StreetInsider.com News Articles

Barclays upgrades Lumentum, cuts Allegro, Penguin before chip earnings

Mon, 20 Jul 2026 08:40:08 -0400

Investing.com -- Barclays turned more selective on U.S. semiconductor stocks ahead of the second-quarter earnings season, upgrading Lumentum Holdings while downgrading Allegro MicroSystems and Penguin Solutions, saying strong artificial intelligence-related gains have left limited room for further upside across much of the sector.

The brokerage upgraded Lumentum to Overweight from Equal Weight, citing improving confidence in demand for AI networking components and stronger earnings potential. It also reiterated Overweight on Credo Technology and maintained Equal Weight on Astera Labs despite raising its price target, reflecting expectations that AI spending will remain a key growth driver.

The

Barclays upgrades Lumentum, cuts Allegro, Penguin before chip earnings

Mon, 20 Jul 2026 08:40:08 -0400

The

Barclays upgrades Lumentum, cuts Allegro, Penguin before chip earnings

Mon, 20 Jul 2026 08:40:08 -0400

The

Barclays upgrades Lumentum, cuts Allegro, Penguin before chip earnings

Mon, 20 Jul 2026 08:40:08 -0400

The

Barclays upgrades Lumentum, cuts Allegro, Penguin before chip earnings

Mon, 20 Jul 2026 08:40:08 -0400

The

Barclays upgrades Lumentum, cuts Allegro, Penguin before chip earnings

Mon, 20 Jul 2026 08:40:08 -0400

The

Barclays Upgrades Lumentum (LITE) to Overweight

Mon, 20 Jul 2026 03:12:05 -0400

Barclays analyst Tom O'Malley upgraded Lumentum (NASDAQ: LITE) from Equalweight to Overweight with a price target of $1,000.00.

For an analyst ratings summary and ratings history on Lumentum click here. For more ratings news on Lumentum click here.

Shares of Lumentum closed at $732.82 yesterday.

Form 4 Lumentum Holdings Inc. For: Jul 15 Filed by: Thad Trent

Thu, 16 Jul 2026 20:19:00 -0400

si-local-file:///var/storage/secattach/20260716/26780972.html

Form 4 Lumentum Holdings Inc. For: Jul 15 Filed by: Thad Trent

Thu, 16 Jul 2026 20:19:00 -0400

si-local-file:///var/storage/secattach/20260716/26780972.html

Form 4 Lumentum Holdings Inc. For: Jul 15 Filed by: Small Ian

Thu, 16 Jul 2026 20:18:00 -0400

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Form 4 Lumentum Holdings Inc. For: Jul 15 Filed by: Small Ian

Thu, 16 Jul 2026 20:18:00 -0400

si-local-file:///var/storage/secattach/20260716/26780969.html

Form 4 Lumentum Holdings Inc. For: Jul 15 Filed by: Lillie Brian

Thu, 16 Jul 2026 20:17:00 -0400

si-local-file:///var/storage/secattach/20260716/26780965.html

Form 4 Lumentum Holdings Inc. For: Jul 15 Filed by: Lillie Brian

Thu, 16 Jul 2026 20:17:00 -0400

si-local-file:///var/storage/secattach/20260716/26780965.html

Form 4 Lumentum Holdings Inc. For: Jul 15 Filed by: Johnson Julia Suzanne

Thu, 16 Jul 2026 20:15:00 -0400

si-local-file:///var/storage/secattach/20260716/26780963.html

Form 4 Lumentum Holdings Inc. For: Jul 15 Filed by: Johnson Julia Suzanne

Thu, 16 Jul 2026 20:15:00 -0400

si-local-file:///var/storage/secattach/20260716/26780963.html

Form 4 Lumentum Holdings Inc. For: Jul 15 Filed by: HERSCHER PENNY

Thu, 16 Jul 2026 20:14:00 -0400

si-local-file:///var/storage/secattach/20260716/26780954.html

Form 4 Lumentum Holdings Inc. For: Jul 15 Filed by: HERSCHER PENNY

Thu, 16 Jul 2026 20:14:00 -0400

si-local-file:///var/storage/secattach/20260716/26780954.html

Form 4 Lumentum Holdings Inc. For: Jul 15 Filed by: Fletcher Pamela

Thu, 16 Jul 2026 20:12:00 -0400

si-local-file:///var/storage/secattach/20260716/26780952.html

Form 4 Lumentum Holdings Inc. For: Jul 15 Filed by: Fletcher Pamela

Thu, 16 Jul 2026 20:12:00 -0400

si-local-file:///var/storage/secattach/20260716/26780952.html

Citi reiterates Buy rating on Lumentum with $1,100 target, Opens Catalyst Watch

Thu, 16 Jul 2026 05:02:40 -0400

Citi analyst Papa Sylla reiterated a Buy rating and a $1,100.00 price target on Lumentum (NASDAQ: LITE), according to a press release statement.

Sylla's note introduces a supply model for indium phosphide components, including EML and CW lasers. When combined with Citi's China networking team's optical demand model, the analysis indicates that supply is expected to remain below demand over the next three years, despite capacity increases among U.S. and Chinese wafer and laser manufacturers.

Citi also opened a 90-day upside Catalyst Watch on Lumentum ahead of the company's June-quarter earnings report and the ECOC conference in September 2026. The analyst cited

Lumentum (LITE) PT Lowered to $800 at TD Cowen

Mon, 13 Jul 2026 08:50:25 -0400

TD Cowen analyst Sean O'Loughlin lowered the price target on Lumentum (NASDAQ: LITE) to $800.00 (from $995.00) while maintaining a rating.

Lumentum Announces Reporting Date for Fourth Quarter and Fiscal Year 2026 Results

Mon, 13 Jul 2026 08:00:00 -0400

SAN JOSE, Calif.--(BUSINESS WIRE)-- Lumentum Holdings Inc. ("Lumentum") today announced that it will release its fiscal fourth quarter and full year 2026 financial results on Tuesday, August 11, 2026, after the market closes.

Lumentum will hold an audio webcast the same day at 2:00 p.m. PT/5:00 p.m. ET. A live audio webcast of the call and replay will be available in the Investors section of the Lumentum website at http://investor.lumentum.com. Analysts planning to participate in the interactive Q&A portion of the webcast are encouraged to pre-register: pre-registration link.

The earnings

Lumentum Announces Reporting Date for Fourth Quarter and Fiscal Year 2026 Results

Mon, 13 Jul 2026 08:00:00 -0400

The earnings

Lumentum Announces Reporting Date for Fourth Quarter and Fiscal Year 2026 Results

Mon, 13 Jul 2026 08:00:00 -0400

The earnings

Lumentum Announces Reporting Date for Fourth Quarter and Fiscal Year 2026 Results

Mon, 13 Jul 2026 08:00:00 -0400

The earnings