Marvell is reportedly close to buying Lumentum. Analysts say they see logic in a potential deal.
Published . Updated .
Shares in Lumentum Holdings rose 5.5% in premarket trading as investors weighed a potential combination with Marvell Technology.
Directly affected
- LITE Lumentum Holdings+2.3% 30d
Named in this report.
- MRVL Marvell Technology+4.6% 30d
Named in this report.
Indirectly affected
- XLK Technology Select Sector SPDR+9.1% 16d
Technology Select Sector SPDR holds the technology sector that Lumentum Holdings belongs to, so it often moves with news about it.
- QCOM Qualcomm-3.1% 30d
Qualcomm is a large technology company like Lumentum Holdings; big names in a sector often move together.
- MSI Motorola Solutions
Motorola Solutions is a large technology company like Lumentum Holdings; big names in a sector often move together.
- CIEN Ciena+6.5% 30d
Ciena is a large technology company like Lumentum Holdings; big names in a sector often move together.
- FN Fabrinet+19.4% 10d
Fabrinet is a large technology company like Lumentum Holdings; big names in a sector often move together.
- PL Planet Labs PBC-15.6% 30d
Planet Labs PBC is a large technology company like Lumentum Holdings; big names in a sector often move together.
- AVGO Broadcom+1.3% 30d
Broadcom is a peer of Marvell Technology in semiconductors and related devices; rivals often move on the same news.
- MU Micron Technology+0.6% 30d
Micron Technology is a peer of Marvell Technology in semiconductors and related devices; rivals often move on the same news.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| LITE | -17.65% | -10.43% | base | after close | after close | after close | after close |
| MRVL | -11.23% | -7.15% | base | after close | after close | after close | after close |
| XLKNo price data for this ticker | — | — | — | — | — | — | — |
| QCOMNo price data for this ticker | — | — | — | — | — | — | — |
| MSINo price data for this ticker | — | — | — | — | — | — | — |
| CIENNo price data for this ticker | — | — | — | — | — | — | — |
| FNNo price data for this ticker | — | — | — | — | — | — | — |
| PLNo price data for this ticker | — | — | — | — | — | — | — |
| AVGONo price data for this ticker | — | — | — | — | — | — | — |
| MUNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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Shares in Lumentum Holdings rose 5.5% in premarket trading as investors weighed a potential combination with Marvell Technology.
Source: MarketWatch
This story
| Company | When | Move | Status |
|---|---|---|---|
| LITE | three days earlier | -10.43% | final price |
| LITE | five days earlier | -17.65% | final price |
| MRVL | three days earlier | -7.15% | final price |
| MRVL | five days earlier | -11.23% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Maria Elvira Salazar sold Marvell Technology (MRVL), worth $1,001 - $15,000 on 24 Sep 2026. That is 35 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Marvell Technology (MRVL), worth $250,001 - $500,000 on 21 Aug 2026. That is 69 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Qualcomm (QCOM) (held by a dependent child), worth $15,001 - $50,000 on 11 Sep 2026. That is 48 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Qualcomm (QCOM) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 55 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Qualcomm (QCOM) (held by a spouse), worth $15,001 - $50,000 on 24 Aug 2026. That is 66 days before publication. Filed 4 Sep 2026. View the filing.
- Rep. Rohit Khanna bought Motorola Solutions (MSI) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 34 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Motorola Solutions (MSI), worth $50,001 - $100,000 on 31 Jul 2026. That is 90 days before publication. Filed 22 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold Ciena (CIEN), worth $1,001 - $15,000 on 24 Aug 2026. That is 66 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Ciena (CIEN), worth $250,001 - $500,000 on 21 Aug 2026. That is 69 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 34 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a dependent child), worth $15,001 - $50,000 on 23 Sep 2026. That is 36 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Broadcom (AVGO), worth $1,001 - $15,000 on 16 Sep 2026. That is 43 days before publication. Filed 12 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100
“Marvell is reportedly close to buying Lumentum. Analysts say they see logic in a potential deal.” scores 12 out of 100. The score uses 1 sources.