| BYND 1.17 0.86% | CTNT 0.0388 -29.20% | FCHL 0.2876 27.82% | FFAI 0.4721 64.67% | LOBO 0.725 26.62% | ASBP 0.1949 -25.58% | RPGL 0.6384 41.90% | TZA 5.075 1.60% | XRTX 2.725 21.11% | LOCL 2.7304 45.23% | EDBL 0.7849 -14.68% | BITO 10.4101 -0.48% | SOXS 18.0999 -2.85% | NVTS 15.575 17.99% | BURU 0.2301 15.05% | INTC 66.515 1.24% | PLUG 3.0999 -3.73% | NVDA 200.15 -0.95% | ONDS 10.9199 1.77% | OPEN 5.82 8.79% | POET 10.3 19.91% | SOWG 0.1595 -33.51% | TSLL 13.04 -1.88% | TQQQ 57.91 -0.29% | NOK 10.455 -1.37% | TOVX 0.3243 -20.90% | HIMS 29.805 -3.89% | SOXL 98.64 2.81% | SOUN 7.905 -4.99% | BMNG 1.5101 -2.57% | SLNH 1.5176 8.40% | CLIK 3.46 34.63% | SOFI 19.168 -1.70% | LCID 7.335 8.67% | SQQQ 57.08 0.30% | SPDN 9.175 0.38% | HYG 80.435 -0.18% | SNAP 5.725 -4.58% | SMR 11.995 -6.22% | AAL 11.88 -2.94% | TSLA 389 -0.89% | NVD 5.6984 1.94% | NFLX 93.2855 -1.63% | BULL 7.12 1.57% | PLTR 146.67 0.53% | BIYA 1.1902 36.79% | HTZ 7.04 -9.86% | BTG 4.94 0.00% | TDIC 0.9913 48.07% | BBAI 3.845 0.26%

Rosenblatt Boosts Lumentum Price Target To $225, Keeps Buy Rating

Rosenblatt Securities raised its price target on Lumentum (NASDAQ: LITE) to $225 from $150 while maintaining a Buy rating, reaffirming the stock as its top idea for 2025.

The firm said its new valuation was based on 35x consensus FY27 EPS, supported by strong momentum in demand for 200G EML lasers used in 1.6T and certain 800G data center transceivers, as well as narrow linewidth tunable lasers used in telecom and coherent DCI modules.

Rosenblatt added that mid-term demand drivers such as optical circuit switches and ultra-high-power lasers for co-packaged optics were building nine-figure order books and already shipping in smaller volumes, further strengthening the company’s outlook.

Published on: September 22, 2025