Ultime notizie per Marvell Tech (NASDAQ:MRVL) Azioni

MARVELL TECHNOLOGY INC

Marvell Tech

Marvell Technology is a fabless chip designer focused on wired networking, where it has the second-highest market share. Marvell serves the data center, carrier, enterprise, automotive, and consumer end markets with processors, optical and copper transceivers, switches, and storage controllers.

Marvell Technology

Marvell Technology Group

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Marvell Technology Inc

U.S. stock futures are rallying Wednesday evening after a Federal Court ruled that President Donald Trump overstepped his authority with the &#8220;Liberation Day&#8221; tariffs imposed at the beginning of April. 
Following the ruling, the S&amp;P 500 Futures are up 1.50%, at 5,991.25, Nasdaq Futures trading at 21,775.75, up 1.85%, followed by Dow Futures rose over 400 points to 42,635.00, soaring 1.10% on the news.
A three-judge panel on the Manhattan-based U.S. Court of International Trade <a href="https://www.benzinga.com/25/05/45660322/trump-tariffs-struck-down-by-federal-court-major-blow-to-white-houses-trade-strategy-report">ruled unanimously</a> on Wednesday that the Constitution gives Congress exclusive authority to regulate trade and commerce with other countries, which the&nbsp;International Emergency Economic Powers Act does not override.
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The White House has since filed an appeal against this ruling, which could jeopardize its strategies and ongoing negotiations with several trade partners.
The ruling has sparked a surge in retail stocks in after-hours trading, with Walmart Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) up 1.54%, Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) rallying 3.51%, followed by Shopify Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NASDAQ">SHOP</a>) and Target Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) up 3.55% and 3.19%, respectively.
Japan&#8217;s benchmark Nikkei 225 index opened higher, currently trading up 1.49%, or 563.12 points, at 38,285.52 on the news, despite growing concerns of <a href="https://www.benzinga.com/news/global/25/05/45613069/japans-40-year-bond-yield-nosedives-as-finance-ministry-considers-cutting-super-long-debt-issuance-report">rising 40-Year bond yields</a>. The rally is being led by major exporters, electronics and automotive stocks.
The U.S. Dollar Index (DXY) is up 0.51% on Wednesday, regaining the key 100 level, trading at 100.389.
Following Nvidia Corp.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) beat on its first quarter earnings on Wednesday, investors will be closely watching the results of Costco Wholesale Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COST#NASDAQ">COST</a>), Dell Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), Marvell Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) and Zscaler Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZS#NASDAQ">ZS</a>) on Thursday.
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Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
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<li>Wells Fargo analyst Finian O&#8217;Shea upgraded the rating for Barings BDC, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBDC#NYSE">BBDC</a>) from Equal-Weight to Overweight and raised the price target from $8.5 to $9.5. Barings BDC shares closed at $9.24 on Tuesday. <a href="https://www.benzinga.com/quote/bbdc/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>JP Morgan analyst Arun Jayaram upgraded Noble Corporation plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NE#NYSE">NE</a>) from Neutral to Overweight and announced a $30 price target. Noble shares closed at $24.73 on Tuesday. <a href="https://www.benzinga.com/quote/ne/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>JP Morgan analyst Matthew Boss upgraded the rating for Vail Resorts, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MTN#NYSE">MTN</a>) from Underweight to Neutral and maintained the price target of $167. Vail Resorts shares closed at $151.50 on Tuesday. <a href="https://www.benzinga.com/quote/mtn/analyst-ratings">See how other analysts view this stock</a>.</li>
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This Vail Resorts Analyst Is No Longer Bearish; Here Are Top 3 Upgrades For Wednesday

Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) will release its quarterly earnings report on Thursday, 2025-05-29. Here's a brief overview for investors ahead of the announcement.
Analysts anticipate Marvell Tech to report an earnings per share (EPS) of $0.61.
Investors in Marvell Tech are eagerly awaiting the company's announcement, hoping for news of surpassing estimates and positive guidance for the next quarter.
It's worth noting for new investors that stock prices can be heavily influenced by future projections rather than just past performance.
<h3>Overview of Past Earnings</h3>
During the last quarter, the company reported an EPS beat by $0.01, leading to a 19.81% drop in the share price on the subsequent day.
Here's a look at Marvell Tech's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q4 2025</th>
<th>Q3 2025</th>
<th>Q2 2025</th>
<th>Q1 2025</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.59</td>
<td>0.41</td>
<td>0.3</td>
<td>0.25</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.60</td>
<td>0.43</td>
<td>0.3</td>
<td>0.24</td>
</tr>
<tr>
<td>Price Change %</td>
<td>-20.0%</td>
<td>23.0%</td>
<td>9.0%</td>
<td>-10.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1748440901_0_0.png" alt="eps graph" />
<h3>Stock Performance</h3>
Shares of Marvell Tech were trading at $63.82 as of May 27. Over the last 52-week period, shares are down 15.0%. Given that these returns are generally negative, long-term shareholders are likely a little upset going into this earnings release. 
<h3>Analyst Insights on Marvell Tech</h3>
For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on Marvell Tech.
Analysts have provided Marvell Tech with 21 ratings, resulting in a consensus rating of Buy. The average one-year price target stands at $98.95, suggesting a potential 55.05% upside.
<h3>Analyzing Ratings Among Peers</h3>
In this analysis, we delve into the analyst ratings and average 1-year price targets of Monolithic Power Systems, Microchip Technology and Intel, three key industry players, offering insights into their relative performance expectations and market positioning.
<ul>
<li>Analysts currently favor an Buy trajectory for Monolithic Power Systems, with an average 1-year price target of $739.4, suggesting a potential 1058.57% upside.</li>
<li>Analysts currently favor an Buy trajectory for Microchip Technology, with an average 1-year price target of $59.92, suggesting a potential 6.11% downside.</li>
<li>Analysts currently favor an Neutral trajectory for Intel, with an average 1-year price target of $20.29, suggesting a potential 68.21% downside.</li>
</ul>
<h3>Peer Analysis Summary</h3>
The peer analysis summary outlines pivotal metrics for Monolithic Power Systems, Microchip Technology and Intel, demonstrating their respective standings within the industry and offering valuable insights into their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>Marvell Tech</td>
<td>Buy</td>
<td>27.40%</td>
<td>$917.40M</td>
<td>1.49%</td>
</tr>
<tr>
<td>Monolithic Power Systems</td>
<td>Buy</td>
<td>39.24%</td>
<td>$353.23M</td>
<td>4.17%</td>
</tr>
<tr>
<td>Microchip Technology</td>
<td>Buy</td>
<td>-26.80%</td>
<td>$501.10M</td>
<td>-2.39%</td>
</tr>
<tr>
<td>Intel</td>
<td>Neutral</td>
<td>-0.45%</td>
<td>$4.67B</td>
<td>-0.83%</td>
</tr>
</tbody>
</table>

