For longtime shareholders of artificial intelligence (AI) semiconductor designer Marvell Technology (MRVL 1.20%) (myself included), it's been a tough run. The stock has trailed the total return of the chip industry average, as measured by both the iShares Semiconductor ETF and VanEck Semiconductor ETF on a three-, five-, and 10-year basis. Granted, Marvell has been rebuilding itself under CEO Matthew Murphy, who came over in 2016 from Maxim Integrated (which has since been acquired by Analog Devices). The c ...

Artificial intelligence (AI) has become the hottest investment theme, captivating the minds of both seasoned investors and newbies alike. This is not surprising, considering multiple research firms expect the AI market to be worth more than $1 trillion by 2030.With the AI trend having the potential to generate windfall returns, investor interest in AI stocks is at an all-time high. Two stocks, namely Nvidia (NVDA -0.12%) and Marvell Technology (MRVL 1.20%), can prove to be compelling additions to any AI-foc ...

Marvell Technology's (MRVL 1.20%) red-hot stock market rally came to a grinding halt following the release of the company's fiscal 2024 fourth-quarter results (for the three months ended Feb. 3, 2024) as its guidance turned out to be significantly below Wall Street's expectations.Shares of the company, whose chips are deployed in multiple end markets ranging from data centers and vehicles to routers and networking appliances, have been retreating since the report came out on March 7. That isn't surprising a ...

SANTA CLARA, Calif., March 15, 2024 /PRNewswire/ -- Marvell Technology, Inc. (NASDAQ: MRVL), today announced a quarterly dividend of $0.06 per share of common stock payable on May 1, 2024 to shareholders of record as of April 12, 2024. About Marvell To deliver the data infrastructure technology that connects the world, we're building solutions on the most powerful foundation: our partnerships with our customers. Trusted by the world's leading technology companies for over 25 years, we move, store, process a ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Let's take a look at what these Wall Street heavyweights have to say about Marvell Technology (MRVL) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Marvell currently has an average brokerage recommenda ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended February 3, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40357 MARVELL TECHNOLOGY, INC. (Exact name of registrant as specified in its charter) Delaware 85-3971597 (State or other jurisdiction ...

业绩简评 2024 年 3月 8日公司披露FY24Q4（23.11~24.1）业绩，公司该季 度实现营收14.27 亿美元，同比增长1%，环比基本持平；GAAP 毛 利率46.6%，Non GAAP 毛利率63.9%，GAAP 净利润-3.93 亿美元， GAAP EPS 为-0.45 美元，Non GAAP 净利润为 4.02 亿美元，Non GAAP EPS 为0.46 美元。 公司预计FY25Q1 营收 11.5 亿美元，相较FY24Q1 的 14.47 亿美元 有较大同比下滑，GAAP 毛利率为44.5%~47.2%，Non GAAP 毛利率 为62%~63%，Non GAAP EPS 为 0.23±0.05 美元。 经营分析 美元(元) 成交金额(百万元) 公司AI产品维持较高景气度，公司FY24Q4数据中心营收达到7.65 90.00 7,000 亿美元，同比增长 54%，环比增长 38%。公司预计 FY25Q1 数据中 81.00 6,000 5,000 心营收将保持低个位数环比增长，主要营收驱动力来源于强劲的 72.00 4,000 63.00 光模块电芯片需求，以及定制芯片的初步出货，但同时 ...

Investment in Northern Italy (Nord Italia), will bring first-of-its-kind, end-to-end chiplet based semiconductor system integration to Europe Investment of up to $3.6B (€3.2B) will create approximately 1,600 semiconductor jobs at Silicon Box's new manufacturing facility, and create thousands of indirect supplier and contract construction jobs New Italian facility will enable next generation applications in artificial intelligence (AI), high performance computing (HPC), large language models (LLM), electric ...

Investors are growing increasingly bullish on Marvell Technology's (MRVL -11.36%) prospects. The stock has climbed 98% over the last year and 39% year to date. Even with that big price jump, Rosenblatt analyst Hans Mosesmann reiterated a buy rating on the stock earlier this week with a near-term price target of $100. Hitting that target implies a 19% price jump over the next 12 months.Demand for Marvell's semiconductor solutions tied to artificial intelligence (AI) is taking off. As a result, analysts expec ...

Shares of chip-maker Marvell Technology (MRVL -10.39%) were sliding today after the company delivered results in line with expectations but offered weaker-than-expected guidance for the first quarter.Marvell, which specializes in networking and storage solutions, is expected to benefit from the boom in AI, but high expectations were already baked into the stock after shares had doubled over the last year coming into the report.As of 1:07 p.m. ET, the stock was down 10.1% on the news. Marvell falls short of ...