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MRVL: Custom AI Chip Demand And Supply Chain Shifts Will Shape Outlook

Published
02 Sep 24
Updated
31 Oct 25
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AnalystConsensusTarget's Fair Value
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1Y
-3.1%
7D
-3.0%

Author's Valuation

US$90.070.9% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 31 Oct 25

Fair value Increased 0.45%

Marvell Technology's analyst price target has been raised by analysts, increasing from around $89.67 to $90.07. This change reflects growing confidence in the company's ongoing momentum in AI infrastructure and custom ASIC growth.

Shared on 17 Oct 25

Fair value Increased 2.80%

AI Cloud Design Wins Will Expand Data Center Reach

Marvell Technology's analyst price target has increased by approximately $2.44 to $89.67, as analysts point to strengthening AI infrastructure demand and continued growth expectations across its key business segments. Analyst Commentary Recent analyst coverage of Marvell Technology reflects both optimism about the company's prospects in AI infrastructure and increased scrutiny on segment performance and near-term execution.

Shared on 03 Oct 25

Fair value Increased 1.31%

AI Cloud Design Wins Will Expand Data Center Reach

Marvell Technology's analyst price target has risen significantly, increasing from $80 to $95. Analysts cite updated management discussions and higher sector valuation multiples in recent weeks as reasons for the increase.

Shared on 30 Aug 25

Fair value Decreased 5.20%

AI Cloud Design Wins Will Expand Data Center Reach

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 on 07 May 25

Fair value Decreased 12%

Co-Packaged Optics Will Transform Future AI Data Centers

Shared on 30 Apr 25

Fair value Decreased 1.23%

Co-Packaged Optics Will Transform Future AI Data Centers

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 2.21%

Co-Packaged Optics Will Transform Future AI Data Centers

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 3.72%

Co-Packaged Optics Will Transform Future AI Data Centers

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 1.46%

Co-Packaged Optics Will Transform Future AI Data Centers

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Co-Packaged Optics Will Transform Future AI Data Centers

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.28%

Co-Packaged Optics Will Transform Future AI Data Centers

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 25%

Co-Packaged Optics Will Transform Future AI Data Centers

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 1.28%

Co-Packaged Optics Will Transform Future AI Data Centers