Cantor Fitzgerald Sees Strong AI Positioning But Limited UpsideCantor Fitzgerald raised its price forecast on Marvell to $220 from $190 while maintaining a Neutral rating.The firm highlighted Marvell’s exposure to AI infrastructure technologies. It noted the company’s outlook points to calendar 2028 earnings per share approaching $10, above current consensus estimates of $7.65.Deutsche Bank Raises Forecasts On Data Center StrengthDeutsche Bank lifted its price forecast to $240 from $120 and reiterated its Buy rating after Marvell delivered a first-quarter beat and stronger-than-expected second-quarter guidance.The firm pointed to accelerating data-center demand, higher fiscal 2027 and 2028 revenue expectations, expanding margins, and disciplined spending.Deutsche Bank also increased its fiscal 2029 earnings estimates by roughly 20%, citing stronger growth prospects across Marvell’s AI-driven semiconductor portfolio.Barclays Bets On AI Infrastructure ExpansionBarclays analyst Tom O’Malley raised his price forecast to $275 from $150 and maintained an Overweight rating.The firm based its bullish outlook on Marvell’s upgraded forecasts for data-center growth, interconnect demand, and custom silicon revenue.Barclays highlighted management’s expectation that revenue growth will accelerate throughout the fiscal year and sees rising hyperscaler spending on AI infrastructure as a major driver of future growth.Benchmark Highlights Multi-Year Growth RoadmapBenchmark increased its price forecast to $275 from $130 while maintaining a Buy rating.Analyst Cody Acree said investors initially focused on near-term results, but the more important takeaway was Marvell’s significantly higher revenue outlook for fiscal 2027 and 2028.Street Consensus Remains BullishThe stock carries a Buy rating with an average price forecast of $225.63. Recent analyst moves include: