Marvell Technology Group (MRVL) Buy, Sell or…

Marvell Technology Group (MRVL)

141.20

+7.65 (5.73%)

as of Nov 6, 2026, 9:00:00 pm Market Closed.

159 watching

COMMENT

It roared in 2020, but has stalled in the last 5 months due to the rotation this winter out of tech and into reopening stocks, and Marvell bought a company last fall in a cash and stock deal. Last night that deal closed, and today the stock popped 4%. MRVL may be ready to roll again.

BUY

It's the ultimate 5G play, and they delivered a great quarter. He owns a lot of this, and he bought on recent weakness.

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Curated by Michael O'Reilly since 2020.
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TOP PICK

Stockchase Research Editor: Michael O'Reilly MRVL is a semiconductor developer involved in 5G, cloud and automotive areas. Recently reported earnings hit analyst expectations in both EPS ($0.25) and revenue growth (13%). Chip supply is causing management to actually be conservative on its guidance -- projecting EPS of $0.25-$0.33 next quarter. It pays a smallish dividend, backed by a 25% payout ratio. Over 87% of the stock is held by large institutions with good staying power. It trades at less than 20x earnings, compared to peers in the space at 65x. We would buy this with stop-loss at $32, looking to achieve $54 -- upside potential over 24%. Yield 0.6% (Analysts’ price target is $53.79)

BUY ON WEAKNESS

An essential 5G play Many chipmakers to choose from, but Marvell is the best 5G play here. The only problem is a supply shortage due to high demand.They make chips and are a 5G play. Has a partnership wtih MSFT to make in-house server chips. Shares are trading at nosebleed levels now, though.

BUY

Marvell is his favourite 5G play, though all the semis have strong 5G exposure. 5G is a strong theme for 2021. AMD: the same. Both are long-term plays.

BUY

Take profits, he thought at first, but this is going further, because they make the ultimate 5G product. So, hold or buy.

BUY

A fabulous 5G play, but they lost a lot of business when Trump banned Huawei from buying American-made compenents. Maybe Marvell will get back that business under Biden who likely won't antagonize China like Trump.

COMMENT

Competes with Cisco. He targets $41, so there's not much topside left. It's run up a lot. MRVL will benefit from 5G momentum. Has a good business model.

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PAST TOP PICK

(A Top Pick Aug 06/19, Up 49%) They produce chips for storage and telecoms, so it's a cloud stock. A great performer. He owns a lot of semis stocks. He'd buy MRVL today, but there's near-term stress in tech, but semis are the strongest spot in tech.

COMMENT

He does not own it outright, but it is part of the SOXX ETF. The company is involved in semi-conductor chips. He has other companies that he owns in this space. He likes the diversification of SOXX instead. The semi's have become the engine of the tech sector, so it is a good place to be in.

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)

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Marvell Technology Group (MRVL)