Marvell Technology, Inc. (MRVL)
Marvell Technology: The Overlooked AI Infrastructure Stock Powering Cloud Growth
Marvell Technology is well-positioned in the AI and cloud infrastructure market, focusing on custom chips and leading networking/interconnect solutions. Marvell benefits from strong demand for optical interconnects and custom silicon, with significant growth expected in both revenue and earnings for Q3. Despite competition from Broadcom and customer concentration risks, MRVL's growth in custom silicon and networking justifies a bullish outlook.
Marvell: The Silent AI Winner
While Marvell demonstrates strong fundamentals and is strategically positioned to benefit from the AI secular trend, it remains less recognized compared to other AI winners. MRVL's recent 58% YoY revenue growth, margin expansion, and significant buybacks reflect management's confidence and effective execution. Valuation remains attractive, with forward P/E below historical averages and expectations for profit growth to outpace share price appreciation.
Marvell Technology (MRVL) Falls More Steeply Than Broader Market: What Investors Need to Know
Marvell Technology (MRVL) reached $90.68 at the closing of the latest trading day, reflecting a -1.97% change compared to its last close.
Marvell Technology Expands its AI Portfolio: Will it Deliver Growth?
MRVL deepens its AI lineup with networking and memory solutions, eyeing growth amid rising data center demand.
Marvell: The Market Won't Ignore Its Coming AI Boom For Long
Marvell Technology is well-poised to benefit from the secular AI infrastructure growth and robust demand for high-speed networking solutions. MRVL's revenue visibility is underpinned by a strong partnership with AWS, amid ongoing diversification efforts, while facing some skepticism over its smaller custom compute share. Wall Street estimates for MRVL earnings are still trending higher, yet the stock remains well below its early 2025 peak, presenting a stark disconnect.
Marvell: Significant AI Win Coming Soon (Double Upgrade)
I'm upgrading Marvell Technologies to a Strong Buy, as a key customer Microsoft ramps up custom AI chip (Maia) production, boosting MRVL's 2026 outlook. MRVL's revenue growth is set to accelerate, with potential FY26 revenues reaching $10.5B, per my estimates, driven by Maia and improving AI accelerator demand. Management signals confidence through $6B in buybacks, accelerated repurchases and increased insider buying, indicating a positive inflection for MRVL shares.
Marvell Could Be A 'Marvellous' Buy
Marvell delivered robust Q2 results, driven by strong data center growth and continued AI infrastructure innovation. Management's confidence is evident through a $5 billion share buyback program and significant insider stock purchases, signaling belief in long-term value. Q3 guidance is a bit soft, with decelerating growth and gross margin pressures, but long-term prospects are positive.
Marvell Soars on +$6B in Buybacks—Can the Recovery Continue?
In 2025, one of the more disappointing artificial intelligence (AI)-driven stocks in the market has been Marvell Technology NASDAQ: MRVL. Year-to-date, shares have provided a total return of around -25%.
Marvell has ‘huge potential,' these analysts say. Here's why they downgraded the stock anyway.
TD Cowen analysts cited a “dynamic of volatility and limited visibility,” saying there are cleaner narratives elsewhere in the chip sector.
Marvell: Undervalued With Revenue Growth That Outpaces Peers
Marvell Technology is a high-growth semiconductor company poised to benefit from strong AI-driven demand and robust revenue expansion. MRVL stock is down 30% YTD, now trading at a justified premium due to its 37% revenue growth rate versus peers' 7%. Recent FQ2 2026 results showed 57% revenue growth and 120% EPS growth, with data center revenue up 69% year-over-year.
What's Happening With Marvell Stock?
Marvell Technology (NASDAQ:MRVL) has increased approximately 25% since our note on September 5th, where we presented a strong argument for the stock potentially doubling. (Marvell: MRVL Stock To $140) The surge has been driven by a few factors.
Can MRVL Sustain EPS Momentum as AI Competition Heats Up?
Marvell Technology posts soaring EPS growth on strong AI chip demand, tight cost control, and next-generation product launches.
