Core Viewpoint - Growth investors are focused on stocks with above-average financial growth, but identifying stocks that can fulfill their potential is challenging due to associated risks and volatility [1] Group 1: Company Overview - Marvell Technology (MRVL) is currently recommended as a growth stock by the Zacks Growth Style Score system, which evaluates a company's real growth prospects beyond traditional metrics [2] - Marvell holds a favorable Growth Score and a top Zacks Rank, indicating strong potential for growth [2] Group 2: Earnings Growth - Historical EPS growth rate for Marvell is 16.4%, but projected EPS growth for this year is significantly higher at 75.6%, surpassing the industry average of 22.1% [5] Group 3: Cash Flow Growth - Marvell's year-over-year cash flow growth is 3.2%, which is better than many peers and contrasts with the industry average of -7.1% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 22.1%, compared to the industry average of 9.6% [7] Group 4: Earnings Estimate Revisions - Current-year earnings estimates for Marvell have been revised upward, with the Zacks Consensus Estimate increasing by 4.4% over the past month [9] - The positive trend in earnings estimate revisions correlates strongly with near-term stock price movements, supporting Marvell's strong performance outlook [8] Group 5: Conclusion - Marvell has achieved a Zacks Rank 1 and a Growth Score of B, positioning it well for outperformance in the growth stock category [11]

Marvell® 400G Technology is an Industry Breakthrough Enabling a New Generation of PAM4 Network Connectivity SANTA CLARA, Calif., March 31, 2025 /PRNewswire/ -- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, will demonstrate the industry's first 400G/lane technology with complete electrical to optical link operating at 224 Gbaud at OFC 2025 taking place March 30-April 3, 2025 in San Francisco, CA. This technology was once considered impossible, but Marvell h ...

Comprehensive Technology and Strong Ecosystem Support Delivering Higher Performance, Customization and Flexibility for Rack-, Row- and Cloud-scale AI Networks SANTA CLARA, Calif., March 31, 2025 /PRNewswire/ -- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced it will showcase its interconnect portfolio for scale-up and scale-out AI deployments at OFC 2025, taking place March 31–April 3 in San Francisco, CA. Marvell will share its strategy and ...

SANTA CLARA, Calif., March 31, 2025 /PRNewswire/ -- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, will demonstrate at OFC 2025 its 1.6T silicon photonics light engine integrated into a linear-drive pluggable optics (LPO) module. The new product is the second in the Marvell® light engine family, which also includes the 6.4T light engine for co-packaged optics (CPO) demonstrated at OFC 2024. Designed to address next-generation AI scale-up network requirement ...

Core Viewpoint - The article highlights the absence of Marvell Technology, a key player in the AI chip market, from the S&P 500 index, despite its significant growth potential and contributions to the AI sector [1][4]. Company Overview - Marvell Technology specializes in a broad portfolio of chip designs, including network switches, optical communication, and processors, which are essential for AI development [5]. - The company is actively working to increase its market share in networking chips, competing against market leader Broadcom [7]. Market Position and Growth - Marvell is experiencing strong adoption of its custom AI accelerators by major companies like Amazon, Meta, Alphabet, and Microsoft, indicating its growing influence in the AI chip market [8]. - The total addressable market for Marvell's data center chips is projected to grow at an average rate of 29% per year from 2023 to 2028, with expectations to nearly double its market share during this period [9]. Financial Performance - Marvell's data center revenue surged by 78% year over year and 24% sequentially last quarter, driven primarily by AI chip sales [10]. - The company reported a GAAP profit of $200 million last quarter and anticipates remaining GAAP profitable throughout the current year as it scales its data center business [13]. Challenges and Opportunities - Marvell has faced challenges in achieving consistent GAAP profitability since 2018 due to significant intangible asset amortization expenses from acquisitions, which have impacted its inclusion in the S&P 500 [12]. - Non-GAAP earnings are a more favorable indicator of Marvell's financial health, with shares trading at 25 times the consensus estimate for adjusted earnings per share in fiscal 2026, and analysts expect a 135% increase in adjusted earnings over the next two years [14].

