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As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the semiconductor manufacturing industry, including Marvell Technology (NASDAQ:MRVL) and its peers.
Score one to Nvidia The chip company emerged as the clear winner over rival Broadcom when it comes to the market reaction to their latest earnings report. It’s not that there was much wrong with Broadcom’s earnings. Nvidia’s projections were well ahead of what Wall Street analysts had penciled in.
Broadcom's AI revenue just posted a triple-digit surge, yet the stock is getting punished while its biggest rival is trading higher on the same report. The reason comes down to a margin story that is splitting the entire custom-silicon trade in two.
CRDO's strong Q1 growth and AI demand face a key test as optical ramps, customer concentration and valuation raise risks.
A clean beat-and-raise, record data center strength, and a newly expanded Alphabet Inc. (NASDAQ:GOOGL) Google partnership should have helped Marvell Technology Inc. (NASDAQ: MRVL) win a major boost from Wall Street. Yet, shares fell more than 8% anyway. On August 28, Oppenheimer raised its price target on the stock to $325 from $300 while maintaining an […]
NVDA's Q2 revenues double as Data Center demand surges, while strong Q3 guidance and Vera Rubin adoption support its long-term AI growth case.
If you read my last article on Marvell, what I feared most came true. But now, there might be another opportunity in MRVL stock to exploit.
AI infrastructure demand drives record revenue and raised full-year guidance.
As the AI trade shifts into its next stage, winners and losers are likely to be increasingly segmented, strategists say.
Marvell Technology (NasdaqGS:MRVL) reported strong quarterly results and raised near term and long term revenue guidance, yet the stock fell after the earnings release. The company lifted its fiscal 2027 and 2028 revenue outlook, pointing to building momentum in data center demand and AI related growth drivers. The post earnings share price reaction highlighted that investor expectations for AI exposure remain very high, even when companies report solid operational performance. For a...
Marvell Stock Crashes Below Key Support After 10% Selloff
Marvell Technology (MRVL) stock fell 10% in Friday's trading session despite posting record Q2 results yesterday evening and raising its longer-term outlook.
The chipmaker beat on both lines Thursday, then watched its stock shed nearly 11% by Friday.
Fiscal Q2 results beat estimates, but investors zeroed in on near-term monetization risk tied to a major customer partnership, today, Aug. 28, 2026.
CRDO heads into fiscal Q1 earnings with surging revenues and EPS estimates, strong AI demand and risks from valuation, supply and customer concentration.
Take shares of optical networking companies Lumentum and Coherent which are slipping after Marvell Technology reported earnings. The company, which designs custom chips and supplies optical networking technology, did everything right. Marvell is at the heart of the great AI date-center buildout.
Marvell Technology's Q2 beat and stronger outlook reflect broad AI-driven data center demand, while custom silicon growth adds to its expansion.
A stronger forecast comes with one important valuation catch
Marvell raises fiscal 2027 revenue outlook to about $12B as AI data center growth accelerates across interconnect, switching and custom silicon.
On this episode of Stock Movers: - PayPal (PYPL) shares are declining after a consortium of Advent and Stripe has decided to abandon its pursuit of PayPal, according to people familiar with the matter. - Marvell Technology (MRVL) shares are lower following its second-quarter fiscal 2027 earnings report, despite edging past Wall Street expectations on both profit and revenue. - Gap (GAP) shares are soaring after the apparel retailer raised both its adjusted earnings per share and adjusted gross margin outlooks for the full year. The company also announced Michael Francis as the newest CEO of Old Navy, which posted a worse-than-feared comparable sales decline in the quarter.
Custom chip company Marvell Technology Inc. (NASDAQ: MRVL)’s shares dipped by as much as 8% in pre market trading after the firm reported its fiscal second quarter earnings report on August 27th. The second quarter financials were a solid bunch as the firm posted $2.74 billion in revenue and $0.94 in earnings per share to […]
Marvell Technology (NASDAQ:MRVL) shares fell 7. 9% in pre-market trading after the chipmaker reported fiscal second-quarter results that exceeded revenue and earnings expectations and raised its full-year outlook.
Marvell raises fiscal 2027 and 2028 revenue targets to $12 billion and $18 billion, fueled by data center demand and a game-changing hyperscaler agreement.
Marvell Technology (NASDAQ:MRVL) reported record fiscal second-quarter 2027 revenue of $2.739 billion, up 13% sequentially and 37% from a year earlier, as demand for data-center connectivity and custom silicon products continued to rise. Chairman and Chief Executive Officer Matt Murphy said revenue
Marvell Technology stock fell sharply in after-hours trading Thursday after the chip designer narrowly beat the market’s expectations for its fiscal second quarter. The company, which both designs custom chips and supplies optical networking technology to connect artificial-intelligence servers, has been a darling of the AI trade in 2026. Marvell reported adjusted earnings of 94 cents a share for its fiscal second quarter, up from 67 cents a year ago and roughly in line with analysts’ consensus estimate of 93 cents, per FactSet.
Marvell (MRVL) delivered earnings and revenue surprises of +1.08% and +1.03%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
The chipmaker's data center revenue climbed 46% year over year in the second quarter, and it now expects $3.15 billion in Q3 sales
Options traders are betting Marvell could blow past expectations
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