Why Marvell's AI Revenue Could Top $4 Billion By 2025, Analyst Explains
1. JP Morgan analyst maintains Overweight rating with a $130 price forecast. 2. Marvell expects solid demand for AI ASICs and optical products. 3. Earnings guidance estimates align with analysts' expectations. 4. AI revenue projected to reach $4 billion, 2x growth Y/Y. 5. Automotive divestiture expected to improve earnings despite revenue headwinds.