Core Insights - Marvell Technology, Inc. has expanded its strategic relationship with Amazon Web Services (AWS) through a five-year, multi-generational agreement, focusing on collaboration across multiple AWS products and cloud infrastructure [2][5] - The agreement encompasses a wide range of data center semiconductors, including custom AI products, optical digital signal processors, active electrical cable DSPs, PCIe retimers, data center interconnect optical modules, and Ethernet switching silicon solutions [3][4] - This partnership aims to enhance AWS's data center compute, networking, and storage offerings, leading to greater efficiency, lower total cost of ownership, and faster time to market for AWS and its customers [3][4] Group 1 - The collaboration allows Marvell to leverage AWS's advanced and scalable compute capabilities for electronic design automation (EDA) in the cloud, accelerating silicon design processes [4][5] - Marvell's engineering teams will benefit from the virtually unlimited scale and elasticity of AWS's compute infrastructure, enabling them to handle dynamic compute requirements more effectively [4][5] - The partnership is seen as a significant milestone for Marvell, reinforcing its long-standing relationship with AWS in the cloud computing and data center semiconductor sectors [5] Group 2 - AWS's CEO emphasized that the collaboration will help build a cost and power-efficient cloud infrastructure, leveraging leading-edge semiconductors to meet customer demands [5] - Marvell has been a trusted partner for over 25 years, focusing on delivering data infrastructure technology that connects the world through semiconductor solutions [6]

The market for artificial intelligence (AI) chips has been dominated by Nvidia, which explains why the semiconductor giant recently delivered another stellar set of results for the third quarter of fiscal 2025 (which ended on Oct. 27).The chipmaker's revenue shot up a whopping 94% year over year to $35.1 billion, while its immense pricing power helped it more than double its adjusted earnings to $0.81 per share. However, the market's reaction to Nvidia's outstanding results has been lukewarm. In fact, the s ...

Marvell Technology (MRVL) is scheduled to report third-quarter fiscal 2025 on Dec. 3.Marvell projects total revenues for the fiscal third quarter of $1.45 billion (+/- 5%). The Zacks Consensus Estimate for revenues is pegged at $1.45 billion, which indicates an increase of 2.5% from the year-ago quarter’s reported figure.MRVL anticipates non-GAAP earnings to be in the band of 35-45 cents per share (+/- 5 cents) for the third quarter. The consensus mark for non-GAAP earnings is pegged at 40 cents, which call ...

Marvell Technology (MRVL) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Individu ...

Wall Street analysts expect Marvell Technology (MRVL) to post quarterly earnings of $0.40 per share in its upcoming report, which indicates a year-over-year decline of 2.4%. Revenues are expected to be $1.45 billion, up 2.5% from the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Prior to a company's earnings announcement, it ...

Calgary, Alberta--(Newsfile Corp. - November 21, 2024) - Marvel Biosciences Corp. (TSXV: MRVL) (OTCQB: MBCOF), and its wholly owned subsidiary, Marvel Biotechnology Inc. (collectively the "Company" or "Marvel"), today is pleased to announce it has been awarded the Alberta Innovates AICE Validates grant, securing $300,000 in funding to support the preclinical validation of MB204 as a treatment for Alzheimer's disease. This funding represents a significant step forward for Marvel, providing the resources and ...

The latest trading session saw Marvell Technology (MRVL) ending at $90.70, denoting a +0.7% adjustment from its last day's close. The stock exceeded the S&P 500, which registered a loss of 0.61% for the day. Meanwhile, the Dow lost 0.47%, and the Nasdaq, a tech-heavy index, lost 0.64%.The the stock of chipmaker has risen by 10.27% in the past month, leading the Business Services sector's gain of 9.48% and the S&P 500's gain of 3.07%.Investors will be eagerly watching for the performance of Marvell Technolog ...

Core Viewpoint - Marvell Technology, Inc. (MRVL) has experienced significant stock performance, with shares increasing over 30% in the past three months, outperforming the broader market and major semiconductor competitors [1][2]. Group 1: Performance and Market Position - MRVL's stock has outperformed other semiconductor giants like NVIDIA, AMD, and Micron, with NVIDIA rising 19.3% while AMD and Micron saw declines of 5.6% and 6.4%, respectively [2]. - The company reported non-GAAP earnings per share (EPS) of 30 cents for the second quarter of fiscal 2025, up from 24 cents in the previous quarter, indicating effective cost management and operational efficiency [9]. - Wall Street's optimism is reflected in the Zacks Consensus Estimate projecting a 35% year-over-year revenue increase and a 71% jump in earnings for fiscal 2026 [10]. Group 2: Growth in AI Markets - Marvell is strategically positioned in the rapidly expanding AI semiconductor market, projected to grow by 33% to $71.25 billion in 2024, followed by a 29% increase in 2025 [4]. - The company's high-performance electro-optics solutions are essential for data transmission in AI-enhanced data centers, positioning Marvell as a key player in next-generation data infrastructure [5]. - Marvell's commitment to custom silicon solutions for cloud service providers has driven robust growth in its data center segment, with management forecasting high-teen sequential growth in data center revenues for the third quarter [6]. Group 3: Operational Resilience - Despite macroeconomic challenges, Marvell has demonstrated resilience by navigating supply-chain disruptions and maintaining profitability through pricing discipline and strategic portfolio management [10]. - Investments in advanced technologies, such as PCIe Gen 6 retimers, reflect Marvell's proactive approach to enhancing data center capabilities in response to AI-driven demands [7]. Group 4: Financial Estimates - The Zacks Consensus Estimate for sales in the current quarter (October 2024) is $1.45 billion, with a projected year-over-year growth of 2.47% [11]. - For the next fiscal year (2026), the sales estimate is $7.43 billion, indicating a significant year-over-year growth of 34.50% [11]. - The EPS estimates for the current quarter (October 2024) is $0.40, with a projected year-over-year growth of -2.44% [12]. Group 5: Valuation and Risks - Marvell's stock trades at a trailing 12-month price-to-sales (P/S) ratio of 14.77, higher than the industry average of 11.25, indicating a premium valuation that may expose the stock to potential pullbacks [14]. - The company faces near-term risks, particularly from U.S. government restrictions on semiconductor exports to China, which accounted for over 46% of its total revenues in the second quarter of fiscal 2025 [13].

Since I last wrote about Marvell (NASDAQ: MRVL ) on July 15, 2024, with a buy recommendation, the stock has been up 18%, compared to the S&P 500's ( SPX ) 2.5% rise. The company benefits tremendously from the I have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often tend to gravitate to Tech stocks Ana ...

In August this year, semiconductor solutions manufacturer Marvell Technology (NASDAQ: MRVL ) posted strong second quarter results, which signaled top line growth was getting ready to ramp up after what has been at least 18 months of range-bound growth. Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His rese ...