Nama Insights

Lumentum (LITE)

Technology · Communication Equipment · NASDAQ

S&P 500Nasdaq-100
Lumentum (LITE) is a Technology company in the Communication Equipment industry. It has a market capitalization of $48.84B, a trailing price-to-earnings ratio of 45.5 and a free-cash-flow yield of 0.8%. Over the most recent reported fiscal year, revenue grew 83.2%. Nama's AI scorecard rates it Hold, 5.6 out of 10. On 12-month momentum it ranks in the leading band of its market.
AI scorecard
Hold · 5.6/10
The sections balance. As of Nov 7, 2026.
Momentum
Leading · +363.6% over 12 months ex. last
Top 20% of its market on the past year's steady rise.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-52.9%
How far the last close sits under the highest price of the past five years.
Market cap$48.84B
Trailing P/E45.5
Price / book10.3
Price / sales16.2
FCF yield0.8%
Dividend yield—
Gross margin41.7%
Operating margin17.8%
Net margin-230.1%
Revenue growth (YoY)+83.2%
Revenue growth (3-yr annual)+19.5%
EPS growth (YoY)+308.3%
FCF/share growth (YoY)—
Beta1.5
ExchangeNASDAQ
SectorTechnology
IndustryCommunication Equipment

LITE earnings

Next report: Feb 2, 2027 (Q2 2027, EPS estimate $4.22). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q1 2027 Nov 2, 2026 $4.57 $4.22 +8.3% $1.26B
Q4 2026 Aug 11, 2026 $3.23 $2.97 +8.8% $1.01B
Q3 2026 May 5, 2026 $2.37 $2.27 +4.4% $808.40M
Q2 2026 Feb 3, 2026 $1.67 $1.41 +18.4% $665.50M

LITE analyst price target

Median target $1,168.00 from 26 analysts, ranging $685.00 – $1,425.00.

Communication Equipment peers

TickerCompanyMarket capP/E
CSCO Cisco Systems $370.01B 21.7
MSI Motorola Solutions $85.07B 30.2
HPE Hewlett Packard Enterprise $59.43B 17.9
NOK Nokia Oyj $43.35B 17.8
UI Ubiquiti $35.87B 33.3
CIEN Ciena $34.51B 40.5
ERIC Telefonaktiebolaget LM Ericsson $33.25B 13.3
ZBRA Zebra Technologies $15.16B 15.8
Explore live LITE data on Nama Insights →

Recent Congressional trades

Lumentum trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Gilbert Cisneros House Sell $1,001 - $15,000 Sep 4, 2026
Alan Armstrong Senate Buy $1,001 - $15,000 Jul 21, 2026
Josh Gottheimer House Buy $1,001 - $15,000 Jun 3, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 May 8, 2026

LITE FAQ

Is LITE a buy?
Nama's AI scorecard currently rates Lumentum Hold (5.6 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is LITE's P/E ratio?
Lumentum trades at a trailing price-to-earnings ratio of 45.5.
When does LITE report earnings?
Lumentum's next scheduled report is on Feb 2, 2027. Analysts expect EPS of $4.22.
What is the LITE price target?
The median analyst price target from 26 analysts is $1,168.00, with a range of $685.00 – $1,425.00.
Is LITE Shariah compliant?
Nama's AAOIFI-style screen reads Lumentum as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.