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 o ...

报告公司投资评级 Marvell Technology, Inc.的财务季度FY2025Q1营收为11.61亿美元,超过业绩指引中值。[7] 报告的核心观点 总体业绩情况 1. FY2025Q1营收11.61亿美元,同比下滑12.2%,环比下滑18.6%,但高于指引中值11.5亿美元。[7] 2. Non-GAAP毛利率为62.4%,基本位于指引中值(62%-63%)。[8] 3. 运营费用得到有效控制,GAAP运营费用为6.80亿美元,Non-GAAP运营费用为4.54亿美元。[9] 终端市场业务表现 1. 数据中心市场营收为8.16亿美元,同比增长87.3%,占比70%,主要受人工智能驱动的PAM4和ZR电光器件需求提升。[10] 2. 企业网络市场营收为1.53亿美元,同比下降58.0%,占比13%,主要受持续的库存调整和疲软的行业需求。[10] 3. 运营商基础设施市场营收为0.72亿美元,同比下降75.2%,占比6%,主要受持续的库存调整和疲软的行业需求。[10] 4. 消费者市场营收为0.42亿美元,同比下降70.4%,占比4%,主要受旧产品生命周期结束,市场需求调整。[10] 5. 汽车和工业市场营收为0.78亿美元,同比下降13.1%,占比7%,主要受汽车市场库存调整。[10] AI相关业务进展 1. 人工智能和标准云数据中心的收入将持续增长。[2] 2. PAM4光学器件、PAM4 DSP和DCI等光学技术是AI市场的主要驱动力。[2] 3. 公司在800G PAM4 DSP和1.6T PAM4 DSP等领域处于行业领先地位。[2] 业绩指引 1. FY2025Q2营业收入预计为11.875-13.125亿美元,同比下滑6.8%。[12] 2. Non-GAAP毛利率预计为62%,同比上升1.7个百分点。[12] 3. 预计本财年下半年收入将恢复增长,主要受以太网业务增长和新车型投产推动。[12]

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 f ...

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% after ...

Marvell Technologies is still recovering from a cyclical slowdown that is causing revenue to decrease.Fool.com contributor Parkev Tatevosian reviews Marvell Technologies (MRVL -0.87%) and answers if it is an excellent semiconductor stock to buy. *Stock prices used were the afternoon prices of June 1, 2024. The video was published on June 3, 2024. ...

Have you evaluated the performance of Marvell Technology's (MRVL) international operations during the quarter that concluded in April 2024? Considering the extensive worldwide presence of this chipmaker, analyzing the patterns in international revenues is crucial for understanding its financial resilience and potential for growth.In the current global economy, which is more interconnected than ever, a company's success in penetrating international markets is crucial for its financial health and growth journ ...

Marvell Technology (MRVL) closed the last trading session at $68.81, gaining 0.4% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $87.94 indicates a 27.8% upside potential.The average comprises 28 short-term price targets ranging from a low of $71 to a high of $100, with a standard deviation of $7.83. While the lowest estimate indicates an increase of 3.2% from the current price le ...