Marvell Soars 30% in Three Months: Should You Hold or Fold the Stock?

Zacks11-14

Marvell Technology, Inc. MRVL has been on an impressive run, with its shares surging more than 30% over the past three months. This performance significantly outpaces the broader market, where the S&P...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2483891963?lang=en_US&edition=fundamental","thumbnail":"https://s.yimg.com/uu/api/res/1.2/veM3e4rEph5cgopYwUsfZg--~B/aD00MTM7dz02MjA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/9c8787491917ce830049cb60abed84e5","is_english":true,"pubTime":"2024-11-14 22:46","share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","id":"2483891963","market":"us","top_or_hot":-1,"title":"Marvell Soars 30% in Three Months: Should You Hold or Fold the Stock?","media":"Zacks","content":"<div>\n<p>Marvell Technology, Inc. MRVL has been on an impressive run, with its shares surging more than 30% over the past three months. This performance significantly outpaces the broader market, where the S&P...</p>\n\n<a href=\"https://finance.yahoo.com/news/marvell-soars-30-three-months-144600991.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Marvell Soars 30% in Three Months: Should You Hold or Fold the Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMarvell Soars 30% in Three Months: Should You Hold or Fold the Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-14 22:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/marvell-soars-30-three-months-144600991.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Marvell Technology, Inc. MRVL has been on an impressive run, with its shares surging more than 30% over the past three months. This performance significantly outpaces the broader market, where the S&P...</p>\n\n<a href=\"https://finance.yahoo.com/news/marvell-soars-30-three-months-144600991.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AMD","symbol_name":"美国超微公司","start_time":0,"source_url":"https://finance.yahoo.com/news/marvell-soars-30-three-months-144600991.html","article_id":"2483891963","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/veM3e4rEph5cgopYwUsfZg--~B/aD00MTM7dz02MjA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/9c8787491917ce830049cb60abed84e5"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2483891963","pubTimestamp":1731595560,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Marvell Technology, Inc. MRVL has been on an impressive run, with its shares surging more than 30% over the past three months. This performance significantly outpaces the broader market, where the S&P 500 and the Zacks Computer and Technology sector have risen by 8.3% and 7.5%, respectively.MRVL stock has also outperformed other semiconductor heavyweights, including NVIDIA Corporation NVDA, Advanced Micro Devices, Inc. AMD and Micron Technology, Inc. MU. In the past three months, NVIDIA rose 19.3%, while shares of Advanced Micro Devices and Micron Technology have declined 5.6% and 6.4%, respectively.This stellar performance has led many investors to question whether it’s time to take profits or continue holding on to MRVL. Here’s why a hold strategy might be the best course of action.Despite a challenging macroeconomic environment, Marvell’s second-quarter fiscal 2025 performance showcased its resilience. The company reported non-GAAP earnings per share  of 30 cents, a marked improveme","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"AMD":"美国超微公司","SNVD.UK":"LS -1X NVIDIA","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","NVD":"GraniteShares 2x Short NVDA Daily ETF","NVD2.UK":"2X NVIDIA ETP","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","NVDD":"Direxion Daily NVDA Bear 1X Shares","NVD3.UK":"LS 3X NVIDIA","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","NVDS.UK":"LS -1X NVIDIA","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4554":"元宇宙及AR概念","NVDA":"英伟达","NVDS":"Tradr 1.5X Short NVDA Daily ETF","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","MRVL":"迈威尔科技","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4575":"芯片概念","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","3NVD.UK":"LS 3X NVIDIA","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","MU":"美光科技","LU0079474960.USD":"联博美国增长基金A","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","2NVD.UK":"2X NVIDIA ETP","LU0080751232.USD":"富达环球多元动力基金A","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC"},"translate_title":"Marvell三个月内飙升30%：您应该持有还是卖出该股票？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMD":1,"NVDA":1,"MU":1,"MRVL":0.9,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6},"content_text":"Marvell Technology, Inc. MRVL has been on an impressive run, with its shares surging more than 30% over the past three months. This performance significantly outpaces the broader market, where the S&P 500 and the Zacks Computer and Technology sector have risen by 8.3% and 7.5%, respectively.