Key Takeaway:
Marvell Tech ranks highest in Revenue Growth among its peers. It also has the highest Gross Profit margin. However, it has the lowest Return on Equity.
<h3>Get to Know Marvell Tech Better</h3>
Marvell Technology is a fabless chip designer focused on wired networking, where it has the second-highest market share. Marvell serves the data center, carrier, enterprise, automotive, and consumer end markets with processors, optical and copper transceivers, switches, and storage controllers.
<h3>A Deep Dive into Marvell Tech's Financials</h3>
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
Positive Revenue Trend: Examining Marvell Tech's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 27.4% as of 31 January, 2025, showcasing a substantial increase in top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Information Technology sector.
Net Margin: Marvell Tech's net margin falls below industry averages, indicating challenges in achieving strong profitability. With a net margin of 11.02%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Marvell Tech's ROE is below industry averages, indicating potential challenges in efficiently utilizing equity capital. With an ROE of 1.49%, the company may face hurdles in achieving optimal financial returns.
Return on Assets (ROA): Marvell Tech's ROA is below industry standards, pointing towards difficulties in efficiently utilizing assets. With an ROA of 1.0%, the company may encounter challenges in delivering satisfactory returns from its assets.
Debt Management: Marvell Tech's debt-to-equity ratio surpasses industry norms, standing at 0.32. This suggests the company carries a substantial amount of debt, posing potential financial challenges.
<a href="https://www.benzinga.com/quote/MRVL/earnings">To track all earnings releases for Marvell Tech visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Earnings

Uncovering Potential: Marvell Tech's Earnings Preview

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
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<li>Needham analyst Ami Fadia initiated coverage on Alkermes plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALKS#NASDAQ">ALKS</a>) with a Buy rating and announced a price target of $45. Alkermes shares closed at $29.90 on Tuesday. <a href="https://www.benzinga.com/quote/ALKS/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>HC Wainwright &amp; Co. analyst Yi Chen initiated coverage on NeuroPace, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NPCE#NASDAQ">NPCE</a>) with a Buy rating and announced a price target of $18. NeuroPace shares closed at $12.66 on Tuesday. <a href="https://www.benzinga.com/quote/NPCE/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wedbush analyst Martin Fan initiated coverage on Aclaris Therapeutics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ACRS#NASDAQ">ACRS</a>) with an Outperform rating and announced a price target of $8. Aclaris Therapeutics shares closed at $1.27 on Tuesday. <a href="https://www.benzinga.com/quote/ACRS/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Redburn Atlantic analyst Mike Harrison initiated coverage on Marvell Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a Neutral rating and announced a price target of $67. Marvell Tech shares closed at $63.82 on Tuesday. <a href="https://www.benzinga.com/quote/MRVL/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Redburn Atlantic analyst Mike Harrison initiated coverage on Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) with a Buy rating and announced a price target of $112. Arista Networks shares closed at $92.49 on Tuesday. <a href="https://www.benzinga.com/quote/ANET/analyst-ratings">See how other analysts view this stock.</a></li>
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This Arista Networks Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Wednesday

Redburn Atlantic analyst Mike Harrison initiates coverage on Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a Neutral rating and announces Price Target of $67.

Redburn Atlantic Initiates Coverage On Marvell Tech with Neutral Rating, Announces Price Target of $67

WIIM

Marvell shares are trading higher after JP Morgan maintained bullish coverage on the stock, saying the company is tracking to drive $4 billion in AI revenues this year.

