During the past few years, Marvell technology Nasdak: mrvl One of the stocks between investors has become a matter of stakes on the AI’s AI’s Revolution (AI).
Marvell Technology today
Marvell Technology
As of 09/4/2025 04:00 pm
- 52 weeks
- 47.08 dollars
▼
127.48 dollars
- Profit
- 0.37 %
- The target price
- 90.50 dollars
Marvell challenges a dominant player in artificial intelligence, competing against Broadcom Nasdaq: AVGO In allocated silicone. These chips known as the integrated application circuits (ASIC) are known, and are specially made to suit the needs of a specific customer and are often applied to the burdens of artificial intelligence work.
However, Marvell profit report was less impressive. After the company’s 2026 financial profits to the company, which was issued on August 28, chip shares decreased by approximately 19 %, as the market’s reaction was to what appeared to be overwhelming numbers. However, a closer look reveals that the sales process may be more emotional than rational.
Miss Marvel’s revenue was real, but she was exaggerated
Marvell has recorded a $ 2.006 billion Q2 revenues, a little less than analysts estimated at $ 2.01 billion. For a company the size of Marvell, Miss is less than $ 4 million, she feels almost minimal. Marvell profits for the same share (EPS) of 67 cents at the point.
Marvel Technology Prices, Inc.
The biggest contributor to the fall of stocks was the fact that he The missing revenue expectations in its most important sector: Data centers. Sales amounted to $ 1.49 billion, while analysts were looking for more than $ 1.51 billion.
Another case was the instructions of Marvell Q3. The company expects 2.06 billion dollars sales in the middle Almost 37 % growth. But this number was largely seen as disappointment, as analysts are looking for about $ 2.11 billion of revenues.
The main warning is that Marvell sells its business in the Automotive ethernet field and has completed the transaction sooner than expected. The company explained that if this did not happen, the revenue instructions for the third quarter were higher for $ 60 million, which will be compatible with analysts estimates or slightly higher.
The opposite wind mask for silicon long -term strength
Marvell for silicon is a power and a source of volatility, and the company’s expressions of it were somewhat disappointing. The company expects the revenue to decrease in the Q3, but that the Q4 will be “much stronger” than the Q3.
One of the largest concerns surrounding Marvell is excessive dependence on Amazon.com Nasdaq: amzn As a buyer in her silicone work. There are also fears of microsoft Nasdak: msft It may delay the designated chips with Marvell, and that young competitors are transgressing the Marvel Amazon relationship.
But many of this was already known before profits. The real story is that Marvell continues to win new works. In Q2 alone, I got several new wins from the design of allocated silicon, adding to 18 A dedicated investor event of artificial intelligence In June. These victories show that Marvel is diversifying its customer base, which is a decisive step towards its exposure from artificial intelligence. It is also a clear sign of its strong future pipeline, even if the revenue in the short term witnesses some softness.
The expected analyst suggests the opportunity to buy
Marvel Technology stock forecast today
90.50 dollars
41.19 % upModerate purchase
Based on 33 analyst classification
| The current price | $ 64.10 |
|---|---|
| High expectations | 149.00 dollars |
| Average expectations | 90.50 dollars |
| Low expectations | $ 66.00 |
Marvel Technology
After Marvel’s profits, many Wall Street analysts reduced their prices on stocks. The average updated price goals are just less than $ 91 per share – which is very similar to the goal of the Marketbeat consensus, which is $ 90.50 – which means about 40 % of the upward trend. This is great, which indicates that the Great Marvell fall can be an opportunity for investors.
What’s more The average rate of the targeted price of the price is about 8 %. This is less than half of the 18.6 % decrease that the stock witnessed on August 29. This separation indicates that the market may have been corrected.
Although the shares have recovered about 3 % on September 2, there is a reason to believe this The last Marvell drop represents the opportunity to buy a note. However, it is important for investors to realize increasing competition in space. This puts Marvell in a somewhat unstable position because he is not the dominant player in the designated silicone. This title belongs to Broadcom, which is still the safest wager in the long run due to its scope and deeper relationship.
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