Tag
mrvl
3 articles
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
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.