Marvell Technology(MRVL)

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This Semiconductor Stock Is Down 40%. Is It a Steal?
The Motley Fool· 2025-03-07 17:42
Neil Rozenbaum has no position in any of the stocks mentioned. The Motley Fool recommends Marvell Technology. The Motley Fool has a disclosure policy. Neil is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...
Analysts revise Marvell stock price targets after earnings
Finbold· 2025-03-07 12:01
Marvell Technology (NASDAQ: MRVL) suffered a sharp sell-off, with shares plunging over 19% on March 6, following its Q4 and FY 2025 earnings report released on March 5. Despite delivering slightly better-than-expected results on both earnings per share (EPS) and revenue, and issuing forward guidance that topped Wall Street’s average expectations, the results failed to impress investors who had expected significant AI tailwinds to be reflected in the outlook.Marvell one-day price chart. Source: Google Financ ...
Marvell's AI Momentum Stalls: Hyperscaler Slowdown May Threaten Growth
Seeking Alpha· 2025-03-06 23:34
Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on deep value opportunities, particularly in stocks that have recently experienced sell-offs due to non-recurrent events, while also considering insider buying as a positive signal [1] Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach to risk and potential returns [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts [1] Stock Selection Criteria - Preference is given to stocks that have undergone a recent sell-off, particularly when there is insider buying at the new lower price, indicating potential recovery [1] - The investor conducts professional background checks on insiders who purchase shares post-sell-off, adding a layer of due diligence [1] Market Focus - The primary focus is on stocks in the US market, although there is openness to owning shares in less stable economies, referred to as "banana republics" [1] - The investor's approach is characterized by a willingness to engage with illiquid options, highlighting a high-risk tolerance [1]
Marvell's Lackluster Forecast Drags 2 Chip Stocks
Schaeffers Investment Research· 2025-03-06 20:32
Group 1: Marvell Technology Inc (MRVL) - Marvell Technology Inc reported better-than-expected fourth-quarter earnings and revenue but provided a lackluster fiscal first-quarter guidance [1] - MRVL's stock is currently up 17.8% at $74.11, aiming to recover from a 33.8% year-to-date deficit, but is experiencing its largest single-day percentage loss since January [2] - The stock is trading at its lowest level since October, breaking below the 200-day moving average, with 11 firms, including Morgan Stanley, reducing their price targets [2] Group 2: Texas Instruments Inc (TXN) - Texas Instruments Inc is down 3.5%, trading at $188.76, and is on track for a weekly loss while still maintaining a 10.6% year-over-year gain [3] - The stock is experiencing a pullback from a February peak above $205, which was the highest mark since November, and is currently testing its 20-day moving average [3] Group 3: Micron Technology Inc (MU) - Micron Technology Inc is down 4.6%, trading at $90, and is set for its third consecutive weekly loss [5] - The stock has a 30.7% deficit over the past nine months but has a support level at $87.50 that has previously contained pullbacks this year [5]
Marvell: Well-Deserved Sell-Off, But Way Overdone (Upgrade)
Seeking Alpha· 2025-03-06 19:03
Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with potential for alpha generation above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors with a focus on robust fundamentals and turnaround plays [3] Group 1 - The investment strategy combines price action analysis with fundamental investing to identify growth opportunities [2] - The focus is on avoiding overhyped stocks while targeting battered stocks with significant recovery potential [2] - The investment outlook for identified opportunities is typically 18 to 24 months for the thesis to materialize [3] Group 2 - The group aims to capitalize on growth stocks with strong fundamentals and buying momentum at attractive valuations [3] - The investment philosophy is designed for investors looking for robust growth potential in various sectors [3]
Marvell plunges 18% as outlook falls short of high expectations
CNBC· 2025-03-06 17:56
Marvell Technology shares plummeted more than 17% after the chipmaker's guidance fell short of some elevated buyside estimates.For the first fiscal quarter, the chipmaker said it expects sales of about $1.88 billion. That was just ahead of the $1.87 billion expected by analysts polled by LSEG. However, the outlook fell short of some buyside expectations calling for around $2 billion in revenue, disappointing investors after the stock soared 83% in 2024. The results fueled some concerns about Marvell's partn ...
Why Marvell Technology Stock Is Plummeting Today
The Motley Fool· 2025-03-06 17:36
The stock of Marvell Technology (MRVL -18.34%) is getting hit with big sell-offs on Thursday following the company's recent earnings report. The semiconductor specialist's share price was down 17.4% as of noon ET today.Marvell published its fourth-quarter results after the market closed yesterday, and its stock is seeing big sell-offs even though the business posted sales, earnings, and forward guidance that came in ahead of the average Wall Street targets. Sell-offs for Marvell after earnings are also trig ...
Marvell Technology shares drop on investor disappointment over AI growth prospects
Proactiveinvestors NA· 2025-03-06 17:13
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Marvell Q4 Earnings Beat, Stock Falls on Tepid Sales Guidance
ZACKS· 2025-03-06 17:01
Marvell Technology, Inc. (MRVL) ended fiscal 2025 on a strong note by reporting stronger-than-expected fourth-quarter results. The chip maker reported fourth-quarter non-GAAP earnings of 60 cents per share, decisively exceeding the Zacks Consensus Estimate by 1.7%.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.Quarterly earnings also came ahead of the midpoint of the company’s guidance of 59 cents (+/- 5 cents). Furthermore, the bottom line increased 30% year over year and 40% sequ ...
Nvidia's stock selloff deepens after Marvell earnings: ‘Boy, sentiment is rough.'
MarketWatch· 2025-03-06 14:54
Nvidia Corp.’s stock was among the many semiconductor stocks moving lower in Thursday morning action, in the wake of Marvell Technology Inc.’s earnings report which has put a further dent in the artificial-intelligence trade.About three months back, Marvell MRVL appeared to cement itself as an AI darling, thanks in part to a multiyear contract with Amazon.com Inc. that some analysts thought would set the company up on a much better growth path. With that backdrop, hopes were high heading into Marvell’s repo ...