Core Viewpoint - The Philadelphia Semiconductor Index experienced a significant increase of 4.2%, indicating strong market performance in the semiconductor sector [1]. Group 1: Company Performance - Arm Holdings saw a notable rise of 7.24% [2]. - Marvell Technology and AMD both increased by over 6%, with Marvell at 6.47% and AMD at 6.39% [2]. - Other companies such as Lam Research, KLA, NVIDIA, and Applied Materials also reported gains exceeding 5% [1][2]. Group 2: Additional Company Gains - TSMC (Taiwan Semiconductor Manufacturing Company) rose by 5.02% [2]. - Intel and Broadcom had increases of 4.80% and 4.53%, respectively [2]. - Overall, multiple semiconductor companies demonstrated strong upward momentum, reflecting positive market sentiment [1].

Company Performance - Marvell Technology (MRVL) closed at $73.73, down 2.4% from the previous trading session, underperforming the S&P 500 which lost 0.51% [1] - Prior to the recent trading, MRVL shares had decreased by 14.38%, contrasting with the Computer and Technology sector's loss of 0.27% and the S&P 500's gain of 0.93% [1] Upcoming Earnings - The company is expected to report an EPS of $0.79, reflecting a 31.67% increase from the same quarter last year [2] - Quarterly revenue is anticipated to be $2.21 billion, which is a 21.4% increase compared to the year-ago period [2] Full Year Estimates - For the full year, analysts project earnings of $2.84 per share and revenue of $8.18 billion, indicating a change of +80.89% in earnings and no change in revenue from the previous year [3] Analyst Estimates - Recent adjustments to analyst estimates for Marvell Technology are crucial as they reflect the evolving business dynamics [4] - Positive revisions in estimates signal analysts' confidence in the company's performance and profit potential [4] Zacks Rank and Valuation - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks Marvell Technology at 3 (Hold) [6] - Over the last 30 days, the Zacks Consensus EPS estimate has decreased by 0.46% [6] - Marvell Technology has a Forward P/E ratio of 21.16, which is lower than the industry's Forward P/E of 36.01, and a PEG ratio of 0.45 compared to the industry average of 1.99 [7] Industry Context - The Electronics - Semiconductors industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 64, placing it in the top 27% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the stocks Jim Cramer shared his opinion on. Inquiring about the company, a caller asked if it is worth investing in. Cramer replied: They’re an excellent company, but they’re a derivative company. They make stuff that actually competes, the main part of the business that is a little like NVIDIA, frankly, and they’re also partnered with NVIDIA. They make special chips. They make some of the best special chips in the world, as does Broadcom, by the way. All ...

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the 10 AI Stocks Analysts Are Watching. On February 2, RBC Capital analyst Srini Pajjuri reiterated an Outperform rating on the stock with a $105.00 price target. The firm remains confident in MRVL’s long-term AI infrastructure thesis despite near-term EPS dilution. RBC Capital particularly updated MRVL’s estimates after the completion of the Celestial AI acquisition. The updated estimates align with management’s guidance, the firm noted, adding that it co ...

In the latest trading session, Marvell Technology (MRVL) closed at $75.54, marking a -3.97% move from the previous day. This change lagged the S&P 500's 0.84% loss on the day. Meanwhile, the Dow experienced a drop of 0.34%, and the technology-dominated Nasdaq saw a decrease of 1.43%. Prior to today's trading, shares of the chipmaker had lost 12.82% lagged the Computer and Technology sector's gain of 1.75% and the S&P 500's gain of 1.8%.The upcoming earnings release of Marvell Technology will be of great int ...

Calgary, Alberta--(Newsfile Corp. - February 3, 2026) - Marvel Biosciences Corp. (TSXV: MRVL) (OTCQB: MBCOF), and its wholly owned subsidiary, Marvel Biotechnology Inc. (collectively "Marvel" or the "Company"), a drug discovery company developing novel therapeutics for autism spectrum disorder and related neurological conditions, is pleased to announce that the Japan Patent Office has granted Japanese Patent No. 2022-554855, titled "Purine Compounds for Treating Disorders," covering composition of matter a ...

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the trad ...

