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AI Cloud Design Wins Will Expand Data Center Reach

Published
02 Sep 24
Updated
30 Aug 25
AnalystConsensusTarget's Fair Value
US$86.10
26.4% undervalued intrinsic discount
04 Sep
US$63.33
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1Y
-4.3%
7D
0.7%

Author's Valuation

US$86.1

26.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on30 Aug 25
Fair value Decreased 5.20%

Marvell Technology’s consensus price target has been revised down to $86.75, as weaker near-term guidance and softness in custom silicon and data center revenues overshadow optimism around AI-driven growth and long-term EPS potential. Analyst Commentary Weaker near-term guidance and declining custom silicon and data center revenues have driven down sentiment, with particular disappointment around the outlook for ASICs despite strengthening Trainium builds.

Shared on07 May 25
Fair value Decreased 12%

Shared on30 Apr 25
Fair value Decreased 1.23%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 2.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 3.72%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 1.46%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.28%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 25%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 1.28%