Dernières nouvelles pour Marvell Tech (NASDAQ:MRVL) Stock

MARVELL TECHNOLOGY INC

Marvell Tech

Marvell Technology is a fabless chip designer focused on wired networking, where it has the second-highest market share. Marvell serves the data center, carrier, enterprise, automotive, and consumer end markets with processors, optical and copper transceivers, switches, and storage controllers.

Marvell Technology

Marvell Technology Group

Marvell Technology Inc

Investors with a lot of money to spend have taken a bearish stance on Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with MRVL, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 23 uncommon options trades for Marvell Tech.
This isn't normal.
The overall sentiment of these big-money traders is split between 30% bullish and 52%, bearish.
Out of all of the special options we uncovered, 7 are puts, for a total amount of $456,319, and 16 are calls, for a total amount of $1,116,627.
<h3>Expected Price Movements</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $40.0 and $100.0 for Marvell Tech, spanning the last three months.
<h3>Insights into Volume &amp; Open Interest</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Marvell Tech's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Marvell Tech's whale activity within a strike price range from $40.0 to $100.0 in the last 30 days. 
<h3>Marvell Tech 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748876524_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>MRVL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>10/17/25</td>
<td>$1.92</td>
<td>$1.87</td>
<td>$1.87</td>
<td>$85.00</td>
<td>$275.2K</td>
<td>1.5K</td>
<td>400</td>
</tr>
<tr>
<td>MRVL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$1.79</td>
<td>$1.74</td>
<td>$1.74</td>
<td>$70.00</td>
<td>$174.1K</td>
<td>3.6K</td>
<td>1.2K</td>
</tr>
<tr>
<td>MRVL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$4.2</td>
<td>$4.15</td>
<td>$4.15</td>
<td>$60.00</td>
<td>$149.4K</td>
<td>2.0K</td>
<td>490</td>
</tr>
<tr>
<td>MRVL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$8.2</td>
<td>$6.95</td>
<td>$7.15</td>
<td>$100.00</td>
<td>$143.0K</td>
<td>974</td>
<td>230</td>
</tr>
<tr>
<td>MRVL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>10/17/25</td>
<td>$1.87</td>
<td>$1.6</td>
<td>$1.87</td>
<td>$85.00</td>
<td>$74.8K</td>
<td>1.5K</td>
<td>400</td>
</tr>
</tbody>
</table>

<h3>About Marvell Tech</h3>
Marvell Technology is a fabless chip designer focused on wired networking, where it has the second-highest market share. Marvell serves the data center, carrier, enterprise, automotive, and consumer end markets with processors, optical and copper transceivers, switches, and storage controllers.
<h3>Marvell Tech's Current Market Status</h3>
<ul>
<li>Trading volume stands at 5,649,966, with MRVL's price up by 1.87%, positioned at $61.31.</li>
<li>RSI indicators show the stock to be is currently neutral between overbought and oversold.</li>
<li>Earnings announcement expected in 87 days.</li>
</ul>
<h3>What Analysts Are Saying About Marvell Tech</h3>
Over the past month, 5 industry analysts have shared their insights on this stock, proposing an average target price of $84.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Reflecting concerns, an analyst from Cantor Fitzgerald lowers its rating to Neutral with a new price target of $60. 
&#x2A; Consistent in their evaluation, an analyst from Deutsche Bank keeps a Buy rating on Marvell Tech with a target price of $85. 
&#x2A; Consistent in their evaluation, an analyst from Needham keeps a Buy rating on Marvell Tech with a target price of $85. 
&#x2A; An analyst from UBS persists with their Buy rating on Marvell Tech, maintaining a target price of $100. 
&#x2A; Maintaining their stance, an analyst from Loop Capital continues to hold a Buy rating for Marvell Tech, targeting a price of $90. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Marvell Tech options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

Options

Markets

MRVL

Decoding Marvell Tech's Options Activity: What's the Big Picture?

