BNP Paribas raised target for Lumentum stock to USD 1,425.00

Published on 10/26/2026 at 17:16 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Lumentum reports fiscal Q1 2027 results November 5, 2026. Lumentum stock costs EUR 732.65 on October 26, 2026, down 0.24 percent versus Xetra close.

Analyst target and reporting date

BNP Paribas lifted its Lumentum target from USD 1,380.00 to USD 1,425.00 on October 14, 2026.
Lumentum will report fiscal first-quarter 2027 results on November 5, 2026, after the market closes.
Lumentum stock stood at EUR 732.65 at Lang & Schwarz on October 26, 2026 at 5:08 p.m. CEST, down 0.24 percent versus the EUR 734.40 Xetra close.

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BNP Paribas raised its Lumentum price target from USD 1,380.00 to USD 1,425.00 on October 14, 2026, according to MarketScreener. The new target is 73.94 percent above Lumentum's USD 819.34 Nasdaq price at 12:15 p.m. ET on October 26, 2026. The stock stood at EUR 732.65 at Lang & Schwarz on October 26, 2026 at 5:08 p.m. CEST, down 0.24 percent versus the Xetra close of EUR 734.40 on October 26, 2026.

November results set the next test

Lumentum will release fiscal first-quarter 2027 results after the market closes on November 5, 2026, and hold its earnings webcast at 5:00 p.m. ET, according to the company's Lumentum announcement dated October 5, 2026. That date gives investors a concrete checkpoint for the company's capacity expansion and AI-network demand.

Stock remains below its yearly high

Lumentum's Nasdaq price was USD 819.34 at 12:15 p.m. ET on October 26, 2026. Its 52-week range was USD 184.20 to USD 1,143.00, putting the stock 28.32 percent below its high. Trading volume stood at 3,584,534 shares, while market capitalization was USD 74.2 billion on the same date.

The latest completed quarter provides the operating comparison. In fiscal fourth-quarter 2026, revenue reached USD 1.01 billion, up 109.30 percent year over year, while operating margin was 28.00 percent, according to Yahoo Finance. The quarter also included a USD 7.2 billion net loss caused largely by a one-time USD 7.8 billion non-cash charge tied to convertible notes.

Analyst target meets a demanding valuation

The BNP Paribas target sits above the Nasdaq price, but the comparison also leaves a wide gap between the market quote and the USD 1,425.00 objective. Lumentum's next report will show whether fiscal first-quarter revenue can build on the USD 1.01 billion quarterly base.

Euro price after the Xetra close

Lumentum stood at EUR 732.65 at Lang & Schwarz on October 26, 2026 at 5:08 p.m. CEST, down 0.24 percent versus the Xetra close of EUR 734.40 on October 26, 2026.

The further course of trading is shown by the continuously updated real-time quote of Lumentum stock.