Marvell to buy Lumentum in all-stock deal, a massive bet on AI connectivity
The AI infrastructure deal is expected to close during the first half of 2028.
Covered in this story
Analyst targets on Lumentum
- Stifel: $937 → $1.1k by Sep 2027 · Buy via Investing.com
- Wolfe Research: $867 → $1.2k by Aug 2027 · Outperform via Investing.com
- Mizuho: $932 → $1.14k by Aug 2027 · Outperform via Investing.com
Published targets verified against independent reporting and tracked to their dates. Not recommendations from Dalsna Finance.
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No member calls on $LITE yet. A scorecard is a price target with a date and the working behind it — tracked, settled and scored in public.
Make the first call on Lumentum →Also covered by 1 other outlet
Dalsna Finance is currently tracking 8 stories mentioning Lumentum, the earliest published 19 Oct 2026.
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