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Stock impact report

Cantor Fitzgerald Trims Marvell (MRVL) PT to $100, Cites Neutral Stance Amid AI Expansion [Yahoo! Finance]

Marvell Technology, Inc. (MRVL) 
Last marvell technology, inc. earnings: 3/4 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: marvell.com/company/investor_relations
Company Research Source: Yahoo! Finance
Muse lowered the firm's price target on Marvell to $100 from $110 with a Neutral rating on the shares. This sentiment came out as Muse projects that the Philadelphia Semiconductor Index/SOX is set to lead the broader market higher through 2026, following a standout performance in 2025 where it beat the S&P 500 by ~30 points. The firm's bullish outlook is anchored by the early-stage expansion of the AI era, which continues to fuel intense demand for high-performance compute, networking, memory, and semiconductor manufacturing equipment. In its FQ3 2026 earnings report, Marvell Technology disclosed record revenue of $2.075 billion, which was a 37% year-over-year increase. The company's performance was supported by its Data Center segment, which generated $1.52 billion (up 38%), and its Communications business, which brought in $557 million (up 34%). Non-GAAP EPS surged 77% annually to $0.76, exceeding sequential expectations by 13%. Marvell now targets a revenue midpoint of $2.2 billi Show less Read more
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