Preview|MRVL 1QFY27: Positioned For A Raise

Marvell F1Q27 Preview & Optical Market Dynamics

—Buyside expectations are for a modest beat against the $2.4b guide.
—FY27 data center and interconnect revenue modeled to grow 60% and 90% respectively, significantly higher than 40% and 50% guidance.
—FY27/FY28 EPS estimated at $4.36 and $7.70.

$MRVL ↑看多中期

Positioned for a beat-and-raise; dominant optical DSP share and underappreciated 2.4T volume potential.

半導體 ↑看多中期

Strong structural demand for AI networking and custom silicon.

光通訊 ↑看多中期

Dominant market share in high-speed optical DSPs (800G/1.6T).

AI基建 ↑看多中期

Leveraged to hyperscaler scale-out and interconnect demand.