[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-next-trillion-dollar-company-marvell-has-ripped-185-in-a-year-is-it-too-late-to-buy-KO":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":185,"relatedPosts":193,"suggestedPosts":275},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":167,"editor":173,"categories":176,"relatedPosts":182,"seo":183},142794,"\"다음 1조 달러 기업\": 마벨은 1년 만에 185% 급등했다. 지금 사기에는 너무 늦었을까?","2026-10-26T15:31:03","2026-10-26T15:31:13","\u003Cp>9월보다 더 저렴해졌고, 추정치도 더 커졌습니다\u003C\u002Fp>","\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">핵심 요약\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>마벨(Marvell) 주가는 지난 1년간 185% 상승했습니다. 엔비디아(Nvidia) CEO 젠슨 황의 '조만간 1조 달러 기업' 발언, 알파벳(Alphabet) 자회사 구글과의 칩 계약, 그리고 2031 회계연도 700억~900억 달러의 매출 목표가 주가를 끌어올렸습니다.\u003C\u002Fli>\n\n\n\n\u003Cli>AI 지출의 자금 조달 방식에 대한 우려로 인해 주가는 6월 고점보다 약 26% 낮은 수준에 머물고 있으며, 이는 애널리스트들이 2031 회계연도 매출 추정치를 약 745억 달러로 상향 조정한 이후에도 마찬가지입니다.\u003C\u002Fli>\n\n\n\n\u003Cli>마벨의 선행 주가수익비율(P\u002FE)은 9월 말 48배에서 약 43배로 하락했지만, 여전히 5년 평균인 약 33배를 상회합니다.\u003C\u002Fli>\n\n\n\n\u003Cli>이번 조정은 인내심 있는 투자자들에게 매수 기회로 보이며, 12월 초 발표 예정인 3분기 실적이 다음 시험대가 될 것입니다.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>마벨 테크놀로지 (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=31158&tid=2666094\">MRVL\u003C\u002Fa>)\u003C\u002Fstrong>는 AI 투자자들이 꿈꾸는 한 해를 보내고 있습니다. 지난 1년간(수요일 종가 기준) 주가는 185% 상승하며, 이 회사에 투자하는 두 거대 기업인 \u003Cstrong>엔비디아 (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=32307&tid=2635154\">NVDA\u003C\u002Fa>)\u003C\u002Fstrong>(21.5% 상승)와 \u003Cstrong>알파벳 (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=29096&tid=260152426\">GOOG\u003C\u002Fa>)\u003C\u002Fstrong>(28.8% 상승)를 모두 앞질렀습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">하지만 동시에 6월 고점보다 약 26% 낮은 수준이기도 합니다. 그렇다면 지금 사기에는 너무 늦은 걸까요?\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-nvidia-lit-the-fuse\" class=\"wp-block-heading\">엔비디아가 도화선을 당겼다\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">상승세는 3월 31일에 시작되었는데, 엔비디아가 NVLink Fusion 플랫폼을 중심으로 한 파트너십과 함께 마벨에 \u003Ca href=\"https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1835632\u002F000119312526134462\u002Fd113606dex991.htm\">20억 달러를 투자\u003C\u002Fa>했기 때문입니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">6월 2일, 엔비디아 CEO 젠슨 황은 컴퓨텍스(Computex)에서 마벨 CEO 맷 머피와 함께 무대에 올라 마벨을 \u003Ca href=\"https:\u002F\u002Ffinance.yahoo.com\u002Fvideo\u002Fjensen-huang-explains-why-marvell-165703864.html\">\"다음 1조 달러 기업\"\u003C\u002Fa>이라고 칭했습니다. 주가는 32.5% 급등하며 2000년 이후 최고의 상승률을 기록했습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">마벨의 현재 가치는 약 2,150억 달러이므로, 1조 달러에 도달하려면 거의 5배 성장해야 합니다. (부담이 크네요.)\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>TIKR은 마벨에 대해 46명의 애널리스트를 추적합니다. \"매수\" 의견은 몇 명일까요?\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">마벨에 대한 매수, 보유, 매도 등급의 전체 분포와 월스트리트의 매출 및 수익 추정치를 한곳에서 확인하세요. 50만 명 이상의 투자자가 TIKR을 사용해 이와 같은 주식을 조사합니다. \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">마벨의 애널리스트 등급 보기\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-google-then-a-plan-the-street-didn-t-see-coming\" class=\"wp-block-heading\">구글, 그리고 월스트리트가 예상치 못한 계획\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">8월 19일, 마벨은 알파벳 자회사 구글에게 주당 206.58달러에 최대 약 5,900만 주를 인수할 수 있는 권리(Warrant)를 부여하는 계약을 \u003Ca href=\"https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1835632\u002F000119312526356217\u002F0001193125-26-356217-index.htm\">공시\u003C\u002Fa>했습니다. 