Marvell Technology, Inc. (MRVL)
MRVL, AMZN and MSFT: Breaking Down the Wall Street Controversy
In December, shares of Marvell Technology NASDAQ: MRVL have taken one step forward and three steps back. The semiconductor company put out a strong earnings report and outlook on Dec. 2.
MRVL Strengthens AI Connectivity Stack: More Upside Ahead?
Marvell Technology rolls out Golden Cable and ramps next-generation connectivity as AI data center demand lifts revenues, even as shares lag the broader semiconductor sector.
Marvell's (MRVL) Stock Pops After Q3 Earnings – Time to Buy?
Summary Marvell Technology (NASDAQ: MRVL) recently got just the pop that AI investors have been waiting for.
Does Marvell (MRVL) Have the Potential to Rally 28.26% as Wall Street Analysts Expect?
The mean of analysts' price targets for Marvell (MRVL) points to a 28.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Brokers Suggest Investing in Marvell (MRVL): Read This Before Placing a Bet
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Marvell Technology, Inc. (MRVL) is Attracting Investor Attention: Here is What You Should Know
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.
Marvell Technology, Inc. (MRVL) Presents at Barclays 23rd Annual Global Technology Conference Transcript
Marvell Technology, Inc. (MRVL) Presents at Barclays 23rd Annual Global Technology Conference Transcript
Watch Jim Cramer's full interview with Marvell Technology CEO Matt Murphy
CNBC's Jim Cramer sits down with Marvell Technology CEO Matt Murphy to discuss recent reports that suggested the company lost business from Amazon and Microsoft, its latest earnings report, data center demand, its Celestial AI acquisition and more.
MRVL Declines 14% in a Year: Should You Buy, Sell or Hold the Stock?
Marvell Technology surges in AI data-center momentum, tapping new tech, acquisitions and partnerships to fuel growth despite a tough year for its shares.
Marvell Just Created A Moat In AI - Unlocking $1B In Revenue By 2029
Marvell Technology (MRVL) is rated BUY, driven by robust data center growth and a strategic moat from Photonic Fabric technology. MRVL's data center segment achieved 38% YoY growth in Q3'26, with management targeting $10B FY26 revenue and multi-year expansion. The Celestia AI acquisition positions MRVL to lead in optical interconnects, targeting $500M run rate by Q4'28 and $1B by Q4'29.
Marvell's stock falls in the wake of these two competitive concerns
There are new fears on Wall Street related to the future of Marvell's work with Amazon and its potential to capitalize on opportunity with Microsoft.
Marvell: The Bull Case Revolves Around Optics, Not ASICs
I see my bull case for Marvell Technology, Inc. as centered on its ability to lead the copper-to-optical shift inside AI clusters (most importantly, the XPU-to-XPU scale-up interconnect). The recent sell-off stemmed from rumors of Microsoft–Broadcom custom chip talks and analyst concerns over losing Amazon's AWS Trainium 3/4 designs. I'm less worried about Benchmark's claims because the AWS 5-year agreement spans many non-ASIC data center silicon categories. Current growth projections remain largely intact.
