Marvell Technology Group Ltd. Aktie News

Marvell Technology remains a Buy, with a projected 42% upside over 16-18 months as AI infrastructure demand accelerates. Celestial AI's Photonic Fabric acquisition is a key 2026 catalyst, expanding MRVL's data center TAM beyond $10 billion and offering margin-additive growth. MRVL's custom silicon and electro-optics businesses are poised to double by FY2028, driving robust earnings visibility a...

Over the last three years of the substantial AI boom, Marvell Technology (NASDAQ:MRVL) has predominantly lagged behind the wider semiconductor market, even though it provides essential components that enable large-scale AI systems. While the market concentrated on GPUs and computing leaders, Marvell focused on networking silicon and custom logic, sectors that have received significantly less at...

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Marvell Technology (MRVL +0.10%) is positioning itself as a critical supplier of AI infrastructure, with custom chips powering hyperscale data centers. Margins are expanding, and long-term revenue visibility is improving, but customer concentration creates real downside risk that investors must understand.

Marvell Technology (MRVL +0.10%) is positioning itself at the center of AI data center growth with new catalysts, rising analyst targets, and a dividend signal investors should not ignore. This video breaks down the upside, risks, and what could drive the next big move.

Jefferies expects earnings upside for Nvidia, Broadcom and Marvell as AI demand accelerates.

Marvell's stock has dropped by almost 30% despite revenue increasing by 51% year over year over the past nine months ended Nov. 1, 2025. Strategic acquisitions and divestitures position Marvell to gain more market share in AI data center infrastructure.