With AI workloads and cloud infrastructure scaling rapidly in 2025, Astera Labs (ALAB) and Marvell Technology (MRVL) have emerged as key enablers of high-performance data connectivity. Both companies are delivering advanced semiconductor solutions designed to overcome critical data, memory and network bottlenecks in hyperscale environments. Two-Month Price Comparison Image Source: Zacks Investment Research Astera Labs, a newer entrant, delivers a purpose-built platform for AI infrastructure that integrates ...

U.S. stock markets are witnessing extreme volatility in April due to the imposition of the Trump administration's tariffs. Although, negotiations between the United States and several other countries including China are ongoing, nothing positive has emerged so far. As a result, several good stocks have lost significant value and become very attractive at their current prices. Here, we recommend five such stocks with a favorable Zacks Rank. Investment in these stocks should be fruitful in the short-term. The ...

This has been a difficult year for semiconductor stocks, which is evident from the 23% decline in the PHLX Semiconductor Sector index so far. Investors have decided to book profits and preserve capital owing to the uncertainty caused by the tariff-fueled trade war. This, in turn, has led to an increase in the possibility of a global recession.However, recent developments suggest there could be a reason for investors to remain optimistic. These include the 90-day pause in reciprocal tariffs to allow time for ...

Core Viewpoint - The data center market is experiencing rapid growth driven by digital transformation and the increasing demand for AI and ML technologies, benefiting companies like Credo Technology Group and Marvell Technology [2][3]. Group 1: Company Overview - Credo Technology Group specializes in high-speed connectivity solutions, particularly in Ethernet and Active Electrical Cables (AECs), which are gaining traction in data centers [4][5]. - Marvell Technology is a major player in the data center market, providing essential solutions such as PAM chips and digital signal processors that support AI infrastructure [9][10]. Group 2: Market Trends and Growth - The global data center market is projected to grow at a CAGR of 11.2% from 2025 to 2030, indicating strong demand for innovative data processing and storage solutions [2]. - Credo's AEC products have seen triple-digit sequential growth, highlighting their increasing adoption in data centers [4]. - Marvell's data center revenues reached $1.37 billion, marking a 78% year-over-year increase, with the segment accounting for 75% of total revenues [10]. Group 3: Product Innovations - Credo is expanding its product portfolio to include PCIe solutions, which are expected to significantly increase its total addressable market [5]. - Marvell's advanced optical interconnects and Co-Packaged Optics technology are enhancing data center efficiency and scalability [12]. Group 4: Financial Performance - For the third quarter of fiscal 2025, Credo reported a 154% year-over-year revenue growth, driven by demand from its largest hyperscale customer [8]. - Marvell's Electro-Optics products and Teralynx Ethernet switches have shown double-digit sequential growth, indicating strong market demand [11]. Group 5: Valuation and Estimates - CRDO is trading at a forward Price/Sales ratio of 10.30X, while MRVL is at 5.39X, suggesting a higher valuation for Credo [15]. - Analysts have significantly revised earnings estimates upwards for Credo, while Marvell's revisions have been more subdued [18][20]. Group 6: Investment Outlook - Both companies are well-positioned to benefit from the growing data center market, with Credo currently holding a Zacks Rank 1 (Strong Buy) and Marvell a Zacks Rank 2 (Buy) [21].

纳斯达克100指数涨超2%，成分股微芯科技涨9.6%，安森美半导体涨7.5%，迈威尔科技、ADI、德州仪器、TEAM、拉姆研究、恩智浦、AppLovin、铿腾电 子、Arm控股等至多涨6.96%，百事可乐仍然跌2.8%，康卡斯特跌4.7%，Fiserv跌14.8%。 标普500指数目前涨1.4%，纳指涨1.98%，费城半导体指数涨4.6%，银行指数涨1.3%，罗素2000指数涨0.8%。特斯拉涨2%，苹果涨0.8%。 | SYMBOL # | NAME # | PRICE $ | CHANGE # | | --- | --- | --- | --- | | МСНР | Microchip Technology Inc | 45.96 | +4.03 | | ON | ON Semiconductor Corp | 39.36 | +2.73 | | MRVL | Marvell Technology Inc | 57.51 | +3.74 | | ADI | Analog Devices Inc | 195.61 | +12.49 | | TXN | Texas Instruments Inc | 162. ...

