Stifel raised target for Lumentum stock from USD 1,100 to USD 1,232
Published on 10/14/2026 at 09:58 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAI optics demand meets reporting dates
- Stifel lifted its Lumentum target from USD 1,100 to USD 1,232 on October 5, 2026.
- Fourth-quarter fiscal 2026 revenue reached USD 1.01 billion, up 109.30 percent year over year.
- Lumentum stock trades at EUR 871.65 at 9:46 a.m. CEST at Lang & Schwarz on October 14, 2026, 0.24 percent above the Xetra close of October 13, 2026.
- Lumentum will report fiscal first-quarter 2027 results on November 5, 2026.
Lumentum Holdings (ISIN US55024U1097) was trading at EUR 871.65 at Lang & Schwarz on October 14, 2026 at 9:46 a.m. CEST, 0.24 percent above the Xetra close of EUR 869.60 on October 13, 2026. Stifel raised its price target for Lumentum stock from USD 1,100 to USD 1,232 on October 5, 2026, according to Barchart.
Target raised as optics demand builds
The Stifel action came as analysts assessed Lumentum's exposure to optical links for artificial intelligence data centers. Barchart reported that the company guided fiscal first-quarter 2027 revenue to USD 1.225 billion to USD 1.275 billion and non-GAAP operating margin to 39.50 percent to 40.50 percent on August 11, 2026.
The latest reported quarter showed the scale behind that outlook. According to MarketWatch, fourth-quarter fiscal 2026 revenue reached USD 1.0063 billion, up 109.30 percent from the year-earlier quarter, while non-GAAP operating margin was 36.60 percent. The GAAP net loss was USD 7.2 billion because a one-time, non-cash debt-extinguishment charge totaled USD 7.8 billion.
Three milestones define the cycle
Lumentum's chronology shows a sharp acceleration. On June 27, 2026, fiscal-year revenue reached USD 3.014 billion, according to MarketWatch; on August 11, 2026, the company reported USD 1.0063 billion in quarterly revenue; on October 5, 2026, it scheduled the next report for November 5, 2026.
What comes next for margins?
The next test is the fiscal first-quarter 2027 report. Lumentum said on October 5, 2026 that results will be released after the market closes on November 5, 2026, with the conference call at 5:00 p.m. ET. A separate company event listed for November 18, 2026 is the annual meeting, according to Simply Wall St.
Stock trades above the Xetra close
Lumentum was trading at EUR 871.65 at Lang & Schwarz on October 14, 2026 at 9:46 a.m. CEST, 0.24 percent above the Xetra close of EUR 869.60 on October 13, 2026. The Nasdaq listing is LITE, and the primary exchange is the Nasdaq Global Select Market. Market capitalization was USD 90.2 billion on October 13, 2026, while the 52-week range was USD 152.54 to USD 1,143.00.
The further course of trading is shown by the continuously updated real-time quote of Lumentum stock.
Lumentum stock at a glance
- Company: Lumentum Holdings Inc.
- ISIN: US55024U1097
- Ticker: LITE
- Primary exchange: Nasdaq Global Select Market
- Price Lang & Schwarz as of October 14, 2026, 9:46 a.m. CEST: EUR 871.65
- Change versus Xetra close: plus 0.24 percent
- Xetra close October 13, 2026: EUR 869.60
- Market capitalization: USD 90.2 billion as of October 13, 2026
- 52-week range: USD 152.54-1,143.00 as of October 13, 2026
- Sector / Industry: Information Technology / optical and photonic products
- Index membership: Nasdaq Composite
- Next earnings date: November 5, 2026
Market context: Market report Nasdaq Composite.