Core Viewpoint - Marvell Technology, in collaboration with TeraHop, has demonstrated the first end-to-end PCIe Gen 6 over optical cable, enabling low-latency AI infrastructure scaling [1][3][5] Group 1: Technology and Innovation - The PCIe Gen 6 over optics solution allows for longer reach and higher bandwidth, essential for supporting the exponential data growth driven by AI workloads [2][4] - Marvell's Alaska P PCIe Gen 6 retimer and PCIe Gen 7 SerDes technology facilitate low-latency, low bit-error-rate transmission over optical fiber, enhancing scalability and power efficiency [2][4] - The demonstration includes successful transmission of PCIe Gen 6 signals over 10 meters using TeraHop's OSFP-XD active optical cable, ensuring reliable connectivity among AI accelerators, CPUs, and other components [3][4] Group 2: Market Context and Future Outlook - The industry anticipates the finalization of the PCIe Gen 7 standard within the year, with demonstrations of its SerDes technology running at 128 GT/s [4] - The collaboration between Marvell and TeraHop is positioned to drive the adoption of high-speed optical interconnects in AI and hyperscale infrastructure [5] - Marvell emphasizes its leadership in connectivity technology, aiming to optimize AI architectures for enhanced performance and scalability [5][6]

Group 1 - Marvell Technology, Inc. (NASDAQ: MRVL) has been highlighted in a macro article and is now part of an all-weather portfolio [1] - The all-weather portfolio aims to provide optimal returns regardless of market conditions, with a reported 69% return in 2024 [2] - The company is positioned to deliver significant returns through strategic investment plans, including a Covered Call Dividend Plan that can yield 50% on certain investments [2]

Economic Environment - The U.S. stock market is experiencing heightened volatility due to fears of an economic slowdown linked to newly imposed tariffs, including a 25% tariff on imports from Mexico and Canada and a 10% tariff on imports from China [1][2] - Trade from Canada, Mexico, and China accounts for 24% of the U.S. GDP, contributing to investor concerns and resulting in a 5% decline in the S&P 500 index over the past month [2] Market Performance - Year-to-date performance shows declines in major indices: Dow Jones Industrial Average down 1.3%, Nasdaq Composite down 7.9%, and S&P 500 down 3.6% [3] - The sluggish recovery in global automotive and industrial markets, driven by muted consumer demand and supply chain disruptions, is undermining investor confidence [2] Growth-Rated Tech Stocks - Growth-rated tech stocks such as NVIDIA, Marvell Technology, Okta, and RingCentral are highlighted as potential investment opportunities due to their financial stability and growth potential [4][5] - These stocks have shown resilience in the current macroeconomic environment and are expected to maintain growth momentum [5] Individual Company Insights - **RingCentral (RNG)**: Strong position in the Unified Communication as a Service (UCaaS) market, with a fiscal 2025 EPS estimate of $4.20, indicating a year-over-year growth of 13.5% [7][8] - **NVIDIA (NVDA)**: Leading in AI with its GPUs, fiscal 2026 EPS estimate of $4.40 reflects a year-over-year growth of 47.2% [9][12] - **Okta**: A key player in identity security, with a fiscal 2026 EPS estimate of $3.16, indicating a year-over-year growth of 12.5% [13][15] - **Marvell Technology (MRVL)**: Benefits from strong demand in the data center market, with a fiscal 2026 EPS estimate of $2.76, indicating a year-over-year growth of 75.8% [16][18] Investment Ratings - All highlighted stocks carry favorable Zacks Ranks: RingCentral and NVIDIA at Rank 1, while Okta and Marvell Technology at Rank 2, with Growth Scores of A or B indicating solid investment opportunities [6][12][15][18]

Core Viewpoint - Marvell's stock experienced a significant decline following the release of its Q4 earnings results, suggesting that the market may have overreacted, presenting a potential buying opportunity for investors [1] Financial Performance - The article discusses the main aspects of Marvell's Q4 earnings call, indicating that despite the stock's drop, there are underlying factors that may not have been fully appreciated by the market [1] Market Reaction - The market's reaction to Marvell's earnings results is characterized as an overreaction, implying that the current stock price may not accurately reflect the company's fundamentals [1]

Core Viewpoint - Marvell Technology (MRVL) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook based on rising earnings estimates, which significantly influence stock prices [1][2]. Earnings Estimates and Stock Price Impact - The Zacks rating system emphasizes the importance of changing earnings estimates, which are closely correlated with near-term stock price movements, particularly due to institutional investors adjusting their valuations based on these estimates [3][5]. - An increase in earnings estimates typically leads to higher fair value calculations for stocks, prompting institutional investors to buy or sell, thus affecting stock prices [3]. Marvell's Earnings Outlook - For the fiscal year ending January 2026, Marvell is projected to earn $2.75 per share, reflecting a 75.2% increase from the previous year's reported figure [7]. - Over the past three months, the Zacks Consensus Estimate for Marvell has risen by 4.7%, indicating a positive trend in earnings expectations [7]. Zacks Rating System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [6]. - The upgrade of Marvell to Zacks Rank 1 places it in the top 5% of Zacks-covered stocks, suggesting a strong potential for market-beating returns in the near term [9].