JP Morgan analyst Harlan Sur maintained an Overweight rating on Marvell Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a <a href="https://www.benzinga.com/quote/MRVL/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast of $130</a> on Tuesday.
This price forecast is based on Marvell&#8217;s strong market leadership in optical connectivity, synergies with its Storage, Networking, and embedded processing franchises, and its solid growth outlook in AI/Networking, Sur asserted.
Marvell will report earnings on Thursday, and Sur expects a continued volume ramp of Amazon.Com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Trainium 2 ASIC and Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Google Axion ARM CPU programs, strong demand for its 800G products, and the initial ramp of 1.6T optical DSPs, combined with a continued cyclical recovery in its enterprise and carrier segments.
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Overall, the analyst expects April quarter results ($1.875 billion, up 3% Q/Q) and July quarter guidance ($2.00 billion+, 7% Q/Q) to be in line with Sur and consensus estimates, with solid data center growth led by its AI ASIC ramps, growth in 800G/1.6T AI optical shipments, 400ZR shipments, and HDD/SSD controllers. He noted that the remainder of its business should drive a Q/Q growth profile on cyclical improvements/new product cycles.
Sur noted that Marvell&#8217;s Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) AI ASIC MAIA Gen 2-3nm program is on track to ramp in calendar year 2026. Marvell has also won the Gen 3 MAIA program and has already commenced early chip design activity, he stated.
The analyst said that 800G PAM4 optical DSP orders and shipments remain solid within Marvell&#8217;s optical business, with an increasing ramp of next-gen 1.6T DSP into the second half.
Sur noted that Marvell is tracking to drive $4 billion in AI revenues this year (ASICs + networking), up 2x+ Y/Y, with a strong growth profile into calendar year 2026.
In cyclical business, demand from enterprise networking (Cisco Systems, Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/csco#NASDAQ">CSCO</a>)) remains healthy, and demand for carrier infrastructure is stabilizing, as per Sur.
In automotive, the divestiture of the auto business, expected to close in the calendar year 2025 ($225-$250 million revenue in the fiscal year 2026), is a revenue headwind but should be overall accretive to the Marvell&#8217;s earnings power by $0.05-$0.10, the analyst said. More importantly, he noted the custom data center and AI ASIC pipeline are continuing to expand.
Price Action: MRVL stock was trading higher by 5.69% to $64.15 at last check Tuesday.
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Why Marvell's AI Revenue Could Top $4 Billion By 2025, Analyst Explains

Susquehanna analyst Christopher Rolland maintains Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a Positive and lowers the price target from $110 to $90.

Susquehanna Maintains Positive on Marvell Tech, Lowers Price Target to $90

BofA Securities on Thursday noted two key recently <a target="_blank" href="https://www.benzinga.com/topic/ai" rel="noreferrer noopener">announced AI scale-up</a> interconnect protocols: Nvidia Corp&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) NVLink Fusion and the Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) backed open-standard Ultra Accelerator Link (UALink). The analyst noted that both are critical scale-up techs connecting AI accelerators (GPUs, ASICs) via fast, low-latency, and shared-memory networking, enabling the scaling of accelerators into large rack-scale systems.
The analyst said UALink is the industry&#8217;s latest effort to catch up to Nvidia&#8217;s proprietary NVLink technology, the chip maker&#8217;s key advantage in creating large rack-level systems.
UALink is an open-standard initiative formed by a consortium of industry leaders including AMD, Broadcom, Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), Marvell Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), MediaTek, Alibaba (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), Alphabet Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google, Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), and Arm Holdings plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>). 
Its primary goal is to provide an open alternative to Nvidia&#8217;s proprietary NVLink for AI scale-up interconnects. The UALink Consortium, founded in May 2024, now includes more than 70 member companies.
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While UALink generally remains 1-2 generations behind NVLink, the analyst noted UALink as a significant step forward for the non-Nvidia ecosystem in potentially tackling the chipmaker&#8217;s dominance in AI scale-up from 2027 onward. The analyst now views Nvidia as the chip, software, and system leader.
Meanwhile, Nvidia&#8217;s NVLink Fusion partially opened up NVLink IPs to some of its ecosystem partners (excluding Broadcom and AMD), opening up ~$12 billion in networking TAM that Nvidia previously did not have access to, the analyst noted.
The analyst said AMD is a founding member of the UALink Consortium and has since contributed to creating this industry standard and its surrounding ecosystem.
With the MI400 generation targeted for the second half of 2026, AMD aims to begin designing rack-level AI systems with its ZT Systems tech. According to the analyst, UALink could provide its much-needed accelerator-to-accelerator and switching capabilities intra-rack.
Still, the analyst highlighted that the latest UALink 1.0 standard only supports up to 800GB/s bandwidth per accelerator, less than half the rate of the latest NVLink 5.0, 1.8TB/s.
Given that UALink compatible systems will likely ramp from 2027, Nvidia would ramp its NVLink 6.0-based Rubin systems, which implied that Nvidia would likely maintain its 1-2 generation advantage in AI scale-up networking, per the analyst.
Meanwhile, NVLink Fusion could expand Nvidia&#8217;s TAM in networking that is attached to custom accelerators. The analyst assumed custom silicon represents ~15% of ~$500 billion AI compute TAM, or ~$75 billion, by the calendar year 2029-30, and AI networking represents 15% of that, or ~$11 billion.
Similarly, NVLink Fusion opens up opportunities in non-Nvidia-based ARM CPU systems (such as from Qualcomm Inc (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/qcom#NASDAQ">QCOM</a>)), or ~$1 billion of networking TAM (15% of ~$5-6bn ARM CPU TAM), as per the analyst.
The analyst added that with NVLink Fusion, every end customer (hyperscalers) will have a choice between pairing their silicon with NVLink and UALink, an incremental benefit for Nvidia.
Nvidia&#8217;s NVLink, even with the partial openness of NVLink Fusion, is poised to remain the leading AI scale-up interconnect for the foreseeable future, driven by its technological lead and established ecosystem.
However, the analyst asserted that UALink&#8217;s emergence as an open standard backed by major industry players is a crucial development. The analyst added that it provides a viable alternative that could challenge Nvidia&#8217;s long-term dominance by fostering greater innovation and competition in the AI interconnect space.
The analyst stated that the coming years, particularly 2026 and beyond, will be critical in observing how UALink&#8217;s adoption accelerates and how Nvidia further evolves its proprietary technology.
Price Action: NVDA stock is trading lower by 2.05% to $130.11 at last check Friday.
Read Next:
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</ul>
Image via Shutterstock

