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Shares of Hologic (HOLX), Kosmos Energy (KOS) and Marvell Technology (MRVL) touched fresh 52-week highs on Monday, driven by oil-price strength, momentum in AI and fresh dealmaking.
Last week, Marvell shares rose 13%, Kosmos Energy edged up about 0.3%, and Hologic ended marginally lower.
Hologic shares gained as investors positioned ahead of the company’s planned April 7 takeover by investment firms Blackstone and TPG, after the company said it had received all required regulatory approvals. The deal, first announced in October 2025, values the company at up to $79 per share and $18.3 billion in enterprise value.
The company also said its chairman, president and CEO Steve MacMillan plans to retire when the transaction closes. Separately, Casey's General Stores is set to replace Hologic in the S&P 500 index on Thursday as the company prepares to exit public markets following the acquisition.
Kosmos Energy shares benefited from rising crude prices amid geopolitical tensions tied to the U.S.-Iran conflict, which lifted sentiment across energy companies.
The rally was also buoyed by several analyst upgrades. Last month, Johnson Rice upgraded the stock to ‘Buy’ with a $4.25 price target, while Goldman Sachs raised its price target to $2.25.
Bernstein said conflicts that extend beyond the early stages “could typically last for years,” adding that given the “uncertainty and right tail risk,” the firm continues to recommend adding exposure to energy.
Separately, Mizuho raised its 2026 oil-price outlook by 14% to $73.25 per barrel, saying it was “too early to say whether the conflict raises the structural price of global oil,” but that the bias is “likely higher.”
In February, Kosmos agreed to sell its stake in Equatorial Guinea production assets to Panoro Energy for up to $219.5 million, which CEO Andrew Inglis said would “enhance liquidity and accelerate debt reduction” while allowing the company to focus capital on higher-value assets.
Meanwhile, Marvell shares jumped after expanding a partnership with Nvidia through the NVLink Fusion ecosystem, boosting the company’s position in next-generation AI infrastructure. Nvidia also disclosed a $2 billion investment in Marvell.
Separately, Erste Group initiated coverage of Marvell with a ‘Buy’ rating, citing continued profit growth, improving return on equity and strong positioning in optical DSP and custom silicon used in AI systems.
On Stocktwits, retail sentiment for HOLX and MRVL was ‘bullish’ late Monday, with message volume ‘extremely high’ for HOLX and ‘normal’ for MRVL, while KOS sentiment was ‘neutral’ amid ‘normal’ message volume.
So far this year, HOLX shares are up about 2%, KOS has surged 242%, and MRVL has gained 29%.
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