Benzinga examined the prospects for <a href="http://www.benzinga.com/trading-ideas" target="_blank" rel="noreferrer noopener">many investors' favorite stocks</a> over the last week — here's a look at some of our top stories.
In May, U.S. stocks recorded their strongest monthly rally since November 2023, driven by easing trade tensions and robust tech earnings. The S&amp;P 500 rose 6.2%, and the Nasdaq Composite surged 9.6%, returning both indices to positive territory for the year. The "Magnificent Seven" tech giants led the charge, with Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) stock climbing 24% after reporting a 70% year-over-year revenue increase.
Despite the tech sector's dominance, investors anticipate a broader market rally, citing improving earnings in sectors like industrials, consumer staples, and financials. Analysts expect the earnings growth gap between the Magnificent Seven and the rest of the S&amp;P 500 to narrow in 2025.
However, uncertainties remain. A U.S. court ruling declared President Donald Trump's recent tariffs illegal, though the decision was promptly appealed. Analysts warn that renewed tariffs, particularly on chips and pharmaceuticals, could threaten the sustainability of recent market gains.
Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week's most bullish and bearish posts that are worth another look.

The Bulls
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45655507/tech-analyst-expects-palantir-stock-to-rise-above-400-as-ai-revolution-kicks-into-gear">"Tech analyst expects Palantir stock to rise above $400 as AI revolution kicks into gear"</a>, by Adam Eckert, reports that Wedbush analyst Dan Ives predicts Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) will surpass $400 per share and reach a $1 trillion market cap within a few years, citing its leadership in AI and calling it the "Messi of AI."
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45675006/nvidia-stock-has-significant-upside-as-ai-godfather-jensen-huang-delivers-another-robust-quarter">"Nvidia stock has ‘significant upside' as AI ‘godfather' Jensen Huang delivers another ‘robust quarter'"</a>, by Chris Katje, reports that Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) shares rose after the company beat Q1 estimates and analysts projected a market cap of up to $5 trillion, citing surging demand for its Blackwell AI chips and growth in AI infrastructure despite China export restrictions.
<a href="https://www.benzinga.com/news/earnings/25/05/45682895/ulta-beauty-stock-climbs-after-better-than-expected-q1-report-raised-fiscal-2025-outlook">"Ulta Beauty stock climbs after better-than-expected Q1 report, raised fiscal 2025 outlook"</a>, by Erica Kollmann, reports that Ulta Beauty Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) shares surged over 11% after the company exceeded Q1 earnings and revenue expectations, posting $6.70 EPS and $2.85 billion in sales, and raised its fiscal 2025 guidance amid strong demand for skincare and fragrance products.
For additional bullish calls of the past week, check out the following:
<a href="https://www.benzinga.com/news/earnings/25/05/45683235/uipath-stock-surges-on-q1-earnings-beat-raised-guidance-this-was-a-milestone-quarter">UiPath Stock Surges On Q1 Earnings Beat, Raised Guidance: ‘This Was A Milestone Quarter'</a>
<a href="https://www.benzinga.com/government/regulations/25/05/45650179/uranium-stocks-hit-17-year-highs-as-mays-rally-marks-best-month-on-record">Uranium Stocks Hit 17-Year Highs As May's Rally Marks Best Month On Record</a>
<a href="https://www.benzinga.com/general/biotech/25/05/45648350/why-is-gsk-partner-spero-therapeutics-stock-skyrocketing-on-wednesday">Why Is GSK Partner Spero Therapeutics Stock Skyrocketing On Wednesday?</a>

