The higher FY2028 target is en-To The Moon - Tiger Brokers Online Investing Community - To The Moon

The higher FY2028 target is encouraging, but I do not think US$20B alone is enough to carry MRVL significantly higher.

The key question is whether earnings can catch up with the AI narrative. I would watch AI-related revenue growth, margins and whether hyperscaler demand remains strong enough to justify the current expectations.

A raised target improves confidence, but once the market prices in strong growth, execution matters more than guidance. If Marvell keeps beating estimates and raising forecasts, the rally can continue. If growth merely meets the new target, valuation could become the bigger constraint.

For me: bullish on the business, but increasingly selective on the share price.

Insider Selling at a 197x Valuation — Should the Market Take Notice?

Nebius fell 5.09% to $237.15 Wednesday on reports its COO cut their stake, with the stock near 197x earnings. Bulls say one executive's sale doesn't change the business, especially a session after it jumped on an inference contract win; bears say at 197x any insider selling gets amplified, and the seller has the closest view of operations — not something to wave off as routine planning. What would make this sale a genuine red flag?

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Bulls say one executive's sale doesn't change the business, especially a session after it jumped on an inference contract win; bears say at 197x any insider selling gets amplified, and the seller has the closest view of operations — not something to wave off as routine planning. What would make this sale a genuine red flag?","image":"https://community-static.tradeup.com/news/058ded6228046ce8a70d386073599686"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>The higher FY2028 target is encouraging, but I do not think US$20B alone is enough to carry MRVL significantly higher.\n<p></p>\n<p>The key question is whether earnings can catch up with the AI narrative. I would watch AI-related revenue growth, margins and whether hyperscaler demand remains strong enough to justify the current expectations.</p>\n<p>A raised target improves confidence, but once the market prices in strong growth, execution matters more than guidance. If Marvell keeps beating estimates and raising forecasts, the rally can continue. If growth merely meets the new target, valuation could become the bigger constraint.</p>\n<p>For me: bullish on the business, but increasingly selective on the share price.</p></body></html>","htmlText":"<html><head></head><body>The higher FY2028 target is encouraging, but I do not think US$20B alone is enough to carry MRVL significantly higher.\n<p></p>\n<p>The key question is whether earnings can catch up with the AI narrative. I would watch AI-related revenue growth, margins and whether hyperscaler demand remains strong enough to justify the current expectations.</p>\n<p>A raised target improves confidence, but once the market prices in strong growth, execution matters more than guidance. If Marvell keeps beating estimates and raising forecasts, the rally can continue. 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