Marvell Stock Has More Than Tripled This Year. I Think It Can Double Again by 2031.

Impact · against what's priced in

The article provides no new catalyst for Marvell or Alphabet, as the revenue targets and strategic partnerships mentioned are already integrated into current valuations. Marvell's trajectory remains tied to the acceleration of data center revenue, which the market is already discounting at a significant rate.

MRVL+0.00

Already priced in

The price assumes

Data center revenue growth of roughly 40-50% this year