이 계약은 모건스탠리가 2033 회계연도까지 최대 1,200억 달러의 매출을 창출할 것으로 평가하는 맞춤형 칩 프로그램을 포함합니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">일주일 후, 마벨은 2분기 실적을 발표하며 37% 증가한 27억 3,900만 달러의 역대 최고 분기 매출을 \u003Ca href=\"https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F1835632\u002F000183563226000022\u002Fq227_8kx812026ex-991.htm\">기록\u003C\u002Fa>했고, 2027 및 2028 회계연도 전망을 상향 조정했습니다. 머피 CEO는 AI 주문이 \"예외적으로 강력하게 유지되고 있다\"고 말했습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">그런 다음, 10월 6일 열린 투자자 데이(Investor Day)에서 마벨은 2028 회계연도 약 200억 달러, 2031 회계연도 700억~900억 달러의 매출을 \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarvell-technology-stock-surges-long-term-revenue-forecast\">목표\u003C\u002Fa>로 제시했습니다. 애널리스트들은 해당 연도에 약 470억 달러를 예상하고 있었습니다. 덴 던(Den Durn) CFO가 2031 회계연도 수익을 간략히 표현하자면: \"'30년에 30달러\"입니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">애널리스트들은 이제 2028 회계연도(2028년 1월 종료) 매출을 197억 달러, 2년 후인 2030 회계연도 매출을 535억 달러로 예상하고 있으며, 이는 2026 회계연도 82억 달러에서 크게 증가한 수치입니다.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FLM-MRVL-1y-2026-10-21_MRVL_revenue_estimates_2024-2029\u002FLM-MRVL-1y-2026-10-21_MRVL_revenue_estimates_2024-2029.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792618416\u002Fimages\u002FLM-MRVL-1y-2026-10-21_MRVL_revenue_estimates_2024-2029\u002FLM-MRVL-1y-2026-10-21_MRVL_revenue_estimates_2024-2029.png?_i=AA\" alt=\"TIKR의 마벨 테크놀로지 매출, 실적 및 합의 추정치 막대 그래프, 단위: 10억 달러, 2024~2029 회계연도(1월 종료).\" class=\"wp-post-142794 wp-image-142791\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792618416\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792618416\u002Fimages\u002FLM-MRVL-1y-2026-10-21_MRVL_revenue_estimates_2024-2029\u002FLM-MRVL-1y-2026-10-21_MRVL_revenue_estimates_2024-2029.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792618416\u002Fimages\u002FLM-MRVL-1y-2026-10-21_MRVL_revenue_estimates_2024-2029\u002FLM-MRVL-1y-2026-10-21_MRVL_revenue_estimates_2024-2029.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792618416\u002Fimages\u002FLM-MRVL-1y-2026-10-21_MRVL_revenue_estimates_2024-2029\u002FLM-MRVL-1y-2026-10-21_MRVL_revenue_estimates_2024-2029.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792618416\u002Fimages\u002FLM-MRVL-1y-2026-10-21_MRVL_revenue_estimates_2024-2029\u002FLM-MRVL-1y-2026-10-21_MRVL_revenue_estimates_2024-2029.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792618416\u002Fimages\u002FLM-MRVL-1y-2026-10-21_MRVL_revenue_estimates_2024-2029\u002FLM-MRVL-1y-2026-10-21_MRVL_revenue_estimates_2024-2029.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">마벨 테크놀로지 (MRVL): 매출, 실적 및 합의 추정치, 단위: 10억 달러, 2024~2029 회계연도(1월 종료) (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">2031 회계연도의 경우, 합의 추정치는 9월 말 약 467억 달러에서 10월에 약 745억 달러로 \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarvell-stock-is-still-17-below-its-investor-day-close-heres-what-the-ai-funding-scare-means-for-2031\">급등\u003C\u002Fa>했습니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-then-the-ai-trade-cracked\" class=\"wp-block-heading\">그러다 AI 테마에 균열이 생겼다\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">마벨은 6월 5일 반도체주가 매물세를 보이면서 16.7% 하락했습니다. 8월까지는 6월 고점에서 \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarvell-crashed-nearly-50-then-rebounded-its-next-earnings-are-the-test\">거의 50% 하락\u003C\u002Fa>한 후 반등했습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">10월에는 또 다른 공포가 찾아왔습니다. 