Strong backlog for cloud hardware solutions boosts mrvl stock forecast confidence among equity research firms. Analyst reasoning : " Amazon appears most poised for growth due to investments in e-commerce , cloud, advertising, and satellites. As revenue scales, upward revisions to operating profit and FCF could outpace peers. We project operating margins of 11.3% in 2025E, 12.9% in 2026E, and 15.7% in 2027E, with potential upside if incremental revenue generation exceeds current forecasts." Further bolstering its market position, Broadcom announced a landmark $10 billion custom chip agreement. While Tan confirmed the deal with a “ major customer ,” the Financial Times identified the client as OpenAI . The mrvl stock forecast reflects optimism due to expanding market share in custom ASIC solutions for hyperscale cloud providers, which could boost EPS growth in the next two quarters.