One stock that might be an intriguing choice for investors right now is Marvell Technology, Inc. (MRVL) . This is because this security in the Technology Services space is seeing solid earnings estimate revision activity, and is in great company from a Zacks Industry Rank perspective. This is important because, often times, a rising tide will lift all boats in an industry, as there can be broad trends taking place in a segment that are boosting securities across the board. This is arguably taking place in t ...

Marvell Technology (MRVL) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this chipmaker have returned -0.7% over the past month versus the Zacks S&P 500 composite's +3.6% change. The Zacks Technology Services industry, to which Marvell belongs, has gained 4.6% over this period. Now the key question is: Where could the stock be headed in the near term? Although media reports ...

会议纪 要 证 券研究 报 告 电子 2024年 06月13日 Marvell Technology, Inc. (MRVL) FY2025Q1业绩点评及法说会纪要 会议时间：2024年5月31日 营收符合预期，ASIC 业务展望乐观 会议地点：线上 ❖ 事项： 2024年5月31日Marvell Technology, Inc.发布2025 财年第一财季报告，并召开 华创证券研究所 业绩说明会。Marvell Technology, Inc. (MRVL)财务季度 FY2025Q1截至 2024年 5月4日; FY2025Q2截至2024年8月5日。 证券分析师：耿琛 公司FY2025Q1实现营收11.61亿美元，同比下滑12.2%，环比下滑18.6%，高 电话：0755-82755859 于指引中值11.5亿美元；Non-GAAP毛利率为62.4%。 邮箱：gengchen@hcyjs.com 执业编号：S0360517100004 ❖ 评论： 证券分析师：岳阳 1. 业绩总览： FY2025Q1公司实现营收11.61亿美元（QoQ-18.6%，YoY-12.2%）， 邮箱：yueyang@hcyjs.c ...

Marvell Technology Inc. NASDAQ: MRVL is a leading semiconductor company in the computer and technology sector sector that designs and manufactures high-performance chips. They are a powerhouse when it comes to their largest market addressing data infrastructure solutions and data centers. While the company is a benefactor of the artificial intelligence (AI) boom and explosive growth in data centers, it may be perceived as one-dimensional, as evidenced by the 10% drop in shares in reaction to its fiscal Q1 2 ...

Monty Rakusen Investment summary My previous investment thought on Marvell Technology (NASDAQ:MRVL) (published in April 2024) was a buy rating because of my belief that the worst was over, and the business should start to see growth recovery in 2H25. I reiterate a buy rating for MRVL, as the path to an upcycle has become more visible after looking at the 1Q25 results. Management guidance and forward-looking comments were also very encouraging. There are also visible catalysts that suggest growth could furth ...

Georgijevic/E+ via Getty Images Marvell Technology, Inc.'s (NASDAQ:MRVL) stock price has been on a roller coaster ride for the past three years with shares sliding from above $90 to about $35 in 2022 mostly as a result of the Fed aggressively tightening monetary policy. Then, May 2023 marked a recovery despite declining sales, driven mostly by the AI hype. Data by YCharts Now, AI has emerged as a key growth driver, but overall sales have been impacted by cyclicality, resulting in the stock being punished, b ...

The chipmaker sank following its latest quarterly report, but investors should not miss the silver linings. The semiconductor sector has done well in 2024, as evidenced by the 23% gains clocked by the PHLX Semiconductor Sector index this year. This rally also had a positive effect on shares of Marvell Technology (MRVL -2.68%). Then Marvell's rally came to a screeching halt with the May 30 release of its fiscal 2025 first-quarter results (for the three months ended May 4, 2024). The stock price fell 10% afte ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 4, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-40357 MARVELL TECHNOLOGY, INC. (Exact name of registrant as specified in its charter) Delaware 85-3971597 (State or other jurisdic ...

财务表现 - 第一季度净收入为11.61亿美元，同比下降12%[1] - 第一季度GAAP毛利率为45.5%，非GAAP毛利率为62.4%[1] - 第一季度每股稀释收益（亏损）为（0.25）美元，非GAAP每股稀释收益为0.24美元[1] - 第一季度现金流为3.245亿美元[2] - 第二季度净收入预计为12.5亿美元，GAAP毛利率约为46.2%，非GAAP毛利率约为62.0%[3] - 第二季度预计每股稀释亏损为（0.20）美元，非GAAP每股稀释收益为0.29美元[3] 公司财务状况 - Marvell Technology, Inc. 截至2024年5月4日的总资产为20491亿美元[14] - Marvell Technology, Inc. 2024年5月4日至2023年4月29日的经营活动现金流为324.5百万美元[15] - Marvell Technology, Inc. 2024年5月4日的非GAAP毛利率为62.4%[16] - Marvell Technology, Inc. 2024年5月4日至2023年4月29日的特殊项目总额为420.1百万美元[17] 业务市场表现 - Marvell Technology, Inc. 2024年5月4日的数据中心市场收入为816.4百万美元，同比增长87%[25] - Marvell Technology, Inc. 2024年5月4日的企业网络市场收入为153.1百万美元，环比下降42%[25] - Marvell Technology, Inc. 2024年5月4日的载体基础设施市场收入为71.8百万美元，同比下降75%[25] - Marvell Technology, Inc. 2024年5月4日的消费者市场收入为42.0百万美元，同比下降70%[25] - Marvell Technology, Inc. 2024年5月4日的汽车/工业市场收入为77.6百万美元，同比下降13%[25]

Key Takeaways Marvell Technology is set to release its first-quarter earnings report for the 2025 fiscal year after the bell on Thursday. The tech company is expected to report falling revenue sequentially and from the year-ago period, while net income is projected to show a narrowing loss sequentially, but a widening loss from the year-ago quarter, according to analyst estimates compiled by Visible Alpha. Investors are likely to be watching data center revenue, as the segment is exposed to Marvell's AI-rel ...