Soars On Report. Why Nvidia Is Also Rallying.](https://www.investors.com/news/technology/supermicro-stock-analysts-cautious-nvidia-positive-news/?src=A00220&yptr=yahoo) — Aug 12, 2026 - [Update: Nasdaq, S&P 500 Bounce Following Benign Inflation Report](https://finance.yahoo.com/markets/stocks/articles/nasdaq-p-500-bounce-following-202619533.html) — Aug 12, 2026 - [Strong Earnings Power Tech Stocks Higher Ahead of Wholesale Inflation Report](https://www.barrons.com/livecoverage/stock-market-news-today-081226/card/strong-earnings-power-tech-stocks-higher-ahead-of-wholesale-inflation-report-twXSrrSRofX92kzVlEmE?siteid=yhoof2&yptr=yahoo) — Aug 12, 2026 - [Uncover the latest developments among S&P500 stocks in today's session.](https://www.chartmill.com/news/TPL/Chartmill-53527-Uncover-the-latest-developments-among-SP500-stocks-in-todays-session) — Aug 12, 2026 ## Frequently asked questions ### What is the current market sentiment for LITE? As of Aug 12, 2026, Lumentum Holdings Inc. Common Stock (LITE) carries positive (+23 on a −100 to +100 scale) composite sentiment. The score fuses recent news tone, analyst recommendations, technical posture, insider and congressional activity, and market attention into a single figure. The full breakdown of each component is in the report. ### How has LITE stock been performing? Lumentum Holdings Inc. Common Stock last closed at $820.59, in the upper half of its 52-week range of $111.20–$1,085.68. ### What is LITE's market cap and valuation? Lumentum Holdings Inc. Common Stock has a market capitalization of about $72.55B, a trailing P/E of 164.7. ### What sector is LITE in, and who are its competitors? Lumentum Holdings Inc. Common Stock operates in the Technology sector, specifically Communication Equipment. Comparable companies include CSCO, ANET, MSI, CIEN, UI. ### Where can I find a full analysis of LITE? The full LITE report covers the bull and bear cases, technical signals with entry, stop and target levels, complete financial statements, earnings history, insider and congressional trades, and the conditions that would invalidate the thesis. It requires a free account. ## Important information This page is generated from public market and company information. Data can be delayed, incomplete, or wrong. It is research and analysis, not financial advice. - [Methodology](https://synoptiv.com/methodology) - [Disclosures](https://synoptiv.com/disclosures) - [Full report](https://synoptiv.com/stock/LITE/v/1) (account and access required)