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Director Alan S. Lowe of Lumentum Holdings Inc (NASDAQ:LITE) sold 20,000 shares of common stock on June 18, 2025, at a price of $88.47, for a total transaction value of $1.76 million. The sale comes as the stock has shown remarkable strength, delivering an 84% return over the past year. According to InvestingPro analysis, the stock’s RSI indicates overbought conditions, with shares trading near their 52-week high of $104.
The sale was executed under a Rule 10b5-1 trading plan adopted on November 20, 2024. Following the transaction, Lowe directly owns 250,471 shares of Lumentum Holdings Inc. For deeper insights into insider trading patterns and 10+ additional real-time trading signals, explore InvestingPro’s comprehensive analysis tools.
In other recent news, Lumentum has been the focus of several analyst updates and financial forecasts. JPMorgan raised its price target for Lumentum to $100, citing increased demand in telecom data centers and a quicker ramp-up in datacom products. The firm also revised its earnings forecast, projecting $4.20 per share for fiscal year 2026 and $5.90 for fiscal year 2027. Needham analysts also increased their price target to $105, following Lumentum’s updated outlook for fiscal Q4 2025, which anticipates achieving a $500 million revenue target by the first quarter of fiscal 2026. Stifel analysts echoed this sentiment, raising their price target to $100 and highlighting the company’s accelerated timeline for reaching revenue milestones. UBS maintained a Neutral rating with a $78 price target but acknowledged Lumentum’s improved Q4 FY25 revenue guidance, which now ranges from $465 million to $475 million. These developments reflect a broad-based strength across Lumentum’s business segments, with contributions from datacom, telecom, and emerging AI infrastructure.
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