Tag
marvell technology
7 articles
AI Stocks Stumble as Funding Concerns Weigh on Nasdaq
Marvell, Intel, and AMD fell as an Nvidia-backed data center venture missed funding targets, raising questions about AI infrastructure spending
Marvell's $20B AI Revenue Target: Why Seaport's $270 Price Target Still Looks Conservative
Marvell Technology raised its fiscal 2028 revenue forecast to $20 billion on AI chip demand; Seaport initiated a Buy rating with a $270 price target, citing the company's unique full-stack competitive moat.
Zscaler Guides Lower, Dragging Cybersecurity; Dycom Surges 30%
Zscaler's Q4 revenue guidance missed Wall Street expectations, pulling down Palo Alto Networks and CrowdStrike, while Dycom Industries jumped on raised full-year outlook and a data center acquisition.
Marvell's 241% Surge Built on Hyperscaler Lock-In, Not Hype
CEO Matt Murphy credits a decade of supplier trust with major tech companies and diversified AI partnerships as the engine behind Marvell's outperformance of Broadcom
Flex, Marvell Join S&P 500 in Quarterly Rebalance
S&P Dow Jones Indices added Flex and Marvell Technology to the benchmark, displacing Molson Coors, Builders FirstSource and Trade Desk
Marvell's $300 Target: Rosenblatt Bets on Beat-and-Raise, 31% Upside Ahead
Rosenblatt raised Marvell to $300 (from $240) on expectations for Q2 beat-and-raise; Susquehanna lifted target to $265, citing Inphi momentum in AI networking.
Marvell's 131% Run Shows Which AI Stocks Wall Street Is Actually Buying
Selective AI investors are concentrating in infrastructure names; Marvell now projects 40 percent full-year revenue growth to $11.5 billion as data center demand outruns earlier forecasts.