How Marvell Stock Surges To $400
Marvell Technology (MRVL) has rallied significantly, driven by the surge in AI infrastructure spending and its key role in custom chips and high-speed interconnects. The article explores how Marvell's strong position in optical interconnects and custom silicon, combined with potential revenue growth and margin expansion, could lead to a substantial increase in its stock valuation. It suggests that if Marvell's earnings quadruple and its P/E multiple is in line with the broader semiconductor industry, its market capitalization could reach over $360 billion.
https://www.trefis.com/stock/mrvl/articles/598683/how-marvell-stock-surges-to-400/2026-05-08