Core Viewpoint - Several U.S. exchange-listed companies with market caps over $1 billion experienced significant stock declines of at least 20% last week, but they are positioned for potential recovery in the near term [1][2]. Group 1: Marvell Technology - Marvell Technology's stock fell 23% despite reporting a 27% year-over-year revenue increase to $1.82 billion for its fiscal fourth quarter of 2025 [2][3]. - The company's data center revenue surged by 78%, now constituting 75% of total revenue, while other segments saw declines of 35% to 38% [4]. - Adjusted net income rose by 30% to $0.60 per share, slightly above Wall Street's expectation of $0.59 [5]. - Guidance for the current quarter indicates revenue growth could accelerate to 62%, with adjusted earnings expected to more than double [6]. - Despite a downgrade from one Wall Street firm, the stock is considered attractive at 25 times forward earnings, with a lower multiple projected for the following fiscal year [7]. Group 2: VF Corp. - VF Corp., the parent company of brands like Vans and The North Face, has faced declining revenue for three consecutive years, although the latest quarter showed marginal year-over-year gains [8][9]. - The company is undergoing a strategic reset with ambitious goals to double its apparel and equipment segments and triple footwear revenue, aiming for $500 million to $600 million in operating income expansion through cost cuts [10]. - Wells Fargo has lowered its price target, citing a lack of near-term financial updates and cautious outlook for the Vans brand [11]. - The stock trades at a reasonable 18 times analyst profit targets for the upcoming fiscal year, with a history of three consecutive quarters of double-digit percentage earnings beats and a 1.9% dividend [12]. Group 3: Hims & Hers Health - Hims & Hers Health, which saw a 183% increase last year, has recently faced challenges, particularly regarding its weight-loss platform due to competition from Novo Nordisk and Eli Lilly's GLP-1 injectables [13][14]. - The company's stock has halved from its all-time high, making it easier to justify its valuation despite uncertainties surrounding its GLP-1 compounding shots [15]. - The platform continues to gain consumer trust for providing discreet access to medical solutions, indicating potential for double-digit revenue growth [15].
3 Cold Stocks That Can Bounce Back This Week