Marvell Technology (MRVL) shares have risen 189% over the past year as the company plays a key role in AI hardware, with revenue in the first six months of fiscal 2027 up 32% to $5.16 billion. At its Investor Day, Marvell projected revenue CAGR of 55% to 60% from fiscal 2026 to 2031, with custom AI chip revenue growing at an 80% CAGR and interconnect revenue at 65%. Adjusted EPS was $2.84 in fiscal 2026, and assuming a 56% EPS CAGR, in line with analysts' long-term estimates, the article projects EPS of $26.24 by the end of the decade. At 21 times earnings, in line with the Nasdaq-100's forward multiple, the stock could reach $551 in 2030, 125% above its current price. The article argues that Marvell's strong growth prospects suggest it should ideally trade at a premium to the broader index.
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