Lumentum (LITE) Stock Hits Fresh Highs on AI Data Center Boom — Can the 2025 Rally Continue Into 2026?
Lumentum Holdings Inc. (NASDAQ: LITE) has gone from a relatively quiet optical components supplier to one of 2025’s loudest AI‑infrastructure stories. As of December 10, 2025, the stock is trading around the mid‑$360s, hovering near record levels after an explosive year powered by AI data‑center demand, blowout earnings, and a wave of analyst upgrades. MarketBeat+1 The rally has also pushed valuations into the stratosphere and split opinion: some models now flag LITE as 40–60% above fair value even as Wall Street still labels it a “Buy” or “Moderate Buy.” Simply Wall St+2MarketBeat+2 Below is a rundown of the latest price