Lumentum Holdings Market Sentiment

Bulls vs Bears

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Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Sep 23, 2026	Rosenblatt	Mike Genovese—	+38.0%	$1300 → $1300	Maintained	Buy
Sep 1, 2026	Deutsche Bank	Gianmarco Conti—	+27.3%	$1200	Initiate	Buy
Aug 31, 2026	Evercore ISI Group	Amit Daryanani—	+16.7%	$1100	Initiate	Outperform
Aug 12, 2026	Morgan Stanley	Meta Marshall—	+6.1%	$900 → $1000	Maintained	Equal-Weight
Aug 12, 2026	TD Cowen	Sean O'Loughlin—	-13.0%	$800 → $820	Maintained	Hold
Aug 12, 2026	JP Morgan	Joseph Cardoso—	+35.8%	$1165 → $1280	Maintained	Overweight
Aug 12, 2026	Mizuho	Vijay Rakesh—	+21.0%	$1100 → $1140	Maintained	Outperform
Aug 12, 2026	Rosenblatt	Mike Genovese—	+38.0%	$1300 → $1300	Maintained	Buy
Aug 12, 2026	B of A Securities	Vivek Arya—	+6.1%	$1100 → $1000	Maintained	Neutral
Jul 20, 2026	Barclays	Tom O'Malley—	+6.1%	$1000 → $1000	Upgrade	Equal-Weight→Overweight
Jul 13, 2026	TD Cowen	Sean O'Loughlin—	-15.1%	$995 → $800	Maintained	Hold
Jun 9, 2026	Needham	Ryan Koontz—	+10.4%	$1040 → $1040	Maintained	Buy
May 7, 2026	Barclays	Tom O'Malley—	+6.1%	$750 → $1000	Maintained	Equal-Weight
May 6, 2026	UBS	David Vogt—	+1.9%	$455 → $960	Maintained	Neutral
May 6, 2026	JP Morgan	Samik Chatterjee—	+19.9%	$950 → $1130	Maintained	Overweight
May 6, 2026	TD Cowen	Sean O'Loughlin—	+5.6%	$875 → $995	Maintained	Hold
May 6, 2026	Morgan Stanley	Meta Marshall—	-4.5%	$710 → $900	Maintained	Equal-Weight
May 6, 2026	Rosenblatt	Mike Genovese—	+38.0%	$900 → $1300	Maintained	Buy
May 5, 2026	Stifel	Ruben Roy—	+16.7%	$800 → $1100	Maintained	Buy
May 1, 2026	Rothschild & Co	Mike Harrison —	+34.8%	$1270	Initiate	Buy
Apr 20, 2026	Morgan Stanley	Meta Marshall—	-24.7%	$595 → $710	Maintained	Equal-Weight
Apr 9, 2026	JP Morgan	Samik Chatterjee—	+0.8%	$565 → $950	Maintained	Overweight
Mar 18, 2026	Morgan Stanley	Meta Marshall—	-36.9%	$520 → $595	Maintained	Equal-Weight
Mar 18, 2026	Rosenblatt	Mike Genovese—	-4.5%	$900 → $900	Maintained	Buy
Mar 12, 2026	TD Cowen	Sean O'Loughlin—	-28.4%	$675	Initiate	Hold

Date

Firm

Analyst & Accuracy

Upside / Downside

PT Change

Action

Rating

Sep 23, 2026

Rosenblatt

Mike Genovese—

+38.0%

$1300 → $1300

Maintained

Buy

Sep 1, 2026

Deutsche Bank

Gianmarco Conti—

+27.3%

$1200

Initiate

Buy

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