The Bears
<a href="https://www.benzinga.com/news/earnings/25/05/45681892/marvell-technology-stock-slips-after-q1-results-details">"Marvell Technology stock slips after Q1 results: Details"</a>, by Erica Kollmann, reports that Marvell Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) shares fell over 3% after the company posted Q1 adjusted earnings of 62 cents per share on $1.9 billion in revenue—both slightly above analyst estimates—but investors showed muted enthusiasm despite strong AI-driven data center demand and a raised Q2 revenue forecast of $2 billion.
<a href="https://www.benzinga.com/trading-ideas/movers/25/05/45692578/regeneron-sanofi-stock-falls-after-uneven-smokers-lung-drug-data">"Regeneron, Sanofi stock falls after uneven smoker's lung drug data"</a>, by Vandana Singh, reports that Regeneron Pharmaceuticals Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>) and Sanofi SA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNY#NASDAQ">SNY</a>) shares declined after their experimental COPD drug, itepekimab, showed a 27% reduction in exacerbations in one Phase 3 trial but failed to meet the primary endpoint in a second trial, raising concerns about its efficacy.
<a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45645056/gold-etf-bleeds-money-at-fastest-pace-in-3-years-is-the-safe-haven-trade-over">"Gold ETF bleeds money at fastest pace in 3 years — is the safe-haven trade over?"</a>, by Piero Cingari, reports that the SPDR Gold Shares ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLD#NYSE">GLD</a>) experienced $2.1 billion in outflows in May — its worst since July 2022 — as easing U.S.-China tensions and a surging S&amp;P 500 shifted investor appetite toward riskier assets, though Goldman Sachs still forecasts gold reaching $3,700 per ounce by year-end, driven by central bank demand and long-term macro risks.
For more bearish takes, be sure to see these posts:
<a href="https://www.benzinga.com/news/stock-split/25/05/45679654/mullen-automotive-stock-is-tumbling-thursday-whats-driving-the-action">Mullen Automotive Stock Is Tumbling Thursday: What's Driving The Action?</a>
<a href="https://www.benzinga.com/general/biotech/25/05/45655674/rocket-pharmas-gene-therapy-future-clouded-by-regulatory-uncertainty">Rocket Pharma's Gene Therapy Future Clouded By Regulatory Uncertainty</a>
<a href="https://www.benzinga.com/general/biotech/25/05/45624650/why-is-neuropace-stock-falling-after-epilepsy-treatment-study-data">Why Is NeuroPace Stock Falling After Epilepsy Treatment Study Data?</a>
Keep up with all the latest breaking news and trading ideas by following <a href="https://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener">Benzinga</a><a href="http://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener"> on X</a>.
Image created using artificial intelligence via Midjourney.

MULN

NPCE

NVDA

PATH

PLTR

RCKT

REGN

SPRO

ULTA

Benzinga Bulls And Bears: Nvidia, Palantir, Marvell Technology — And Markets Rallied In May