BABA

QCOM

Emergence Of UALink As A Viable Alternative Could Challenge Nvidia's Dominance, Analyst Asserts

Melius Research analyst Ben Reitzes downgrades Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) from Buy to Hold and maintains the price target from $66 to $66.

Downgrades

Melius Research Downgrades Marvell Tech to Hold, Maintains Price Target to $66

Marvell Technology, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) won &#8220;Mad Money&#8221; host Jim Cramer&#8217;s vote of confidence. &#8220;I think Marvell is right to be bought here,&#8221; he said during <a href="https://www.benzinga.com/trading-ideas/long-ideas/25/05/45562808/jim-cramer-rivian-better-than-this-automaker-pan-american-silver-is-the-best-silver-mine" target="_blank" rel="noreferrer noopener">Cramer&#8217;s Lightning Round</a>.
It marks his <a href="https://www.benzinga.com/markets/25/05/45192607/jim-cramer-applied-materials-is-an-excellent-company-but-likes-this-tech-stock-more" target="_blank" rel="noreferrer noopener">second recommendation for</a> the stock in the same month. He highlighted it in March, citing its <a href="https://finance.yahoo.com/news/jim-cramer-thinks-marvell-technology-145649510.html" target="_blank" rel="noopener">AI partnership</a> with Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>).
Also Read: <a target="_blank" href="https://www.benzinga.com/tech/25/05/45498551/marvell-teams-up-with-nvidia-to-help-hyperscalers-scale-ai-infrastructure" rel="noreferrer noopener">Marvell Teams Up With Nvidia To Help Hyperscalers Scale AI Infrastructure</a>
The designer and manufacturer of chips for data infrastructure has gained 19% in stock value in the last 30 days, backed by <a href="https://www.benzinga.com/trading-ideas/movers/25/05/45136869/why-are-nvidia-broadcom-and-other-chip-stocks-soaring-on-thursday" target="_blank" rel="noreferrer noopener">Big Tech&#8217;s upbeat</a> quarterly results (Meta Platforms, Inc (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/meta#NASDAQ">META</a>), Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)) and Washington&#8217;s truce with Beijing regarding tariffs.
<a target="_blank" href="https://www.benzinga.com/government/regulations/25/05/45352452/why-are-nvidia-and-other-chip-stocks-trading-higher-on-monday" rel="noreferrer noopener">Under a new</a> deal, the U.S. will reduce its 145% levies on most Chinese imports to 30%, while China&#8217;s 125% duties on U.S. goods will drop to 10% for 90 days.
JPMorgan analyst Harlan Sur noted Microsoft&#8217;s Maia AI ASIC chip program for Gen 2 will likely be Marvell&#8217;s largest <a href="https://www.benzinga.com/25/05/45294370/marvells-custom-ai-chips-for-microsoft-and-aws-stay-on-track-analyst-sees-strong-growth-ahead" target="_blank" rel="noreferrer noopener">AI accelerator ASIC</a> opportunity over the next few years. The analyst said Marvell&#8217;s ASIC programs at Microsoft and Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Amazon Web Services are progressing well, and there has been no ASIC program share loss at Microsoft or AWS.
According to the analyst, Marvell is tracking to drive $4 billion in AI revenues in 2025, backed by ASICs and networking, up by over twofold, with a strong growth profile into calendar 2026.
Marvell stock plunged over 35% in the last six months as it exited from <a href="https://www.benzinga.com/25/04/44967270/marvells-cxl-devices-seamlessly-integrate-with-amd-and-intel-cpus-boosting-cloud-data-center-performance" target="_blank" rel="noreferrer noopener">the auto space</a> following its October quarter restructuring, where it began shifting investments away from enterprise networking, carrier infrastructure and automotive. The company is now focused on AI and accelerated computing.
Price Action: MRVL stock was down 0.37% at $59.89 premarket at last check Thursday.
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Photo: Shutterstock