\nMRVL stock has also outperformed other semiconductor heavyweights, including NVIDIA Corporation NVDA, Advanced Micro Devices, Inc. AMD and Micron Technology, Inc. MU. In the past three months, NVIDIA rose 19.3%, while shares of Advanced Micro Devices and Micron Technology have declined 5.6% and 6.4%, respectively.\n3-Month Price Return Performance\nImage Source: Zacks Investment Research\nThis stellar performance has led many investors to question whether it’s time to take profits or continue holding on to MRVL. Here’s why a hold strategy might be the best course of action.\nMarvell’s Prominent Growth in AI Markets\nMarvell’s future is firmly tied to the rapidly expanding artificial intelligence (AI) industry, an area with massive growth potential. According to Gartner, the global AI semiconductor market is projected to witness a 33% revenue increase to $71.25 billion in 2024, followed by a 29% rise in 2025. Marvell’s innovative chips are key players in this sector, helping manage and transport the extensive data sets generated by AI applications.\nThe company’s high-performance electro-optics solutions, including PAM DSPs and ZR interconnects, are crucial for enabling seamless data transmission across AI-enhanced data centers. These products position Marvell at the center of building next-generation data infrastructure, a critical component as AI adoption accelerates globally. By aligning its product development with the increasing demands of the AI boom, Marvell is strategically positioned to capture significant market share.\nMarvell’s Custom Silicon and Data Center Expansion\nMarvell’s commitment to custom silicon solutions for cloud service providers gives it a unique competitive edge. The company’s second-quarter fiscal 2025 saw robust growth in its data center segment, driven by the ramp-up of custom AI compute programs. Management forecasts high-teen sequential growth in data center revenues for the third quarter, underscoring strong demand for AI-focused solutions.\nInvestments in cutting-edge technology, like PCIe Gen 6 retimers and advanced interconnect products, reflect Marvell’s forward-thinking approach to bolstering data center capabilities. These strategic moves are crucial as the industry scales up to meet AI-driven demands, highlighting Marvell’s position as a key player in this long-term growth market.\nMarvell’s Operational Resilience Amid Challenges\nDespite a challenging macroeconomic environment, Marvell’s second-quarter fiscal 2025 performance showcased its resilience. The company reported non-GAAP earnings per share (EPS) of 30 cents, a marked improvement from 24 cents in the previous quarter. This growth highlights Marvell’s effective cost management and operational efficiency.\nMarvell’s ability to navigate supply-chain disruptions and shifting customer demands while maintaining profitability is a testament to its strong execution. The company’s pricing discipline and strategic portfolio management have supported its margins.\nWall Street remains optimistic, with the Zacks Consensus Estimate projecting a 35% year-over-year revenue increase and a 71% jump in earnings for fiscal 2026. Such projections reinforce confidence in Marvell’s ability to sustain growth.\nImage Source: Zacks Investment Research\nNear-Term Hurdles Exist for Marvell\nWhile the long-term growth prospects are compelling, Marvell faces some near-term risks. One significant challenge is the U.S. government’s tightening restrictions on semiconductor exports to China. This is particularly concerning as China accounted for more than 46% of Marvell’s total revenues in the second quarter of fiscal 2025. Any further escalation in export controls could impact the company’s sales and market position.\nMarvell’s valuation remains relatively high. The stock trades at a trailing 12-month price-to-sales (P/S) ratio of 14.77, higher than the Zacks Technology Services industry’s average of 11.25. This premium valuation could expose the stock to potential pullbacks, especially if broader market sentiment turns bearish.\nImage Source: Zacks Investment Research\nConclusion: Hold MRVL Stock for Now\nWhile Marvell’s strong growth in AI markets, custom silicon solutions and operational resilience paint a promising long-term picture, near-term risks like U.S.-China trade tensions and high valuations warrant caution. For now, holding MRVL stock seems the most prudent choice.\nMaintaining this position allows investors to benefit from Marvell’s strong fundamentals and strategic positioning as the company navigates opportunities and challenges in the evolving semiconductor landscape. Marvell currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nAdvanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report\nMicron Technology, Inc. (MU) : Free Stock Analysis Report\nNVIDIA Corporation (NVDA) : Free Stock Analysis Report\nMarvell Technology, Inc. (MRVL) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2483891963"}