Company Overview - Marvell Technology (MRVL) shares increased by 21.9% to close at $60.96, following a broader market rally after US President Donald Trump's announcement to pause reciprocal tariffs for 90 days, although a baseline tariff of 10% on imports remains in effect [1] - The stock had previously experienced a 25.5% loss over the past four weeks [1] Earnings Expectations - Marvell is expected to report quarterly earnings of $0.61 per share, reflecting a year-over-year increase of 154.2% [2] - Revenue projections stand at $1.88 billion, which is a 61.6% increase compared to the same quarter last year [2] Earnings Estimate Revisions - The consensus EPS estimate for Marvell has been revised slightly higher over the last 30 days, indicating a positive trend that typically correlates with stock price appreciation [3] - The stock currently holds a Zacks Rank of 2 (Buy), suggesting favorable market sentiment [3] Industry Context - Marvell is part of the Zacks Electronics - Semiconductors industry, which includes other companies like indie Semiconductor, Inc. (INDI) [3] - INDI shares rose by 20.2% to close at $2, but have seen a decline of 35.7% over the past month [3] - For indie Semiconductor, the consensus EPS estimate remains unchanged at -$0.08, representing a 20% improvement from the previous year [4]

Core Viewpoint - Marvell Technology Inc is experiencing a significant stock price increase of 8.4% to $55.27 following the announcement of selling its automotive ethernet business to Infineon Technologies for $2.5 billion in cash [1] Group 1: Stock Performance - The stock is on track for its largest single-day percentage gain since December, despite a year-to-date deficit of 50.7% [1] - The stock price is recovering from a 52-week low of $47.09, facing long-term overhead pressure from the 20-day moving average [1] Group 2: Options Activity - The 10-day put/call volume ratio for the stock is in the 92nd percentile of annual readings, indicating a higher level of bearish sentiment among options traders [2] - Today's options activity shows that 25,000 puts have been traded, which is five times the typical volume for this time [3] - The most popular options contract is the weekly 5/2 55-strike put, with new positions being opened at the September 45 put [3]

Marvell Technology Inc MRVL is making a clean break from its automotive ambitions, and JPMorgan's Harlan Sur thinks that's exactly the kind of focus investors should be betting on.Following the company's $2.5 billion sale of its Automotive Ethernet business to Infineon Technologies AG, Sur reiterated an Overweight rating and placed a $130 price target by December 2025, implying a 155% upside from Friday's close at $51.AI Gets The Green LightWhile growing fast, the automotive Ethernet business isn't expected ...

Core Viewpoint - Infineon Technologies AG is acquiring Marvell Technology's Automotive Ethernet business for US$2.5 billion to enhance its capabilities in software-defined vehicles and expand its market-leading microcontroller business [1][7]. Group 1: Acquisition Details - The acquisition price is set at US$2.5 billion in cash, and the transaction is subject to regulatory approvals [1][5]. - Marvell's Automotive Ethernet business is expected to generate revenue of US$225 – US$250 million in the 2025 calendar year with a gross margin of around 60% [3][7]. - The acquisition will be financed through existing liquidity and additional debt, with financing secured from banks [5][7]. Group 2: Strategic Fit and Market Position - The acquisition is described as a strategic fit for Infineon, enhancing its position as the global leader in semiconductor solutions for the automotive industry [2][7]. - Infineon aims to leverage Marvell's Ethernet technology to provide comprehensive solutions for software-defined vehicles, including advanced driver-assistance systems and autonomous driving [2][4]. - The deal is expected to create additional growth opportunities in adjacent fields such as humanoid robots and IoT applications [2][7]. Group 3: Customer Base and Future Growth - Marvell's Automotive Ethernet business has established relationships with over 50 automotive manufacturers, including eight of the ten leading OEMs, supported by a design-win pipeline of around US$4 billion until 2030 [3][7]. - The combination of Marvell's technology with Infineon's AURIX™ microcontroller family is anticipated to enhance product offerings in communications and real-time control [4][7]. - The acquisition is expected to yield additional cost synergies through combined R&D efforts and leveraging Infineon's production capabilities [3][7].