뜨거운 인플레이션 보고서가 AI 지출 자금 조달에 대한 우려를 되살리자 마벨은 10월 14일 8.7% 급락했습니다. 이틀 후, 브로드컴(Broadcom) CEO 혹 탄(Hock Tan)이 자본이 AI 성장을 제한할 수 있다는 경고를 하면서 또다시 5.6% 하락했습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">마벨의 계획은 이미 데이터센터 지출 증가율이 현재 약 70%에서 2030년까지 약 20%로 둔화될 것이라고 가정하고 있습니다. 더 큰 위험은 집중도입니다. 경영진은 미국의 4대 하이퍼스케일러 고객만으로도 계획의 대부분을 달성할 수 있다고 말하지만, 시장은 이제 동일한 구매자들이 AI에 어떻게 자금을 조달할지 의문을 제기하고 있습니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-cheaper-than-it-was-in-september\" class=\"wp-block-heading\">9월보다는 싸졌다\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">주가가 매물세에 휩싸이는 동안 추정치는 계속 상승했습니다. 마벨의 선행 주가수익비율(P\u002FE)은 6월 초 거의 70배, \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fforget-google-this-is-the-marvell-story-that-matters-right-now\">9월 말\u003C\u002Fa> 48배에서 약 43배로 하락했습니다.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FLM-MRVL-1y-2026-10-21_MRVL_ntm_pe_5y\u002FLM-MRVL-1y-2026-10-21_MRVL_ntm_pe_5y.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792618414\u002Fimages\u002FLM-MRVL-1y-2026-10-21_MRVL_ntm_pe_5y\u002FLM-MRVL-1y-2026-10-21_MRVL_ntm_pe_5y.png?_i=AA\" alt=\"TIKR의 마벨 테크놀로지 선행(NTM) 주가수익비율(P\u002FE) 선 그래프, 지난 5년간.\" class=\"wp-post-142794 wp-image-142792\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792618414\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792618414\u002Fimages\u002FLM-MRVL-1y-2026-10-21_MRVL_ntm_pe_5y\u002FLM-MRVL-1y-2026-10-21_MRVL_ntm_pe_5y.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792618414\u002Fimages\u002FLM-MRVL-1y-2026-10-21_MRVL_ntm_pe_5y\u002FLM-MRVL-1y-2026-10-21_MRVL_ntm_pe_5y.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792618414\u002Fimages\u002FLM-MRVL-1y-2026-10-21_MRVL_ntm_pe_5y\u002FLM-MRVL-1y-2026-10-21_MRVL_ntm_pe_5y.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792618414\u002Fimages\u002FLM-MRVL-1y-2026-10-21_MRVL_ntm_pe_5y\u002FLM-MRVL-1y-2026-10-21_MRVL_ntm_pe_5y.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792618414\u002Fimages\u002FLM-MRVL-1y-2026-10-21_MRVL_ntm_pe_5y\u002FLM-MRVL-1y-2026-10-21_MRVL_ntm_pe_5y.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">마벨 테크놀로지 (MRVL): 선행(NTM) 주가수익비율(P\u002FE), 지난 5년간 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">이는 여전히 5년 평균인 약 33배보다 높기 때문에, 투자자들은 여전히 프리미엄을 지불하고 있는 셈입니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">애널리스트들의 평균 목표주가는 9월 말 약 291달러에서 약 342달러로 상승했습니다.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FLM-MRVL-1y-2026-10-21_MRVL_street_targets_1yr\u002FLM-MRVL-1y-2026-10-21_MRVL_street_targets_1yr.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792618412\u002Fimages\u002FLM-MRVL-1y-2026-10-21_MRVL_street_targets_1yr\u002FLM-MRVL-1y-2026-10-21_MRVL_street_targets_1yr.png?_i=AA\" alt=\"TIKR의 마벨 테크놀로지 애널리스트 합의(평균) 목표주가 선 그래프, 주당 달러, 지난 1년간.\" class=\"wp-post-142794 wp-image-142793\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792618412\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792618412\u002Fimages\u002FLM-MRVL-1y-2026-10-21_MRVL_street_targets_1yr\u002FLM-MRVL-1y-2026-10-21_MRVL_street_targets_1yr.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792618412\u002Fimages\u002FLM-MRVL-1y-2026-10-21_MRVL_street_targets_1yr\u002FLM-MRVL-1y-2026-10-21_MRVL_street_targets_1yr.