Keep in mind, $MRVL is expected to do $12B revs in their FY2027 which ends in January 2027 which means management thinks they can grow revs at a 60% CAGR for the next 4 years through FY2031 which is 50% higher than consensus which was at a 40% revenue CAGR through FY2031 Sell side was already looking for EPS to grow at a 50% CAGR through FY2031 however if revenue growth might be 50% higher than it's possible EPS growth is also 50% higher in which case the stock trading at 48x NTM EPS isn't so crazy anymore.
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