管理层提出下一财年有机总收入目标达到100亿美元量级，其中定制ASIC业务预计增长约20%，数据中 心业务在2028财年复合增长率有望接近50%。公司强调，Celestial AI等新动力将从2028财年起推动收入 增长。 股票近期走势 业绩经营情况 公司在2025年12月3日发布的2026财年第三季度财报显示，数据中心业务收入同比增长38%至15.2亿美 元，占总收入73%。管理层在电话会议中预计下一财年(2027财年)数据中心收入同比增长将超过25%， 这一指引超出市场预期。同时，2026财年第四季度收入指引为22亿美元(上下浮动5%)，与非GAAP每股 收益0.79美元的预期基本一致。 公司项目推进 公司于2025年12月宣布以约32.5亿美元收购人工智能初创公司Celestial AI，以增强在AI数据中心光互连 领域的竞争力，预计该业务从2028财年下半年开始贡献收入，目标在2029财年实现年化10亿美元收入。 此外，2026年1月6日，公司以5.4亿美元收购XCONN技术公司，旨在强化连接技术布局。这些收购的整 合进展将成为未来关注点。 未来发展 经济观察网迈威尔科技(MRVL)近期财报显示数据中 ...

Core Viewpoint - Marvell Technology, Inc. has completed the acquisition of XConn Technologies, enhancing its capabilities in data infrastructure semiconductor solutions [1] Group 1: Acquisition Details - The acquisition of XConn Technologies focuses on advanced PCIe and CXL switching silicon [1] - This move expands Marvell's switching portfolio with new PCIe and CXL products [1] Group 2: Strategic Implications - The acquisition strengthens Marvell's capabilities in scale-up connectivity, which is crucial for next-generation AI and cloud data center architectures [1]

Company Overview - Marvell Technology, Inc. is a significant player in the semiconductor industry, focusing on infrastructure solutions for data centers, enterprise, and automotive markets [1] - The company is well-positioned to benefit from the increasing demand for advanced technology solutions, particularly in AI infrastructure [1] Market Position and Competitors - Competitors in the semiconductor space include Nvidia and Micron, but Marvell's distinct focus on AI infrastructure differentiates it from these rivals [1] Financial Outlook - Deutsche Bank has set a price target of $120 for MRVL, indicating a potential price increase of approximately 44.96% from its current price of $82.78 [2][5] - The technology sector is experiencing a significant surge in capital expenditure, with the four largest internet firms planning to invest $650 billion this year, including $200 billion from Amazon, which is a 60% increase from the previous year [2] Stock Performance - Marvell's current stock price is $82.86, reflecting a slight increase of $0.51, or 0.62%, from the previous trading session [3] - Over the past year, MRVL has seen a high of $112.50 and a low of $47.09, indicating its growth potential [4][5] - The current market capitalization of Marvell is approximately $71.43 billion, and the trading volume for MRVL is 3,351,021 shares, showing investor interest [4]

Core Insights - The demand for AI accelerators and GPUs has significantly increased, leading to a rise in share prices for chipmakers, particularly memory chip manufacturers [1] - A report highlights a lesser-known company described as an "Indispensable Monopoly" that provides critical technology needed by major players like Nvidia and Intel [2] - Marvell Technology is positioned as a strong investment opportunity compared to its competitor Broadcom, despite concerns about market competition [5][6] Company Performance - Marvell's management anticipates a 20% growth in its custom chips business by fiscal 2027, with several high-volume designs in development for 2028 [7] - The company is also expected to benefit from increased sales of interconnect chips, driven by the expansion of data centers and the growing demand for powerful networking solutions [8] Market Trends - Data center revenue is projected to grow by 25% next year, indicating a robust market environment for semiconductor companies [8] - Microsoft is expected to ramp up production of its Maia chips in fiscal 2028, potentially spending up to $12 billion, which could positively impact the semiconductor sector [9] - Marvell has established a diverse customer base, with 18 custom computing designs, including partnerships with all four major U.S. hyperscalers, mitigating risks associated with losing business to competitors [10]

Earnings Overview - More than half of the S&P 500 companies have reported Q4 earnings, with 79% of the 293 companies beating expectations [1] - S&P earnings growth is projected to increase by +8.4% in Q4, marking the tenth consecutive quarter of year-over-year growth [1] - Excluding the Magnificent Seven technology stocks, Q4 earnings are expected to rise by +4.6% [1] Economic Indicators - The Q4 employment cost index is expected to rise by 0.8% [2] - December retail sales are anticipated to increase by +0.4% month-over-month [2] - January nonfarm payrolls are expected to rise by +69,000, with the unemployment rate remaining at 4.4% [2] - January average hourly earnings are projected to increase by +0.3% month-over-month and +3.7% year-over-year [2] - Initial weekly unemployment claims are expected to decrease by -7,000 to 224,000 [2] - January CPI is expected to rise by +2.5% year-over-year [2] Market Movements - The S&P 500 Index is up +0.46%, the Dow Jones is up +0.09%, and the Nasdaq 100 is up +0.61% [6] - Overseas markets are also showing positive movements, with the Euro Stoxx 50 up +0.66% and Japan's Nikkei Stock 225 up +3.89% [7] Sector Performance - Chip makers and AI-infrastructure stocks have rebounded, with Nvidia up more than +3% and AMD, Broadcom, and Western Digital up more than +2% [12] - Mining stocks are performing well, with gold prices up more than +1% and silver prices up more than +6% [13] - AppLovin is up more than +13% after positive client performance news [13] - Oracle is up more than +9% following an upgrade to buy from neutral [14] Company-Specific News - Dynatrace reported Q3 revenue of $515.5 million, exceeding consensus estimates, and raised its full-year revenue forecast [15] - Kyndryl Holdings is down more than -54% after reporting lower-than-expected Q3 revenue and cutting its profit estimate [16] - Hims & Hers Health is down more than -23% after halting sales of a new product [17] - Monday.com is down more than -21% after forecasting lower Q4 revenue [17]

