Marvell Technology, Inc. (MRVL)
Marvell Technology: The Market Is Overblowing The Risks - Buy
Marvell Technology's stock has dropped over 43% from its all-time high, but I believe this reaction is overblown and rate it as a "Buy". The company reported record Q4 FY2025 revenue of $1.817 billion, driven by strong data center demand, with a 75% revenue share from this segment. Despite margin pressures, Marvell's EBIT margin improved significantly, and the company's debt profile has been consistently improving, reducing its overall risk.
2 AI Chip Stocks to Buy on the Dip
After a great run over the past couple of years, top artificial intelligence (AI) stocks have stumbled out of the gate so far in 2025. High valuations, concerns about the economy (and demand for semiconductors), and the near-term direction of spending on data centers are contributing to negative sentiment for these stocks right now.
Marvell Stock Falls 20% on Dim Q1 Sales View: Should You Buy the Dip?
MRVL's long-term investment case remains intact due to its leadership in custom AI silicon, data center networking solutions and high-speed interconnects.
This Semiconductor Stock Is Down 40%. Is It a Steal?
In this video, I will talk about Marvell's (MRVL -5.33%) recent earnings report and management's comments about artificial intelligence (AI) demand. Watch the short video to learn more, consider subscribing, and click the special offer link below.
Analysts revise Marvell stock price targets after earnings
Marvell Technology (NASDAQ: MRVL) suffered a sharp sell-off, with shares plunging over 19% on March 6, following its Q4 and FY 2025 earnings report released on March 5.
Marvell's AI Momentum Stalls: Hyperscaler Slowdown May Threaten Growth
I'm mainly concerned about a potential slowdown in Marvell Technology, Inc. data center revenue, as analysts fear hyperscalers may slow down AI infrastructure spending. Another concern comes from Marvell's early-stage deal with a third hyperscaler, which could be at risk if a competitor steps in. I see the broader market selloff, driven by inflation concerns and new tariff policies, as adding external downward pressure on Marvell's stock price.
S&P 500 Gains and Losses Today: AI Stocks Fall After Soft Outlook From Marvell Technology
U.S. equities indexes plunged Thursday as U.S. trade policy remained the focus of wary investors.
Marvell's Lackluster Forecast Drags 2 Chip Stocks
Semiconductor giant Marvell Technology Inc (NASDAQ:MRVL) shared better-than-expected fourth-quarter earnings and revenue earlier, but also issued a lackluster fiscal first-quarter guidance.
Marvell: Well-Deserved Sell-Off, But Way Overdone (Upgrade)
Marvell Technology, Inc. investors took a hammering as the reality kicked in for not being able to deliver a more impressive outlook. Fears of a growth slowdown have percolated the market, with MRVL's growth valuation taking a massive hit. Questions about Marvell's competitive risks, while fair, seem overstated.
Chart of the Day: Marvell Technology
Marvell Technology is down over 15% from its high, it's our Chart of the Day. The Investment Committee debate the semis sector.
Marvell plunges 18% as outlook falls short of high expectations
Marvell Technology shares plummeted more than 17% after the chipmaker's guidance fell short of some higher buyside estimates. Fiscal fourth-quarter results were roughly inline with expectations.
Why Marvell Technology Stock Is Plummeting Today
The stock of Marvell Technology (MRVL -18.00%) is getting hit with big sell-offs on Thursday following the company's recent earnings report. The semiconductor specialist's share price was down 17.4% as of noon ET today.
