Marvell Technology: Potential Upcycle Coming Ahead In FY 2026 [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
The company's data center business, particularly in cloud infrastructure and AI, is a key driver of long-term growth. MRVL's cloud custom silicon business is also expected to exceed the $800 million target run rate by the end of CY2024. Investment summary My recommendation for Marvell Technology ( NASDAQ: MRVL ) is a buy rating. I believe the worst of the cycle is over for MRVL, and it should start to enter the upcycle as early as 2H25, which should drive strong growth acceleration in FY26. Over the long term, I am also bullish on MRVL's ability to continue growing its data center business, as it has a leading position in the 800g PAM4 optics solution, which has been a key driver in its ability to win more AI deals. Business Overview MRVL is a supplier of a wide range of semiconductor-related technology, such as controllers for hard disk drives (HDDs) and solid-state drives (SSDs), Ethernet switches, processors, and ASICs for data centers, etc. MRVL also develops integrated
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MRVL
News
- Marvell Appoints Rick Wallace and Daniel Durn to its Board of Directors [Yahoo! Finance]Yahoo! Finance
- Marvell Appoints Rick Wallace and Daniel Durn to its Board of DirectorsPR Newswire
- Marvell Technology, Inc. (NASDAQ: MRVL) was downgraded by analysts at StockNews.com from a "hold" rating to a "sell" rating.MarketBeat
- Selling US$7.9m Of Stock Was Lucrative Decision For Marvell Technology Insiders [Yahoo! Finance]Yahoo! Finance
- Marvell Technology (MRVL) Outperforms Broader Market: What You Need to Know [Yahoo! Finance]Yahoo! Finance
MRVL
Earnings
- 3/7/24 - Beat
MRVL
Sec Filings
- 4/29/24 - Form 4
- 4/29/24 - Form 3
- 4/29/24 - Form 8-K
- MRVL's page on the SEC website