Quick Read
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Marvell targets $325 and AMD targets $800 by 2027, both above Wall Street consensus, with data center revenue set to more than double.
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Broadcom’s 4% YTD gain makes it the trio’s laggard, but Hock Tan’s $115 billion AI revenue target for fiscal 2027 supports a $600 price.
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All three stocks are supply-constrained rather than demand-constrained, with named multi-gigawatt commitments from Anthropic, Meta, OpenAI, and Microsoft underpinning the bull case.
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The AI infrastructure trade has been the story of 2026, and the three names powering hyperscaler buildouts are still setting the pace.
Marvell is riding a custom silicon partnership with Google, AMD just crossed the trillion-dollar mark on the back of Helios and MI450, and Broadcom’s AI semiconductor business is scaling faster than almost anyone modeled a year ago.
Let’s walk through how each of these could reach a round-number price target in 2027 that sits above where Wall Street currently has them pegged.
Marvell: A Path to $325 by 2027
Marvell Technology (NASDAQ: MRVL) trades at $254.90, up 200.39% year-to-date. Wall Street’s consensus target sits at $289.04, with 39 buy ratings out of 44.
My $325 target implies roughly 27% upside and pegs fiscal 2028 EPS near $6.76, a reasonable 48x forward multiple for a business guiding fiscal 2028 revenue growth of approximately 50% year over year with the custom business more than doubling.
CEO Matt Murphy told investors “AI-related bookings remain exceptionally robust, and we expect our revenue growth to accelerate further through the remainder of fiscal 2027.”
The expanded Google warrant agreement, an analyst-referenced $120 billion in cumulative revenue over six years if milestones hit, and the October 6 Investor Day are the near-term catalysts.
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AMD: The Case for $800 in 2027
Advanced Micro Devices (NASDAQ: AMD) sits at $611.06, up 286.94% over one year, and just crossed $1 trillion in market cap. Wall Street’s target of $616.51 looks stale given the setup. Against 2027 consensus EPS of $15.57 (up from $13.10 ninety days ago), an $800 target implies roughly 51x forward earnings.
That is defensible if Lisa Su delivers on her guidance that data center revenue will more than double year-over-year in 2027 and server revenue grows more than 70% for the full year 2027.
Anthropic’s first gigawatt of MI450 begins deployment in the first half of 2027, joining Meta, OpenAI, and Microsoft on Helios. Su said flatly, “Our EPS will be significantly higher than $20 we outlined at our financial analyst day.”
Broadcom: Why $600 Is Reachable
Broadcom (NASDAQ: AVGO) has been the laggard of the trio at $359.58, up just 4.28% year-to-date, which is exactly why the setup is interesting. Wall Street targets $531.85, and my $600 target implies about 67% upside, or roughly 31x fiscal 2027 consensus EPS of $19.38.
Hock Tan guided fiscal 2027 AI semiconductor revenue to approximately $115 billion and fiscal 2028 to $230 billion, with a stated path to exceed $30 in earnings per share in fiscal 2028.
Q3 AI semiconductor revenue was $16.7 billion, up 221% year-over-year, with a 9 consecutive quarter EPS beat streak. Broadcom has returned 680.61% over five years, so a 67% year does not require a historical anomaly.
Bottom Line on Bold 2027 Targets
Getting Marvell to $325, AMD to $800, and Broadcom to $600 requires the AI capex cycle holding through 2027, hyperscaler ramps executing on schedule, and rising estimates continuing.
All three companies have beaten expectations recently, all three have named multi-gigawatt customer commitments, and all three are supply-constrained rather than demand-constrained. Returns of this magnitude should not be assumed every year, but I have laid out the blueprint for how each could get there. (We also reverse-engineered what the earliest chip winners looked like before their monster runs in a free playbook you can grab here.)
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Disclaimer : This story is auto aggregated by a computer programme and has not been created or edited by DOWNTHENEWS. Publisher: finance.yahoo.com
