Marvell looks attractive even on current guidance, which keeps rising as AI infrastructure demand may be outpacing long-term models. Its fiscal 2028 revenue target has climbed from $13 billion in September 2025 to $18 billion now, up 38% in under a year. With fiscal 2027 guided at $12 billion, the next six quarters imply $24.84 billion of revenue and, at a 31.6% non-GAAP net margin, $7.85 billion of earnings, so at $216.62 the stock trades at about 24 times that. x.com  x.com 

Marvell is easily the stock pick for the next decade. x.com 

Marvell's potential Lumentum acquisition may fail to increase per-share value because the added profits may not cover dilution and financing costs. A simplified calculation using reported market values implies roughly 38%-45% more shares, requiring about 45% more combined net profit to preserve EPS; debt would add interest and repayment pressure. If the price already reflects future growth, a control premium and possible customer concerns add risk. x.com 

Marvell can become the next $1 trillion company, which makes the investing case simple. Jensen Huang was cited as saying so, and even if that comment actually referred to AMD, Marvell can still reach the mark. x.com  x.com 

Marvell's new long-term model points to a $750-$900 stock by 2028-29. Management targets about $80B of revenue by CY2030, versus a $47B consensus, with a 55-60% revenue CAGR led by custom silicon growing 80% a year. Operating margins of 44-46% and opex growing at half the rate of revenue imply EPS above $30, versus $18 expected; 25-30x that gives $750-$900. Marvell has largely met its targets over the past decade, and the stock trades about 70% below its implied future value. x.com  x.com  x.com  … Show more

Marvell's strong quarter was already priced in, so a sell-the-news decline is likelier. Q2 revenue rose 37% to $2.739B, data center revenue 46%, and Q3 guidance of $3.15B beat estimates; management sees custom silicon revenue more than doubling in FY28 and a path to about $18B of FY28 revenue. But the Google partnership and AI growth were largely traded ahead, and the stock never broke its rising channel's top. Long term, it is still a good company to add to at better prices before the midterms. … Show more

Marvell is a steal at roughly 45x forward free cash flow for a business growing 50%, with a $440 price target by late 2027. It has raised its fiscal 2028 revenue growth outlook to 50%, with roughly $18 billion of revenue now in sight and a credible, clear path to about $5 billion of free cash flow, even though the stock is down more than 25% since June. x.com 

Marvell's $70-90 billion FY31 revenue target looks credible: COO Chris Koopmans said key foundry, substrate and packaging suppliers get five-year forecasts and had already seen it before investor day. A $500 price target still looks too aggressive for now; Marvell must show it can grow its networking and photonics segment to deserve a safe price increase. x.com  x.com 

Marvell's ambitious long-range outlook is encouraging about hyperscaler and AI-lab spending plans, but hitting it depends on AI revenue and token consumption soaring through decade's end. Even if its FY28 estimates rise again, Marvell trades at a healthy premium to Nvidia and Broadcom, especially on a GAAP basis, and those two are growing fast too. x.com 

Marvell looks interesting at less than 30x calendar-2027 EPS against expected 60-70% annual EPS growth, but overpaying for Lumentum could drive its shares lower. Marvell could pay up to $110B, roughly a 30% premium; the stock-versus-debt mix is unclear, and Lumentum holders might own a third of the combined company. If the deal falls apart, Marvell could rise 10-12%. x.com