Core Viewpoint - Marvell Technology, Inc. is expected to report strong growth in its first-quarter fiscal 2026 results, primarily driven by its AI-driven data center business, which has seen significant adoption and revenue growth in recent quarters [1][2]. Data Center Growth - The data center segment is a key growth driver for Marvell Technology, with record revenues of $1.37 billion in the fourth quarter of fiscal 2025, reflecting a 78.5% year-over-year increase and 24% sequential growth [3]. - For the first quarter, data center revenues are anticipated to grow in mid-single digits sequentially, with estimates suggesting revenues will reach $1.395 billion, indicating a robust 71% year-over-year growth [4]. Custom AI Silicon - Marvell Technology is experiencing strong demand for its custom AI silicon, which has allowed the company to deepen collaborations with hyperscale customers [5][6]. - The company has ramped up its 100-billion-transistor AI accelerators, enhancing its competitive edge in the AI data center market [6]. Electro-Optics and Networking - Marvell's electro-optics and high-speed networking segments are also expected to significantly contribute to first-quarter revenues, with strong order momentum for its 800-gig PAM and 400ZR interconnect solutions [7]. - The company has begun shipments of its 1.6T PAM DSP technology, which improves bandwidth efficiency and energy savings, further supporting its growth in the data center interconnect market [8]. Consumer and Industrial Market Weakness - Marvell's industrial business is facing challenges with lumpy order patterns, and revenues in this segment are expected to decline in high-single digits sequentially [9]. - The consumer end market is projected to see a revenue decline of approximately 35% sequentially due to gaming seasonality [9]. Financial Estimates - The Zacks Consensus Estimate for Marvell Technology's fiscal first-quarter revenues is $1.88 billion, indicating a year-over-year rise of 68.6% and a sequential growth of 3.5% [10]. - The consensus estimate for first-quarter earnings is 61 cents per share, reflecting a year-over-year growth of 154.7% and a sequential rise of 1.7% [10].

Marvell Technology, Inc. (NASDAQ: MRVL ) is set to report Q1 ’26 earnings on May 29, 2025, with a relatively optimistic outlook by the analyst community. With the hyperscalers guiding significant capital investments for 2025, I believe Marvell isMichael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industri ...

CHONGQING, CHINA - MARCH 3: In this photo illustration, the Marvell Technology Inc. logo is ... More displayed on a smartphone screen, with the company's latest stock market performance and candlestick charts visible in the background, highlighting Marvell Technology's real-time financial trends, stock price fluctuations, market volatility, and investment developments within the semiconductor, data infrastructure, and networking technology sectors, on March 3, 2025, in Chongqing, China. (Photo by Cheng Xin/ ...

JP Morgan analyst Harlan Sur maintained an Overweight rating on Marvell Technology, Inc. MRVL with a price forecast of $130 on Tuesday.This price forecast is based on Marvell’s strong market leadership in optical connectivity, synergies with its Storage, Networking, and embedded processing franchises, and its solid growth outlook in AI/Networking, Sur asserted.Marvell will report earnings on Thursday, and Sur expects a continued volume ramp of Amazon.Com, Inc. AMZN Trainium 2 ASIC and Alphabet Inc. GOOGL GO ...

The Nasdaq is in a new bull market. But recently soaring technology stocks are likely due for a cooldown and a pullback following the massive rally off the April lows.Despite the rally, plenty of strong technology stocks are trading miles below their peaks for various reasons.Investors might want to buy some of these best-in-class, beaten-down tech stocks before everyone else on Wall Street starts searching for deals again.Buy This AI Chip Stock Down 50% Before Earnings?Data infrastructure semiconductor sol ...

Marvell Technology, Inc. (MRVL) is scheduled to report first-quarter fiscal 2026 results after market close on May 29, 2025.Marvell Technology anticipates revenues of $1.875 billion (+/- 5%) for first-quarter fiscal 2026. The Zacks Consensus Estimate for MRVL’s fiscal first-quarter revenues is pegged at $1.88 billion, indicating year-over-year growth of 61.6%.For the fiscal first quarter, the company expects non-GAAP earnings of 61 cents per share (+/- 5 cents per share). The Zacks Consensus Estimate for MR ...

Wall Street analysts expect Marvell Technology (MRVL) to post quarterly earnings of $0.61 per share in its upcoming report, which indicates a year-over-year increase of 154.2%. Revenues are expected to be $1.88 billion, up 61.6% from the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Before a company announces its earnings, it is esse ...

Marvell Technology (NASDAQ: MRVL ) is down over 40% year to date, and I think it could be an incredible opportunity for tech, AI, or growth investors. The stock is down nearly 50% from its all-time highs set at the start of this year, andMy name is Jake Blumenthal, I serve as a Wealth Management Advisor & Portfolio Analyst at Meridian Wealth Management, a registered investment advisory. I use a combination of financial, technical, and macroeconomic analysis to best support my clients, form my opinions, and ...

With global trade fears subsiding, market sentiment has turned rather bullish again, and investors may be eyeing the stocks of up-and-coming AI chip providers like Marvell Technology (MRVL)  and Micron Technology (MU) .While both compete in the semiconductor market, they focus on different segments. Marvell’s concentration is on custom networking chips for AI infrastructure, providing high-performance computing solutions for hyperscalers and cloud providers. In contrast, Micron specializes in memory and sto ...

Group 1 - Marvel Biosciences Corp. has closed a non-brokered private placement, issuing 8,150,000 units at a price of $0.125 per unit, resulting in gross proceeds of $1,018,750 [1][2] - Each unit consists of one common share and one common share purchase warrant, with the warrant allowing the purchase of one common share at an exercise price of $0.175 per share for two years [2] - The company is developing MB-204, a novel fluorinated derivative of the anti-Parkinson's drug Istradefylline, which may also be effective in treating other neurological diseases such as autism, depression, and Alzheimer's Disease [3] Group 2 - The company is actively investigating the potential of MB-204 in addressing neurodevelopmental disorders like Rett Syndrome and Fragile X Syndrome to expand its therapeutic applications [3]