Marvell Technology Group Ltd. Aktie News

Marvell Technology is reiterated as a buy, citing undervaluation and strategic positioning, despite recent negative returns. Marvell reported 41% YoY adjusted revenue growth, strong operating margin expansion, and robust EPS growth to show good execution. Recent acquisitions of Celestial AI ($3.25B) and XConn ($540M) signal a decisive push into data center connectivity, broadening Marvell's AI ...

Marvell Technology said on Tuesday it will buy networking equipment provider XConn Technologies in a deal worth about $540 million, as the chipmaker doubles down on data center hardware amid a race to expand artificial intelligence infrastructure.

Marvell Technology is buying AI interconnect company XConn Technologies in a cash-and-stock deal.

SANTA CLARA, Calif.--(BUSINESS WIRE)--Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced it has entered into a definitive agreement to acquire XConn Technologies (“XConn”), a provider of advanced PCIe and CXL switching silicon. The acquisition expands Marvell's switching portfolio by adding XConn's PCIe and CXL products and augments...

Semiconductor stocks start out 2026 with powerful tailwinds in their corner after vastly outperforming in 2025, but these tailwinds have the potential to turn into headwinds. The semiconductor sector continues to do better than most, although lately gains are driven by fewer stocks with many more lagging behind. Artificial intelligence or AI continues to underpin the semiconductor sector, but t...

Astera Labs and Marvell Technology are positioned to benefit from surging memory prices via their advanced memory controller solutions. Astera Labs receives a Strong Buy rating, justified by a 109% projected CY26 revenue jump and a reasonable 24x forward revenue multiple. Marvel is rated Buy, with attractive ~9.5x forward revenue multiple and $2B in expected memory controller revenue over three...

Marvell earns a Buy rating due to its relative valuation advantage and strategic positioning within AI data center infrastructure. MRVL's growth is driven by high data center revenue concentration and increasing demand for custom networking and efficiency-focused solutions. Risks include macro-driven AI equity de-rating, hyperscaler capex digestion, and significant China exposure (40% of Q3 rev...

Marvell underperformed the broader market in 2025, but its drop seems unjustified. The company's growth could accelerate thanks to its strong customer base.