Verified Investing on $MRVL (Nov 2, 2026)
MRVL is assumed to buy a target for $115 billion that is valued at about $75 billion; the speaker is unsure why MRVL is not rising, partly cites profits, speculates heavy debt and possible share issuance, says issuing shares makes no sense for MRVL holders, and questions the true value of each diluted MRVL share.
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It is assumed that Lumantum will be acquired by Marvel (MRVL). You can see that the stock is low today as they also announced their earnings this morning. But again, what is interesting here, and I am still trying to analyze it accordingly, is that Marvel will buy Lumantum for $115 billion, but Lumantum is currently trading at a market value of about $75 billion.
So why isn't the price rising? Well, that's partly due to profits. On another note, and I'm speculating here, so understand that this news is still emerging and I'm trying to figure out exactly what's going on.
They also speculate that it will involve a lot of debt. Now they are talking about issuing shares, but that makes absolutely no sense to Marvel shareholders. So, if they do that, what is the true value of each diluted share of Marvel stock?
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