| FAMI 0.1501 26.45% | GPRO 1.69 37.40% | RITR 0.0987 11.90% | NVDA 224.41 3.21% | NVD 3.79 -6.42% | MGN 0.13 8.70% | PCG 13.33 -5.19% | GPUS 0.1984 -17.09% | LHAI 1.1 34.02% | TSLL 9.37 0.43% | NU 15.4 6.50% | ONDS 7.61 8.10% | VIVK 0.9011 14.95% | PPBT 1.98 19.28% | EOSE 3.61 18.75% | NIO 3.855 -4.93% | BITO 10.4 0.24% | INTC 90.05 1.21% | PATH 17.99 -0.83% | GELS 0.7 31.58% | F 14.15 2.24% | CNH 13.65 9.20% | RIG 6.22 5.07% | HPE 51.855 1.94% | AAL 13.11 1.24% | VIOT 1.78 83.64% | SPCX 140.71 -1.07% | NOK 9.84 -0.91% | BTAI 0.107 -21.90% | BBD 3.45 3.92% | BIAF 9.75 47.95% | SOXL 106.35 0.42% | SOXS 51.83 -0.75% | SOFI 17.84 4.63% | PLUG 2.09 0.00% | IREN 39.6 7.55% | EWZ 38.09 4.16% | PLTR 169.46 -5.81% | PFE 29.02 1.65% | TQQQ 69.6 0.65% | NCPL 1.03 30.05% | DELL 492 15.76% | CDE 21.42 6.04% | HYG 79.11 0.01% | TSLA 357.01 0.26% | T 25.96 -0.15% | AAPL 324.96 -0.05% | SQQQ 39.71 -0.65% | SMCI 37 0.79% | XLF 57.66 0.80%

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