An analyst forecasts strong price gains for Marvell, AMD, and Broadcom by 2027 driven by robust AI infrastructure demand. Marvell could reach $325, AMD $800, and Broadcom $600, all exceeding current Wall Street targets. These projections rely on continued AI capital expenditure, hyperscaler customer growth, and supply constraints favoring these companies. Recent earnings beats and multi-gigawatt customer commitments support the optimistic outlook for these semiconductor leaders.
As of Sep 22, 2026 23:10 WIB, Marvell trades at USD 263.54, approaching its 52-week high of USD 316.43, while Broadcom is priced at USD 363.19, well below its 52-week peak of USD 481.57. Marvell's 1-day gain of 2.39% contrasts with Broadcom's modest 0.15% rise, reflecting different momentum levels on Pluang. The typical hold time also varies, with Broadcom held almost twice as long as Marvell, at 79 days versus 40 days, indicating differing investor engagement with these semiconductor stocks.
Custom AI chips are expected to outsell GPUs by 2027, marking a major shift in the semiconductor industry. This trend favors large tech companies and select semiconductor players like Broadcom and Marvell. However, due to their high valuations, a div...
Marvell Technology revealed the industry's first 2nm optical interconnect demonstrations for AI data centers, enabling faster data speeds up to 3.2T and lower power consumption. This breakthrough addresses the growing bandwidth and energy demands of ...
Credo Technology, a fabless semiconductor company focused on AI data center connectivity, reported 115% revenue growth and beat earnings expectations, yet its stock dropped 43% from its 52-week high. The decline followed concerns over customer concen...
Marvell Technology's stock fell over 5% in the past month, prompting Morgan Stanley analyst Joseph Moore to maintain a 'Hold' rating with a 12-month price target of $246, suggesting limited upside of about 4%. The firm notes Marvell's valuation is mo...
