Tag
MRVL
4 articles
Marvell's $20B AI Revenue Target: Why Seaport's $270 Price Target Still Looks Conservative
Marvell Technology raised its fiscal 2028 revenue forecast to $20 billion on AI chip demand; Seaport initiated a Buy rating with a $270 price target, citing the company's unique full-stack competitive moat.
Marvell's 241% Surge Built on Hyperscaler Lock-In, Not Hype
CEO Matt Murphy credits a decade of supplier trust with major tech companies and diversified AI partnerships as the engine behind Marvell's outperformance of Broadcom
Marvell's $300 Target: Rosenblatt Bets on Beat-and-Raise, 31% Upside Ahead
Rosenblatt raised Marvell to $300 (from $240) on expectations for Q2 beat-and-raise; Susquehanna lifted target to $265, citing Inphi momentum in AI networking.
Marvell's 131% Run Shows Which AI Stocks Wall Street Is Actually Buying
Selective AI investors are concentrating in infrastructure names; Marvell now projects 40 percent full-year revenue growth to $11.5 billion as data center demand outruns earlier forecasts.