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792618412\u002Fimages\u002FLM-MRVL-1y-2026-10-21_MRVL_street_targets_1yr\u002FLM-MRVL-1y-2026-10-21_MRVL_street_targets_1yr.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792618412\u002Fimages\u002FLM-MRVL-1y-2026-10-21_MRVL_street_targets_1yr\u002FLM-MRVL-1y-2026-10-21_MRVL_street_targets_1yr.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792618412\u002Fimages\u002FLM-MRVL-1y-2026-10-21_MRVL_street_targets_1yr\u002FLM-MRVL-1y-2026-10-21_MRVL_street_targets_1yr.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">마벨 테크놀로지 (MRVL): 애널리스트 합의(평균) 목표주가, 주당 달러, 지난 1년간 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">이는 수요일 종가보다 약 40% 높은 수준입니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">제 생각은 이렇습니다: 아직 늦지 않았습니다. 마벨의 추정치는 9월 이후 주가보다 더 빠르게 상승했으며, 회사의 계획은 AI 지출이 둔화할 여지를 남겨둡니다. 10% 변동성을 감내할 수 있는 투자자라면, 이번 조정은 매수 기회로 보입니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">다음 시험대는 12월 초 발표 예정인 3분기 실적입니다. 마벨은 매출을 31억 5,000만 달러(±5%)로, 비GAAP 기준 매출총이익률을 맞춤형 칩 생산이 확대됨에 따라 57.5%~58.5%로 전망했습니다. 이 범위보다 낮은 이익률은 맞춤형 칩이 계획보다 더 많은 이익을 악화시키고 있음을 의미할 것입니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-marvell-stock-actually-worth\" class=\"wp-block-heading\">그렇다면 마벨 주식의 실제 가치는 얼마일까요?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR을 사용하면 1분도 채 안 되어 어떤 주식의 미래 가격도 예측할 수 있습니다. TIKR의 가치 평가 모델에 몇 가지 가정을 입력하기만 하면 마벨의 가치가 얼마나 될 수 있는지 확인할 수 있습니다. 월스트리트 합의 추정치부터 시작하거나, 입력값을 조정하여 본인의 비즈니스 전망을 반영하세요. 무료로 사용할 수 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">마벨 무료 가치 평가하기\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>면책 조항:\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>TIKR의 기사는 TIKR이나 저희 콘텐츠 팀의 투자 또는 재정 조언을 위한 것이 아니며, 어떤 주식을 사거나 팔라는 권유도 아님을 유의해 주시기 바랍니다. 저희는 TIKR 터미널의 투자 데이터와 애널리스트 추정치를 바탕으로 콘텐츠를 작성합니다. 저희 분석에는 최근 회사 소식이나 중요한 업데이트가 포함되지 않을 수 있습니다. TIKR은 언급된 모든 주식에 대해 포지션을 보유하고 있지 않습니다. 읽어주셔서 감사합니다, 행운을 빕니다!\u003C\u002Fem>\u003C\u002Fp>",959,"ko","\u002Fblog\u002Fnext-trillion-dollar-company-marvell-has-ripped-185-in-a-year-is-it-too-late-to-buy","next-trillion-dollar-company-marvell-has-ripped-185-in-a-year-is-it-too-late-to-buy","images\u002FMRVL-stock-Dean-Drobot-via-Canva\u002FMRVL-stock-Dean-Drobot-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792699423\u002Fimages\u002FMRVL-stock-Dean-Drobot-via-Canva\u002FMRVL-stock-Dean-Drobot-via-Canva.png?_i=AA",{"altText":165,"imageCredit":166},"“Next Trillion-Dollar Company”: Marvell Has Ripped 185% in a Year. Is It Too Late to Buy?","Dean Drobot via Canva",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"Roxanna Maglangit","roxtikr","author","",[],{"name":168,"slug":169,"role":174,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":175},"editor",[],[177],{"name":178,"slug":179,"uri":180,"description":171,"postsCount":181},"일반 투자","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":165,"metaDesc":184,"opengraphDescription":184,"twitterTitle":165,"twitterDescription":184},"It’s cheaper than it was in September, and the estimates are bigger",{"title":186,"description":187,"twitterTitle":186,"twitterDescription":187,"author":168,"articlePublisher":188,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":189,"twitterData1":190,"ogTitle":186,"ogDescription":187,"ogUrl":160,"ogImage":163,"ogImageWidth":191,"ogImageHeight":192,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"“Next