24/7 Wall St. initiates Buy rating on Marvell Technology (MRVL) with $312.55 price target, implying 44.28% upside, following Q2 earnings beat and expanded Google partnership.
The firm's price target reflects accelerating growth, raised guidance, and a validating Google agreement. Marvell reported Q2 FY2027 revenue of $2.739 billion, up 36.55% year-over-year, with non-GAAP EPS of $0.94. Data Center revenue reached $2.1715 billion, up 46% year-over-year. Management raised guidance for fiscal 2027 and 2028, with Q3 revenue guided to $3.15 billion, implying over 50% year-over-year growth. The expanded Google agreement involves $120 billion in cumulative revenues over six years, subject to milestones.
Source:Yahoo财经 · Source Link
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