Cramer Backs Marvell Again As AI Deals With Amazon, Microsoft Fuel Stock Surge

On CNBC's &#8220;<a href="https://www.benzinga.com/topic/mad-money-lightning-round">Mad Money Lightning Round</a>,&#8221; Jim Cramer said Rivian Automotive, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>) is better than Lucid Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>).
Supporting his view, Lucid, on May 6, reported first-quarter revenue of $235.05 million, missing analyst estimates of $250 million, <a href="https://www.benzinga.com/quote/LCID/earnings">according to Benzinga Pro</a>.
Marvell Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) is &#8220;right to be bought here,&#8221; Cramer said.
As per the recent news, Marvell announced on Monday that it would collaborate with Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) to offer Nvidia NVLink Fusion technology to customers employing Marvell's <a href="https://www.benzinga.com/tech/25/05/45498551/marvell-teams-up-with-nvidia-to-help-hyperscalers-scale-ai-infrastructure">custom cloud platform silicon</a>.
&#8220;You can ride it,&#8221; Cramer said when asked about Pony AI Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PONY#NASDAQ">PONY</a>). &#8220;This is a young person stock.&#8221;
On the earnings front, China-based Pony AI, on Tuesday, reported that first-quarter sales grew 11.6% year-over-year to $13.98 million (101.6 million Chinese yuan), mainly driven by rapid growth in Robotaxi services revenues. The analyst consensus estimate for sales was 90.11 million Chinese yuan.
Cramer said Pan American Silver Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PAAS#NYSE">PAAS</a>) is the &#8220;best silver mine, so I think you've got something going there.&#8221;
As per the recent news, Pan American Silver and MAG Silver Corp. (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/MAG#AMEX">MAG</a>), on May 11, disclosed a definitive deal for Pan American to acquire MAG Silver's shares through a plan of arrangement.
The Mad Money host said he can't recommend Doximity, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOCS#NYSE">DOCS</a>) because that was an &#8220;unfathomable miss.&#8221;
Doximity, on May 15, guided for fiscal first-quarter revenue of $139 million to $140 million versus estimates of $143.34 million, according to Benzinga Pro. The company also forecasted full-year 2026 revenue of $619 million to $631 million versus estimates of $634.6 million.
&#8220;I think it is getting a little toppy,&#8221; Cramer said when asked about Micron Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>). &#8220;I sense that there is a trade here, not an investment, for the moment.&#8221;
Micron will hold its fiscal third quarter earnings conference call on Wednesday, June 25. Analysts expect the company to report quarterly earnings at $1.59 per share on revenue of $8.83 billion.
Price Action:
<ul class="wp-block-list">
<li>Lucid shares fell 6.4% to settle at $2.77 on Wednesday.</li>
<li>Marvell shares declined 2.1% to close at $60.11 during the session.</li>
<li>Pony.ai shares fell 3.3% to settle at $17.29 on Wednesday.</li>
<li>Pan American Silver shares rose 1.3% to close at $24.10.</li>
<li>Doximity shares fell 4.3% to settle at $50.75.</li>
<li>Micron shares slipped 2.3% to close at $95.84 on Wednesday.</li>
</ul>
Read Next: 
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</ul>
Image: Shutterstock

DOCS

LCID

PAAS

PONY

RIVN

Jim Cramer: Rivian Better Than This Automaker, Pan American Silver Is The 'Best Silver Mine'

Ratings for Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) were provided by 18 analysts in the past three months, showcasing a mix of bullish and bearish perspectives.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">12</td>
<td align="right">4</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">7</td>
<td align="right">3</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets, analyzed by analysts, offer insights with an average target of $103.06, a high estimate of $140.00, and a low estimate of $60.00. This current average represents a 19.85% decrease from the previous average price target of $128.59. 
<img src="https://www.benzinga.com/files/images/story/2025/1747692061_0.png" alt="price target chart" />
<h2>Decoding Analyst Ratings: A Detailed Look</h2>
The standing of Marvell Tech among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Timothy Arcuri</td>
<td>UBS</td>
<td>Lowers</td>
<td>Buy</td>
<td>$100.00</td>
<td>$110.00</td>
</tr>
<tr>
<td>Cody Acree</td>
<td>Benchmark</td>
<td>Lowers</td>
<td>Buy</td>
<td>$95.00</td>
<td>$135.00</td>
</tr>
<tr>
<td>Matthew Prisco</td>
<td>Cantor Fitzgerald</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$60.00</td>
<td>$125.00</td>
</tr>
<tr>
<td>Thomas O'Malley</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$80.00</td>
<td>$130.00</td>
</tr>
<tr>
<td>Tore Svanberg</td>
<td>Stifel</td>
<td>Lowers</td>
<td>Buy</td>
<td>$80.00</td>
<td>$115.00</td>
</tr>
<tr>
<td>Vivek Arya</td>
<td>B of A Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$72.00</td>
<td>$120.00</td>
</tr>
<tr>
<td>Atif Malik</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Buy</td>
<td>$96.00</td>
<td>$122.00</td>
</tr>
<tr>
<td>Joseph Moore</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$90.00</td>
<td>$113.00</td>
</tr>
<tr>
<td>Tore Svanberg</td>
<td>Stifel</td>
<td>Lowers</td>
<td>Buy</td>
<td>$115.00</td>
<td>$130.00</td>
</tr>
<tr>
<td>Atif Malik</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Buy</td>
<td>$122.00</td>
<td>$136.00</td>
</tr>
<tr>
<td>Gary Mobley</td>
<td>Loop Capital</td>
<td>Announces</td>
<td>Buy</td>
<td>$110.00</td>
<td>-</td>
</tr>
<tr>
<td>Harsh Kumar</td>
<td>Piper Sandler</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$95.00</td>
<td>$120.00</td>
</tr>
<tr>
<td>Thomas O'Malley</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$130.00</td>
<td>$150.00</td>
</tr>
<tr>
<td>John Vinh</td>
<td>Keybanc</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$115.00</td>
<td>$135.00</td>
</tr>
<tr>
<td>Vivek Arya</td>
<td>B of A Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$120.00</td>
<td>$150.00</td>
</tr>
<tr>
<td>Cody Acree</td>
<td>Benchmark</td>
<td>Maintains</td>
<td>Buy</td>
<td>$135.00</td>
<td>$135.00</td>
</tr>
<tr>
<td>Kevin Cassidy</td>
<td>Rosenblatt</td>
<td>Maintains</td>
<td>Buy</td>
<td>$140.00</td>
<td>$140.00</td>
</tr>
<tr>
<td>Quinn Bolton</td>
<td>Needham</td>
<td>Lowers</td>
<td>Buy</td>
<td>$100.00</td>
<td>$120.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Marvell Tech. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of Marvell Tech compared to the broader market.</li>
<li>Price Targets: Delving into movements, analysts provide estimates for the future value of Marvell Tech's stock. This analysis reveals shifts in analysts' expectations over time.</li>
</ul>
Assessing these analyst evaluations alongside crucial financial indicators can provide a comprehensive overview of Marvell Tech's market position. Stay informed and make well-judged decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/MRVL/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Marvell Tech analyst ratings.</a>
<h2>About Marvell Tech</h2>
Marvell Technology is a fabless chip designer focused on wired networking, where it has the second-highest market share. Marvell serves the data center, carrier, enterprise, automotive, and consumer end markets with processors, optical and copper transceivers, switches, and storage controllers.
<h3>Financial Insights: Marvell Tech</h3>
Market Capitalization: Indicating a reduced size compared to industry averages, the company's market capitalization poses unique challenges.
Revenue Growth: Marvell Tech displayed positive results in 3M. As of 31 January, 2025, the company achieved a solid revenue growth rate of approximately 27.4%. This indicates a notable increase in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Information Technology sector.
Net Margin: Marvell Tech's net margin falls below industry averages, indicating challenges in achieving strong profitability. With a net margin of 11.02%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Marvell Tech's ROE falls below industry averages, indicating challenges in efficiently using equity capital. With an ROE of 1.49%, the company may face hurdles in generating optimal returns for shareholders.
Return on Assets (ROA): Marvell Tech's ROA is below industry averages, indicating potential challenges in efficiently utilizing assets. With an ROA of 1.0%, the company may face hurdles in achieving optimal financial returns.
Debt Management: The company faces challenges in debt management with a debt-to-equity ratio higher than the industry average. With a ratio of 0.32, caution is advised due to increased financial risk.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Demystifying Marvell Tech: Insights From 18 Analyst Reviews

