Marvell Technology

MRVL

Market cap $77.1B

In the closing of the recent trading day, Marvell Technology (MRVL) stood at $89.4, denoting a +1.92% move from the preceding trading day.

Marvell readies its Q3 report with strong revenue growth forecasts and accelerating AI-driven momentum across key segments.

Marvell has badly lagged semiconductor peers despite surging AI‑data‑center exposure, creating what I see as an attractive setup ahead of a likely Q3 beat and Q4 reset. Their July quarter showed 58% revenue and 123% EPS growth, with data‑center AI now 74% of sales, yet conservative Q3 guidance triggered disappointment and sustained share underperformance. MRVL's electro‑optics franchise, built on Inphi, is now a ~$3 billion ARR engine; leading DCI coherent generations in a double‑digit‑growth optical‑module market underpins durable AI‑cluster demand.

Marvell (MRVL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Beyond analysts' top-and-bottom-line estimates for Marvell (MRVL), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended October 2025.

Marvell Technology (NASDAQ:MRVL) shares have experienced a significant decline this year, dropping nearly 31% since the beginning of January, while the Nasdaq-100 rose approximately 16% in the same timeframe. Nevertheless, there is a compelling reason to contemplate the stock at its current level of roughly $78 per share.

Marvell Technology is rated Buy with a $108 price target, driven by a strong Data Center growth outlook post-automotive business sale. MRVL's $2.5B automotive divestiture frees up capital for reinvestment in custom silicon, optics, and networking and supports a $1B accelerated share buyback. The Data Center segment is set to benefit from hyperscaler partnerships, notably with Amazon for Trainium chips, and expanding interconnect and networking infrastructure.

Semiconductor stocks have been in the spotlight plenty this month, as the AI valuation debate moves markets.

Marvell (MRVL) could produce exceptional returns because of its solid growth attributes.

Marvell (MRVL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.