poisar

Stocks · News reference

Marvell Technology in Advanced Talks to Acquire Lumentum Holdings

Fiscal.ai

Marvell Technology is reportedly in advanced negotiations to acquire Lumentum Holdings, a manufacturer of optical products for data centers, with a potential deal announcement expected as early as next week.

Reference Details

Connected Markets

Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.

Source
fiscal.ai
Observed
Checked
Cadence
Captured once, then retained as an archive reference
Status
fresh

Keep reading

  1. The Motley FoolJohn Ballard

    Lumentum vs. Sandisk: Which Tech Stock Is the Better Buy in November?

    The article compares Lumentum and Sandisk as infrastructure plays in the AI boom. While Sandisk shows explosive growth (175% revenue increase) and trades at a lower valuation (6x forward P/E vs. 40x), the author recommends Lumentum for long-term investors due to its steadier earnings growth, lower pricing risk, and strong demand for optical interconnects as AI models become more complex. Sandisk faces risks from supply-demand cycles and potential margin compression.

  2. The Motley FoolScott Levine

    Why Lumentum Holdings Stock Soared 8.2% Today

    Lumentum Holdings stock surged 8.2% after StoneX initiated coverage with a buy rating and $1,200 price target, citing the company's committed AI-related optoelectronic capacity through early 2029. However, analysts caution that the stock trades at a premium valuation (54.1x operating cash flow vs. historical 15.4x average) and recommend waiting to see if the company meets Q1 2027 guidance before investing.