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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
Core Viewpoint - Nvidia Corp.'s stock, along with other semiconductor stocks, experienced a decline following Marvell Technology Inc.'s earnings report, which negatively impacted the artificial intelligence sector [1]. Group 1: Company Performance - Marvell Technology Inc. had previously established itself as a strong player in the AI market due to a multiyear contract with Amazon.com Inc., leading to high expectations for its earnings report [2]. - Despite a slight beat in results and outlook, Marvell's performance was insufficient to meet Wall Street's expectations, resulting in a negative market reaction [2].
Is This Earnings Crash in Marvell Stock a Huge Opportunity?
The Motley Fool· 2025-03-06 14:51
Jose Najarro has positions in Marvell Technology and Nvidia. The Motley Fool has positions in and recommends Nvidia. The Motley Fool recommends Marvell Technology. The Motley Fool has a disclosure policy. Jose Najarro is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool. ...
Marvell Stock Drops 15% as the Artificial Intelligence (AI) Chipmaker's Guidance Disappoints Investors
The Motley Fool· 2025-03-06 12:16
Shares of Marvell Technology (MRVL 2.05%), which makes semiconductors for the data infrastructure market, dropped 14.9% in Wednesday's after-hours trading session following the company's release of its report for the fourth quarter of its fiscal year 2025 (ended Feb. 1). The quarter's revenue and earnings were essentially in line with Wall Street's estimates, as was first-quarter guidance for the top and bottom lines.The main reason for the stock's decline was likely investor disappointment about guidance. ...
Marvell,暴跌
半导体行业观察· 2025-03-06 01:28
如果您希望可以时常见面,欢迎标星收藏哦~ 来源:内容 综合自彭博社 ,谢谢。 Marvell Technology Inc. 公布的收入预测未达到最高预期,导致其股价在尾盘交易中下跌,令那些 期待从人工智能热潮中获取更大回报的投资者感到失望。 该芯片制造商在周三的一份声明中表示,截至 4 月份的第一财季销售额将达到约 18.8 亿美元。尽管 这一数字与分析师的平均预期相符,但一些预测数字高达 20 亿美元。 报告发布后,Marvell 股价在尾盘交易中下跌了 16%。截至收盘,今年以来该公司股价已累计下跌 18%。 人工智能芯片的需求和由此导致的短缺推高了 Nvidia 人工智能处理器的价格。因此,微软、Meta Platforms 和亚马逊等科技巨头正在通过开发自己的人工智能处理器来减少对 Nvidia 的依赖。 Marvell 被视为人工智能计算发展的主要受益者,这提高了人们对该芯片制造商的期望。三个月前, 该公司的业绩好于预期,推动其股价创下历史新高。 这家总部位于加利福尼亚州圣克拉拉的公司提供芯片设计服务,帮助主要科技客户开发自己的数据 中心半导体。这些所谓的超大规模企业一直在加强内部生产处理器的力度 ...
Marvell Technology(MRVL) - 2025 Q4 - Earnings Call Transcript
2025-03-06 01:03
Marvell Technology, Inc. (NASDAQ:MRVL) Q4 2025 Earnings Conference Call March 5, 2025 4:45 PM ET Company Participants Ashish Saran - Senior Vice President, Investor Relations Matt Murphy - Chairman and Chief Executive Officer Willem Meintjes - Chief Financial Officer Conference Call Participants Ross Seymore - Deutsche Bank Vivek Arya - Bank of America Timothy Arcuri - UBS Harsh Kumar - Piper Sandler Aaron Rakers - Wolfe Research Thomas O'Malley - Barclays Harlan Sur - JPMorgan Mark Lipacis - Evercore ISI B ...