Marvell科技第四季度业绩超预期，引发分析师普遍上调目标价

关键事实

1Marvell expects revenue to reach $15 billion in fiscal 2028, representing nearly 40% growth.

2Shares surged nearly 12% in premarket trading following the outlook release.

3The 2028 revenue outlook exceeded analyst estimates of $12.92 billion according to LSEG data.

Marvell科技（MRVL）公布了超出市场预期的第四季度财务业绩，延续了此前创纪录的业绩势头。在最新财报发布后，大量分析师上调了对该股的预测和目标价，理由是人工智能（AI）相关基础设施的需求持续强劲。这些业绩增强了投资者对Marvell到2028财年实现150亿美元年收入的宏伟长期目标的信心。随着主要云服务提供商继续扩大基础设施支出，Marvell仍然是当前网络和数据中心技术周期的主要受益者。普遍的分析师乐观情绪进一步巩固了该股在半导体行业的关键地位。这种积极的发展轨迹持续吸引机构支持，并提振了主要半导体ETF的情绪。

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版本历史

版本 519 days ago

变更内容: Updated the story to incorporate better-than-expected Q4 results and a broader wave of analyst upgrades, shifting focus from the initial BofA report to the latest earnings beat.

版本 419 days ago

变更内容: Bank of America officially upgraded Marvell Technology's stock rating to 'Buy' following the company's strong earnings performance and future guidance.

版本 319 days ago

变更内容: Stock gains increased from 16% to 18%, and the update incorporates new management guidance for accelerating year-over-year revenue growth throughout fiscal 2027.

版本 219 days ago

变更内容: The story was updated to explicitly confirm that the company's earnings (EPS) exceeded market expectations alongside the previously reported record revenue.

版本 119 days ago

变更内容: Marvell confirmed record Q3 FY2026 financial results with 37% revenue growth and raised its data center outlook, leading to an increased share price surge of 16%.

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