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Jonah Lupton: Marvell forecasts $20 billion revenue for FY2028 driven by connectivity

Jonah Lupton: Marvell forecasts $20 billion revenue for FY2028 driven by connectivity
Marvell targets $20 billion in FY2028 revenue

Jonah Lupton, investor and market commentator at Social Media / FinTwit, notes that optical stocks are seeing strong gains following Marvell's investor day.

Management expects total company revenues to reach $20 billion in FY2028, an increase from the $18 billion outlook given in August, with growth driven by connectivity and custom segments.

Lupton previously highlighted SK Hynix's projection to generate $492 billion in net income across eight quarters, with an enterprise value of $940 billion, in a recent analysis of the chipmaker’s outlook (see article). In another post, he examined Bending Spoons' strategy of acquiring overlooked software businesses using leveraged debt to drive growth (see article). His recent market commentary continues to focus on company-specific growth drivers and financial performance targets.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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