Stifel raises target for Lumentum stock to USD 1,232.00

Published on 10/12/2026 at 11:09 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q4 revenue hit USD 1.01 billion, up 109.30 percent year over year. Lumentum stock costs EUR 986.60 on October 12, 2026 versus EUR 998.40.

Key points in brief

Stifel raised its Lumentum price target from USD 1,100.00 to USD 1,232.00 on October 5, 2026.
Fiscal fourth-quarter revenue reached USD 1.01 billion, up 109.30 percent year over year.
Lumentum traded at EUR 986.60 at Lang & Schwarz on October 12, 2026, 1.18 percent below the Xetra close of October 9, 2026.
Lumentum will release fiscal first-quarter 2027 results on November 5, 2026, after the market closes.

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Lumentum (ISIN US55024U1097) was trading at EUR 986.60 at Lang & Schwarz on October 12, 2026 at 11:05 a.m. CEST, down 1.18 percent versus the Xetra close of October 9, 2026 at EUR 998.40. On October 5, 2026, Stifel raised its price target for Lumentum from USD 1,100.00 to USD 1,232.00 while maintaining a Buy rating, Investing.com reported.

Three dated catalysts shape the stock

On August 11, 2026, Lumentum reported fiscal fourth-quarter revenue of USD 1.01 billion, up 109.30 percent year over year, alongside adjusted earnings per share of USD 3.23, Yahoo Finance reported. On September 30, 2026, Bernstein began coverage with an Outperform rating and a USD 1,220.00 target, according to MarketBeat. On October 5, 2026, Stifel lifted its target to USD 1,232.00 from USD 1,100.00, making the latest dated analyst action the strongest near-term reference point.

What does the target increase mean

The Nasdaq quote was last at USD 1,103.36 on October 9, 2026 at 4:00 p.m. ET. Stifel's USD 1,232.00 target therefore stood 11.65 percent above that Nasdaq price, calculated on the same currency basis.

The operating figures explain why analysts are emphasizing capacity and demand. Lumentum's fiscal fourth-quarter adjusted gross margin was 50.40 percent and adjusted operating margin was 36.60 percent, while management guided fiscal first-quarter 2027 revenue to USD 1.225 billion to USD 1.275 billion and adjusted earnings per share to USD 4.05 to USD 4.35, according to MarketBeat. The same report identified valuation, execution and AI-spending risks after the sharp advance.

November dates set the next test

Lumentum will release fiscal first-quarter 2027 results on November 5, 2026, after the market closes, according to the company's investor release. The annual general meeting is scheduled for November 18, 2026, according to Simply Wall St.

Price remains below the Xetra close

The Lang & Schwarz price of EUR 986.60 on October 12, 2026 at 11:05 a.m. CEST was EUR 11.80, or 1.18 percent, below the Xetra close of October 9, 2026 at EUR 998.40. The Nasdaq listing was last at USD 1,103.36 on October 9, 2026 at 4:00 p.m. ET. The further course of trading is shown by the continuously updated real-time quote of Lumentum stock.