TD Cowen将迈威尔科技的目标价从85美元上调至100美元，维持"持有"评级。 本文源自：格隆汇 此外，迈威尔科技宣布，将以现金和股票交易的方式收购芯片初创公司Celestial AI，交易估值约为32.5 亿美元。分析指，迈威尔科技通过获取Celestial AI领先的光子互联技术，来强化其在AI数据中心连接领 域的竞争力，并与英伟达和博通竞争。 迈威尔科技(MRVL.US)盘前大涨近10%，报102美元。消息面上，迈威尔科技公布2026财年第三季度业 绩，营收为20.8亿美元，同比增长37%，略高于市场预期的20.7亿美元；调整后每股盈利为76美分，亦 高于市场预期的74美分。期内数据中心收入为15.2亿美元，同比增长38%，略高于市场预期的15.1亿美 元。公司预计第四财季收入为22亿美元，调整后每股盈利为79美分，均符合市场预期。 ...

Core Insights - Marvell Technology (MRVL.US) shares rose over 8% in after-hours trading, reaching $100.39 [1] - The company reported Q3 FY2026 earnings with revenue of $2.08 billion, a 37% year-over-year increase, slightly above market expectations of $2.07 billion [1] - Adjusted earnings per share (EPS) were $0.76, exceeding market expectations of $0.74 [1] - Data center revenue for the quarter was $1.52 billion, a 38% year-over-year increase, also slightly above the expected $1.51 billion [1] - For Q4, the company projects revenue of $2.2 billion and adjusted EPS of $0.79, both in line with market expectations [1] - Marvell Technology announced the acquisition of chip startup Celestial AI for approximately $3.25 billion in cash and stock [1] - The acquisition aims to enhance Marvell's competitive position in AI data center connectivity, competing with Nvidia and Broadcom [1]