Marvell Technology reported first-quarter fiscal 2027 revenue of $2.418 billion, marking a 28% year-over-year increase and exceeding Wall Street expectations by $240 million. The company's non-GAAP earnings per share were $0.80, slightly above analyst estimates. Data center revenue, driven by AI custom chips and optical interconnects, accounted for 76% of total revenue.
Marvell raised its second-quarter revenue forecast midpoint to $2.7 billion and increased its full-year fiscal 2027 revenue target to approximately $11.5 billion, projecting fiscal 2028 revenue to approach $15 billion. UBS maintained a "Buy" rating and raised its price target to $230, highlighting Marvell's strong execution in AI data center custom chips. The market reacted positively, with other banks like Bank of America and Oppenheimer also raising their price targets.
Marvell Technology Surpasses Q1 Revenue Expectations, UBS Raises Target Price
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