$MRVL

5️⃣ LITE (Lumentum) — 🟢 The most underestimated highlight: revenue growth +69% (the fastest among 6!) FY2026E revenue $3.04 billion (+85%), FY2027E $5.59 billion (+84%) FY2026E EPS $8.12, FY2027E $19.08 (+135%) Analyst target price $110.5, 22% higher than the current price of $90.5! (The only one with significant upside potential) 24 analysts, 0 Sell ratings, just added to the Nasdaq-100 index (passive funds buying) CEO says "very much levered to the hyperscalers" = deeply tied to large-scale customers FY2027 Forward PE only 47.4x → for 85% growth, PEG <0.6 (severely undervalued) Risks: TTM net profit includes non-recurring gains (FY2025 only $26 million, TTM $438 million including tax benefits) FY2024 loss of $547 million, profit just turned positive Optical communication industry cyclical core logic: LITE is the fastest-growing among 6 + has the most upside potential in analyst target prices. FY2027 EPS $19 × 47x PE = $893 ≈ current price, but EPS still has +135% growth potential! If EPS reaches $19 and PE remains at 50x = $950, if market gives 60x = $1140. In one sentence: the top long-term value investment among the 6. 85% growth + PEG <0.6 + 22% analyst upside potential. But continuous profit validation is needed.
6️⃣ MRVL (Marvell) — ⚠️ Good company but too expensive Previously analyzed: revenue +34%, operating profit margin 16% = the highest among 6 but Forward PE 121x (based on FY2027 inflated EPS) FY2027 EPS $1.80 (down 41% from FY2026 $3.07) Analyst target price $22.3, only 1.4% above the current price = no upside potential In one sentence: the best profit quality among the 6, but 121x PE means AI narrative must be perfect for 2 years. Good company ≠ good price.