MRVL Marvell Technology, Inc. Loading... : Bullish and Bearish Analyst Opinions
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10:01
Jul 18
Jul 18
Co-mentioned alongside AVGO and LITE as co-packaged optics developer for AI interconnect, targeting full deployment by 2030.
MED
09:53
Jul 18
Jul 18
Author names AVGO, MRVL, and LITE as co-packaged optics beneficiaries, with optical interconnects replacing copper for AI cluster bandwidth — targeting full deployment by 2030.
MED
00:03
Jul 18
Jul 18
Author criticizes European investors for viewing AI-related stocks as gambling and celebrating their recent crash, but does not state a current position or forward call.
LOW
19:11
Jul 17
Jul 17
The author lists thematic ETFs and beaten-down AI, neocloud, space, and defense stocks as a watchlist for which sectors might rally first, not as current positions or trade calls.
15:57
Jul 17
Jul 17
The author presents a list of beaten-down stocks across AI semis, neocloud, space, and defense sectors as being "on sale," but does not state a personal position or explicit forward call, so each ticker is indexed as watch.
LOW
14:04
Jul 17
Jul 17
Marvell down 45% from ATH ($330→$184) despite being a key AI networking/connectivity supplier. The sell-off is broad-based and not company-specific; AI infrastructure buildout requires MRVL's chips. The decline is a tactical entry for investors with a 12-18 month horizon. Competitive pressure or weaker than expected data center spending.
HIGH
12:16
Jul 17
Jul 17
Premarket movers show Mag 7 stocks and chipmakers all lower amid a broad tech selloff, with Autoliv, Intuitive Surgical, Netflix, and Staar Surgical all falling on earnings-related news.
09:58
Jul 17
Jul 17
Monitor MRVL ahead of F2Q27 earnings; quoted research expects +12% QoQ revenue, guidance raise, and strong FY29 custom ASIC upside to $15bn+.
MED
08:16
Jul 17
Jul 17
Author expects these tech names to recover from drawdown based on cyclical pattern, but already reduced beta exposure and does not commit to a current position.
MED
01:39
Jul 17
Jul 17
The author advises against selling into deep losses and outlines a watchlist for potential tech, medical, and travel entries once downtrends stabilize, but expresses no current directional positions.
20:17
Jul 16
Jul 16
Buy MRVL as a photonics/semiconductor play within AI infrastructure buildout; author deploys fresh capital into names down 30-50% on sentiment-driven dip.
MED
18:39
Jul 16
Jul 16
Author notes the entire AI stack is selling off indiscriminately but sees no fundamental change, planning to share a shopping list of discounted names later.
17:39
Jul 16
Jul 16
Buy MRVL as a semi beneficiary of the AI capex upcycle; new flagship model releases expected year-end drive token consumption surge, pushing capex estimates higher and re-rating the semi complex.
MED
16:48
Jul 16
Jul 16
Author says he bought MRVL more than a year ago at $80 and defends the long-term holding despite the short-term selloff.
MED
10:01
Jul 16
Jul 16
A user highlights “Jensen told us MRVL was the next trillion dollar company a month ago now it’s down 40% in a month 😭.” No bullish counter‑comments. Hype from management was not sustained; the stock is in freefall. Retail is trapped and sentiment is toxic. Avoid MRVL. The 40% drop reflects deteriorating fundamentals or sector rotation away from semi/connectivity names. A bounce is possible from oversold levels, but community consensus is overwhelmingly bearish.
LOW
09:09
Jul 16
Jul 16
The author lists HIMS, GOOGL, and MRVL as the tickers with the least chance of hitting previous price targets, based on current reading, without stating a personal position.
LOW
20:59
Jul 15
Jul 15
Buy MRVL on dips as one of author's top-5 preferred names at lower price levels, implying favorable risk/reward at pullback entries.
MED
20:58
Jul 15
Jul 15
Author lists five tickers as top preferences in reply to a parent asking for recovery picks, implying a bullish directional view on each.
20:50
Jul 15
Jul 15
Buy Marvell Technology at $120; author's stated add-zone target based on undervaluation, patient entry strategy awaiting bullish market conditions.
MED
23:38
Jul 14
Jul 14
Watch MRVL as both beneficiary of optical demand and subject to Taiwan concentration risk.
MED
23:38
Jul 14
Jul 14
Watch these beneficiaries of expanding hyperscaler custom-silicon programs; record burn-in orders signal durable multi-generation demand for design and production infrastructure.
MED
19:20
Jul 13
Jul 13
Watch Marvell as a participant in optical engine and photonics segment of CPO ecosystem.
MED
11:00
Jul 12
Jul 12
Custom AI chip trend favors AVGO, MRVL, TSMC.
Big tech's shift to in-house AI chips (custom ASICs) for inference cost savings and supply diversification directly benefits ASIC design leaders Broadcom and Marvell, which control 95% of the market, and also benefits TSMC as the common manufacturing bottleneck. New entrants like MediaTek and Qualcomm add momentum.
MED
09:43
Jul 12
Jul 12
The author simply agrees with a preference for CRDO over MRVL without stating a personal position or forward-looking view.
20:20
Jul 11
Jul 11
Author conducted deep analysis on Marvell's AI infrastructure platform and explicitly calls it a very attractive stock to own here.
07:18
Jul 11
Jul 11
Author says 'Marvell is another stock I have been analyzing and watching closely... here is why I like it.' He cites custom ASIC expansion with hyperscalers, NVIDIA's equity investment as a catalyst,
Author says 'Marvell is another stock I have been analyzing and watching closely... here is why I like it.' He cites custom ASIC expansion with hyperscalers, NVIDIA's equity investment as a catalyst, and hiring as a lead indicator of growth.
Risk: Custom ASIC programs may not convert to meaningful revenue; competition from Broadcom and others.
14:32
Jul 10
Jul 10
Buy MRVL based on Jensen Huang's prior valuation call implying 5x upside; fading the leader of AI is unwise.
MED
18:37
Jul 09
Jul 09
Author celebrates a green day for AI stocks and directs readers to a portfolio update listing his invested names, but does not explicitly state current positions or forward calls in the tweet itself.
15:21
Jul 09
Jul 09
Memory stocks bottomed on AI catalyst.
The new ChatGPT live voice model signals that AI development continues strongly, and memory/semiconductor stocks are bottoming. AI capex will keep increasing, benefiting memory chips. Memory is not a commodity; demand will remain high. The recent panic (Apple buying memory from China, SK Hynix US listing fears) created a capitulation bottom.
HIGH
11:46
Jul 09
Jul 09
ASICs gaining share in AI compute
Custom ASICs from Broadcom and Marvell reduce total cost of ownership by 20-30% versus GPUs and should gain market exposure, potentially outweighing GPU workloads by mid-next year as the inference phase expands.
HIGH
About MRVL Analyst Coverage
Buzzberg tracks MRVL (Marvell Technology, Inc.) across 85 sources. 198 bullish vs 5 bearish calls from 113 analysts. Sentiment: predominantly bullish (32%). 600 total trade ideas tracked. Past 7 days: 6 bullish, 16 watch. Latest voices: frenchie_, aleabitoreddit, wliang.