Market analysts have released 2027 price targets for Marvell Technology, AMD, and Broadcom, emphasizing their roles in the growing AI infrastructure market. The projections set Marvell at $325, AMD at $800, and Broadcom at $600. These targets are supported by expected increases in data-center demand, growth in AI semiconductors, and sustained hyperscaler spending.
Marvell, currently trading at $254.90 and up 200.39% year to date, benefits from its custom-silicon partnership with Google, strong AI bookings, and is forecasted to more than double its custom business. The fiscal 2028 EPS is estimated at about $6.76 with roughly 50% revenue growth.
AMD, which recently surpassed a $1 trillion market value, is expected to gain from its Helios and MI450 platforms and expanding data-center revenue. Broadcom, up about 4% year to date, is rapidly scaling its AI semiconductor business. CEO Hock Tan's $115 billion AI revenue target for fiscal 2027 underpins the $600 price projection.
The analysis suggests these companies face supply constraints rather than weak demand. Partnerships with Anthropic, Meta, OpenAI, and Microsoft strengthen the outlook for ongoing AI infrastructure investment. The article emphasizes these price forecasts are projections, not guarantees, and could change with market or company conditions.
