BofA Raises Price Target to $375 as AI Photonics Boom Keeps Shares Volatile
Lumentum Holdings Inc. (NASDAQ: LITE) is back in the spotlight on Tuesday, December 16, 2025, as a fresh wave of analyst commentary and valuation debate collides with sharp intraday swings in the share price.
As of the latest trade update, Lumentum stock is at $318.60, down $16.09 (-4.81%) on the day, after trading between $310.31 and $338.00.
The pullback doesn’t erase what’s been a powerful run tied to one dominant theme: AI-driven data center expansion is pushing the networking stack toward photonics, and Lumentum sells core optical components that sit right in the middle of that shift.
Below is a complete, publication-ready roundup of the current news, forecasts, and market analysis dated December 16, 2025, plus the fundamentals…