Shares of Marvell Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) tanked in early Friday trading despite the company&#8217;s upbeat earnings <a href="https://www.benzinga.com/news/earnings/25/05/45681892/marvell-technology-stock-slips-after-q1-results-details" target="_blank" rel="noopener">report for th</a><a href="https://www.benzinga.com/news/earnings/25/05/45681892/marvell-technology-stock-slips-after-q1-results-details">e first quarter on Thursday</a>.
The announcement came amid an <a href="https://www.benzinga.com/earnings">exciting earnings season</a>. Here are some key analyst takeaways.
Piper Sandler On Marvell Technology
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58fe05b80bd9910001595370/harsh-kumar">Analyst Harsh Kumar</a> maintained an Overweight rating, while reducing the price target from $95 to $85.
Marvell Technology reported revenues of $1.895 billion and earnings of 62 cents per share, higher than consensus estimates of $1.877 billion and 61 cents per share, respectively, Kumar said in a note. Management guided to revenues of $2.0 billion and earnings of 67 cents per share for the second quarter, broadly in-line with expectations, he added.
"The company continues to expect AI to be the majority of their revenue profile going forward and continue to grow as a proportion of the business," the analyst further wrote.
KeyBanc Capital Markets On Marvell Technology
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/585beadcb5a482000151d188/john-vinh">Analyst John Vinh</a> reiterated an Overweight rating, while cutting the price target from $115 to $90.
Marvell Technology reported its quarterly results and guidance broadly in line with expectations, Vinh said.
Management reiterated that revenue from Amazon.com Inc's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) AWS-related custom AI XPUs is expected to grow in fiscal 2026 and 2027, he added. The company also said that its design win with Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) on Maia 200 "continues to progress, with ongoing collaboration on the architecture for the next-generation Maia 300," the analyst further wrote.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
Cantor Fitzgerald On Marvell Technology
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5e21cde3430dee0001c717dd/quinn-bolton">Analyst Quinn Bolton</a> reaffirmed a Buy rating, while lowering the price target from $100 to $85.
Marvell Technology reported a beat and raise quarter, driven by continued growth in Data Center revenues, Bolton said.
"Management seems very confident in the company&#8217;s opportunity at AMZN, and has secured 3nm wafer and advanced packaging capacity for the next generation design set to ramp in 2026," the analyst wrote. He said revenue is likely to grow sequentially through fiscal 2026, "led by Data Center and as CI and EN continue to recover."
Benchmark On Marvell Technology
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5e2ae9e3430dee0001c80e0c/cody-acree">Analyst Cody Acree</a> maintained a Buy rating and price target of $95.
Marvell Technology's stock came under pressure following the release of first-quarter results, as investors were "not particularly thrilled by the firm's relatively modest upside results and guidance," especially after the outperformance delivered by rival Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Acree said.
Both Marvell Technology and Nvidia witnessed demand for AI driving robust Data Center growth, the analyst stated. He added, however, that Marvell Technology did not provide "any specifics of its quarterly AI results."
MRVL Price Action: Shares of Marvell Technology had declined by 6.79% to $59.40 at the time of publication on Friday.
Read More:
<ul class="wp-block-list">
<li> <a href="https://www.benzinga.com/trading-ideas/movers/25/05/45477478/whats-next-for-foot-locker-analyst-says-dicks-deal-is-timely"> Marvell Technology Data Center Business Triples Over 2 Years As Custom Silicon And Optics Fuel Surge: &#8216;Expect This Momentum To Continue&#8217;</a></li>
</ul>
Photo: JHVEPhoto / Shutterstock.com

Price Target

Movers

AMZN

MSFT

Marvell Analysts Back Steady Outlook, Point To Data Center Strength, AI Momentum

Morgan Stanley analyst Joseph Moore maintains Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a Equal-Weight and raises the price target from $70 to $73.

News

Analyst Ratings

Morgan Stanley Maintains Equal-Weight on Marvell Tech, Raises Price Target to $73

Loop Capital analyst Gary Mobley maintains Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a Buy and lowers the price target from $110 to $90.

Loop Capital Maintains Buy on Marvell Tech, Lowers Price Target to $90

Deutsche Bank analyst Ross Seymore maintains Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a Buy and lowers the price target from $100 to $85.

Deutsche Bank Maintains Buy on Marvell Tech, Lowers Price Target to $85

Marvell Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) posted better-than-expected earnings for the first quarter on Thursday.
Marvell reported quarterly adjusted earnings of 62 cents per share, which beat the Street estimate of 61 cents. Quarterly revenue came in at $1.9 billion, which beat the consensus estimate of $1.88 billion.
"Marvell delivered record revenue in the first quarter of $1.895 billion, a 63% year-over-year increase, and we are forecasting continued strong growth into the second quarter," said Matt Murphy, Marvell's CEO. "This momentum is being fueled by strong AI demand in the data center end market, where our revenue is benefiting from the rapid scaling of our custom silicon programs and robust shipments of our electro-optics products."
Marvell sees second-quarter net revenue of $2 billion, plus or minus 5%, and non-GAAP EPS of 67 cents, plus or minus five cents.
Marvell shares fell 6.9% to trade at $59.34 on Friday.
These analysts made changes to their price targets on Marvell following earnings announcement.
<ul class="wp-block-list">
<li>Needham analyst Quinn Bolton maintained Marvell Tech with a Buy and lowered the price target from $100 to $85.</li>
<li>Wells Fargo analyst Aaron Rakers maintained the stock with an Overweight rating and lowered the price target from $120 to $95.</li>
<li>Keybanc analyst John Vinh maintained the stock with an Overweight rating and lowered the price target from $115 to $90.</li>
<li>Piper Sandler analyst Harsh Kumar reiterated Marvell Tech with an Overweight rating and lowered the price target from $95 to $85.</li>
<li>Evercore ISI Group analyst Mark Lipacis maintained the stock with an Outperform rating and lowered the price target from $135 to $133.</li>
<li>Raymond James analyst Srini Pajjuri reiterated the stock with an Outperform rating and lowered the price target from $110 to $90.</li>
</ul>
Considering buying MRVL stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><a href="https://www.benzinga.com/quote/MRVL/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="587" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30131758/image-420-1024x587.png" alt="" class="wp-image-933573" style="width:670px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30131758/image-420-1024x587.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30131758/image-420-300x172.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30131758/image-420-768x440.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30131758/image-420.png 1112w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
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<li><a href="https://www.benzinga.com/news/25/05/45691209/top-3-materials-stocks-that-could-blast-off-this-month-2">Top 3 Materials Stocks That Could Blast Off This Month</a> </li>
</ul>
Photo via Shutterstock

