Google's chips for Meta a positive for Broadcom; bullish on Lumentum and Micron: Mizuho - Stock Watch Index

Google’s chips for Meta a positive for Broadcom; bullish on Lumentum and Micron: Mizuho

November 26, 2025

Mizuho raised the price target on Lumentum’s (LITE) stock to $325 from $290, noting that Google’s TPU ramp is positive for Lumentum.

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