Marvell Technology, Inc. (MRVL)
Marvell Technology Slips 30% YTD: Should You Hold or Fold the Stock?
MRVL faces challenges emerging from uncertain economic conditions and shrinking margins, but strong AI-driven growth makes it a stock worth retaining.
Marvell Technology: Too Cheap For The AI Era; Why This Stock Has Significant Upside
Marvell's price drop from its all-time high is unjustified; the company is now deeply undervalued relative to peers in a high-growth AI market. Marvell dominates in custom silicon for data centers, with robust revenue growth, innovative products, and strong relationships with hyperscalers like AWS. Valuation metrics show Marvell is much cheaper than Broadcom, despite faster growth and significant opportunities in AI-driven data center expansion.
Marvell Technology and 4 Other Stocks That Can Catch Up to the Momentum Market
Momentum stocks has powered the S&P 500's rally. This bull market needs fresh names.
Marvell's Custom AI Strategy: A Compelling Case For Investment
Marvell's custom silicon TAM for cloud and AI is projected to grow from $21B to $94B by 2028, driven by hyperscaler AI spending. The fastest-growing segment is XPU attach, expected to surge at a 90% CAGR, fueled by demand from major cloud and emerging AI players. Marvell's 18 socket wins and 50+ pipeline opportunities represent $75B in potential lifetime revenue, far exceeding current annual sales.
Marvell Technology's Secret Weapon? Custom Chips That Could Dominate The AI Race
Marvell's strategic pivot to data centers and custom ASICs positions it for robust growth, leveraging hyperscaler demand and industry tailwinds. The sale of the Automotive segment boosts cash flexibility, allowing reinvestment in R&D and supporting a focused, high-growth business model. Despite high debt and negative net cash, Marvell's expected return to profitability and efficient capital allocation signal improving financial health.
Marvell Technology: The Smartest AI Stock You're Probably Undervaluing
Marvell's Custom AI Investor Day showcased breakthrough custom silicon wins with Amazon and Microsoft, highlighting its leadership in AI infrastructure and cloud data center growth. The company unveiled industry-first 2nm SRAM, advanced power solutions, and packaging innovations, positioning itself as a key enabler for hyperscaler AI chips. Despite a recent rally, Marvell trades at a 33% discount to its 5-year average, offering strong growth at an attractive valuation with accelerating earnings.
Marvell's New AI Chip Deals Capture Wall Street's Attention
A sudden, sharp jump in a stock's price often raises more questions than it answers. When Marvell Technology NASDAQ: MRVL surged with a massive jump in trading volume on June 18, investors were left to wonder: Was this just another day of market noise, or did it signal an actual change in the company's outlook?
Marvell's AI Bet: Will NVLink and UALink Drive Custom Chip Wins?
MRVL's AI-focused custom chips gain traction as NVLink, UALink, and multi-die tech push it deeper into rack-scale systems.
Marvell: We Were Wrong About The Short Term (Rating Upgrade)
Marvell held its Custom AI Investor Event, and the market is eating up 2028 targets for data center TAM of $94B, higher than last year's target by 26%. Marvell stock traded as much as 10% higher post-event and is currently making its way back onto the AI growth bandwagon after a 32% YTD dip. There is no way to prove or disprove the 2028 and considering the near-term negatives have already been priced into the stock, we think Marvell is an attractive trade.
Marvell Technology price target boosted following AI event
Marvell Technology Group Ltd. (NASDAQ:MRVL) has earned a price target raise to $90 from $80 from Bank of America analysts, who repeated their ‘Buy' rating following the company's recent AI event.
The Other AI Chipmaker: Why Marvell's Dip Is a Buy
In the race to power artificial intelligence (AI), some of the most essential players operate just outside the spotlight. Marvell Technology NASDAQ: MRVL is a prime example.
Will AI-Driven Custom Silicon Drive MRVL's Q2 Revenues Beyond $2B?
Marvell Technology eyes a record-breaking Q2 sales as soaring demand for AI custom silicon drives data center revenue momentum.