Earnings

Trading Ideas

Marvell Technology Analysts Slash Their Forecasts After Q1 Earnings

Raymond James analyst Srini Pajjuri reiterates Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a Outperform and lowers the price target from $110 to $90.

Reiteration

Raymond James Reiterates Outperform on Marvell Tech, Lowers Price Target to $90

Evercore ISI Group analyst Mark Lipacis maintains Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a Outperform and lowers the price target from $135 to $133.

Evercore ISI Group Maintains Outperform on Marvell Tech, Lowers Price Target to $133

Piper Sandler analyst Harsh Kumar reiterates Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a Overweight and lowers the price target from $95 to $85.

Piper Sandler Reiterates Overweight on Marvell Tech, Lowers Price Target to $85

Keybanc analyst John Vinh maintains Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a Overweight and lowers the price target from $115 to $90.

Keybanc Maintains Overweight on Marvell Tech, Lowers Price Target to $90

Wells Fargo analyst Aaron Rakers maintains Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a Overweight and lowers the price target from $120 to $95.

Wells Fargo Maintains Overweight on Marvell Tech, Lowers Price Target to $95

Cantor Fitzgerald analyst Matthew Prisco reiterates Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a Neutral and maintains $60 price target.

Cantor Fitzgerald Reiterates Neutral on Marvell Tech, Maintains $60 Price Target

WIIM

Marvell Technology shares are trading lower after the company issued Q2 GAAP EPS guidance below estimates. Additionally, Needham cut its price target on the stock from $100 to $85.

Rosenblatt analyst Kevin Cassidy maintains Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a Buy and maintains $124 price target.

Rosenblatt Maintains Buy on Marvell Tech, Maintains $124 Price Target

Benchmark analyst Cody Acree reiterates Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a Buy and maintains $95 price target.

Benchmark Reiterates Buy on Marvell Tech, Maintains $95 Price Target

Needham analyst Quinn Bolton maintains Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a Buy and lowers the price target from $100 to $85.

