Susquehanna keeps USD 1,100 target for Lumentum stock

Published on 10/22/2026 at 12:14 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Lumentum stock trades at EUR 718.00 on October 22, 2026, 4.74 percent below Xetra close. Fiscal fourth-quarter revenue reached USD 1.01 billion.

Analyst stance and earnings scale

Susquehanna maintained a Buy rating and a USD 1,100.00 target on October 21, 2026.
Fiscal fourth-quarter revenue reached USD 1.01 billion, up 109.30 percent year over year.
Lumentum stock trades at EUR 718.00 at 12:08 p.m. CEST at Lang & Schwarz on October 22, 2026, 4.74 percent below the Xetra close of October 21, 2026.

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Lumentum (ISIN US55024U1097) was trading at EUR 718.00 at Lang & Schwarz at 12:08 p.m. CEST on October 22, 2026, 4.74 percent below the Xetra close of October 21, 2026 at EUR 753.70. The latest analyst update came from Susquehanna, which maintained its Buy rating and USD 1,100.00 price target on October 21, 2026, according to Markets Insider.

Target stays above the quote

Susquehanna's unchanged target leaves a wide gap to the euro reference price, although the two figures use different currencies and are not combined into a performance calculation. The report also cited a broader Strong Buy consensus with an average target of USD 1,141.88, a figure published by Markets Insider.

Three signals from the past year

Lumentum reported fiscal fourth-quarter revenue of USD 1.01 billion on August 11, 2026, up 109.30 percent from USD 480.70 million a year earlier. Adjusted earnings per share reached USD 3.23 against a USD 2.97 consensus, according to MarketBeat. Zacks Research then cut its rating from Strong Buy to Hold on October 12, 2026, before Susquehanna published its October 21 update.

What does the pullback change?

The price reaction is sharper than the latest earnings comparison: the euro quote is down 4.74 percent against the Xetra close, while reported revenue more than doubled year over year. MarketBeat also cited first-quarter fiscal 2027 earnings-per-share guidance of USD 4.05 to USD 4.35 and a 12-month range of USD 152.54 to USD 1,143.00 in its October 14 report. Those figures frame the stock's valuation sensitivity without resolving the disagreement between strong operating growth and a weaker near-term price.

Optical demand remains central

Lumentum describes itself as a supplier of optical and photonic technologies for AI infrastructure, cloud computing, communications networks, industrial manufacturing and sensing applications, according to its Lumentum investor-relations overview. Its operating profile matters because the latest revenue comparison is tied to products used in high-capacity connectivity and data-center infrastructure.

Stock quote and market setting

Lumentum's primary listing is Nasdaq, where the stock was trading at USD 718.60 at 5:12 a.m. ET on October 22, 2026, according to the structured quote. The euro quote remains the relevant German investor reference: EUR 718.00 at Lang & Schwarz at 12:08 p.m. CEST on October 22, 2026, 4.74 percent below the Xetra close of October 21, 2026 at EUR 753.70. The further course of trading is shown by the continuously updated real-time quote of Lumentum stock.