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Marvell Technology (MRVL) Sees a More Significant Dip Than Broader Market: Some Facts to Know
Zacks Investment Research· 2024-04-19 06:51
Marvell Technology 股价表现 - Marvell Technology (MRVL) 最新收盘价为 $65.24,较前一交易日下跌了 -1.87% [1] - Marvell Technology 的股价在过去一个月内上涨了 1.43%,超过了商业服务行业的损失 4.96% 和标普500指数的损失 1.66% [2] Marvell Technology 财务数据 - Marvell Technology 即将发布的财报备受投资者关注,预计每股收益 (EPS) 为 $0.23,较去年同期下降了 25.81% [3] - Zacks Consensus Estimate 预测 Marvell Technology 的营收为 $11.5 亿美元,较去年同期下降了 12.9% [4] - Zacks Consensus Estimates 预测整个财年的每股收益为 $1.35,营收为 $52.6 亿美元,分别较上一年下降了 -10.6% 和 -4.56% [5] Marvell Technology 分析 - 分析师对 Marvell Technology 的预期变化也应引起投资者的注意,这些变化反映了短期业务趋势的不断变化 [6] - Zacks Rank 系统显示 Marvell Technology 目前的评级为 4 (卖出),过去30天的 Zacks Consensus EPS 预测下调了 5.27% [8] Marvell Technology 行业比较 - Marvell Technology 目前的 Forward P/E 比率为 49.19,较行业平均值 22.57 偏高 [9] - MRVL 目前的 PEG 比率为 2.6,较科技服务行业的平均 PEG 比率 1.55 偏高 [10] - 技术服务行业属于商业服务行业,该行业的 Zacks Industry Rank 为 92,在所有 250+ 个行业中排名前 37% [11] 行业评级和跟踪 - Zacks Industry Rank 通过测量组内个股的平均 Zacks Rank 来评估行业群体的实力,研究表明排名前50%的行业胜过后50%的行业 [12] - 利用 Zacks.com 可以关注所有这些影响股价的指标,并在未来的交易中进行跟踪 [13]
Should You Invest in Marvell (MRVL) Based on Bullish Wall Street Views?
Zacks Investment Research· 2024-04-16 22:35
分组1 - 投资者通常依赖华尔街分析师的推荐来决定是否买入、卖出或持有股票[1] 分组2 - Marvell Technology (MRVL) 目前的平均经纪推荐值(ABR)为1.14,介于1到5之间,表示强烈买入和买入之间[2] 分组3 - 大部分推荐为强烈买入,而经纪公司对所覆盖股票的利益偏向性可能导致分析师评级存在强烈正向偏见[3]
2 Semiconductor Stocks to Buy and Hold for Great Long-Term Potential
The Motley Fool· 2024-04-15 18:38
These chip leaders are profitable companies with above-average growth prospects.The massive investment underway to transition traditional computing in data centers to accelerated computing for artificial intelligence (AI) is a major catalyst for leading chip stocks.Applications using generative AI could add trillions of value to the global economy, according to JPMorgan. Here are two leading semiconductor companies supplying the hardware to make this happen.NvidiaNvidia (NVDA -2.68%) is estimated to control ...
Marvell Technology: Potential Upcycle Coming Ahead In FY 2026
Seeking Alpha· 2024-04-13 13:27
公司业务 - Marvell Technology (NASDAQ:MRVL)是一家供应各种半导体相关技术的公司,如硬盘驱动器(HDDs)和固态硬盘(SSDs)的控制器,以太网交换机,处理器和数据中心的ASIC等[2] 数据中心业务 - MRVL的数据中心业务在4Q23表现出色,增长了38%,主要受益于800G PAM4解决方案的领先地位[3] - MRVL的下一代200G每通道和1.6T PAM4解决方案已开始被客户认可,预计今年年底开始首次部署[4] - MRVL计划增加PAM4 DSPs的实施,并预计今年向多个一线云客户发货[5] - MRVL的下一代51.2T交换机预计将于今年晚些时候发货[5] AI业务 - MRVL的AI业务在FY24的收入中占比超过10%,一年内收入比例增长了三倍,主要受益于光学解决方案[6] - MRVL今天宣布了Spica Gen2-T,这是业界首款5nm 800 Gbps的光学DSP,设计用于传输重定时光模块(TRO模块),可以将800 Gbps光模块的功耗降低40%以上[6] 业务展望 - MRVL的云定制硅业务也令人乐观,预计将在1Q25开始为两个客户赢得的订单进行交付,并将在2024年底超过8亿美元的目标运行率[6] - MRVL的企业网络,运营商和消费者业务在1Q25的指导下表现不佳,但管理层指出存储业务已经开始强劲复苏[7] 估值和前景 - 根据Redfox Capital Ideas的估算,MRVL的价值为86.34美元,预计在FY26将迎来强劲增长[7] - 尽管预计近期会有复苏,但MRVL的拐点时间和复苏速度难以准确预测,可能会出现更多季度的放缓[8] - 总体而言,MRVL的前景乐观,预计将在AI和云计算领域继续实现长期增长,尽管近期业务单位的前景仍然疲弱,但预计在FY25下半年将迎来强劲反弹[9]
Marvell Technology, Inc. (MRVL) is Attracting Investor Attention: Here is What You Should Know
Zacks Investment Research· 2024-04-11 22:06
Marvell Technology (MRVL) 股价表现 - Marvell 的股价在过去一个月中上涨了 +5.6%,而 Zacks S&P 500 综合指数上涨了 +0.8%[1] - Marvell 所属的 Zacks Technology Services 行业在此期间下跌了 1.6%[2] 公司盈利预期与股价关系 - Zacks 更注重评估公司盈利预期的变化,认为公司股票的公允价值取决于未来盈利的现值[3] - 当公司的盈利预期上升时,其股票的公允价值也会上升,投资者倾向于购买该股票,从而推动股价上涨[4]