"Celestial AI will enable us to advance Marvell's long-term strategy to deliver the industry's most comprehensive data infrastructure platforms,†said Matt Murphy, Chairman and CEO of Marvell. "As AI systems continue to scale in size and complexity, customers require innovative connectivity solutions. The addition of Celestial AI's Photonic Fabric technology platform complements Marvell's existing portfolio and enhances our ability to address the most demanding requirements of next-generation AI and cloud da ...

Summary of Key Points from the Conference Call Transcript Industry Overview - The focus is on the **semiconductor industry**, particularly in relation to **datacenter capital expenditures** driven by AI infrastructure spending, as highlighted by earnings calls from **Meta** and **Microsoft** [1][1]. Core Insights 1. **Persistent Supply Constraints**: - Both Microsoft and Meta reported that demand continues to exceed supply, with Meta expecting to remain supply constrained through **2026**. This situation is anticipated to support strong investments in datacenters, servers, and network infrastructure through **2026** and into **2027** [1][1]. 2. **Capex Trends**: - Microsoft increased its capital expenditures (capex) for Q4 to **$37.5 billion**, exceeding consensus expectations of **$36.3 billion**. Meta's capex was reported at **$22.137 billion**, slightly above the consensus of **$22 billion**. - Meta also guided its **2026** capex to **$125 billion**, representing a **73%** increase year-over-year, compared to a consensus expectation of **57%** [1][1]. 3. **Custom Silicon and ASIC Development**: - Both companies are focusing on custom ASIC chip development alongside procuring more GPU supply from companies like **AMD** and **Nvidia**. Meta's MTIA program is expanding, with plans to support core ranking and recommendation training workloads in **Q1 2026**. Broadcom is identified as Meta's ASIC chip design partner, with expectations of Meta becoming a multi-billion dollar customer by **2026** [1][1]. 4. **Rising Compute Intensity**: - Compute intensity is increasing as models grow larger and more complex. Meta reported doubling the number of GPUs used for training its generative ads recommendation model and is scaling to larger clusters for training their GEM models in **2026**. The commentary on cloud capex emphasizes ongoing strong spending on AI infrastructure, networking, custom chip (ASIC), and GPU programs for compute and storage acceleration [1][1]. Additional Insights - Companies that are leveraged to AI/datacenter spending include **Broadcom (AVGO)**, **Marvell Technology (MRVL)**, **NVIDIA (NVDA)**, **Astera Labs (ALAB)**, **Micron Technology (MU)**, **Western Digital (WDC)**, **MACOM (MTSI)**, and **AMD** [1][1]. This summary encapsulates the critical points discussed in the conference call, focusing on the semiconductor industry's current trends and future outlook driven by AI infrastructure investments.

Core Viewpoint - The semiconductor company Marvell Technology is poised for significant growth driven by the demand for AI infrastructure, despite its stock not reflecting its strong performance [1][2]. Industry Overview - AI infrastructure spending is projected to reach nearly $1.4 trillion in 2026, marking a 41% increase from the previous year [1]. - The market for custom ASICs in AI data centers is expected to grow at a compound annual growth rate (CAGR) of 27% through 2033, potentially generating $118 billion in revenue [5]. Company Analysis - Marvell Technology specializes in application-specific integrated circuits (ASICs), which are increasingly favored over GPUs for AI data centers due to their cost and performance advantages [3]. - The company is expected to capture 20% to 25% of the custom ASIC market by the end of the forecast period, translating to annual revenues between $23.6 billion and $29.5 billion, more than triple its revenue from the previous year [5]. - Marvell's partnerships with major players like Amazon and Microsoft enhance its ability to capitalize on the growing demand for custom AI processors [6]. - The addressable market for Marvell is projected to grow at a 35% CAGR through 2028, reaching $94 billion [7]. - Marvell currently supplies 18 custom processor designs to top U.S. hyperscalers and aims to expand this to over 50 designs [7]. Financial Metrics - Marvell's stock trades at 22 times forward earnings estimates, which is a slight discount compared to the Nasdaq-100 index's multiple of 26 [10]. - Earnings are anticipated to increase by 80% in the current fiscal year, with continued healthy growth expected in subsequent years [10].