Analysts Cite Earnings and AI Growth at UnitedHealth, Meta and Marvell

Analyst views on UnitedHealth Group (UNH), Meta Platforms (META) and Marvell Technology (MRVL) center on earnings, AI products and long-range infrastructure plans, alongside company updates that include a higher earnings outlook and multiyear revenue targets.

UnitedHealth reported third-quarter revenue of $112.7 billion, earnings of $4.56 per share and adjusted earnings of $4.69 per share for the quarter ended Sept. 30. The company raised its full-year 2026 adjusted net earnings outlook to at least $20.50 per share.

Morgan Stanley analyst Erin Wright has a Buy rating and a $529 price target for UnitedHealth. The target is an analyst view alongside the company’s reported results and updated outlook.

Meta introduced Muse, its personal AI agent, in the U.S. on Sept. 8. On Oct. 12, the company announced Muse Wonder and Muse Wonder Full. Wonder is available through Meta’s API and Muse Code, while Wonder Full is available to Muse Code subscribers.

Guggenheim analyst Michael Morris raised his Meta price target to $850 from $700. Meta is scheduled to report third-quarter results after market close Wednesday, Oct. 21, followed by a conference call at 4:30 p.m. ET (20:30 UTC).

Marvell’s plans cover a longer period. Stifel analyst Tore Svanberg has a Buy rating and a $370 price target. At its Oct. 6 Investor Day, Marvell set a fiscal 2029 custom revenue target above $12 billion, up from a previous target above $10 billion, and a fiscal 2031 total revenue range of $70 billion to $90 billion.

Marvell also projected an approximately $400 billion total addressable market by calendar 2030. That figure is a market-size projection, while the fiscal 2029 and fiscal 2031 figures are company revenue targets. Meta’s scheduled results on Oct. 21 are the next dated event among the company updates covered here.