Marvell Technology, Inc. (MRVL)
Marvell: A Rare AI Entry Point Before ASIC Demand Hits Full Volume
Marvell is transforming into a pure-play AI data center enabler, reallocating resources to high-growth custom silicon and interconnect verticals. The company is uniquely positioned to benefit from hyperscalers' need for custom chips, leveraging its deep IP and design expertise. Despite a premium valuation, Marvell's rapid revenue growth and expanding margins set up an asymmetric long-term opportunity.
Why Marvell's 19% Drop Could Be a Big Buy-the-Dip Opportunity
Over the last few years, Marvell Technology NASDAQ: MRVL has become one of the in-vogue stocks among investors when it comes to placing bets on the artificial intelligence (AI) revolution.
Marvell Technology, Inc. (MRVL) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference Transcript
Marvell Technology, Inc. (NASDAQ:MRVL ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 3, 2025 9:30 AM EDT Company Participants Matthew Murphy - CEO & Chairman Willem Meintjes - Executive VP & CFO Conference Call Participants Atif Malik - Citigroup Inc., Research Division Presentation Atif Malik Director and Semiconductor Capital Equipment & Specialty Semiconductor Analyst My name is Atif Malik. I cover U.S. semiconductors, semiconductor equipment and networking equipment stocks at Citi.
Should You Buy, Sell or Hold MRVL Stock Post Strong Q2 Earnings?
Marvell Technology posts strong Q2 earnings on AI-driven data center gains, but margin pressure and fierce competition keep the stock a hold.
Investors Heavily Search Marvell Technology, Inc. (MRVL): Here is What You Need to Know
Marvell (MRVL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Marvell: AI Infrastructure Value Play Of The Year
MRVL's post-earnings selloff is a market overreaction, creating a rare value opportunity in AI infrastructure with a PEG of just 0.70. AI infrastructure is not a zero-sum game; Marvell can thrive alongside Broadcom as the market expands rapidly, especially in custom silicon and electro-optics. The company's custom silicon and electro-optics businesses are industry-leading, with strong growth, high margins, and multi-year revenue visibility.
Down 40% This Year Is Marvell Stock An AI Bargain?
Marvell Technology (NASDAQ:MRVL) recently reported solid second-quarter results; however, a cautious outlook regarding its data center division caused the stock to decrease nearly 12% in after-hours trading on Wednesday. This decline compounds a 30% fall earlier this year, as investors express doubts about the company's position in the rapidly evolving semiconductor and AI sectors.
Marvell Technology's Meltdown Implies Its Inability To Join The AI Club
Marvell's meltdown has triggered its extremely rich rebound prospects, thanks to the double digits data center/enterprise sales growth during the ongoing AI boom. This is on top of the growing contracts/pipelines, significantly aided by the management's promising market share gains in the growing 2028 TAM. These reasons are also why we believe that MRVL offers a rare, deep-value buy opportunity for those still looking to tap into the multi-year cloud supercycle.
Unlocking Marvell (MRVL) International Revenues: Trends, Surprises, and Prospects
Examine the evolution of Marvell's (MRVL) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.
Marvell Technology: Be Greedy When Others Are Fearful
Marvell Technology's 19% sell-off is an overreaction; Data Center CapEx tailwinds position it for rapid recovery and strong future growth. Despite a revenue miss, Marvell posted 58% Y/Y growth in revenue in Q2'26, robust gross margins, and submitted a strong outlook for Q3. The stock trades at a discount to industry and historical P/S ratios, offering an attractive entry point for investors seeking AI-driven growth exposure.
Marvell: Load Up Now While The Market Runs For Cover
Marvell's disappointing forward outlook and delayed custom chip ramp justify the market's recent skepticism and valuation downgrade. Despite near-term growth headwinds, Marvell is still well positioned to benefit from the growth in AI infrastructure, custom chips, and AI networking. Marvell's margins have expanded, overcoming the cyclical weakness associated with non-AI markets.
Watch These Marvell Technology Price Levels as Stock Tumbles on Soft Sales Outlook
Marvell Technology (MRVL) shares plunged Friday after the chip designer issued a sales forecast below Wall Street's expectations.
