Lumentum

Marvell Technology announces the acquisition of Lumentum for about $115 billion; the deal will be all-stock (4.5 Marvell shares for each Lumentum share) and is expected to close by the first half of 2028, subject to shareholder and regulatory approvals. Both companies say the merger combines two key suppliers to Nvidia and would raise Marvell’s addressable market to $550 billion. Nvidia CEO Jensen Huang has reportedly given his “blessing” to the tie-up. The market reacted skeptically: Marvell and Lumentum shares fell sharply as investors voiced concerns that Marvell may be overpaying and taking on too much at once. » Więcej na heise.de

Marvell Technology is acquiring photonics components maker Lumentum for roughly $115 billion to secure key technologies for optical networking in AI data centers. Lumentum supplies continuous-wave lasers, optical transceivers and other photonics components for high-speed connections between servers and GPUs. Lumentum shareholders will receive 4.5 Marvell shares for each Lumentum share and would hold about 33 percent of the combined company on a fully diluted basis. The transaction was unanimously approved by both boards and is expected to close in the first half of 2028. » Więcej na golem.de

According to reports, Marvell Technology is in advanced talks to acquire Lumentum, with no terms or valuation disclosed. Lumentum is valued at about $83 billion and Marvell at roughly $226 billion; Marvell shares fall double digits in premarket trading amid investor fears of dilution. Analyst Vijay Rakesh notes an average takeover premium of about 38% on large chip deals, which would imply an offer of at least around $1,260. » Więcej na deraktionaer.de

If you had invested $10,000 in Lumentum a year ago (previous close $179.30), you would now hold 55.772 shares worth $42,173.45 at the closing price on 10/23/2026 of $756.17. That corresponds to a performance of +321.73%. Lumentum’s market capitalization was most recently $68.37 billion. The calculation does not take stock splits and dividends into account. » Więcej na finanzen.net

Lumentum shares climbed to new record highs, driven by demand from AI data centers and the US government’s review of Chinese optical transceivers. In Q4 2025/26 revenue doubled to $1.01 billion, adjusted EBIT margin rose to 36.6%, and adjusted earnings per share were $3.23. Management issued a strong Q1 2026/27 outlook with revenue of $1.225–1.275 billion, an EBIT margin of 39.5–40.5%, and adjusted EPS of $4.05–4.35. The market valuation is high (market capitalization $97.4 billion, enterprise value about $96.3 billion), which brings share-price risks from rising interest rates and growth that is already priced in. » Więcej na finanzen.net