LITE Earnings
Tuesday, May 05 2026
EPS Estimate
$2.23
$1.64 – $2.33
Revenue Estimate
$809M
Current Price
$894.07
Our Position
bullish · highJPMorgan Raises Lumentum Target to $950
structured data
est. revisions rising
(+1.3pp / 30d)
Rising AI demand and capacity expansion signify a durable structural shift rather than a temporary cycle in optical networking, supporting sustained revenue and margin growth.
Watch: Q3 earnings will test sustained AI investment; any margin pressure or missed guidance could challenge the current bullish outlook.
Data Signal Summary
0 bullish
2 bearish
Insider selling cluster
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
-0.4%
P/E Ratio
256.2
Est. Revisions (30d)
+1.3% 2up/3dn
Analyst Target (mean)
$773 $455–$1225 -14%
Options P/C Ratio
1.27
Est. Dispersion
7% 20 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, Two Sigma, Soros, D.E. Shaw, Bridgewater
Recent Activity
insider trades
89 transactions
Award
·
HARRIS ISAAC HOSOJIRO (Officer and Director)
·611 shares
Sell
·
ALI WAJID (Chief Financial Officer)
·5,302 shares
·$3,664,387
Sell
·
RETORT VINCENT D (Officer)
·3,441 shares
·$1,878,025
Award
·
CHANG ERIC (Officer)
·5,006 shares
Sell
·
HERSCHER PENELOPE A (Director)
·4,000 shares
·$2,389,180
84 more
Sell
·
RETORT VINCENT D
·45,026 shr
·$26,624,903
Sell
·
HERSCHER PENELOPE A
·4,849 shr
·$2,596,542
Award
·
HARRIS ISAAC HOSOJIRO
·629 shr
Award
·
HARRIS ISAAC HOSOJIRO
·870 shr
Award
·
THAD TRENT
·1,205 shr
Award
·
HERSCHER PENELOPE A
·1,283 shr
Award
·
SMALL IAN SEYMOUR
·1,283 shr
Award
·
FLETCHER PAMELA
·4,093 shr
Sell
·
FLETCHER PAMELA
·3,421 shr
·$935,762
Award
·
LUNDSTROM PAUL R.
·3,670 shr
Award
·
JOHNSON JULIA SUZANNE
·1,283 shr
Award
·
HARRIS ISAAC HOSOJIRO
·1,283 shr
Sell
·
WUPEN YUEN
·822 shr
·$212,865
Award
·
LILLIE BRIAN J
·1,283 shr
Sell
·
KIM JAE
·1,537 shr
·$361,889
Sell
·
WUPEN YUEN
·1,642 shr
·$394,195
Sell
·
FLETCHER PAMELA
·579 shr
·$144,750
Sell
·
JOHNSON JULIA SUZANNE
·10,000 shr
·$2,703,900
Sell
·
SEPE MATTHEW JOSEPH
·4,232 shr
·$1,014,103
Sell
·
HARRIS ISAAC HOSOJIRO
·7,200 shr
·$1,751,904
Sell
·
WUPEN YUEN
·6,563 shr
·$817,914
Sell
·
ALI WAJID
·2,526 shr
·$314,209
Sell
·
WUPEN YUEN
·3,282 shr
·$391,378
Award
·
SEPE MATTHEW JOSEPH
·4,918 shr
Award
·
KIM JAE
·7,715 shr
Sell
·
KIM JAE
·4,507 shr
·$526,782
Award
·
WUPEN YUEN
·13,177 shr
Award
·
ALI WAJID
·12,298 shr
Award
·
RETORT VINCENT D
·14,758 shr
Award
·
SEPE MATTHEW JOSEPH
·9,576 shr
Award
·
KIM JAE
·13,690 shr
Award
·
WUPEN YUEN
·31,978 shr
Award
·
ALI WAJID
·31,912 shr
Award
·
RETORT VINCENT D
·25,342 shr
Sell
·
WUPEN YUEN
·327 shr
·$37,895
Award
·
HURLSTON MICHAEL E.
·34,393 shr
Sell
·
JOHNSON JULIA SUZANNE
·1,250 shr
·$148,828
Sell
·
KIM JAE
·912 shr
·$106,202
Sell
·
ALI WAJID
·2,222 shr
·$258,752
Award
·
SEPE MATTHEW JOSEPH
·1,319 shr
Award
·
WUPEN YUEN
·1,465 shr
Award
·
ALI WAJID
·5,133 shr
Award
·
RETORT VINCENT D
·6,159 shr
Sell
·
WUPEN YUEN
·241 shr
·$26,110
Sell
·
WUPEN YUEN
·482 shr
·$52,977
Sell
·
RETORT VINCENT D
·22,719 shr
·$2,499,090
Sell
·
WUPEN YUEN
·265 shr
·$26,479
Sell
·
WUPEN YUEN
·528 shr
·$54,212
Sell
·
LOWE ALAN S
·20,000 shr
·$1,869,400
Sell
·
LOWE ALAN S
·20,000 shr
·$1,769,400
Sell
·
LOWE ALAN S
·10,000 shr
·$835,800
Sell
·
ALI WAJID
·2,222 shr
·$185,715
Sell
·
WUPEN YUEN
·579 shr
·$44,544
Sell
·
KIM JAE
·4,577 shr
·$356,914
Sell
·
WUPEN YUEN
·13,568 shr
·$1,011,990
Award
·
LOWE ALAN S
·62,345 shr
Sell
·
ALI WAJID
·2,172 shr
·$170,161
Award
·
HURLSTON MICHAEL E.
·115,204 shr
Award
·
LUNDSTROM PAUL R.
·1,234 shr
Award
·
SEPE MATTHEW JOSEPH
·4,540 shr
Sell
·
ALI WAJID
·29,887 shr
·$2,542,159
Sell
·
RETORT VINCENT D
·41,710 shr
·$3,733,828
Sell
·
COVERT HAROLD L
·5,416 shr
·$477,211
Sell
·
JOHNSON JULIA SUZANNE
·2,058 shr
·$176,618
Award
·
SMALL IAN SEYMOUR
·3,313 shr
Award
·
COVERT HAROLD L
·3,313 shr
Sell
·
COVERT HAROLD L
·3,345 shr
·$273,554
Award
·
FLETCHER PAMELA
·3,313 shr
Award
·
JOHNSON JULIA SUZANNE
·3,313 shr
Award
·
HERSCHER PENELOPE A
·3,313 shr
Award
·
HARRIS ISAAC HOSOJIRO
·3,313 shr
Award
·
LILLIE BRIAN J
·3,313 shr
Sell
·
HERSCHER PENELOPE A
·2,167 shr
·$176,160
Sell
·
SEPE MATTHEW JOSEPH
·8,172 shr
·$715,859
Sell
·
COVERT HAROLD L
·15,000 shr
·$1,307,542
Award
·
SEPE MATTHEW JOSEPH
·12,804 shr
Award
·
LOWE ALAN S
·93,286 shr
Award
·
KIM JAE
·17,536 shr
Award
·
WUPEN YUEN
·34,296 shr
Award
·
ALI WAJID
·32,010 shr
Award
·
RETORT VINCENT D
·38,412 shr
Award
·
LOWE ALAN S
·20,127 shr
Award
·
ALI WAJID
·7,500 shr
Award
·
RETORT VINCENT D
·9,213 shr
analyst ratings
1 rating
Morgan Stanley
→Equal-Weight
12h ago
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