Marvell Technology, Inc. (MRVL)
The Zacks Analyst Blog Marvell, PG&E and Snap
Marvell Technology headlines Zacks??? 2026 beaten-down picks as AI-driven data center demand, acquisitions and estimate upgrades fuel optimism.
MRVL's Custom Silicon Business Scales Up: What's Coming Next?
Marvell Technology's custom silicon gains hyperscaler traction, driving 37.8% data center growth as XPU wins scale and targets 20%+ growth next year.
Wall Street Bulls to Roar Again in 2026: 3 Beaten-Down Stock Picks
Beaten-down stocks like MRVL, PCG and SNAP could rebound in 2026 as AI spending, rate-cut hopes and solid U.S. fundamentals keep Wall Street bulls optimistic.
Marvell Technology: Mr. Market's Lagging Sentiment
Marvell Technology, Inc. is rated Strong Buy due to its rapidly expanding AI footprint and undervaluation despite recent stock underperformance. MRVL's aggressive R&D investment, declining SG&A/revenue ratio, and expanding gross margins signal strong operating leverage and future earnings potential. Management's data center growth forecast appears conservative given recent 38% YoY growth and new product/M&A initiatives, suggesting upside to estimates.
AI Arms Race Drives Capex Boom: 3 AI Stocks to Watch in 2026
The Artificial Intelligence arms race is going to enter a decisive phase after years of heavy investment in chips, data centers and foundational models. The focus is now shifting toward scale, monetization and competitive advantage.
Should You Buy Marvell Technology Stock Today?
Marvell Technology (MRVL) stock could be an attractive purchase at this time. Why? Because you benefit from high margins – indicative of pricing power and the ability to generate cash – at a discounted price.
Is Marvell (MRVL) a Buy as Wall Street Analysts Look Optimistic?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
MRVL vs. SNDK: Which AI Infrastructure Stock is a Better Bet?
Sandisk's AI-driven storage surge, soaring data center demand and triple-digit earnings growth put it ahead in the AI infrastructure race.
MRVL's Data Center Revenues Hit $1.5B: Can the Momentum Continue?
Marvell Technology's data center revenues surpass $1.5B on surging AI demand, turning the segment into its dominant growth engine.
Buy 3 AI Semiconductor Powerhouses Poised to Dominate 2026
NVDA, MU and MRVL are three AI chip giants, with booming data center demand and heavy hyperscaler spending setting the stage for 2026.
Prediction: Marvell Stock Could Rise 80 Percent in 2026
Marvell Technology (MRVL 0.45%) is strengthening its position in AI infrastructure as demand for high-speed data movement and efficient power delivery accelerates. With a record quarter, new photonic interconnects, and expanding data center opportunities, Marvell stock could deliver substantial long-term upside if it executes well.
Marvell Technology: A Core Supplier Of AI Infrastructure.
Marvell Technology is a core AI infrastructure supplier, benefiting from accelerating custom AI silicon and data center interconnect traction. MRVL's custom chip wins and Celestial AI acquisition position it to capture new TAM in scale-up interconnect, with meaningful revenue expected by H2 2028. MRVL trades at an FWD non-GAAP PEG of 0.71x and 27x P/E, reflecting a growth-adjusted discount versus peers despite 21% expected revenue growth.
