Lumentum stock: Jefferies lifts target for Lumentum stock to USD 1,250.00

Published on 10/23/2026 at 16:38 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Fiscal Q4 revenue rose 109.30 percent to USD 1.01 billion. Lumentum stock costs EUR 696.80 on October 23, 2026, up 1.46 percent versus the Xetra close.

Analyst target and results

Jefferies lifted its Lumentum target from USD 1,200.00 to USD 1,250.00 on October 21, 2026.
Fiscal fourth-quarter revenue reached USD 1.01 billion, up 109.30 percent year over year.
Lumentum stock costs EUR 696.80 at Lang & Schwarz on October 23, 2026 at 4:32 p.m. CEST, 1.46 percent above the Xetra close of October 22, 2026.
Fiscal first-quarter 2027 revenue guidance stands at USD 1.225 billion to USD 1.275 billion.

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Lumentum Holdings stock (ISIN US55024U1097) is trading at Lang & Schwarz at EUR 696.80 on October 23, 2026 at 4:32 p.m. CEST, up 1.46 percent versus the Xetra close of October 22, 2026 at EUR 686.80. On October 21, 2026, Jefferies analyst Blayne Curtis raised the price target from USD 1,200.00 to USD 1,250.00, according to Pluang.

Revenue growth remains the second signal

Lumentum reported fiscal fourth-quarter revenue of USD 1.01 billion for the period ended June 27, 2026, up 109.30 percent from USD 480.70 million a year earlier. The company also delivered a non-GAAP operating margin of 36.60 percent, compared with 15.00 percent in the prior-year quarter, according to MarketWatch.

Stock position and valuation

The Nasdaq-listed stock last traded at USD 782.56 on October 23, 2026 at 10:37 a.m. ET. Its 52-week range was USD 173.73 to USD 1,143.00, while its market capitalization was USD 70.9 billion. The euro quotation is therefore 39.02 percent below the 52-week high, calculated from the Lang & Schwarz price and the high in the same quote set.

What does the target imply?

Jefferies' USD 1,250.00 target stands 59.73 percent above the Nasdaq price of USD 782.56 on October 23, 2026. The target sits above the USD 1,078.75 average from a 23-analyst consensus cited by MarketBeat on October 19, 2026, highlighting a wide spread in expectations.

Results and peer comparison

Lumentum's fiscal first-quarter 2027 outlook calls for revenue of USD 1.225 billion to USD 1.275 billion and a non-GAAP operating margin of 39.50 percent to 40.50 percent. The next reporting period is fiscal first quarter 2027, while the latest full-year results were released on August 11, 2026.

Comparison with peers

Lumentum: up 3.99 percent, negative price-to-earnings ratio of 8.40, market capitalization USD 70.9 billion.

Coherent (Nasdaq, USD): up 2.44 percent, price-to-earnings ratio 51.71, market capitalization USD 41.9 billion.

Ciena (NYSE, USD): up 0.42 percent, price-to-earnings ratio 72.13, market capitalization USD 45.9 billion.

Price remains above the Xetra close

Lumentum was trading at EUR 696.80 at Lang & Schwarz on October 23, 2026 at 4:32 p.m. CEST, 1.46 percent above the Xetra close of October 22, 2026 at EUR 686.80. The further course of trading is shown by the continuously updated real-time quote of Lumentum stock.