Needham Maintains Buy on Marvell Tech, Lowers Price Target to $85

Marvell Technology Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) data center revenue tripled over the last two years, hitting a record in the first quarter of the current fiscal year. The company&#8217;s management expects the momentum to continue going ahead.
What Happened: During the <a href="https://www.benzinga.com/news/earnings/25/05/45681892/marvell-technology-stock-slips-after-q1-results-details">first quarter</a>, the company posted a record data center revenue of $1.44 billion, which was up 5% sequentially and 76% year-over-year.
&#8220;Looking ahead to the second quarter, we expect this momentum to continue with data center revenue projected to grow sequentially in the mid-single-digit range on a percentage basis, while maintaining strong year-over-year growth,&#8221; said the chairman and CEO, Matt Murphy, during the earnings call.
Murphy explained that the surge in data center revenue was led by the shipment of its custom silicon and electro-optics products.
&#8220;These strong results along with our second quarter guidance are being driven by the rapid scaling of our custom AI silicon programs to high volume production, along with robust shipments of our electro-optics products for AI and cloud applications,&#8221; he added.
Marvell&#8217;s data center revenue has tripled since 2023, as per the data highlighted by the AI-driven fundamental research platform, FinChat.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Marvell&#39;s Data Center Revenue grew 78% this quarter. They&#39;ve now almost tripled their data center business over the last 2 years.<a href="https://twitter.com/search?q=%24MRVL&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$MRVL</a> <a href="https://t.co/mipw11YoDq">pic.twitter.com/mipw11YoDq</a>
&mdash; FinChat (@finchat_io) <a href="https://twitter.com/finchat_io/status/1928184331291480330?ref_src=twsrc%5Etfw">May 29, 2025</a></blockquote>
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See Also: <a href="https://www.benzinga.com/markets/25/05/45683632/stock-market-is-pricing-a-never-before-seen-divergence-as-equities-and-bonds-run-it-hot-amid-gloomy">Stock Market Is Pricing A Never-Before-Seen &#8216;Divergence&#8217; As Equities And Bonds &#8216;Run It Hot&#8217; Amid Gloomy Outlook By Bottom-Up Analysts</a>
Why It Matters: <a href="https://www.benzinga.com/news/earnings/25/05/45681892/marvell-technology-stock-slips-after-q1-results-details">Marvell&#8217;s first quarter</a> revenue stood at $1.9 billion, beating the consensus estimate of $1.88 billion. The company also posted better-than-expected earnings of 62 cents per share, above the street estimate of 61 cents.
Marvell sees second-quarter net revenue of $2 billion, plus or minus 5%, and non-GAAP EPS of 67 cents, plus or minus five cents.
However, the shares of the company fell despite good earnings; it ended 1.33% lower on Thursday and slipped 3.28% in after-hours. The stock was down 43.88% in 2025 and 17.07% over the whole year.
Benzinga Edge Stock Rankings shows that MRVL had a stronger price trend over the short term but a weaker trend over the medium and long term. Its momentum ranking was poor, and its value ranking was also weak at the 16.38th percentile. The details of other metrics are <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">available here.</a> 
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="140" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30022830/MRVL-EDGE-1024x140.png" alt="" class="wp-image-932582" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30022830/MRVL-EDGE-1024x140.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30022830/MRVL-EDGE-300x41.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30022830/MRVL-EDGE-768x105.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30022830/MRVL-EDGE.png 1210w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, rose on Thursday. The SPY was up 0.39% to $590.05, while the QQQ advanced 0.20% to $519.93, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
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Photo courtesy: JHVEPhoto / Shutterstock.com

Equities

Marvell Technology Data Center Business Triples Over 2 Years As Custom Silicon And Optics Fuel Surge: 'Expect This Momentum To Continue'