BofA Securities analyst Vivek Arya maintained a Buy rating on Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) with a <a target="_blank" href="https://www.benzinga.com/quote/NVDA/analyst-ratings" rel="noreferrer noopener">price forecast of $160</a> on Monday.
Arya listened to Nvidia CEO&#8217;s Computex 2025 keynote and then had a chance to virtually catch up with management (CFO) after the event.
The analyst highlighted Nvidia&#8217;s expanding portfolio, TAM (Total Addressable Market) expansion with the new NVLINK Fusion, rack-scale in full production, RTX Pro enterprise server, and sovereign AI buildout.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45495742/nvidia-unveils-ai-tools-for-humanoid-robots-launches-quantum-ai-supercomputer-to-drive-next-tech-era" rel="noreferrer noopener">Nvidia Unveils AI Tools For Humanoid Robots, Launches Quantum-AI Supercomputer To Drive Next Tech Era</a>
Nvidia Arya&#8217;s top sector pick. The company&#8217;s expanding portfolio implies a broad set of AI products across cloud, enterprise, humanoid robots, workstations, gaming, software libraries, quantum, and 6G, all underlying what Nvidia referred to as a &#8220;multi-trillion dollar AI factory&#8221; industry, per the analyst.
He noted that TAM expansion with the new NVLINK Fusion opened Nvidia&#8217;s proprietary interconnect and networking tech to third-party custom accelerators (ASICs) and CPUs.
Arya is highly confident in rack-scale GB200 NVL 72 Blackwell Systems, and the transition path to next-gen Blackwell Ultra GB300 systems will be easier from the third quarter.
The analyst said the RTX Pro enterprise server extends AI into the enterprise, causing more competition for legacy x86.
He also highlighted some benefits from last week&#8217;s Middle-East deals in the second half of 2025, though more benefits will be seen from 2026 onward (a 5-year project), given the time required to set up new infrastructure.
As per Arya, the next significant catalyst is the fiscal first-quarter earnings call, which could be contentious, related to recent restrictions on China H20 shipments.
As per the analyst, Nvidia&#8217;s key differentiators include its ability to expand its addressable market across multiple vectors of silicon, systems, software, and services, drive scale with global supply-chain partners, and solid balance sheet to make strategic investments in the ecosystem.
With NVLInk Fusion, Nvidia can provide its proprietary interconnect fabric and switch (Spectrum) to cloud service providers for use as chiplet in systems with (modified) third-party ASICs (from partners Marvell Technology, Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/mrvl#NASDAQ">MRVL</a>)) or extend the integration of Nvidia GPU with other Arm Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>)-based CPU (Qualcomm Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/qcom#NASDAQ">QCOM</a>)) Arya noted. Separately, Nvidia launched Grace CPU C1, a new single-socket CPU for power efficient edge, telco, and storage systems, competing against rival x86 products from Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) and Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), he added.
Although Nvidia said it was incredibly challenging, Grace Blackwell is in full production. The analyst noted that his management discussion suggests a higher level of confidence in the rollout and robust demand. Unlike GTC, it did not provide any specific metrics on cloud orders.
Nvidia is on track to upgrade to Grace Blackwell GB300 in the third quarter, which has similar architecture as GB200 but with an upgraded Blackwell chip, 1.5x more inference likely due to its 1.5x more high-bandwidth memory and 2x networking, Arya said. The analyst highlighted that management made no specific comments on gross margin progression.
Last, no new Hopper or salvage of China H20 products were written down recently; only low-volume L20 is being sold, he said. He added that China is still important at $50 billion TAM per Nvidia.
Price Action: Nvidia stock is trading lower by 0.08% to $135.30 at last check Monday.
Read Next:
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Nvidia's Key Differentiators Include Its Ability To Expand Its Addressable Market: Analyst

