Marvell Technology Shares Surge 7% on Google Chip Development Talks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy MRVL?
Source: Newsfilter
- Stock Surge: Marvell Technology (MRVL.O) shares jumped 7% in premarket trading on Monday, primarily due to reports of Google negotiating to develop two new chips aimed at running AI models more efficiently, which is expected to significantly enhance Marvell's market value and investor confidence.
- Potential Collaboration: The potential deal involves a memory processing unit to complement Google's tensor processing unit (TPU) and a new TPU designed specifically for running AI models, indicating Google's intent to reduce reliance on external chip suppliers and strengthen its in-house chip development capabilities.
- Rising Market Demand: As businesses increasingly adopt AI tools, both Marvell and its competitor Broadcom are assisting clients in designing specialized processors to meet the growing demand for AI workloads in advanced data centers, a trend that will further drive Marvell's business growth.
- Analyst Ratings: According to data from LSEG, the average stock rating among 44 analysts covering Marvell is
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Analyst Views on MRVL
Wall Street analysts forecast MRVL stock price to fall
30 Analyst Rating
22 Buy
8 Hold
0 Sell
Moderate Buy
Current: 151.310
Low
85.00
Averages
120.12
High
156.00
Current: 151.310
Low
85.00
Averages
120.12
High
156.00
About MRVL
Marvell Technology, Inc., together with its subsidiaries, is a supplier of data infrastructure semiconductor solutions, spanning the data center core to network edge. The Company is engaged in the design, development, and sale of integrated circuits. Its product solutions serve various end markets: data center, enterprise networking, carrier infrastructure, consumer, and industrial. Its product offerings include CXL, Data Processing Units, Security Solutions, Coherent DSPs, Coherent-lite DSPs, Data Center Switches, DCI Optical Modules, Enterprise Switches, Ethernet Controllers, Ethernet PHYs, PCIe Retimers, Linear Drivers, PAM DSPs, Transimpedance Amplifiers, Fiber Channel, HDD, Storage Accelerators, and SSD Controllers. The Company develops semiconductor solutions tailored to individual customer specifications that deliver system-level differentiation for artificial intelligence, data center, compute, networking, carrier, storage, aerospace, and defense applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Marvell and SoundHound: AI Growth Potential
- Marvell Revenue Growth: Marvell's revenue increased by 22% year-over-year in Q4 of fiscal 2026, driven by strong demand in its data center business, which accounts for 74% of its revenue, with expectations for continued acceleration in the coming quarters.
- Margin Expansion: The company's non-GAAP operating margin improved by 640 basis points year-over-year in the last quarter due to an enhanced product mix, indicating a steady rise in profitability alongside growing demand for its data center components.
- SoundHound Market Outlook: Despite a more than 20% decline in SoundHound's stock this year, the company signed over 100 contracts in Q4 2025, and its revenue doubled to $169 million, suggesting sustained growth driven by customer productivity gains.
- AI Market Potential: The conversational AI market is forecasted to grow nearly fourfold between 2024 and 2030, reaching $41 billion in annual revenue, positioning SoundHound to potentially outperform market growth expectations and emerge as a long-term winner.
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- Production Capacity Increase: CFO Thomas Mika stated that POET currently assembles approximately 1 million optical devices per month, with plans to scale up to 5 million and then 10 million, which will attract the attention of hyperscalers and facilitate collaboration.
- Rapid Employee Expansion: POET has rapidly increased its workforce over the past quarter, integrating engineering and manufacturing talent to achieve vertical integration, ensuring that both production capacity and human resources meet market demands, thereby enhancing the company's competitiveness.
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- Margin Expansion: The company's non-GAAP operating margin improved by 640 basis points year-over-year in the last quarter, reflecting an improved product mix and healthy contributions from the data center business, indicating significant long-term growth potential in the AI accelerator market.
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See More
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- Optimistic Order Outlook: CFO Thomas Mika disclosed that POET has received a purchase order linked to Marvell Technology and anticipates that this year's orders will be 'far in excess' of the previously disclosed $5 million order, indicating increased confidence in manufacturing capabilities.
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- Tariff Policy Impact: Trump expressed hope that U.S. companies that have not sought refunds for his tariffs will adhere to a 'no take back' policy, despite the Supreme Court ruling the tariffs illegal; major firms like Apple and Amazon have yet to file for refunds, which could affect their future financial performance.
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See More
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- Marvell Revenue Growth: Marvell's revenue increased by 22% year-over-year in Q4 of fiscal 2026, driven by strong demand in its data center business, which accounts for 74% of its revenue, with expectations for continued acceleration in the coming quarters.
- Margin Expansion: The company's non-GAAP operating margin improved by 640 basis points year-over-year in the last quarter due to an enhanced product mix, indicating a steady rise in profitability alongside growing demand for its data center components.
- SoundHound Market Outlook: Despite a more than 20% decline in SoundHound's stock this year, the company signed over 100 contracts in Q4 2025, and its revenue doubled to $169 million, suggesting sustained growth driven by customer productivity gains.