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 robust price action to generate alpha 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 strong growth potential and contrarian plays [3] Investment Strategy - The strategy combines sharp price action analysis with fundamentals investing, avoiding overhyped stocks while targeting battered stocks with recovery potential [2] - The investment outlook is typically 18 to 24 months for the thesis to materialize, aiming for robust fundamentals and attractive valuations [3] Target Audience - The group is designed for investors looking to capitalize on growth stocks with strong fundamentals, buying momentum, and turnaround plays [3]

Core Viewpoint - Marvell is significantly impacted by the escalating trade tensions between the U.S. and China [1] Company Summary - Marvell is positioned at the center of the ongoing trade disputes, which may affect its operations and market performance [1] Industry Summary - The increasing trade tensions between the U.S. and China are likely to have broader implications for the semiconductor industry, of which Marvell is a part [1]

Core Viewpoint - Analyst recommendations play a significant role in influencing stock prices, but their reliability is questionable, particularly for Marvell Technology (MRVL) [1][5][10]. Brokerage Recommendations - Marvell has an average brokerage recommendation (ABR) of 1.19, indicating a consensus between Strong Buy and Buy, based on 31 brokerage firms [2]. - Out of the 31 recommendations, 27 are Strong Buy and 2 are Buy, which accounts for 87.1% and 6.5% of all recommendations respectively [2]. Limitations of Brokerage Recommendations - Solely relying on brokerage recommendations for investment decisions may not be advisable, as studies show they often fail to guide investors effectively [5]. - Analysts from brokerage firms tend to exhibit a strong positive bias in their ratings, with five "Strong Buy" recommendations for every "Strong Sell" [6][10]. - The interests of brokerage firms may not align with those of retail investors, leading to misleading insights regarding future stock price movements [7][10]. Zacks Rank as an Alternative - The Zacks Rank, which classifies stocks from 1 (Strong Buy) to 5 (Strong Sell), is based on earnings estimate revisions and is considered a reliable indicator of near-term price performance [8][11]. - Unlike ABR, the Zacks Rank is timely and reflects the latest earnings estimate revisions, providing a more accurate indication of future price movements [12]. Current Earnings Estimates for Marvell - The Zacks Consensus Estimate for Marvell's current year earnings has increased by 0.6% over the past month to $2.76, indicating growing optimism among analysts [13]. - This increase in consensus estimates, along with other factors, has resulted in a Zacks Rank of 2 (Buy) for Marvell, suggesting a positive outlook for the stock [14].

Core Viewpoint - Marvell Technology is experiencing significant stock price fluctuations and is set to report earnings that indicate strong growth potential in both earnings per share (EPS) and revenue compared to the previous year [2][3]. Group 1: Stock Performance - Marvell Technology's stock closed at $51.70, reflecting a -0.44% change from the previous trading day, underperforming the S&P 500's gain of 0.13% [1]. - The stock has decreased by 25.61% over the past month, compared to a 9.27% loss in the Computer and Technology sector and a 6.3% loss in the S&P 500 [1]. Group 2: Earnings Forecast - The upcoming earnings report on May 29, 2025, is expected to show an EPS of $0.61, representing a 154.17% increase from the same quarter last year [2]. - Revenue is forecasted to reach $1.88 billion, indicating a 61.58% increase compared to the year-ago quarter [2]. Group 3: Fiscal Year Projections - For the entire fiscal year, earnings are projected at $2.76 per share and revenue at $8.29 billion, reflecting increases of +75.8% and +43.77% respectively from the prior year [3]. Group 4: Analyst Estimates and Rankings - Recent revisions to analyst estimates suggest positive near-term business trends for Marvell Technology, which is a favorable sign for the company's outlook [3]. - Marvell Technology currently holds a Zacks Rank of 2 (Buy), indicating a positive investment sentiment [5]. Group 5: Valuation Metrics - Marvell Technology has a Forward P/E ratio of 18.83, which is lower than the industry's average Forward P/E of 19.32, suggesting a valuation discount [6]. - The company has a PEG ratio of 0.44, significantly below the Electronics - Semiconductors industry's average PEG ratio of 1.32, indicating strong growth potential relative to its valuation [7]. Group 6: Industry Context - The Electronics - Semiconductors industry is part of the Computer and Technology sector and currently holds a Zacks Industry Rank of 42, placing it in the top 17% of over 250 industries [8].

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong candidates can be challenging due to inherent volatility and risks [1] Group 1: Company Overview - Marvell Technology (MRVL) is highlighted as a recommended growth stock, possessing a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 16.4%, with projected EPS growth of 75.6% this year, significantly outperforming the industry average of 23.9% [5] Group 2: Financial Metrics - Marvell's year-over-year cash flow growth stands at 3.2%, surpassing the industry average of -7.5% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 22.1%, compared to the industry average of 10.4% [7] Group 3: Earnings Estimates - There is a positive trend in earnings estimate revisions for Marvell, with the current-year earnings estimates increasing by 0.6% over the past month [8] - Marvell has achieved a Growth Score of B and a Zacks Rank 2, indicating positive earnings estimate revisions [9] Group 4: Investment Potential - The combination of a strong Growth Score and Zacks Rank suggests that Marvell is a potential outperformer and a solid choice for growth investors [10]