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/23/25</td>
<td>$137.00</td>
<td>$38.2K</td>
<td>13.8K</td>
<td>33.5K</td>
</tr>
<tr>
<td>QBTS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$14.00</td>
<td>$90.0K</td>
<td>2.5K</td>
<td>7.3K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/06/25</td>
<td>$210.00</td>
<td>$46.5K</td>
<td>2.5K</td>
<td>2.8K</td>
</tr>
<tr>
<td>PLTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$105.00</td>
<td>$70.0K</td>
<td>6.6K</td>
<td>1.9K</td>
</tr>
<tr>
<td>QUBT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/23/25</td>
<td>$11.50</td>
<td>$28.1K</td>
<td>425</td>
<td>1.8K</td>
</tr>
<tr>
<td>ZS</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/06/25</td>
<td>$232.50</td>
<td>$480.0K</td>
<td>0</td>
<td>1.6K</td>
</tr>
<tr>
<td>CLSK</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$10.00</td>
<td>$59.7K</td>
<td>6.4K</td>
<td>1.2K</td>
</tr>
<tr>
<td>MRVL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$60.00</td>
<td>$190.0K</td>
<td>1.6K</td>
<td>1.1K</td>
</tr>
<tr>
<td>CRWV</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/06/25</td>
<td>$85.00</td>
<td>$113.3K</td>
<td>145</td>
<td>1.1K</td>
</tr>
<tr>
<td>WDC</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$50.00</td>
<td>$30.5K</td>
<td>1.5K</td>
<td>447</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a call option trade with bullish sentiment. It expires in 4 day(s) on May 23, 2025. Parties traded 200 contract(s) at a $137.00 strike. The total cost received by the writing party (or parties) was $38.2K, with a price of $191.0 per contract. There were 13811 open contracts at this strike prior to today, and today 33569 contract(s) were bought and sold. 
• For QBTS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QBTS#NYSE">QBTS</a>), we notice a call option sweep that happens to be bearish, expiring in 32 day(s) on June 20, 2025. This event was a transfer of 500 contract(s) at a $14.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $90.0K, with a price of $180.0 per contract. There were 2539 open contracts at this strike prior to today, and today 7308 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option sweep that happens to be bullish, expiring in 18 day(s) on June 6, 2025. This event was a transfer of 100 contract(s) at a $210.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $46.5K, with a price of $465.0 per contract. There were 2514 open contracts at this strike prior to today, and today 2840 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a put option sweep that happens to be bearish, expiring in 60 day(s) on July 18, 2025. This event was a transfer of 200 contract(s) at a $105.00 strike. This particular put needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $70.0K, with a price of $350.0 per contract. There were 6672 open contracts at this strike prior to today, and today 1900 contract(s) were bought and sold. 
• Regarding QUBT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QUBT#NASDAQ">QUBT</a>), we observe a call option sweep with bullish sentiment. It expires in 4 day(s) on May 23, 2025. Parties traded 245 contract(s) at a $11.50 strike. This particular call needed to be split into 26 different trades to become filled. The total cost received by the writing party (or parties) was $28.1K, with a price of $115.0 per contract. There were 425 open contracts at this strike prior to today, and today 1849 contract(s) were bought and sold. 
• For ZS (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZS#NASDAQ">ZS</a>), we notice a put option trade that happens to be bearish, expiring in 18 day(s) on June 6, 2025. This event was a transfer of 1200 contract(s) at a $232.50 strike. The total cost received by the writing party (or parties) was $480.0K, with a price of $400.0 per contract. There were 0 open contracts at this strike prior to today, and today 1600 contract(s) were bought and sold. 
• Regarding CLSK (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CLSK#NASDAQ">CLSK</a>), we observe a call option trade with bullish sentiment. It expires in 123 day(s) on September 19, 2025. Parties traded 300 contract(s) at a $10.00 strike. The total cost received by the writing party (or parties) was $59.7K, with a price of $199.0 per contract. There were 6472 open contracts at this strike prior to today, and today 1216 contract(s) were bought and sold. 
• Regarding MRVL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), we observe a call option sweep with bearish sentiment. It expires in 60 day(s) on July 18, 2025. Parties traded 250 contract(s) at a $60.00 strike. This particular call needed to be split into 21 different trades to become filled. The total cost received by the writing party (or parties) was $190.0K, with a price of $760.0 per contract. There were 1691 open contracts at this strike prior to today, and today 1189 contract(s) were bought and sold. 
• For CRWV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>), we notice a call option sweep that happens to be bearish, expiring in 18 day(s) on June 6, 2025. This event was a transfer of 100 contract(s) at a $85.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $113.3K, with a price of $1128.0 per contract. There were 145 open contracts at this strike prior to today, and today 1137 contract(s) were bought and sold. 
• For WDC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDC#NASDAQ">WDC</a>), we notice a call option trade that happens to be bullish, expiring in 242 day(s) on January 16, 2026. This event was a transfer of 41 contract(s) at a $50.00 strike. The total cost received by the writing party (or parties) was $30.5K, with a price of $745.0 per contract. There were 1576 open contracts at this strike prior to today, and today 447 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AAPL