Trillion-Dollar Company”: Marvell Has Ripped 185% in a Year. Is It Too Late to Buy?","It’s cheaper than it was in September, and the estimates are bigger","TIKR.com","예상 독서 시간","5 minutes",1200,630,[194,209,226,243,258],{"id":181,"title":195,"date":196,"excerpt":197,"wordCount":198,"uri":199,"slug":200,"cloudinaryAssetId":201,"featuredImageOriginalUrl":202,"featuredImageMetadata":203,"author":204,"categories":206,"relatedPosts":208},"알파벳의 웨이모가 \"루시드나 리비안을 인수할 것\"이라고 예측한 초기 우버 투자자","2026-10-26 15:23:00","Waymo의 자동차 문제는 이미 더 저렴한 해결책이 있을 수 있습니다",1080,"\u002Fblog\u002Falphabets-waymo-will-buy-lucid-or-rivian-predicts-early-uber-investor","alphabets-waymo-will-buy-lucid-or-rivian-predicts-early-uber-investor","images\u002FGoogle\u002FGoogle","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792784273\u002Fimages\u002FGoogle\u002FGoogle.png?_i=AA",{"altText":195},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":205},[],[207],{"name":178,"slug":179,"uri":180,"description":171,"postsCount":181},[],{"id":181,"title":210,"date":211,"excerpt":212,"wordCount":213,"uri":214,"slug":215,"cloudinaryAssetId":216,"featuredImageOriginalUrl":217,"featuredImageMetadata":218,"author":219,"categories":223,"relatedPosts":225},"Borr Drilling, 8% 하락... 가봉 앞바다서 'Punch Through Event'로 Prospector 5 시추선 침몰","2026-10-26 15:19:38","여기서는 사람이 먼저이고, 그 다음에 주주들을 위한 큰 보험 문제가 있습니다.",709,"\u002Fblog\u002Fborr-drilling-sinks-8-as-prospector-5-rig-goes-down-off-gabon-in-punch-through-event","borr-drilling-sinks-8-as-prospector-5-rig-goes-down-off-gabon-in-punch-through-event","images\u002Fanxious-man-biting-his-nails-falling-red-chart\u002Fanxious-man-biting-his-nails-falling-red-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793024270\u002Fimages\u002Fanxious-man-biting-his-nails-falling-red-chart\u002Fanxious-man-biting-his-nails-falling-red-chart.png?_i=AA",{"altText":210},{"name":220,"slug":221,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":222},"Michael Douglass","michaeldouglass",[],[224],{"name":178,"slug":179,"uri":180,"description":171,"postsCount":181},[],{"id":181,"title":227,"date":228,"excerpt":229,"wordCount":230,"uri":231,"slug":232,"cloudinaryAssetId":233,"featuredImageOriginalUrl":234,"featuredImageMetadata":235,"author":236,"categories":240,"relatedPosts":242},"전략이 2% 하락하며 \"리스크 오프\" 암호화폐 하락 속에서 비트코인 매수 중단","2026-10-26 15:16:40","비트코인 기계는 당분간 역주행 중입니다.",724,"\u002Fblog\u002Fstrategy-sinks-2-as-it-pauses-bitcoin-buying-amid-risk-off-crypto-slide","strategy-sinks-2-as-it-pauses-bitcoin-buying-amid-risk-off-crypto-slide","images\u002Fgrim-older-man-in-a-dark-suit-falling-chart-over-a-city\u002Fgrim-older-man-in-a-dark-suit-falling-chart-over-a-city","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793026166\u002Fimages\u002Fgrim-older-man-in-a-dark-suit-falling-chart-over-a-city\u002Fgrim-older-man-in-a-dark-suit-falling-chart-over-a-city.png?