Delivers Compelling Financial Returns for Marvell Shareholders SANTA CLARA, Calif., April 7, 2025 /PRNewswire/ -- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced that it has entered into a definitive agreement under which Infineon Technologies AG ("Infineon") will acquire Marvell's Automotive Ethernet business in an all-cash transaction valued at $2.5 billion. This business in fiscal 2026 is expected to generate revenue in the range of $225-2 ...

Micron Technology (MU) and Marvell Technology (MRVL) are two semiconductor stocks riding the artificial intelligence (AI) infrastructure wave — but in very different ways. Micron is focused on memory technologies crucial to powering AI models, while Marvell plays a key role in the custom silicon and data center connectivity space.With the AI boom to continue driving growth for the semiconductor industry, the question remains: Which stock makes for a better investment pick today?  Let’s dive into the fundame ...

Marvell Technology, Inc.’s (MRVL) shares have plunged 30.2% in the past month, underperforming the Zacks Electronics - Semiconductors industry, Zacks Computer and Technology sector and S&P 500 index’s decline of 24.5%, 16.2% and 12.2%, respectively.This steep decline in the share price of this semiconductor leader raises the question: Should investors take advantage of this sharp decline and buy the dip? While the near-term challenges for Marvell Technology are real, the long-term growth prospects for the c ...

Core Viewpoint - Marvell Technology, Inc. will hold a conference call to discuss its financial results for the first quarter of fiscal year 2026 on May 29, 2025, at 1:45 p.m. Pacific Time [1]. Group 1: Conference Call Details - Interested parties can join the conference call by registering online or by dialing specific phone numbers for operator assistance [2]. - The call will be webcast and accessible via the Marvell Investor Relations website, with a replay available until June 5, 2025 [2]. Group 2: Company Overview - Marvell Technology focuses on delivering data infrastructure technology and has been a trusted partner for leading technology companies for over 25 years [3]. - The company specializes in semiconductor solutions that move, store, process, and secure data, aiming to meet current needs and future ambitions of its customers [3].

Company Overview - Marvell Technology is a fabless designer, developer, and marketer of analog, mixed-signal, and digital signal processing integrated circuits, operating in multiple countries including the United States, China, and Germany [12]. Investment Ratings - Marvell Technology holds a Zacks Rank of 2 (Buy) and has a VGM Score of B, indicating a favorable investment outlook [12]. Growth Potential - The company is projected to experience significant growth, with a forecasted year-over-year earnings growth of 75.8% for the current fiscal year [13]. - In the last 60 days, 11 analysts have revised their earnings estimates upwards for fiscal 2026, with the Zacks Consensus Estimate increasing by $0.07 to $2.76 per share [13]. Earnings Performance - Marvell Technology has an average earnings surprise of 4.3%, suggesting a history of exceeding earnings expectations [13].

Core Insights - Marvell Technology, Inc. is collaborating with partners to showcase advanced copper interconnect solutions that meet the increasing bandwidth demands of accelerated infrastructure, specifically through the introduction of 800G and 1.6T Alaska® A PAM4 DSPs for Active Electrical Cables (AECs) at OFC 2025 [1][2][3] Industry Overview - The demand for artificial intelligence (AI), machine learning (ML), and cloud computing is driving data center operators to enhance their data infrastructure technologies, aiming for improved performance and efficiency [2] - The market for AEC silicon is projected to grow at a rate of 61% annually, reaching $1.3 billion by 2029, indicating a significant opportunity for companies involved in this sector [2] Product Innovations - The Alaska A 1.6T PAM4 DSP is the first AEC DSP designed for 200G/lane-based architectures, supporting 1.6T switches and servers, with capabilities to reach over three meters using 32AWG cables [2][3] - The Alaska A 800G AEC utilizes a 100G/lane SerDes to provide 7-meter copper connectivity, which is essential for AI server architectures, significantly extending the reach compared to passive copper cables [3] Strategic Collaborations - Marvell is working with several industry leaders, including 3M, Amphenol, Broadex, Luxshare-Tech, and TE Connectivity, to enhance connectivity solutions and support the growing needs of hyperscalers [1][4][6] - The partnerships aim to deliver high-speed, low-latency interconnects that are crucial for optimizing AI infrastructure and meeting the demands of next-generation computing workloads [6][8] Availability - The Marvell Alaska A 1.6T PAM4 DSPs for AECs are now generally available, indicating readiness for market deployment [7]