Marvell (MRVL) One of Only Vendors Offering Vertically Integrated Stack - Stifel

Stifel analyst Tore Svanberg reiterated a Buy rating and $114.00 price target on Marvell (NASDAQ: MRVL).

The analyst commented, "Marvell is building an end-to-end connectivity portfolio for AI infrastructure, uniquely spanning every layer of data-center interconnect: VSR electrical links for chip-to-chip and board-level communication; scale-up technologies such as AECs, custom fabrics, and emerging photonic interconnects that tightly couple GPUs and XPUs within a rack; scale-out optical PAM4 DSP platforms (800G–1.6T) that connect racks and clusters across the data hall; scale-across coherent-lite solutions that link buildings within expanding AI campuses; and DCI coherent/ ZR pluggables for multi-site and metro AI data-center connectivity. Together, this positions Marvell as one of the only vendors offering a comprehensive, vertically integrated connectivity stack for the full architecture of modern AI systems."

For an analyst ratings summary and ratings history on Marvell click here. For more ratings news on Marvell click here.

Shares of Marvell closed at $88.90 yesterday.

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