Core Insights - Marvell Technology (MRVL) shares have declined by 8.2% over the past three months, underperforming compared to its sector and peers like Broadcom, NVIDIA, and Micron Technology [1][10] - The Zacks Electronics - Semiconductors industry has appreciated by 2.7% during the same period, while the broader Computer and Technology sector remained unchanged [2] Financial Performance - Marvell Technology's revenue guidance for Q4 FY26 is set at $2.2 billion, reflecting a year-over-year growth of 21%, which indicates a slowdown compared to previous quarters [6][10] - The company has experienced a declining trend in top-line growth over the past three quarters [6] - Data center revenues are expected to grow by 20% year-over-year in Q4, but this also suggests a deceleration in growth over the past six quarters [7] Competitive Landscape - The presence of competitors like Broadcom and Astera Labs in the AI connectivity space is contributing to the deceleration in Marvell's growth [7] - Broadcom is noted for its strengths in networking and data center solutions, which may impact Marvell's market position [8] Strategic Initiatives - Marvell is expanding its portfolio with new technologies, including a co-packaged copper system and next-generation 200G per lane 1.6T PAM DSPs, which are expected to support growth [9][10] - The company has launched the Golden Cable initiative to enhance the Active Electrical Cable ecosystem, aimed at accelerating AI infrastructure deployment [10] Partnerships and Collaborations - Marvell has formed partnerships with major players like Amazon and Microsoft to enhance its AI product offerings [12] - Collaboration with Micron Technology focuses on HBM design and integration for AI compute platforms [13] - A partnership with NVIDIA aims to integrate NVLink Fusion technology into Marvell's custom cloud-platform silicon solutions [14] Cost Management and Earnings Growth - Marvell has managed to keep operating expenses low, with a year-over-year increase of only 4%, while revenues grew by 37% [15] - The consensus estimate for Marvell's fiscal 2026 earnings suggests an impressive year-over-year growth of 81% [16] Valuation - Marvell stock is currently trading at a forward price-to-earnings (P/S) ratio of 6.87, which is below the industry average of 8.4, indicating potential undervaluation [21] Conclusion - Despite a declining growth rate in revenue, Marvell Technology maintains strong long-term fundamentals supported by its position in the data center and AI sectors, suggesting that investors may consider holding the stock for now [21]

We recently published 9 Stocks Jim Cramer Talked About. Marvell Technology, Inc. (NASDAQ:MRVL) is one of the stocks that Jim Cramer talked about. Marvell Technology, Inc. (NASDAQ:MRVL) is a chip company that provides products such as signal processors, network adapters, and SoCs. Its shares are down by 27% over the past year and by 8.3% year-to-date. Several analysts have discussed the stock in February. For instance, Benchmark reiterated a Hold rating after Marvell Technology, Inc. (NASDAQ:MRVL) complete ...

管理层提出下一财年有机总收入目标达到100亿美元量级，其中定制ASIC业务预计增长约20%，数据中 心业务在2028财年复合增长率有望接近50%。公司强调，Celestial AI等新动力将从2028财年起推动收入 增长。 股票近期走势 业绩经营情况 公司在2025年12月3日发布的2026财年第三季度财报显示，数据中心业务收入同比增长38%至15.2亿美 元，占总收入73%。管理层在电话会议中预计下一财年(2027财年)数据中心收入同比增长将超过25%， 这一指引超出市场预期。同时，2026财年第四季度收入指引为22亿美元(上下浮动5%)，与非GAAP每股 收益0.79美元的预期基本一致。 公司项目推进 公司于2025年12月宣布以约32.5亿美元收购人工智能初创公司Celestial AI，以增强在AI数据中心光互连 领域的竞争力，预计该业务从2028财年下半年开始贡献收入，目标在2029财年实现年化10亿美元收入。 此外，2026年1月6日，公司以5.4亿美元收购XCONN技术公司，旨在强化连接技术布局。这些收购的整 合进展将成为未来关注点。 未来发展 经济观察网迈威尔科技(MRVL)近期财报显示数据中 ...

SANTA CLARA, Calif.--(BUSINESS WIRE)--Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced that it has completed its previously announced acquisition of XConn Technologies ("XConn†), a provider of advanced PCIe and CXL switching silicon. The acquisition expands Marvell's switching portfolio with XConn's PCIe and CXL products and strengthens Marvell's capabilities in scale-up connectivity for next-generation AI and cloud data center ar. ...