Marvell Technology (MRVL) Surpasses Market Returns: Some Facts Worth Knowing
Zacks Investment Research· 2024-04-10 06:51
Marvell Technology 股价表现 - Marvell Technology (MRVL) 最新收盘价为 $73.34,较前一天上涨了 +1.97% [1] Marvell Technology 财务预测 - 分析师预计 Marvell Technology 的每股收益将为 $0.23,同比下降了 25.81%,预计营收为 $1.15 亿美元,同比下降了 12.95% [3] - Zacks Consensus Estimates 预测 Marvell Technology 全年每股收益为 $1.35,营收为 $5.32 亿美元,较去年分别下降了 10.6% 和 3.41% [4] Marvell Technology 股票评级 - Marvell Technology 目前的 Zacks Rank 为 4 (Sell),前瞻市盈率为 53.3,高于行业平均值 24.31 [7] - MRVL 目前的 PEG 比率为 2.81,高于科技服务行业的平均 PEG 比率 1.68 [8] 技术服务行业排名 - 技术服务行业属于商业服务部门,目前行业排名为 98,位于所有 250+ 行业的前 39% [9] - Zacks Industry Rank 评估特定行业群体的活力,研究显示排名前 50% 的行业胜过后 50% 的行业 2 倍 [10]
Marvell Technology Stock Has 24% Upside, According to 1 Wall Street Analyst
The Motley Fool· 2024-04-10 02:23
Investors have high expectations for this leading data center supplier.Share prices of Marvell Technology (MRVL 1.18%) surged to new highs this year, as investors anticipate strong artificial intelligence (AI) demand boosting the company's data center solutions business.Earlier this week, KeyBanc analysts maintained their overweight (buy) rating on the shares but reduced their price target from $95 to $90 after noting the potential for product delays to negatively impact the company's growth this year. The ...
Where Will Marvell Technology Stock Be in 3 Years?
The Motley Fool· 2024-04-06 15:20
The diversified chipmaker has plenty of irons in the fire.Marvell Technology's (MRVL 2.50%) stock is up nearly 50% over the past three years and outperformed the S&P 500's gain of about 30%. The chipmaker grew rapidly through acquisitions and sold plenty of chips for the cloud, 5G, automotive, enterprise networking, and AI markets.Given all this past growth, can its stock keep rising over the next three years?What does Marvell Technology do?Marvell's data processing units (DPUs) bundle together CPUs, networ ...
Short squeeze alert for next week: 2 stocks set to rocket
Finbold· 2024-04-05 21:27
While the stock market exhibits signs of slowing down, the artificial intelligence hype persists, presenting investment opportunities for traders. Among these opportunities are lesser-known names that offer significant value and potential.In this regard, Finbold conducted an analysis, considering fundamental indicators, as well as real-world events that could impact the stock market. From this analysis, two stocks were identified with the potential for substantial gains in the future.Marvell Technology (NAS ...
Marvell Technology: Favorable Setup For A Turnaround
Seeking Alpha· 2024-04-04 17:46
数据中心业务 - Marvell 在数据中心领域的收入迅速增长,数据中心收入从公司总收入的三分之一增长到超过一半[4] - 数据中心领域的增长主要是由于云端数据中心的需求增加,特别是人工智能驱动的需求[5] - Marvell 的 800G PAM 解决方案在本季度带动了增长,存储产品和 Teralynx 以太网交换机的需求也在增加[6] 企业和运营商业务 - Marvell 预计在第一季度结束后,企业网络和运营商终端市场的收入下滑将结束,并在 FY2025 下半年看到这两个终端市场的复苏[19] - 企业网络和运营商终端市场正在经历疲软,预计在 FY2025 年第一季度再次下滑[16] 财务状况 - Marvell 在第四季度产生了超过 5 亿美元的经营现金流,继续保持稳健的现金流[28] - Marvell 的长期收入增长目标为 15% 到 20%,操作利润率为 38% 到 40%[31] 未来展望 - 预计 FY2025 第一季度数据中心收入将以低个位数百分比的速度顺序增长,主要受到人工智能和标准云数据中心收入的增长的推动[9] - Marvell 的内在价值为 72 美元,1 年和 3 年价格目标分别为 84 美元和 118 美元[32][34]