← Research library
Marvell Technology
- Rating
- Price at publication
- $87.90
- Target price
- $120.00
- Stated upside
- 36.5%
- Published
- 10 March 2026
Thesis
Marvell has moved from a cyclical component supplier to an AI infrastructure leader, with data centres now 74% of revenue and custom silicon wins at major hyperscalers.
Key risks
- 01Strong competition from Broadcom
- 02Dependence on a few hyperscale customers
- 03Exposure to the semiconductor cycle
Price, target and upside are as stated in the report on 10 March 2026, not updated since.
Full report
Open in a new tab ↗Educational research. This report reflects the views of its student author as of 10 March 2026. It is not investment advice or a recommendation to buy or sell any security. Full disclaimer.