Marvell Technology, Inc. (MRVL)
Marvell Technology May Have A Larger Market Opportunity Than Perceived
Marvell Technology's growth is driven by strong demand for AI chips, custom ASICs, and electro-optics products, with new hyperscaler developments driving future growth. The Company has an opportunity to cross-sell across its hyperscaler XPU customers for networking equipment and server interconnects. Though the inventory build in Q4'25 raised some concerns across analysts, I believe this was the result of new product development and higher volume production rather than customer inventory digestion.
Marvell Is A Buy As Bearish Sentiment Is Misplaced (Technical Analysis)
The technicals are highly bearish, but that's what you would expect after the recent plunge in Marvell stock. Despite a very negative reaction, I find Q4 results to be robust and Q1 guidance to be encouraging, as revenue and EPS growth is expected to accelerate. The P/S ratio shows that Marvell is currently undervalued relative to historic growth as the recent contraction provides opportunity.
Marvell: Correction Overly Done, Data Center Prospects Remain Bright
Marvell's correction has occurred overly fast/furious, perhaps attributed to the slower demand recovery in most of its end markets and deteriorating adj. gross margins. This is on top of the fact that 43% of its FQ3'24 revenues are based in China (in line YoY), triggering potential growth headwinds depending on the US export controls. Even so, MRVL's high-double digits growth observed in its data center segment and the growing hyperscaler partnerships through 2026 cannot be ignored.
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.
