Marvell Shares Plunge 40%, UBS Sees 64% Upside on CXL Opportunity

Price ActionAnalyst
โดย 247 Wall St.·Read original
Summary · why it matters

Marvell Technology shares have fallen roughly 40% from their peak, more than double the semiconductor sector's decline of just over 20% as measured by the iShares Semiconductor ETF. UBS set a $340 price target on the stock, implying a potential 64% gain, driven by the firm's Compute Express Link business, which UBS sees reaching a $4.5 billion total addressable market by year-end and as high as $10 billion by 2030. The custom silicon trend remains a strong tailwind as tech companies seek alternatives to Nvidia's premium GPU margins, and Marvell's high beta of 2.20 contributed to a 6.7% surge in a recent recovery session.

Impact on stocks 2

Artificial Intelligence▲ · 2 stocks
© 2026 MarketDXNews