Why Marvell Technology (MRVL) Is Up 6.3% After Structera CXL Achieves Industrywide Compatibility Validation

• In early September 2025, Marvell Technology announced that its Structera Compute Express Link (CXL) memory-expansion controllers and accelerators have completed interoperability testing with DDR4 and DDR5 memory from Micron, Samsung, and SK hynix, as well as with leading CPU platforms from AMD and Intel.
• This makes Structera the first CXL 2.0 product family validated across all major CPU and memory suppliers, potentially enhancing Marvell's appeal for hyperscale and cloud data center applications that demand flexible and scalable system integration.
• We will explore how Marvell's industry-wide Structera compatibility could influence its growth prospects and investment narrative in the AI cloud market.

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Marvell Technology Investment Narrative Recap

For Marvell Technology, investors typically focus on its growing foothold in custom data center silicon and cloud infrastructure, amid a business model centered on hyperscale and AI-driven markets. The recent completion of Structera CXL 2.0 interoperability testing strengthens Marvell’s technology leadership and could bolster its positioning with cloud providers, but it does not materially reduce the near-term risk related to revenue concentration among a few large customers or lessen earnings volatility from concentrated project exposure. Of Marvell’s recent announcements, the Microsoft selection of its LiquidSecurity platform for Azure Cloud HSM stands out as particularly relevant. This partnership, like the Structera news, reinforces Marvell's reputation for interoperability and security in mission-critical cloud environments, signaling an expanding reach into data-centric and hyperscale applications that drive the company’s core growth catalysts. Yet, even as new deployments broaden the company’s appeal, investors should be aware that there remains a key risk in Marvell’s high dependence on ...

Read the full narrative on Marvell Technology (it's free!)

Marvell Technology's outlook forecasts $12.1 billion in revenue and $2.9 billion in earnings by 2028. Achieving these targets relies on an 18.7% annual revenue growth rate and a $3.0 billion increase in earnings from the current level of -$103.4 million.

Uncover how Marvell Technology's forecasts yield a $86.10 fair value, a 28% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members shared 24 fair value estimates for Marvell ranging from US$45 to US$112.78 per share. As you weigh this broad spectrum of opinions, keep in mind that the company’s exposure to revenue swings from a concentrated customer base could directly influence its performance over time.

Explore 24 other fair value estimates on Marvell Technology - why the stock might be worth as much as 67% more than the current price!

Build Your Own Marvell Technology Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Marvell Technology research is our analysis highlighting 1 key reward that could impact your investment decision.
• Our free Marvell Technology research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Marvell Technology's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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