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Marvel Presenting at the 2025 Bloom Burton & Co. Conference
Newsfile· 2025-03-11 11:00
Calgary, Alberta--(Newsfile Corp. - March 11, 2025) - Marvel Biosciences Corp. (TSXV: MRVL) (OTCQB: MBCOF), and its wholly owned subsidiary, Marvel Biotechnology Inc. (collectively the "Company" or "Marvel"), today is pleased to announce it will be attending and presenting at the Bloom Burton & Co. Healthcare Investor Conference (the "Conference") taking place at the Metro Toronto Convention Centre, on May 5 and 6, 2025.The Conference brings together U.S., Canadian and international investors who are inter ...
Marvell Is A Buy As Bearish Sentiment Is Misplaced (Technical Analysis)
Seeking Alpha· 2025-03-10 13:00
Marvell Technology, Inc. (NASDAQ: MRVL ) stock has crashed in the past month as it plunged by over 40%. I believe this is an overreaction. In the below analysis, the technicals are determined to be heavily bearish, but that is noI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honour Society.My motto is John Pierpont Morgan's phras ...
Marvell: Correction Overly Done, Data Center Prospects Remain Bright
Seeking Alpha· 2025-03-10 13:00
I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, AVGO, MRVL either through stock ownership, options, or other derivatives. I wrote this ...
Marvell Technology: The Market Is Overblowing The Risks - Buy
Seeking Alpha· 2025-03-10 12:30
Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!Marvell Technology, Inc. (NASDAQ: MRVL ) is a $60-billion market cap semiconductor company that specializes in the design, development, and marketing of a wide range of integrated circuits and solutions for data infrastructure building. So their products are basical ...
2 AI Chip Stocks to Buy on the Dip
The Motley Fool· 2025-03-09 08:50
Group 1: AI Stock Performance - Top AI stocks have faced challenges in 2025 due to high valuations, economic concerns, and spending direction on data centers [1] - Despite recent setbacks, the semiconductor industry is expected to grow, with AI acting as a catalyst for leading chip stocks over the next decade [2] Group 2: Nvidia - Nvidia's shares are down 23% from recent highs, but its leadership in GPUs offers long-term growth opportunities [3] - Demand for Nvidia's chips for AI inferencing is accelerating, which is crucial for the company's long-term value [4] - AI models requiring high-level reasoning will need significantly more computing power, driving investment in Nvidia's Blackwell platform [5] - Nvidia's data center revenue reached $35 billion, with large cloud providers accounting for nearly half of this revenue [6] - Meta Platforms plans to invest $60 billion to $65 billion in capital expenditures, benefiting Nvidia through its use of Nvidia's chips [7] - Nvidia's total revenue grew 12% quarter-over-quarter and 78% year-over-year, reaching $39.3 billion in Q4, with expectations to rise to approximately $43 billion in Q1 [8] Group 3: Marvell Technology - Marvell Technology's stock has seen a 33% decline year-to-date despite beating revenue expectations, indicating a potential buying opportunity [9][10] - The company is ramping up production of custom AI silicon, positioning itself for growth in the data center market [11] - Marvell is innovating with optical data transfer methods, which could enhance its data center revenue opportunities [12] - Revenue increased by 27% year-over-year in Q4, driven by a 78% rise in the data center business, although other markets are mixed [12][13] - Following a significant sell-off, Marvell shares are now available at a more reasonable forward P/E of 26, down from an earlier 80 times earnings multiple [13]
Marvell Stock Falls 20% on Dim Q1 Sales View: Should You Buy the Dip?
ZACKS· 2025-03-07 21:00
Marvell Technology, Inc.’s (MRVL) shares tumbled nearly 20% following its fourth-quarter fiscal 2025 earnings report. This was because the company’s first-quarter fiscal 2026 sales outlook failed to impress investors.While the sell-off reflects investors' concern over slowing growth, the market reaction appears overdone. Marvell's long-term investment case remains intact, driven by its leadership in custom AI silicon, data center networking solutions and high-speed interconnects.Should investors take advant ...
This Semiconductor Stock Is Down 40%. Is It a Steal?
The Motley Fool· 2025-03-07 17:42
Neil Rozenbaum has no position in any of the stocks mentioned. The Motley Fool recommends Marvell Technology. The Motley Fool has a disclosure policy. Neil is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...
Analysts revise Marvell stock price targets after earnings
Finbold· 2025-03-07 12:01
Marvell Technology (NASDAQ: MRVL) suffered a sharp sell-off, with shares plunging over 19% on March 6, following its Q4 and FY 2025 earnings report released on March 5. Despite delivering slightly better-than-expected results on both earnings per share (EPS) and revenue, and issuing forward guidance that topped Wall Street’s average expectations, the results failed to impress investors who had expected significant AI tailwinds to be reflected in the outlook.Marvell one-day price chart. Source: Google Financ ...
Marvell's AI Momentum Stalls: Hyperscaler Slowdown May Threaten Growth
Seeking Alpha· 2025-03-06 23:34
Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on deep value opportunities, particularly in stocks that have recently experienced sell-offs due to non-recurrent events, while also considering insider buying as a positive signal [1] Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach to risk and potential returns [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts [1] Stock Selection Criteria - Preference is given to stocks that have undergone a recent sell-off, particularly when there is insider buying at the new lower price, indicating potential recovery [1] - The investor conducts professional background checks on insiders who purchase shares post-sell-off, adding a layer of due diligence [1] Market Focus - The primary focus is on stocks in the US market, although there is openness to owning shares in less stable economies, referred to as "banana republics" [1] - The investor's approach is characterized by a willingness to engage with illiquid options, highlighting a high-risk tolerance [1]
Marvell's Lackluster Forecast Drags 2 Chip Stocks
Schaeffers Investment Research· 2025-03-06 20:32
Group 1: Marvell Technology Inc (MRVL) - Marvell Technology Inc reported better-than-expected fourth-quarter earnings and revenue but provided a lackluster fiscal first-quarter guidance [1] - MRVL's stock is currently up 17.8% at $74.11, aiming to recover from a 33.8% year-to-date deficit, but is experiencing its largest single-day percentage loss since January [2] - The stock is trading at its lowest level since October, breaking below the 200-day moving average, with 11 firms, including Morgan Stanley, reducing their price targets [2] Group 2: Texas Instruments Inc (TXN) - Texas Instruments Inc is down 3.5%, trading at $188.76, and is on track for a weekly loss while still maintaining a 10.6% year-over-year gain [3] - The stock is experiencing a pullback from a February peak above $205, which was the highest mark since November, and is currently testing its 20-day moving average [3] Group 3: Micron Technology Inc (MU) - Micron Technology Inc is down 4.6%, trading at $90, and is set for its third consecutive weekly loss [5] - The stock has a 30.7% deficit over the past nine months but has a support level at $87.50 that has previously contained pullbacks this year [5]