Investors who bought Marvell Technology on 22 October 2025 have seen a 170.4% return over the past year, including dividends, with the shares now at US$223 versus US$81.05 at the start of the period. The article compares two Narratives set at that time: a bullish Fair Value of US$86.1, built on 18.7% annual revenue growth and a 23.7% profit margin, and a bearish Fair Value of US$64.31, centered on data center concentration with 74% of revenue from that market. Expanded AI chip agreements with Nvidia and Google were cited as supporting the bullish view. Reported Q2 2027 revenue was US$2,739.3m, with net income of US$308m and an 11.2% net margin.
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