Company Overview - Marvell Technology, Inc. is a significant player in the semiconductor industry, focusing on infrastructure solutions for data centers, enterprise, and automotive markets [1] - The company is well-positioned to benefit from the increasing demand for advanced technology solutions, particularly in AI infrastructure [1] Market Position and Competitors - Competitors in the semiconductor space include Nvidia and Micron, but Marvell's distinct focus on AI infrastructure differentiates it from these rivals [1] Financial Outlook - Deutsche Bank has set a price target of $120 for MRVL, indicating a potential price increase of approximately 44.96% from its current price of $82.78 [2][5] - The technology sector is experiencing a significant surge in capital expenditure, with the four largest internet firms planning to invest $650 billion this year, including $200 billion from Amazon, which is a 60% increase from the previous year [2] Stock Performance - Marvell's current stock price is $82.86, reflecting a slight increase of $0.51, or 0.62%, from the previous trading session [3] - Over the past year, MRVL has seen a high of $112.50 and a low of $47.09, indicating its growth potential [4][5] - The current market capitalization of Marvell is approximately $71.43 billion, and the trading volume for MRVL is 3,351,021 shares, showing investor interest [4]

Q4 earnings season is in full swing, as more than half of the S&P 500 companies have reported earnings results. Earnings have been a positive factor for stocks, with 79% of the 293 S&P 500 companies that have reported beating expectations. According to Bloomberg Intelligence, S&P earnings growth is expected to climb by +8.4% in Q4, marking the tenth consecutive quarter of year-over-year growth. Excluding the Magnificent Seven megacap technology stocks, Q4 earnings are expected to increase by +4.6%.The marke ...

Marvell Technology (MRVL) is a leading semiconductor firm powering data infrastructure for artificial intelligence (AI), cloud computing, 5G networks, enterprise storage, and automotive tech. The company designs high-performance chips like Ethernet adapters, custom ASICs, processors, and storage controllers that enable faster data centers, smarter networks, and connected vehicles. They supply hyperscalers like Amazon's (AMZN) AWS and Microsoft's (MSFT) Azure, telecom giants, and car makers, focusing on ene ...

Market Overview - The U.S. stock market indices experienced a significant rebound, with all three major indices rising over 1% as of February 6, 22:50 Beijing time, indicating a recovery from previous sell-offs in AI stocks [1][2] - Major technology stocks saw substantial gains, with Nvidia up 5.6%, AMD up 7%, and Broadcom up 5.1%, driven by renewed interest in AI infrastructure following Amazon's announcement of a $200 billion capital expenditure plan [1][2] Precious Metals - The precious metals market also saw a strong recovery, with spot gold rising 3.39% to $4,939.35 per ounce and spot silver increasing 7.22% to $76.02 per ounce as of the same time [2][3] - Morgan Stanley's report suggests that the long-term bullish trend for gold remains intact, supported by a weak dollar environment, as long as the dollar index stays below 100 [3] Geopolitical Developments - Recent negotiations between Iran and the U.S. in Muscat, Oman, have concluded temporarily, with both sides agreeing to continue discussions, which may impact market sentiment and geopolitical stability [4][5] - The situation remains tense, with Iran expressing readiness to respond to any military actions, particularly in light of increased U.S. military presence in the region [5]

格隆汇2月6日｜费城半导体指数大涨4.2%。其中，Arm涨超7%，迈威尔科技、AMD涨超6%，泛林集 团、柯磊、英伟达、应用材料、台积电涨超5%，英特尔、博通涨超4%，阿斯麦涨超3%。 | 代码 | 名称 | 涨跌幅 √ | | --- | --- | --- | | ARM | Arm Holdings | 7.24% | | COHR | Coherent | 6.94% | | MRVL | 迈威尔科技 | 6.47% | | AMD | 美国超微公司 | 6.39% | | LRCX | 泛林集团 | 5.95% | | KLAC | 科雷 | 5.62% | | ENTG | 英特格 | 6.05% | | NVDA | 英伟达 | 5.43% | | MPWR | Monolithic Power Sys | 5.64% | | AMAT | 应用材料 | 5.25% | | NVMI | Nova | 5.47% | | TSM | 台积电 | 5.02% | | INTC | 英特尔 | 4.80% | | AVGO | 博通 | 4.53% | | MTSI | MACOM Technolo ...

Company Performance - Marvell Technology (MRVL) closed at $73.73, down 2.4% from the previous trading session, underperforming the S&P 500 which lost 0.51% [1] - Prior to the recent trading, MRVL shares had decreased by 14.38%, contrasting with the Computer and Technology sector's loss of 0.27% and the S&P 500's gain of 0.93% [1] Upcoming Earnings - The company is expected to report an EPS of $0.79, reflecting a 31.67% increase from the same quarter last year [2] - Quarterly revenue is anticipated to be $2.21 billion, which is a 21.4% increase compared to the year-ago period [2] Full Year Estimates - For the full year, analysts project earnings of $2.84 per share and revenue of $8.18 billion, indicating a change of +80.89% in earnings and no change in revenue from the previous year [3] Analyst Estimates - Recent adjustments to analyst estimates for Marvell Technology are crucial as they reflect the evolving business dynamics [4] - Positive revisions in estimates signal analysts' confidence in the company's performance and profit potential [4] Zacks Rank and Valuation - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks Marvell Technology at 3 (Hold) [6] - Over the last 30 days, the Zacks Consensus EPS estimate has decreased by 0.46% [6] - Marvell Technology has a Forward P/E ratio of 21.16, which is lower than the industry's Forward P/E of 36.01, and a PEG ratio of 0.45 compared to the industry average of 1.99 [7] Industry Context - The Electronics - Semiconductors industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 64, placing it in the top 27% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]