Marvell Technology, Inc. (MRVL)
Marvell Technology: Don't Get Tempted By The 42% Dip
Marvell Technology, Inc. is relatively cheap, but not worth buying at current levels; we maintain Sell rating on the stock. Street expectations for Marvell's AI revenue growth are unrealistically high for 40% Y/Y growth and scaling its custom AI ASIC business will come at cost of margins. Gross margins are under pressure due to the expansion of the lower-margin ASIC business, and its other two recovering segments are not strong enough to offset this contraction.
Can MRVL's Custom AI Silicon Keep Driving Data Center Wins?
Marvell Technology's shift toward an advanced 2.5D packaging platform and high demand for Custom AI Silicon chips are set to drive the revenues.
Marvell Technology, Inc. (MRVL) Is a Trending Stock: Facts to Know Before Betting on It
Zacks.com users have recently been watching Marvell (MRVL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
MRVL Plunges 30% in 3 Months: Should You Buy, Sell or Hold the Stock?
Marvell Technology's MRVL shares have plunged 30.4% in the past three months, underperforming the Zacks Electronics - Semiconductors industry and its peers, including Broadcom AVGO, Qualcomm QCOM and Ambarella AMBA. While Broadcom shares have returned 32.7%, shares of Qualcomm and Ambarella have lost 5.1% and 4%, respectively, in the same time frame.
Marvell: Data Center Remains Strong, While Cyclical Segments Continue To Recover
MRVL's 1Q FY2026 earnings topped estimates, and 2Q FY2025 outlook was largely in-line with consensus. Data Center revenue remains robust, with management expecting sustained strong demand for custom XPUs throughout the year. Its cyclical business segments, including enterprise networking and carrier infrastructure, continue to recover in 2Q FY2026, contributing to overall revenue growth.
International Markets and Marvell (MRVL): A Deep Dive for Investors
Explore Marvell's (MRVL) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
Analysts Are Bullish on Marvell Stock Despite Amazon Deal Concern
Unlike its big brother, Broadcom NASDAQ: AVGO, custom chip maker Marvell Technology NASDAQ: MRVL has yet to participate much in the recent recovery among semiconductor stocks. This became even more true after the company's latest earnings, which failed to inspire investors.
Marvell: June Event Becomes The Moment Of Truth
Marvell Technology, Inc.'s fundamentals are improving, with strong earnings and segment recovery, but market sentiment remains cautious due to custom silicon uncertainty. The loss of exclusivity on Amazon's Trainium 3 is a yellow flag, but management expects revenue continuity and growth from next-gen programs. Valuation now reflects a limited downside, with negative sentiment creating room for upside surprises if new design wins materialize at the June event.
Marvell tried to ease a big investor concern, but the stock's slump shows that doubts still linger
Investors still have questions about the computer-chip company's next-generation custom chips for Amazon and Microsoft.
Marvell Stock Slides. Why It Could Be the Cheap AI Chip Play.
The company's earnings didn't dispel concerns it might lose out on designing Amazon's Trainium AI chips. Still, analysts are upbeat.
Bearish & Bullish Marks in MRVL Earnings, COST Battles Tariff Pricing
Jenny Horne believes Marvell (MRVL) overall had a "pretty good report" that didn't completely wash away investor hesitation. She says the company's custom silicon business and offloading of its auto business are positives, though Jenny sees future expenses being an issue for investors.
Marvell Beats Q1 Earnings Estimates, Guides Strong on Robust Demand
MRVL's Q1 results reflect the benefits of solid growth in the data center and continued recovery in enterprise networking and carrier infrastructure end markets.
