JP Morgan analyst Harlan Sur maintained an Overweight rating on Marvell Technology, Inc. MRVL with a price forecast of $130 on Tuesday.This price forecast is based on Marvell’s strong market leadership in optical connectivity, synergies with its Storage, Networking, and embedded processing franchises, and its solid growth outlook in AI/Networking, Sur asserted.Marvell will report earnings on Thursday, and Sur expects a continued volume ramp of Amazon.Com, Inc. AMZN Trainium 2 ASIC and Alphabet Inc. GOOGL GO ...

The Nasdaq is in a new bull market. But recently soaring technology stocks are likely due for a cooldown and a pullback following the massive rally off the April lows.Despite the rally, plenty of strong technology stocks are trading miles below their peaks for various reasons.Investors might want to buy some of these best-in-class, beaten-down tech stocks before everyone else on Wall Street starts searching for deals again.Buy This AI Chip Stock Down 50% Before Earnings?Data infrastructure semiconductor sol ...

Marvell Technology, Inc. (MRVL) is scheduled to report first-quarter fiscal 2026 results after market close on May 29, 2025.Marvell Technology anticipates revenues of $1.875 billion (+/- 5%) for first-quarter fiscal 2026. The Zacks Consensus Estimate for MRVL’s fiscal first-quarter revenues is pegged at $1.88 billion, indicating year-over-year growth of 61.6%.For the fiscal first quarter, the company expects non-GAAP earnings of 61 cents per share (+/- 5 cents per share). The Zacks Consensus Estimate for MR ...

Wall Street analysts expect Marvell Technology (MRVL) to post quarterly earnings of $0.61 per share in its upcoming report, which indicates a year-over-year increase of 154.2%. Revenues are expected to be $1.88 billion, up 61.6% from the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Before a company announces its earnings, it is esse ...

Marvell Technology (NASDAQ: MRVL ) is down over 40% year to date, and I think it could be an incredible opportunity for tech, AI, or growth investors. The stock is down nearly 50% from its all-time highs set at the start of this year, andMy name is Jake Blumenthal, I serve as a Wealth Management Advisor & Portfolio Analyst at Meridian Wealth Management, a registered investment advisory. I use a combination of financial, technical, and macroeconomic analysis to best support my clients, form my opinions, and ...

With global trade fears subsiding, market sentiment has turned rather bullish again, and investors may be eyeing the stocks of up-and-coming AI chip providers like Marvell Technology (MRVL)  and Micron Technology (MU) .While both compete in the semiconductor market, they focus on different segments. Marvell’s concentration is on custom networking chips for AI infrastructure, providing high-performance computing solutions for hyperscalers and cloud providers. In contrast, Micron specializes in memory and sto ...

融资情况 - 公司完成非经纪私募配售 共发行815万单位 每单位价格0.125加元 募集总金额101.875万加元 [1] - 每个单位包含1股普通股和1份认股权证 权证行权价为0.175加元/股 有效期两年 [2] - 若普通股在TSXV交易所连续10个交易日成交量加权平均价达到0.3加元 公司可提前30天通知缩短权证有效期 [2] 公司业务 - 公司为临床前阶段生物制药企业 正在开发新型氟化衍生物MB-204 该药物基于已获批的抗帕金森病药物Istradefylline [3] - 科学研究表明A2a腺苷受体拮抗剂可能对自闭症、抑郁症和阿尔茨海默病等神经系统疾病有治疗潜力 [3] - 公司正研究MB-204在雷特综合征和脆性X染色体综合征等神经发育障碍中的应用可能性 [3] 证券信息 - 权证加速到期条款触发后 未行权权证将在指定日期后立即失效 [2] - TSXV交易所及其监管服务提供商不对新闻稿内容的充分性或准确性承担责任 [4] 前瞻性陈述 - 新闻稿包含关于公司未来计划的前瞻性陈述 涉及多重风险和不确定性 [5] - 实际结果可能因已知/未知风险因素与预期存在重大差异 [6] - 公司不保证所述事件会按披露时间发生或最终实现 [6]

投资组合策略 - Cash Flow Kingdom Income Portfolio的目标是产生7%至10%的整体收益率 通过结合多种不同的收入流来实现这一目标 组合价格可能波动 但收入流保持稳定 [1] - 投资组合提供免费两周试用期 吸引潜在投资者 [1] Marvell Technology公司分析 - Marvell Technology Inc (MRVL) 在过去一年中表现大幅落后于整体市场 但运营增长引人注目 导致其估值显著下降 [1] - 存在关税相关的不确定性 可能对公司未来表现产生影响 [1] 投资研究服务内容 - Cash Flow Club投资小组专注于公司现金流和资本获取 核心服务包括访问领导者个人收入组合(目标收益率6%+) 社区聊天 "最佳机会"名单 以及能源中游 商业mREITs BDCs和航运行业覆盖 [1] - 服务强调业绩透明度 为投资者提供全面信息 [1] 分析师背景 - Jonathan Weber拥有工程学位 长期活跃于股市并担任自由分析师 自2014年起在Seeking Alpha分享研究成果 主要关注价值和收益股票 偶尔涉及增长股 [2]

股价表现与市场担忧 - 公司股价过去一年下跌17.3%，表现逊于行业11.5%的增长[1] - 股价下跌主因包括科技股普遍抛售、中美贸易紧张局势升级，尤其公司43%的2025财年收入依赖中国市场[4] - 公司在华拥有研发设施和外包业务，地缘政治风险和潜在制裁加剧投资者担忧[5] AI与数据中心业务增长 - 公司AI相关收入2025财年突破15亿美元目标，2026财年预计大幅超过25亿美元目标[6] - 定制AI芯片和电光解决方案推动公司在高性能计算领域领先地位，预计加速计算(XPU)收入将持续增长至2027财年后[7] - 数据中心需求推动高速光互连产品(如800G PAM、1.6T PAM DSP)采用，其中1.6T技术降低光模块功耗20%[8] - 铜向光互连的技术转型及2nm硅IP开发强化公司在下一代网络领域优势[9] 财务预期与估值 - 2026财年收入共识预期83亿美元(同比增长43.8%)，每股收益预期2.76美元(同比增长75.8%)[10] - 公司连续四个季度超预期，平均超出幅度4.3%[10] - 当前远期市销率5.59X，低于行业中值10.16X和行业平均6.81X，估值吸引力显现[14] 战略合作与技术整合 - 与NVIDIA合作整合光互连技术与AI计算平台，开发高效AI解决方案NVIDIA Israel-1[12] - 联合Juniper Networks和Coherent Corp开发800ZR网络方案，支持AI/云/5G应用[13]

关于作者与出版商 - 作者Oliver Haill自2000年代初开始撰写公司与市场相关内容，早期专注于AIM公司和小盘股领域，后担任研究主管等职位[1] - 出版商Proactive提供快速、可操作且独立的全球商业与金融新闻内容，团队分布于伦敦、纽约、多伦多等主要金融中心[2] 内容覆盖领域 - 专注于中小市值公司，同时覆盖蓝筹股、大宗商品及广泛投资主题[3] - 重点领域包括生物制药、采矿与自然资源、电池金属、石油天然气、加密货币及新兴数字与电动汽车技术[3] 技术应用 - 采用前瞻性技术辅助工作流程，结合人类创作者数十年专业经验[4] - 选择性使用自动化工具与生成式AI，但所有内容均由人类编辑和撰写以确保质量[5]