NASDAQ:MRVL

Marvell Technology Group (MRVL)

221.55
+12.72 (6.09%)
as of Sep 4, 2026, 6:02:07 pm Market Open.
156 watching
0
Investor Insights
star iconSep 4, 2026, 12:00 am

This summary was created by AI, based on 15 opinions in the last 12 months.

Marvell Technology Group (MRVL) has garnered mixed reviews from experts, with optimism surrounding its revenue growth, particularly in data centers, where a significant acceleration is anticipated. Analysts highlight the importance of partnerships with tech giants like Microsoft and Google, suspecting that these relationships could drive future sales and impact competitors like Broadcom. However, concerns about rising debt and mixed earnings guidance have led some experts to be cautious. Overall, there is a positive sentiment about its growth potential, despite some analysts recommending setting stop-loss levels to mitigate risks. While some see it as a play on the booming semiconductor market, others express hesitancy due to its elevated price-to-earnings ratio and future uncertainties.

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Consensus
Positive
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Valuation
Overvalued
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BUY
Down on weak outlook

Bought it at $220. Revenue growth from data centres is accelerating, with full year 2027 growth at 60%. From their report, he wanted to see a bigger beat and EPS, perhaps from over-expectations. CXL and connectivity will continue to expand. 

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Aug 13/26, Up 15.2%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with MRVL is progressing well.  To remain disciplined, we recommend trailing up the stop (from $170) to $187 at this time.  

BUY

The Google chip deal is typical--the hyperscalers want customized chips. If Marvell builds the relationship with Google, will Google turn to Marvell for silicon purchases. This would hurt Broadcom. It's a good deal; it will lead to future purchases.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

We reiterate MRVL, a play on data center growth, as a TOP PICK.  Microsoft is rumoured to include the company's semiconductor technology in their next big AI rollout.  It currently shows strong cash flows and rising cash reserves - albeit with rising debt and shares.  We continue to recommend a stop at $170, looking to achieve $272 -- upside potential of 26%.  Yield 0.1%

(Analysts’ price target is $268.57)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

MRVL is a play on data center growth.  The company projects over 50% annual growth in this business segment over the next two fiscal years.  "It provides the plumbing for data centers" coined one analyst, and it provides a suite of products in its application.  It currently shows strong cash flows and rising cash reserves.  We recommend setting a stop-loss at $170, looking to achieve $265 -- upside potential of 26%.  Yield 0.1%

(Analysts’ price target is $264.77)
BUY

Still owns it. Be careful which tech stocks you own now--some are slumping, some not. Marvell has $10 of earnings power by 2027. NVDA invested in them. Their optical business is poised to grow 50% the next few years. Their custom ASIC business-- they have an 80% market share with Broadcom--is expected to grow from 20% to 100% share. Is up 218% this year and trades at 27x, not cheap, but it is growing.

PARTIAL SELL

They had a great quarter and raised guidance. They join the S&P today. Optical is growing 50%. Stock is up 242% over 3 months, so trim. They are right in the sweet spot.

PARTIAL SELL

Jensen Huang blessed it. They have a strong relationship with Alphabet, Amazon and Microsoft. It's in the sweet spot. Don't chase it here. If you own, ride it with a stop and understand that when it ends you won't collect the entire appreciation.

COMMENT

They report later today. Is up 135% this year.They have strong relationships trading in semis with Amazon and Microsoft's Azure. Options implies a 12% move. There will be speculation in Marvell. The spotlight is on these chips names.

RISKY
MRVL vs. AVGO

AVGO is like the smaller cousin of NVDA. Built GOOG's AI program, increasingly making waves with Anthropic (owns Claude). Interesting, but not a shoot-the-lights-out opportunity. He'd buy.

MRVL is trying to take a share of the chips that go into GOOG, and is already involved with AMZN cloud. Be careful. It's not a given that it's a capable designer of cutting-edge chips. Coin flip. We've been fooled before.

NVDA is actually more interesting than both.

BUY

 They report Thursday. The street expects big things due to MRVL's partnerships with many hyperscalers, especial AWS, which is selling out of its chips. Strong demand for its chips. Great CEO. Buy ahead of earnings.

BUY ON WEAKNESS

Likes it, but there's a lot of takeover fluff. Wait until that fluff is gone first. Can't recommend this stock which is up $6.

PARTIAL SELL
Up 30%.

Nice work! Has cornered the market on trading on the edge. Company was early in this area and so it has an edge, though that probably won't last forever. His 12-month price target is $102, higher than the average analyst. Almost fully priced. Still has good runway going into 2026, maybe into 2027, before someone can catch up.

(Analysts’ price target is $88.50)
SELL

Hardware. Exceptionally good at edge computing. Pretty close to price target of $75. He took profit yesterday, and bought FIG, SLR, OKLO, and some of the Mag 7.

DON'T BUY

The guidance disappointed, and he believes in the CEO, but prefers Nvidia.

Showing 1 to 15 of 92 entries

Marvell Technology Group (MRVL) Frequently Asked Questions

What is Marvell Technology Group stock symbol?

Marvell Technology Group is a American stock, trading under the symbol MRVL (previously MRVL-Q on Stockchase) on the NASDAQ (MRVL). It is usually referred to as NASDAQ:MRVL or MRVL

Is Marvell Technology Group a buy or a sell?

In the last year, 14 stock analysts issued a Buy, Sell, or Hold rating on MRVL (previously MRVL-Q on Stockchase). 9 analysts recommended to BUY and 5 analysts recommended to SELL the stock. The latest stock analyst rating is BUY. Read the latest stock experts' ratings for Marvell Technology Group.

Is Marvell Technology Group a good investment or a top pick?

Marvell Technology Group was recommended as a Top Pick by Bill Baruch, Founder, Blue Line Capital on 2026-08-28. Read the latest stock experts ratings for Marvell Technology Group.

Why is Marvell Technology Group stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for Marvell Technology Group.

Is Marvell Technology Group worth watching?

Marvell Technology Group is followed by 156 investors on Stockchase and is a trending stock that is worth watching.

What is Marvell Technology Group stock price?

On 2026-09-04, Marvell Technology Group (MRVL) stock closed at a price of $221.55.

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3.6(14)
Based on 14 expert opinions: 9 buy 0 hold 5 sell