_i=AA",{"altText":227},{"name":237,"slug":238,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":239},"David Hanson","davidtikr",[],[241],{"name":178,"slug":179,"uri":180,"description":171,"postsCount":181},[],{"id":181,"title":244,"date":245,"excerpt":246,"wordCount":247,"uri":248,"slug":249,"cloudinaryAssetId":250,"featuredImageOriginalUrl":251,"featuredImageMetadata":252,"author":253,"categories":255,"relatedPosts":257},"AST SpaceMobile 주가 3% 하락, Viasat가 FCC에 \"결함이 심각한\" 해외 주파수 대역 신청 거절 촉구","2026-10-26 15:00:00","스펙트럼 분쟁은 어쩔 수 없는 일입니다",730,"\u002Fblog\u002Fast-spacemobile-sinks-3-as-viasat-urges-fcc-to-reject-its-fatally-flawed-overseas-spectrum-bid","ast-spacemobile-sinks-3-as-viasat-urges-fcc-to-reject-its-fatally-flawed-overseas-spectrum-bid","images\u002FAST-SpaceMobile-1\u002FAST-SpaceMobile-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792788877\u002Fimages\u002FAST-SpaceMobile-1\u002FAST-SpaceMobile-1.png?_i=AA",{"altText":244},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":254},[],[256],{"name":178,"slug":179,"uri":180,"description":171,"postsCount":181},[],{"id":181,"title":259,"date":260,"excerpt":261,"wordCount":262,"uri":263,"slug":264,"cloudinaryAssetId":265,"featuredImageOriginalUrl":266,"featuredImageMetadata":267,"author":268,"categories":272,"relatedPosts":274},"Dell, 한 달 만에 18.5% 하락하며 Barclays의 등급 하락 직면: 아직 \"의미 있는 AI 변곡점\" 없어","2026-10-26 14:50:00","공정한 질문이고, 더 저렴한 주식입니다",704,"\u002Fblog\u002Fdell-sinks-18-5-in-a-month-on-barclays-downgrade-no-meaningful-ai-inflection-yet","dell-sinks-18-5-in-a-month-on-barclays-downgrade-no-meaningful-ai-inflection-yet","images\u002Fskeptical-older-man-falling-chart-and-trading-screens\u002Fskeptical-older-man-falling-chart-and-trading-screens","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792794883\u002Fimages\u002Fskeptical-older-man-falling-chart-and-trading-screens\u002Fskeptical-older-man-falling-chart-and-trading-screens.png?_i=AA",{"altText":259},{"name":269,"slug":270,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":271},"Rexielyn Diaz","rexietikr",[],[273],{"name":178,"slug":179,"uri":180,"description":171,"postsCount":181},[],[276,296,311,325,340,360,375,390,405],{"id":181,"title":277,"date":278,"excerpt":279,"wordCount":280,"uri":281,"slug":282,"cloudinaryAssetId":283,"featuredImageOriginalUrl":284,"featuredImageMetadata":285,"author":286,"categories":290,"relatedPosts":295},"지난 12개월 동안 13% 상승한 아리스타 네트워크스 주식, 2026년 더 나은 수익률을 제공할 수 있을까?","2026-10-26 12:57:00","아리스타 주식은 1년 만에 10% 상승했습니다. TIKR의 밸류에이션 모델이 2028년 12월까지 $275의 목표가를 제시하며 ANET의 상승 잠재력에 대해 말해주는 것을 확인하세요.",1099,"\u002Fblog\u002Farista-networks-stock-valuation-anet-2026","arista-networks-stock-valuation-anet-2026","images\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793010558\u002Fimages\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva.png?_i=AA",{"altText":277},{"name":287,"slug":288,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":289},"Aditya Raghunath","adityatikr",[],[291],{"name":292,"slug":293,"uri":294,"description":171,"postsCount":181},"가치 평가","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":181,"title":297,"date":298,"excerpt":299,"wordCount":300,"uri":301,"slug":302,"cloudinaryAssetId":303,"featuredImageOriginalUrl":304,"featuredImageMetadata":305,"author":306,"categories":308,"relatedPosts":310},"지난 12개월 동안 48% 하락한 SoFi 주식, 2026년에는 더 나은 성과를 보일 수 있을까?","2026-10-26 12:45:00","SoFi 주식은 1년 만에 51% 하락했습니다. TIKR의 밸류에이션 모델이 SOFI의 상승 가능성에 대해 2028년 12월까지 22달러의 목표 주가를 제시하는 내용을 확인해 