On Thursday, major U.S. indexes brushed off an appeals court decision to <a href="https://www.benzinga.com/news/legal/25/05/45683326/trump-tariffs-temporarily-preserved-as-appeals-court-pauses-lower-ruling">uphold Trump tariffs</a> temporarily and closed higher. The Dow Jones Industrial Average climbed 0.3% to 42,215.73, while the S&amp;P 500 and Nasdaq each advanced 0.4% to 5,912.17 and 19,175.87, respectively. These are the top stocks that gained the attention of retail traders and investors throughout the day:
Costco Wholesale Corp&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COST#NASDAQ">COST</a>)
Costco&#8217;s stock slipped by 0.43%, closing at $1,008.74. The stock hit an intraday high of $1,017.54 and a low of $1,003.60, with a 52-week range of $788.20 to $1,078.23. The retailer reported <a href="https://www.benzinga.com/news/earnings/25/05/45682298/costco-q3-earnings-revenue-beat-eps-beat-comps-up-57-membership-fee-growth-and-more">third-quarter revenue</a> of $63.2 billion, surpassing analyst expectations of $63.19 billion. Adjusted earnings per share were $4.28, beating the forecast of $4.13. Membership fee growth also contributed to the positive results.
Dell Technologies Inc&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>)
Dell&#8217;s shares fell slightly by 0.12%, closing at $113.63. The stock reached an intraday high of $115.46 and a low of $111.30, with a 52-week range between $66.25 and $178.84. In the after-hours trading, the stock rose nearly 1.9%. The company reported first-quarter revenue of $23.38 billion, exceeding the consensus estimate of $23.14 billion. However, adjusted earnings per share of $1.55 missed the expected $1.69. Dell highlighted <a href="https://www.benzinga.com/news/earnings/25/05/45681613/dell-q1-earnings-revenue-beat-eps-miss-company-highlights-unprecedented-demand-for-ai-optimized-servers">unprecedented demand</a> for AI-optimized servers.
See Also:&nbsp;<a href="https://benzinga.com/markets/cryptocurrency/25/05/45677493/litecoin-enters-smart-contract-era-with-new-layer-2-chain" target="_blank" rel="noreferrer noopener">Litecoin Enters Smart Contract Era With New Layer-2 Chain &#8211; Benzinga</a>
Marvell Technology, Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>)
Marvell Technology saw its stock decline by 1.33%, closing at $63.73. The stock&#8217;s intraday high was $67.59, with a low of $63.33, and a 52-week range of $47.09 to $127.48. The shares declined 3.3% in the after-hours trading. The company <a href="https://www.benzinga.com/news/earnings/25/05/45681892/marvell-technology-stock-slips-after-q1-results-details">reported quarterly adjusted earnings</a> of 62 cents per share, slightly above the Street estimate of 61 cents. Revenue came in at $1.9 billion, beating the consensus of $1.88 billion.
Ulta Beauty, Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>)
Ulta Beauty&#8217;s stock rose by 1.15%, closing at $421.79. The stock recorded an intraday high of $427.06 and a low of $414.21, with a 52-week range of $309.01 to $460.00. The company reported quarterly earnings of $6.70 per share, significantly beating the consensus estimate of $5.77. Revenue of $2.85 billion also exceeded expectations. Ulta raised its&nbsp;<a href="https://www.benzinga.com/news/earnings/25/05/45682895/ulta-beauty-stock-climbs-after-better-than-expected-q1-report-raised-fiscal-2025-outlook">fiscal 2025 outlook</a>, boosting investor confidence.
Tesla Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)
Tesla&#8217;s stock gained 0.43%, closing at $358.43. The stock&#8217;s intraday high was $367.71, with a low of $356.00, and a 52-week range of $167.42 to $488.54. In the after-hours trading, the shares of the automaker fell nearly 1%. Tesla is experiencing its best rally of 2025, with shares up over 22% in May. The company is benefiting from <a href="https://www.benzinga.com/25/05/45668119/tesla-rides-a-bullish-wave-as-byd-slashes-prices-whos-really-winning-the-ev-war">renewed focus</a> from CEO Elon Musk, driving the stock&#8217;s strong performance.
Benzinga Edge Stock Rankings show that Costco checks out on Short, Medium and Long Price Trend. Here is how the big box store <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">ranks on other metrics</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="438" height="279" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/29213406/Screenshot-2025-05-30-at-10.33.48.png" alt="" class="wp-image-932408" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/29213406/Screenshot-2025-05-30-at-10.33.48.png 438w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/29213406/Screenshot-2025-05-30-at-10.33.48-300x191.png 300w" sizes="(max-width: 438px) 100vw, 438px" /></a></figure>
Photo Courtesy: Tada Images On Shutterstock.com
Prepare for the day&#8217;s trading&nbsp;<a href="https://editorial.benzinga.com/wp-admin/Premarket%20Movers%20&amp;%20News">with top premarket movers and news</a>&nbsp;by Benzinga.
Read Next: 
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<li><a href="https://benzinga.com/markets/25/05/45611864/trump-media-group-reportedly-plans-to-raise-3-billion-to-buy-cryptocurrencies-borrowing-a-page-from-mstr-" target="_blank" rel="noreferrer noopener">Trump Media Group Reportedly Plans To Raise $3 Billion To Buy Cryptocurrencies: &#8216;Borrowing A Page&#8217; From MSTR Playbook, Says Peter Schiff</a></li>
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This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/shivdeep-dhaliwal" target="_blank" rel="noreferrer noopener">Shivdeep Dhaliwal</a>

