Marvell Wants Lumentum. Here's Why Coherent Could Win.

Impact · against what's priced in

The reported Marvell-Lumentum acquisition bid creates a catalyst for Coherent by increasing the strategic value of its independent capacity, while providing a concrete acquisition premium for Lumentum. For Marvell, the news represents a potential margin-expanding vertical integration but carries the typical short-term risk of acquisition premiums and execution.

LITE+0.80: Not in the price yet
In context: The report of advanced acquisition discussions with Marvell introduces a potential takeover premium not accounted for in the current valuation.

Marvell Wants Lumentum. Here's Why Coherent Could Win.

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Marvell Wants Lumentum. Here's Why Coherent Could Win.

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Marvell Wants Lumentum. Here's Why Coherent Could Win.

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