보세요.",1081,"\u002Fblog\u002Fsofi-stock-valuation-sofi-2026","sofi-stock-valuation-sofi-2026","images\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793015325\u002Fimages\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":297},{"name":287,"slug":288,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":307},[],[309],{"name":292,"slug":293,"uri":294,"description":171,"postsCount":181},[],{"id":181,"title":312,"date":298,"excerpt":313,"wordCount":314,"uri":315,"slug":316,"cloudinaryAssetId":317,"featuredImageOriginalUrl":318,"featuredImageMetadata":319,"author":320,"categories":322,"relatedPosts":324},"지난 12개월 동안 9%만 상승한 팔란티어 주식, 2026년에는 더 나은 수익률을 보여줄 수 있을까?","Palantir 주가는 1년 동안 고작 4% 상승했습니다. TIKR의 밸류에이션 모델이 PLTR의 상승 여력에 대해 무엇을 말하는지 확인해 보세요. 2028년 12월까지 목표가는 529달러입니다.",1024,"\u002Fblog\u002Fpalantir-stock-valuation-pltr-2026","palantir-stock-valuation-pltr-2026","images\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793003212\u002Fimages\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c.png?_i=AA",{"altText":312},{"name":287,"slug":288,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":321},[],[323],{"name":292,"slug":293,"uri":294,"description":171,"postsCount":181},[],{"id":181,"title":326,"date":327,"excerpt":328,"wordCount":329,"uri":330,"slug":331,"cloudinaryAssetId":332,"featuredImageOriginalUrl":333,"featuredImageMetadata":334,"author":335,"categories":337,"relatedPosts":339},"지난 12개월 동안 56% 하락한 AppLovin 주식, 2026년에는 더 나은 수익률을 보여줄 수 있을까?","2026-10-26 12:33:00","AppLovin 주가는 1년 만에 60% 하락했습니다. TIKR의 밸류에이션 모델이 APP의 상승 가능성에 대해 무엇을 말하는지 확인해 보세요. 2028년 12월까지 $366의 목표가를 제시합니다.",1139,"\u002Fblog\u002Fapplovin-stock-valuation-app-2026","applovin-stock-valuation-app-2026","images\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793013215\u002Fimages\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2.png?_i=AA",{"altText":326},{"name":287,"slug":288,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":336},[],[338],{"name":292,"slug":293,"uri":294,"description":171,"postsCount":181},[],{"id":181,"title":341,"date":342,"excerpt":343,"wordCount":344,"uri":345,"slug":346,"cloudinaryAssetId":347,"featuredImageOriginalUrl":348,"featuredImageMetadata":349,"author":350,"categories":354,"relatedPosts":359},"엑슨모빌 주가, 브렌트유 116달러 돌파하며 사상 최고 종가 기록. 2030년까지 주가 전망은?","2026-10-26 07:55:00","엑슨모빌은 10월 23일 브렌트유가 116달러를 넘어서면서 사상 최고치인 183.21달러에 마감했으며, 현재는 애널리스트들의 평균 목표가를 상회하며 거래되고 있습니다. 회사의 최고재무책임자(CFO)는 파이오니어 인수로 인한 시너지 효과가 두 배로 증가했으며, 엑슨은 더 적은 시추정으로 페미안 지역의 회수율을 두 배로 높이는 것을 목표로 하고 있다고 밝혔습니다. 이는 회사가 통제할 수 있는 비용 레버리지입니다.",791,"\u002Fblog\u002Fexxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","exxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","images\u002F13-10\u002F13-10","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976181\u002Fimages\u002F13-10\u002F13-10.png?_i=AA",{"altText":341},{"name":351,"slug":352,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":353},"Wiltone Asuncion","wiltonetikr",[],[355],{"name":356,"slug":357,"uri":358,"description":171,"postsCount":181},"주식 리뷰","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":181,"title":361,"date":362,"excerpt":363,"wordCount":364,"uri":365,"slug":366,"cloudinaryAssetId":367,"featuredImageOriginalUrl":368,"featuredImageMetadata":369,"author":370,"categories":372,"relatedPosts":374},"Rivian이 AI 시뮬레이션 스타트업을 인수한 다음날 52주 신저가를 기록했습니다. 10월 29일이 보여주는 것은 다음과 같습니다.","2026-10-26 07:50:00","Rivian은 AI 시뮬레이션 스타트업을 인수한 다음 날 52주 신저가를 기록하며, 몇 주 전부터 시작된 19% 하락세를 이어갔습니다. 