3 December 2025 | 12:48AM EST Equity Research Marvell Technology Inc. (MRVL): Improved DC outlook with higher visibility; announces Celestial AI acquisition Key stock takeaways: We expect the stock to trade higher following a more constructive outlook for Marvell's Datacenter ramp in CY26, driven by improved visibility in custom compute revenue. Marvell guided CY27 Datacenter revenue to grow 40% YoY, with custom compute revenue growing 100% YoY. The company also announced the acquisition of Celestial AI, br ...