COST

DELL

TSLA

Costco, Dell, Marvell Technology, Ulta Beauty, Tesla: Why These 5 Stocks Are On Investors' Radars Today

Marvell Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) released its first-quarter results after Thursday's closing bell. Here's a look at the key figures <a href="https://www.benzinga.com/pressreleases/25/05/n45680879/marvell-technology-inc-reports-first-quarter-of-fiscal-year-2026-financial-results">from the report. </a>
The Details: Marvell reported quarterly adjusted earnings of 62 cents per share, which beat the Street estimate of 61 cents. Quarterly revenue came in at $1.9 billion, which beat the consensus estimate of $1.88 billion.
Read Next: <a href="https://www.benzinga.com/news/management/25/05/45675714/can-michael-burrys-nvidia-short-survive-the-stocks-stunning-comeback?utm_source=articleShare">Can Michael Burry&#8217;s Nvidia Short Survive The Stock&#8217;s Stunning Comeback?</a>
Marvell will host a Custom AI Investor Event, streamed live on&nbsp;June 17, 2025, beginning at&nbsp;1 p.m. ET. The event will feature presentations from the CEO, members of the executive team and a cross-section of Marvell&#8217;s engineering leaders and will highlight advances in Marvell&#8217;s technology platform. 
&#8220;Marvell delivered record revenue in the first quarter of&nbsp;$1.895 billion, a 63% year-over-year increase, and we are forecasting continued strong growth into the second quarter,&#8221; said&nbsp;Matt Murphy, Marvell&#8217;s CEO. 
&#8220;This momentum is being fueled by strong AI demand in the data center end market, where our revenue is benefiting from the rapid scaling of our custom silicon programs and robust shipments of our electro-optics products,&#8221; Murphy added. 
Outlook: Marvell sees second-quarter net revenue of $2 billion, plus or minus 5%, and non-GAAP EPS of 67 cents, plus or minus five cents.
MRVL Price Action: According to data from <a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw">Benzinga Pro</a>, Marvell Technology stock was down 3.17% at $61.71 in Thursday's extended trading.&nbsp;
Read Next:&nbsp;
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<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45677382/elf-beauty-buys-hailey-biebers-brand-rhode-for-1-billion-now-shes-richer-than-husband-justin-bieber?utm_source=articleShare">e.l.f. Beauty Buys Hailey Bieber&#8217;s Brand Rhode For $1 Billion: Now She&#8217;s Richer Than Husband Justin Bieber</a></li>
</ul>
Photo: Shutterstock

Guidance

After-Hours Center

Tech

Marvell Technology Stock Slips After Q1 Results: Details

Press Releases

Marvell to Sell Automotive Ethernet Business to Infineon for $2.5 Billion in Cash

Infineon further strengthens its number one position in automotive microcontrollers and boosts systems capabilities for software-defined vehicles with acquisition of Marvell's Automotive Ethernet business

Small Cap

Marvell Announces Successful Interoperability of Structera CXL Portfolio with AMD EPYC CPU and 5th Gen Intel Xeon Scalable Platforms

Marvell Announces Changes to its Board of Directors

Marvell to Host Webinar on the Future of Custom Silicon Technology for AI Infrastructure; Postpones Investor Day

Marvell and NVIDIA to Provide Custom Solutions for Advanced AI Infrastructure

Marvell Delivers Advanced Packaging Platform for Custom AI Accelerators

/C O R R E C T I O N -- Marvell/

Commodities

Marvell Technology, Inc. Reports First Quarter of Fiscal Year 2026 Financial Results

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