10월 29일 발표된 보고서는 이제 자율주행 기술에 대한 지출을 비용 구조가 감당할 수 있는지를 보여줘야 합니다.",925,"\u002Fblog\u002Frivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","rivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","images\u002F12-10_145310df477\u002F12-10_145310df477","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976166\u002Fimages\u002F12-10_145310df477\u002F12-10_145310df477.png?_i=AA",{"altText":361},{"name":351,"slug":352,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":371},[],[373],{"name":356,"slug":357,"uri":358,"description":171,"postsCount":181},[],{"id":181,"title":376,"date":377,"excerpt":378,"wordCount":379,"uri":380,"slug":381,"cloudinaryAssetId":382,"featuredImageOriginalUrl":383,"featuredImageMetadata":384,"author":385,"categories":387,"relatedPosts":389},"로빈후드 주가, 3분기 실적 발표 전 10월에 15% 하락. 2030년까지 어디로 갈 수 있을지 살펴보기","2026-10-26 07:45:00","Robinhood는 10월 27일 실적 발표를 앞두고 Coinbase와 보조를 맞춰 두 세션 동안 6.73% 하락했습니다. 10월 22일의 두 가지 소식은 그 암호화폐 매출 항목에 반영되지 않을 수 있는 암호화폐 관련 활동을 시사합니다: 비트코인 가격 계약과 Morpho의 주식 토큰에 대한 첫 대출 시장 개설입니다.",854,"\u002Fblog\u002Frobinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","robinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","images\u002F11-11_145309e717b\u002F11-11_145309e717b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976143\u002Fimages\u002F11-11_145309e717b\u002F11-11_145309e717b.png?_i=AA",{"altText":376},{"name":351,"slug":352,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":386},[],[388],{"name":356,"slug":357,"uri":358,"description":171,"postsCount":181},[],{"id":181,"title":391,"date":392,"excerpt":393,"wordCount":394,"uri":395,"slug":396,"cloudinaryAssetId":397,"featuredImageOriginalUrl":398,"featuredImageMetadata":399,"author":400,"categories":402,"relatedPosts":404},"월마트 주가, 10월에 15% 상승했지만 이익 전망은 상향되지 않았다. 2031년까지 어디까지 갈 수 있을까","2026-10-26 07:40:00","월마트는 9월 30일부터 10월 23일까지 15.4% 상승했지만, 애널리스트들의 향후 12개월 주당순이익(EPS) 추정치는 주당 $3.00으로 유지됐다. 0%에서 3%의 EPS 성장을 예고한 11월 19일 실적 발표를 앞두고, 상승분의 거의 대부분은 더 높은 주가배수에서 비롯됐다.",832,"\u002Fblog\u002Fwalmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","walmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","images\u002F10-14_145308a5c00\u002F10-14_145308a5c00","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976123\u002Fimages\u002F10-14_145308a5c00\u002F10-14_145308a5c00.png?_i=AA",{"altText":391},{"name":351,"slug":352,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":401},[],[403],{"name":356,"slug":357,"uri":358,"description":171,"postsCount":181},[],{"id":181,"title":406,"date":407,"excerpt":408,"wordCount":409,"uri":410,"slug":411,"cloudinaryAssetId":412,"featuredImageOriginalUrl":413,"featuredImageMetadata":414,"author":415,"categories":417,"relatedPosts":419},"애플이 엔비디아의 하락폭이 12%에 달하는 동안 잠시 엔비디아를 제쳤습니다. 2030년까지 애플 주식이 어디로 갈 수 있을지 살펴봅니다.","2026-10-26 07:35:00","Apple이 10월 23일 Nvidia를 잠시 제치고 사상 최고치인 351.73달러를 기록하며 세계에서 가장 가치 있는 기업이 되었습니다. Apple의 AI 전략은 자본 지출이 거의 필요하지 않지만, PER 38배 수준에서 11월 2일 발표될 마진 실적이 이 배수를 지지해야 합니다.",845,"\u002Fblog\u002Fapple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","apple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","images\u002F9-15_1453077213e\u002F9-15_1453077213e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976106\u002Fimages\u002F9-15_1453077213e\u002F9-15_1453077213e.png?_i=AA",{"altText":406},{"name":351,"slug":352,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":416},[],[418],{"name":356,"slug":357,"uri":358,"description":171,"postsCount":181},[]]