Core Viewpoint - Marvell Technology is a leading semiconductor company focused on powering data infrastructure for AI, cloud computing, 5G networks, enterprise storage, and automotive technology, emphasizing energy-efficient solutions amid rising AI demand [1]. Company Overview - Founded in 1995, Marvell is headquartered in Santa Clara, California, and operates in over 10 countries, with a market capitalization of approximately $68 billion [2]. Stock Performance - Marvell Technology stock has shown volatility, gaining 2% over the past five days but dropping nearly 4% in the last month and 12% over three months. Year-to-date, MRVL stock is down 6%, with a 27% decrease over the past 52 weeks. Currently, shares are 29% off the 52-week high of $113.54 [3]. - Compared to the Nasdaq Composite, Marvell has underperformed, with a one-month loss of nearly 4% against the index's 3% loss, and a six-month gain of almost 4% trailing the index's more than 7% rise. Over the past 52 weeks, MRVL stock's decline contrasts with the Nasdaq Composite's gains of approximately 18% [4]. Financial Performance - Marvell Technology reported strong third-quarter fiscal 2026 results, with revenue reaching a record $2.075 billion, up 37% year-over-year and exceeding its guidance midpoint by $15 million, beating analyst estimates of $2.07 billion. Non-GAAP diluted EPS was $0.76, surpassing forecasts of $0.74 [6]. - Data center revenue, which constituted 73% of total sales, was a key growth driver due to strong AI demand. GAAP gross margin was 51.6%, while non-GAAP gross margin was 59.7%, reflecting a sequential increase of 30 basis points. Operating cash flow reached a record $582 million, and GAAP net income per share was $2.20, indicating solid profitability [7].

Market Overview - The U.S. stock market indices experienced a significant rebound, with all three major indices rising over 1% as of February 6, 22:50 Beijing time, indicating a recovery from previous sell-offs in AI stocks [1][2] - Major technology stocks saw substantial gains, with Nvidia up 5.6%, AMD up 7%, and Broadcom up 5.1%, driven by renewed interest in AI infrastructure following Amazon's announcement of a $200 billion capital expenditure plan [1][2] Precious Metals - The precious metals market also saw a strong recovery, with spot gold rising 3.39% to $4,939.35 per ounce and spot silver increasing 7.22% to $76.02 per ounce as of the same time [2][3] - Morgan Stanley's report suggests that the long-term bullish trend for gold remains intact, supported by a weak dollar environment, as long as the dollar index stays below 100 [3] Geopolitical Developments - Recent negotiations between Iran and the U.S. in Muscat, Oman, have concluded temporarily, with both sides agreeing to continue discussions, which may impact market sentiment and geopolitical stability [4][5] - The situation remains tense, with Iran expressing readiness to respond to any military actions, particularly in light of increased U.S. military presence in the region [5]

Core Viewpoint - The Philadelphia Semiconductor Index experienced a significant increase of 4.2%, indicating strong market performance in the semiconductor sector [1]. Group 1: Company Performance - Arm Holdings saw a notable rise of 7.24% [2]. - Marvell Technology and AMD both increased by over 6%, with Marvell at 6.47% and AMD at 6.39% [2]. - Other companies such as Lam Research, KLA, NVIDIA, and Applied Materials also reported gains exceeding 5% [1][2]. Group 2: Additional Company Gains - TSMC (Taiwan Semiconductor Manufacturing Company) rose by 5.02% [2]. - Intel and Broadcom had increases of 4.80% and 4.53%, respectively [2]. - Overall, multiple semiconductor companies demonstrated strong upward momentum, reflecting positive market sentiment [1].

Company Performance - Marvell Technology (MRVL) closed at $73.73, down 2.4% from the previous trading session, underperforming the S&P 500 which lost 0.51% [1] - Prior to the recent trading, MRVL shares had decreased by 14.38%, contrasting with the Computer and Technology sector's loss of 0.27% and the S&P 500's gain of 0.93% [1] Upcoming Earnings - The company is expected to report an EPS of $0.79, reflecting a 31.67% increase from the same quarter last year [2] - Quarterly revenue is anticipated to be $2.21 billion, which is a 21.4% increase compared to the year-ago period [2] Full Year Estimates - For the full year, analysts project earnings of $2.84 per share and revenue of $8.18 billion, indicating a change of +80.89% in earnings and no change in revenue from the previous year [3] Analyst Estimates - Recent adjustments to analyst estimates for Marvell Technology are crucial as they reflect the evolving business dynamics [4] - Positive revisions in estimates signal analysts' confidence in the company's performance and profit potential [4] Zacks Rank and Valuation - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks Marvell Technology at 3 (Hold) [6] - Over the last 30 days, the Zacks Consensus EPS estimate has decreased by 0.46% [6] - Marvell Technology has a Forward P/E ratio of 21.16, which is lower than the industry's Forward P/E of 36.01, and a PEG ratio of 0.45 compared to the industry average of 1.99 [7] Industry Context - The Electronics - Semiconductors industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 64, placing it in the top 27% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the stocks Jim Cramer shared his opinion on. Inquiring about the company, a caller asked if it is worth investing in. Cramer replied: They’re an excellent company, but they’re a derivative company. They make stuff that actually competes, the main part of the business that is a little like NVIDIA, frankly, and they’re also partnered with NVIDIA. They make special chips. They make some of the best special chips in the world, as does Broadcom, by the way. All ...