Dec 31, 2025 • ts2.tech
NEUTRAL
Marvell stock rises today as Fed minutes loom — and a CES CEO chat is next
Marvell Technology shares rose 1.1% in early afternoon trading, outpacing a flat-to-lower U.S. market, as traders positioned for the Federal Reserve's December meeting minutes. The company's stock, benefiting from its central role in AI data center spending, saw a boost ahead of a key CES fireside chat with CEO Matt Murphy. Investors are keenly watching the Fed minutes for insights into 2026 interest rate expectations, which significantly influence high-growth semiconductor companies like Marvell.
Dec 31, 2025 • ts2.tech
SOMEWHAT-BULLISH
Marvell stock ticks higher after hours as CES CEO chat and Celestial AI deal stay in focus
Marvell Technology Inc. shares rose about 1.1% in after-hours trading, outperforming broader chip ETFs, as investors focused on upcoming catalysts including CEO Matt Murphy's CES fireside chat and the closing of the Celestial AI acquisition. The company's recent announcement to acquire Celestial AI for $3.25 billion and its warrant deal with Amazon are key strategic moves in the AI infrastructure market, particularly in optical interconnects and custom data-center chips. Traders will be listening for updates on customer adoption of optical connectivity and broader spending trends in AI infrastructure beyond accelerators.
Dec 30, 2025 • Seeking Alpha
BULLISH
Marvell Technology: Mr. Market's Lagging Sentiment (NASDAQ:MRVL)
Marvell Technology, Inc. (MRVL) is rated a Strong Buy despite its recent stock underperformance in 2025, attributed to its expanding AI footprint and undervaluation. The company's aggressive R&D investments, declining SG&A/revenue ratio, and improving gross margins suggest strong future earnings potential and operating leverage. Management's conservative data center growth forecast, coupled with recent growth and new initiatives, indicates potential upside to current estimates, although risks like macroeconomic uncertainty and high China exposure exist.
Dec 29, 2025 • ts2.tech
SOMEWHAT-BEARISH
Marvell stock falls today: MRVL tracks tech pullback as traders eye Fed minutes
Marvell Technology, Inc. shares fell about 1.1% on Monday, tracking a broader retreat in technology stocks as traders awaited minutes from the Federal Reserve's prior meeting. The Nasdaq-listed chipmaker's performance is closely watched due to its ties to data-center spending and investor sentiment regarding AI infrastructure buildouts. Marvell has been a focus for investors due to its custom chips for cloud customers and its recent acquisition of Celestial AI to strengthen its silicon photonics push.
Dec 29, 2025 • MarketBeat
NEUTRAL
Burr Financial Services LLC Reduces Position in Marvell Technology, Inc. $MRVL
Burr Financial Services LLC significantly reduced its stake in Marvell Technology (NASDAQ:MRVL) by 84.3% in the third quarter of 2025, selling 31,258 shares and retaining 5,827 shares valued at $490,000. Despite this reduction, Marvell Technology remains a top holding for the firm. The company recently reported strong Q3 earnings, exceeding analyst estimates, and announced a $5.00 billion share repurchase program and a quarterly dividend.
Dec 28, 2025 • ts2.tech
SOMEWHAT-BULLISH
Marvell Technology (MRVL) Stock Weekend Update: Moody’s Upgrade, Institutional Filings, and What to Watch Before Monday’s Open
This article provides a weekend update on Marvell Technology (MRVL), highlighting a recent Moody's ratings upgrade, newly published institutional ownership filings, and key factors to watch before Monday's market open. It details Marvell's improving credit profile, ongoing analyst projections, and the significant Celestial AI acquisition, emphasizing the company's role in AI data center infrastructure. The report also reminds investors of Marvell's Q4 fiscal guidance and the recurring debate around customer concentration.