The Bet Behind Marvell's Rebound [Seeking Alpha]
Marvell Technology, Inc. (MRVL)
Last marvell technology, inc. earnings: 3/4 04:05 pm
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US:NASDAQ Investor Relations:
marvell.com/company/investor_relations
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Source: Seeking Alpha
AI architectures are shifting toward multi-rack scale-up fabrics, driving demand for low-latency, power-efficient photonic interconnect solutions. Celestial AI's photonic chiplets offer superior efficiency, nanosecond latency, and 3D co-packaging benefits that enable higher HBM density. MRVL management projects Celestial AI revenue reaching $500 million annualized by Q4 FY28, doubling to $1 billion by Q4 FY29. Custom silicon growth remains concentrated among few hyperscalers, leaving MRVL stock vulnerable to execution risk amid premium valuation multiples. monsitj/iStock via Getty Images Investment Thesis Despite lagging the market in past year and since my last coverage , Marvell Technology, Inc.'s ( MRVL ) bullish driver is its push into AI scale-up interconnects via the Celestial AI acquisition This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any s
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MRVL
News
- Don't Chase Gold. Use This Options Trade to Earn Income Instead [Yahoo! Finance]Yahoo! Finance
- MRVL's Data Center Switching Business Expands: New Growth Engine? [Yahoo! Finance]Yahoo! Finance
- Marvell Technology (NASDAQ:MRVL) was upgraded by analysts at Royal Bank Of Canada to a "moderate buy" rating.MarketBeat
- 1 AI Stock With the Potential to Deliver Outsize Returns Over the Next 10 Years [Yahoo! Finance]Yahoo! Finance
- Marvell Technology (NASDAQ:MRVL) is now covered by analysts at Royal Bank Of Canada. They set an "outperform" rating on the stock.MarketBeat
MRVL
Earnings
- 12/2/25 - Beat
MRVL
Sec Filings
- 1/7/26 - Form 4
- 1/5/26 - Form 144
- 12/15/25 - Form 4
- MRVL's page on the SEC website