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 ...

Investment Rating - The report assigns a positive outlook for Marvell Technology, Inc. with expectations of revenue growth in the upcoming quarters, particularly driven by the data center market and AI-related products [2][3][15]. Core Insights - Marvell Technology, Inc. reported FY2025Q1 revenue of $1.161 billion, which was a 12.2% year-over-year decline and an 18.6% quarter-over-quarter decline, but exceeded the guidance midpoint of $1.15 billion [2][3]. - The data center market showed strong performance, with revenue of $816 million, representing a 87.3% year-over-year increase and a 6.7% quarter-over-quarter increase, driven by AI demand [3][9][15]. - The company expects FY2025Q2 revenue to be between $1.18875 billion and $1.3125 billion, indicating a quarter-over-quarter growth of 7.7% and a year-over-year decline of 6.8% [11][12]. Summary by Sections Overall Revenue Situation - FY2025Q1 revenue was $1.161 billion, exceeding guidance [2][8]. - Non-GAAP gross margin was 62.4%, slightly below the previous quarter but above the year-ago period [3][8]. - Operating expenses for FY2025Q1 were $680 million GAAP and $454 million Non-GAAP, reflecting successful cost-cutting measures [8][16]. Revenue Breakdown by End Market - Data center market revenue was $816 million, accounting for 70% of total revenue [9][10]. - Enterprise networking market revenue was $153 million, a significant decline due to inventory adjustments [9][10]. - Carrier infrastructure market revenue was $72 million, also reflecting a decline [9][10]. - Consumer market revenue was $42 million, down significantly due to the end of product life cycles [9][10]. - Automotive and industrial market revenue was $78 million, showing a slight decline [9][10]. Company Guidance - For FY2025Q2, the company anticipates revenue of $1.18875 billion to $1.3125 billion, with a Non-GAAP gross margin of 62% [11][12]. - The data center segment is expected to continue its growth trajectory, driven by custom projects and AI demand [12][15]. - The company is optimistic about revenue recovery in the second half of FY2025, particularly in Ethernet and new model production [11][12][15].

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 ...