- AI Market Potential: The conversational AI market is forecasted to grow nearly fourfold between 2024 and 2030, reaching $41 billion in annual revenue, positioning SoundHound to potentially outperform market growth expectations and emerge as a long-term winner.
See More
POET Technologies Stock Soars 20% to Nearly Five-Year High
- Cash Reserves Support Strategy: POET's $430 million cash position underpins its ‘Three C’s’ strategy, demonstrating long-term stability to major clients like Foxconn, Luxshare, and Marvell, which is crucial for securing ongoing partnerships.
- Production Capacity Increase: CFO Thomas Mika stated that POET currently assembles approximately 1 million optical devices per month, with plans to scale up to 5 million and then 10 million, which will attract the attention of hyperscalers and facilitate collaboration.
- Rapid Employee Expansion: POET has rapidly increased its workforce over the past quarter, integrating engineering and manufacturing talent to achieve vertical integration, ensuring that both production capacity and human resources meet market demands, thereby enhancing the company's competitiveness.
- No Acquisition Plans: Mika emphasized that POET does not see acquisitions as necessary for building a competitive moat, instead focusing on selectively acquiring capabilities or components to improve margins and reduce dependence on external suppliers, further solidifying its technological advantage.
See More
AI Adoption Fuels Growth for Marvell and SoundHound
- Marvell's Growth: Marvell's revenue increased by 22% year-over-year in Q4 of fiscal 2026, primarily driven by strong customer demand in the data center business, with expectations for continued acceleration in revenue growth over the coming quarters, thereby enhancing the company's profitability.
- Margin Expansion: The company's non-GAAP operating margin improved by 640 basis points year-over-year in the last quarter, reflecting an improved product mix and healthy contributions from the data center business, indicating significant long-term growth potential in the AI accelerator market.
- SoundHound's Market Outlook: Despite a more than 20% decline in SoundHound's stock this year, the productivity gains achieved by its customers through conversational AI solutions are expected to drive a recovery, especially following a stellar 2025 when revenue doubled to $169 million.
- Industry Growth Potential: The conversational AI market is forecasted to grow nearly fourfold between 2024 and 2030, reaching an annual revenue of $41 billion, positioning SoundHound to potentially outperform market growth expectations and emerge as a long-term winner.
See More
POET Confirms Business Relationship with Marvell for the First Time
- Stock Surge: POET shares rallied 7% in overnight trading ahead of Wednesday, marking a total increase of approximately 40% over the past two days, reflecting strong market interest in its photonics technology amid rapid data center buildouts.
- Optimistic Order Outlook: CFO Thomas Mika disclosed that POET has received a purchase order linked to Marvell Technology and anticipates that this year's orders will be 'far in excess' of the previously disclosed $5 million order, indicating increased confidence in manufacturing capabilities.
- Shift in Market Sentiment: Following Mika's interview, retail sentiment for POET on Stocktwits surged from 'bullish' to 'extremely bullish', with message volume increasing nearly 50% in the past 24 hours, showcasing investor optimism about the company's future prospects.
- Industry Partnership Confirmation: POET's partnership with Celestial AI, which began in 2022, was highlighted as Marvell recently acquired Celestial AI; this marks the first confirmation of POET's business relationship with Marvell, solidifying its role as a key supplier in the photonic chip platform.
See More
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- POET Stock Surge: Following CFO Thomas Mika's dismissal of Wolfpack Research's short report, POET stock surged over 20% to $11.09 during trading, reflecting strong investor confidence in the company's outlook and likely attracting further investor interest.
- MRVL Continues Rally: Marvell Technology's stock rose for the third consecutive day, reaching $154.95, driven by optimism surrounding a potential deal with Google and an upward price target revision from RBC Capital from $115 to $170, indicating increased market confidence in its future growth.
- BE Price Target Hikes: Bloom Energy's shares climbed after receiving price target increases from UBS and Citi, with UBS raising its target from $170 to $251 and Citi from $162 to $229, reflecting market recognition of its potential in AI demand and high-density computing capabilities.
- Strong Retail Sentiment: On Stocktwits, retail sentiment for both POET and MRVL stocks was in the 'extremely bullish' territory, indicating strong optimism among investors, which is expected to drive their stock prices higher in the near future.
See More
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- Ceasefire Extension: President Trump has extended the Iran ceasefire deadline by two weeks, a move that may exacerbate uncertainty in the Middle East conflict as Tehran shows reluctance to engage in diplomatic efforts, potentially impacting global market sentiment.
- Tariff Policy Impact: Trump expressed hope that U.S. companies that have not sought refunds for his tariffs will adhere to a 'no take back' policy, despite the Supreme Court ruling the tariffs illegal; major firms like Apple and Amazon have yet to file for refunds, which could affect their future financial performance.
- Market Reaction: Following Trump's announcement of the ceasefire extension, U.S. stock index futures rose, despite a lower close on Tuesday, while crude oil prices increased, indicating market sensitivity to developments in the Middle East.
- Aviation Industry Outlook: United Airlines has slashed its 2026 earnings outlook due to supply chain issues stemming from the Middle East conflict, reflecting the direct impact of soaring fuel prices on the airline industry and potentially leading to broader industry adjustments.
See More
