Marvell Technology

Concentrated Data Center Revenue Will Amplify Long-Term Risks

AnalystLowTarget

Not Invested

Community Contributor

Published

10 Apr 25

Updated

12 Dec 25

n/a

AnalystLowTarget's Fair Value

n/a

-30.1%

-14.6%

-30.1%

-14.6%

You can edit this narrative until Dec 13 7:07 PM. Then, changes will post as Updates.

Author's Valuation

US$82.642.2% overvalued

AnalystLowTarget Fair Value

Narrative

Updates5

Shared on 12 Dec 25

Fair value Increased 39%

MRVL: AI Infrastructure Demand Will Face Policy And Execution Crosswinds Ahead

Analysts have lifted their average price target for Marvell Technology significantly, from about $59 to roughly $83 per share. They cite stronger long term AI infrastructure demand, accelerating custom ASIC and connectivity growth, and higher expected valuation multiples, despite some lingering concerns about execution and margin pressure.

Shared on 07 May 25

Fair value Decreased 28%

Shared on 30 Apr 25

Fair value Increased 0.19%

AnalystLowTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 5.36%

AnalystLowTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Increased 35%

AnalystLowTarget made no meaningful changes to valuation assumptions.

AnalystLowTarget Fair Value

US$82.64

2.2% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

19.05%

Semiconductors revenue growth rate

1.02%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

10.67%

Calculation

US$1.68b

Earnings '28

53.33x

PE Ratio '28

US$89.36b

Market Cap '28

US$89.36b

Market Cap '28

798.53m

No. shares '28

US$111.91

Share Price '28

US$111.91 Share Price '28

Discounted to 2025 @ 10.66% p.a.

US$82.58

Fair Value '25