Broadcom, Marvell, Oracle seen clearing 50% in 2027

The three companies entered 2026 from very different positions. Marvell Technology was up 206.42% year-to-date, Broadcom up only 3.13%, and Oracle down 29.58%. That divergence is the starting point for the case that all three could clear 50% in 2027.

Broadcom's path rests on AI semiconductor revenue that reached $16.7B, up 221% YoY, and on management's fiscal 2027 AI revenue guidance of about $115 billion. Marvell's rests on data center revenue that rose 46% YoY and on fiscal 2028 EPS estimates that climbed from $6.1726 to $6.7609 over 90 days. Oracle's rests on remaining performance obligations of $664B and cloud infrastructure revenue growth of 121%, set against a stock that trades at 12x fiscal 2028 EPS estimates of $10.9972.

What ties them together is that each target clears the 50% bar, but each depends on conditions the article flags as uncertain. A weak market or delays in data center buildouts would make each target harder to hit. For investors holding these names, the outcome appears to hinge on whether those buildouts stay on schedule and whether Broadcom's supply constraints ease enough to ship significantly more.