$Marvell Technology(MRVL)$ Key

$Marvell Technology(MRVL)$ KeyBanc raised its price target on Marvell to $385 from $260, maintaining an Overweight rating. Analyst John Vinh recently hosted investor meetings with Marvell and came away more constructive on the data center networking opportunity, particularly around Scale Up, where silicon photonics and the acquisition of Celestial AI should help the company differentiate. Given architectural shifts in data centers, KeyBanc views networking as an increasingly important focus for investors, seeing it as more durable compared to custom XPUs. While there's a line of sight to $10B for custom XPUs by FY29, their long-term sustainability appears less clear.

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