BofA Keeps Neutral Rating on Lumentum Holdings Inc. (LITE)

Lumentum Holdings Inc. (NASDAQ:LITE) is among the 20 Best Performing Stocks in 2025.

BofA Keeps Neutral Rating On Lumentum Holdings Inc. (LITE)

In mid-December, Wall Street firms raised their price targets for the company on multiple occasions. TheFly on December 16, 2025, reported that BofA kept its Neutral rating while increasing its price target for the corporation from $210 to $375. The firm stated that it raised its goals for Lumentum Holdings Inc. (NASDAQ:LITE) and Coherent considerably because of the excessive demand for optical transceivers and components, pointing out that supply is still falling short of demand in those areas.

Separately, on December 17, 2025, Morgan Stanley maintained its Equal Weight recommendation on the shares and raised its price objective for Lumentum Holdings Inc. (NASDAQ:LITE) from $190 to $304. The company claimed that in 2025, the AI trade expanded beyond semiconductor equities, helping infrastructure firms, especially those in the optical market. Morgan Stanley anticipates that trend, particularly for optical names, to persist through the first half of 2026.

The stock is up by 4.72% YTD as of January 6, 2025.

Lumentum Holdings Inc. (NASDAQ:LITE) is a California-based technology company.

While we acknowledge the risk and potential of LITE as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than LITE and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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