NASDAQ:MRVL

Marvell Technology Group (MRVL)

266.77
-14.49 (5.15%)
as of Jun 26, 2026, 8:00:00 pm Market Open.
154 watching
0
Investor Insights
star iconJun 26, 2026, 12:00 am

This summary was created by AI, based on 12 opinions in the last 12 months.

Marvell Technology Group (MRVL) has garnered significant attention due to its strong quarterly performance and impressive growth, especially in the optical sector. The company has established valuable partnerships with major tech players like Amazon, Alphabet, and Microsoft. However, opinions are mixed regarding its valuation and future potential, with some experts cautioning against chasing the stock at current prices. While there are expectations of continued growth driven by demand in edge computing and semiconductors, several analysts advise trimming positions and highlight the risk of it being overvalued. Speculation around its earnings report and general market sentiment contribute to a diverse perspective on MRVL's outlook.

consensus icon
Consensus
Mixed
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Valuation
Fair Value
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Similar
NVDA, NVDA
BUY

American Tower as a 5G pick? Instead, he owns MRVL-Q, a peer, in SOXX. He own ETFs to be nimble. Marvell is a leader in storage, networking, switches and embedded processing. They have great relationships with customers like Samsung in the 5G area, as well as Nokia, also in 5G. He likes MRVL though there is somevirus risk. You can buy this, but also buy some SOXX to spread the risk. $28.60 is his price target

TOP PICK
He holds it personally and for his clients. He got in at $26.17. He was looking for 5G stocks and the chart looked good. A fairly recent purchase. If it break out above $28, it could go as high as $35. (Analysts’ price target is $29.33)
WATCH
Back in early 2018 it had a consolidation that eventually broke down in late 2018. He thinks it is again consolidating, but it is still making higher highs. He would like to see it stay above the second last high. He would watch this for a while.
DON'T BUY
Not a buy right now, based on where we are in the semi-conductor cycle. It is too expensive here.
TOP PICK

We live in a world of connective devices. The next theme will be 5G. Both Amazon and Microsoft are working with them to redesign the cloud. About 50% of their revenue comes from network services and 48% from data storage. (Analysts’ price target is $27.00)

BUY
He likes 5G and anybody in 5G. It is going to be the largest technology roll out in the history. The Huawei is getting in the way. You can use this as an opportunity to average in.
PAST TOP PICK
(A Top Pick Aug 6/09. Up 11.85%.)
TOP PICK
Plays in 2 key spots. 1) Digital semiconductors for consumer communications and 2) hard disk drives. Both of them have very strong order ramps. They have had a number of design wins that should kick in over the next couple of quarters.
BUY
Communications chip provider. They design the chips, but outsource the manufacturing. They are buying out Intel’s (INTC-Q) communication group. They tend to be the technology leader.
DON'T BUY
Extremely innovative. The challenge you always have with this company is the stock price. They have quite a promotional CFO which has gotten them into trouble in the past. Too expensive at this point.
DON'T BUY
Ranks in the middle of the pack. Not cheap.
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