Marvell Technology (MRVL) shares returned 182.9% over the twelve months to October 26, 2026, versus 15.3% for the S&P 500. Data center sales reached $2.17 billion in the quarter ended August 1, 2026, up 46% from a year earlier and 79% of revenue. Revenue growth rose to 36.5% in that quarter after slowing to 22.1% in the quarter ended January 31, 2026, and management guided data center sales to grow roughly 75% in the fiscal third quarter of 2027. At the October 26 close, shares traded at 22.2 times sales over the last four quarters (versus 9.2 times at the end of June 2025) and 79.5 times earnings, compared with 22.9 for the S&P 500. The article notes that a further 30% gain would depend on data center sales continuing to grow at the pace of the past year, and that this forecast does not yet appear in reported results.
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Marvell's stock rose 17.0% over the past three months, versus 5.0% for the S&P 500, but closed on October 21 at 22.6% below its June high. It traded at 23.2 times trailing twelve-month sales, below 28.3 times at the end of June, while data center sales (79% of revenue) grew 46% year over year in fiscal Q2 2027. The twelve-month operating margin reached 16.8%, up from 6.0%, but remains below the 21.9% peak in fiscal Q1 2019. Fiscal Q3 2027 revenue guidance is $3.15 billion plus or minus 5%, against analysts' expectation of about $3.22 billion, and management lifted its fiscal 2028 revenue outlook to about $20 billion at its October 6 Investor Day. The article argues the current price depends on that fiscal 2028 target being met, with fiscal Q3 results as the next test.
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24/7 Wall St.'s model sets a 12-month price target of $311.69 for Marvell Technology (MRVL), versus $266.89 at noon, and rates the stock a buy with high confidence. Second-quarter fiscal 2027 revenue was $2.739 billion, up 36.55%, with Data Center revenue rising 46% to $2.1715 billion, or 79% of sales. Guidance for the third quarter calls for $3.150 billion in revenue and $1.10 in non-GAAP EPS, while management expects roughly $12 billion in fiscal 2027 revenue. The article lists risks including reliance on a handful of hyperscalers, gross margin that slid to 58.9%, and $4.963 billion in long-term debt. The model's bear case is $237.25, versus a bull case of $356.05.
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Marvell shares fell 8.13% to $224.01 today even though management raised its revenue outlook for fiscal 2027 and 2028. Fiscal Q2 2027 revenue reached $2.7393 billion, up 36.5% year over year and above consensus, with Data Center making up 79% of sales and Q3 guidance of $3.150 billion ±5%. 24/7 Wall St. sets a price target of $271.84, implying 21.35% upside over 12 months, with a Buy rating. Its bull case is $350.85 and bear case $209.36, with risks including reliance on a few hyperscalers, tight supply of advanced wafers, and stock-based compensation rising to $207.6M from $142.1M. Although the stock is up 165.04% year to date, it sits about 32% below its 52-week high of $329.73.
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