Prediction: Marvell Stock Will Be Worth This Much by 2030

Marvell Technology (MRVL) stands to gain significantly from the AI infrastructure boom, as the company's custom silicon business increasingly appeals to tech firms seeking specialized processors for their workloads. In Q2 of fiscal 2027, Marvell reached a record $2.7 billion in revenue, a 37% year-over-year increase, with its data center business growing 46% thanks to robust demand for AI-related products, such as connectivity, custom chips, and storage.

The company has shipped custom silicon to the four largest U.S. hyperscalers and is expecting to generate $12 billion in revenue in fiscal 2027 and $20 billion in fiscal 2028. Marvell's broad portfolio of products and services, including XPU attach products, interconnect technology, and optical connections, positions the company well for growth in the AI boom.

Analysts are bullish on Marvell, with 30 out of 39 covering the stock rating it as a strong buy or buy. Wall Street expects Marvell to deliver $20 in earnings per share (EPS) in a base case scenario, which would value the stock at around $440.