Marvell’s deal for Lumentum is giving flashbacks to the dot-com bubble
Newly announced $115 billion deal for Lumentum will be financed entirely through stock: “There’s a real echo of 2000 here.”
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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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Make the first call on Lumentum →Dalsna Finance is currently tracking 13 stories mentioning Lumentum, the earliest published 19 Oct 2026.
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