Possible scenario
Shareholder Terms Contested
14%
−0.1%
Because the transaction is all-stock and very large, shareholder reaction to the exchange ratio is a meaningful risk. A sharp move in Marvell shares could change the implied value delivered to Lumentum holders and create pressure to amend terms.
What it moves
- Technology−0.1%
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.