Marvell Technology

Posted on | by Leon Hinde | Leave a Comment on Marvell Technology

Marvell Technology, Inc. – Common: Noted – Jensen Huang’s high-profile backing of the chipmaker at Computex.

Expected Revenue & Growth: Driven by accelerating AI data center and custom silicon demand, Marvell raised its growth guidance significantly during its last earnings call:

  • Q2 FY2027 Revenue Guidance: Guided to $2.7 billion (±5%).

Year-over-Year (YoY) Growth: Represents ~35% YoY growth (beating previous consensus of $2.6 billion).
Sequential Growth: Represents ~12% sequential growth from Q1 FY2027.

  • Full-Year FY2027 Revenue Outlook: Raised to ~$11.5 billion (up from prior guidance of ~$11.0 billion).

YoY Growth: Approximately 40% growth year-over-year.

  • Full-Year FY2028 Revenue Outlook: Raised to ~$16.5 billion.

YoY Growth: Approximately 45% growth compared to

Marvell Technology

Posted on | by Leon Hinde | Leave a Comment on Marvell Technology

Marvell Technology, Inc. – Common

Revenue growth projections have increased to 33% in FY27 and 37% in FY28, with EPS growth outpacing top-line gains.

At 30x forward P/E and 16x FY28 EPS, valuation remains attractive.

Marvell Technology, Inc. gains a transformative growth catalyst from Nvidia’s $2B investment today, solidifying its AI connectivity market position.

Marvell’s strategic pivot from XPU to optical networking and silicon photonics, supported by key acquisitions, expands its TAM to ~$94B.