CLSK

CRWV

PLTR

QBTS

QUBT

10 Information Technology Stocks Whale Activity In Today's Session

Marvell Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) announced on Monday that it <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/n45486910/marvell-and-nvidia-to-provide-custom-solutions-for-advanced-ai-infrastructure" rel="noreferrer noopener">would collaborate with</a> Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) to offer&nbsp;Nvidia&nbsp;NVLink Fusion technology to customers employing Marvell&#8217;s custom cloud platform silicon.
NVLink Fusion helped integrate custom XPU silicon with Nvidia NVLink connectivity, rack-scale hardware architecture, software, and other technology.
Marvell custom silicon with NVLink Fusion offers hyperscalers an accelerated path to custom scale-up solutions that meet the demands of model training and agentic AI inference.
Also Read: <a target="_blank" href="https://www.benzinga.com/government/regulations/25/05/45352452/why-are-nvidia-and-other-chip-stocks-trading-higher-on-monday" rel="noreferrer noopener">Nvidia, Chip Stocks Jump as U.S. and China Slash Tariffs in Surprise Trade Truce</a>
Hyperscalers can now seamlessly deploy these customized capabilities across their AI data center infrastructure while leveraging their architecture investments in NVLink.
NVLink gives cloud providers an easy path to scale out AI factories to millions of custom XPUs by effectively enabling them to integrate their proprietary XPUs into Nvidia&#8217;s rack-scale systems and end-to-end networking platform.
Marvell Cloud senior vice president and general manager Nick Kucharewski said Marvell and Nvidia are working together to advance AI factory integration by offering customers the flexibility to rapidly deploy scalable AI infrastructure with the bandwidth, performance, and reliability required to support advanced AI models.
Nvidia Director of Accelerated Computing&nbsp;Shar Narasimhan said NVLink Fusion extends Nvidia&#8217;s open platform to partners like Marvell, enabling hyperscalers to scale out AI factories to millions of GPUs, using custom silicon, Nvidia&#8217;s rack-scale systems, and the Nvidia end-to-end networking platform to meet the accelerating demand for intelligence.
Marvell stock plunged 44% year-to-date as the Trump administration&#8217;s tariff policies took a toll on the semiconductor industry. In the first week of May, Marvell <a target="_blank" href="https://www.benzinga.com/news/25/05/45260205/marvell-technology-mrvl-shares-slide-10-after-postponing-investor-day" rel="noreferrer noopener">postponed its Investor Day</a> and updates on its AI strategy from a June 2025 event to an unspecified date in 2026, citing ongoing macroeconomic uncertainty. &nbsp;Marvell said the company will instead&nbsp;host a webinar on June 17&nbsp;focused on the future of custom silicon for AI infrastructure.
CNBC&#8217;s Jim Cramer&nbsp;recommended buying&nbsp;Marvell&nbsp;<a target="_blank" href="https://www.benzinga.com/markets/25/05/45192607/jim-cramer-applied-materials-is-an-excellent-company-but-likes-this-tech-stock-more" rel="noreferrer noopener">after the company</a> announced the successful interoperability of the Marvell Structera portfolio of Compute Express Link (CXL) devices with&nbsp;Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>)&nbsp;EPYC CPUs and 5th Gen&nbsp;Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) Intel Xeon platforms.
Price Action: MRVL stock is down 2.46% to $62.21 at the last check on Monday.
Read Next:
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<li><a href="https://www.benzinga.com/25/05/45294370/marvells-custom-ai-chips-for-microsoft-and-aws-stay-on-track-analyst-sees-strong-growth-ahead" target="_blank" rel="noreferrer noopener">Marvell AI Chips Stay On Track, JPMorgan Dismisses Share Loss Chatter</a></li>
</ul>
Photo by JHVEPhoto via Shutterstock

Marvell Teams Up With Nvidia To Help Hyperscalers Scale AI Infrastructure

UBS analyst Timothy Arcuri maintains Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a Buy and lowers the price target from $110 to $100.

UBS Maintains Buy on Marvell Tech, Lowers Price Target to $100

Marvell And NVIDIA Team Up To Deliver Custom AI Infrastructure With Nvlink Fusion, Enabling Hyperscaler-Grade Flexibility And Speed

Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) has outperformed the market over the past 5 years by 3.66% on an annualized basis producing an average annual return of 18.62%. Currently, Marvell Tech has a market capitalization of $55.67 billion. 
Buying $100 In MRVL: If an investor had bought $100 of MRVL stock 5 years ago, it would be worth $233.10 today based on a price of $64.28 for MRVL at the time of writing.
<h3>Marvell Tech's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747318511_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$100 Invested In This Stock 5 Years Ago Would Be Worth This Much Today

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$130.00</td>
<td>$25.3K</td>
<td>77.9K</td>
<td>271.5K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$130.00</td>
<td>$30.1K</td>
<td>17.9K</td>
<td>64.6K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$235.00</td>
<td>$46.5K</td>
<td>1.9K</td>
<td>15.6K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$450.00</td>
<td>$54.0K</td>
<td>17.2K</td>
<td>13.9K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/23/25</td>
<td>$210.00</td>
<td>$48.8K</td>
<td>7.7K</td>
<td>6.5K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$110.00</td>
<td>$44.8K</td>
<td>24.0K</td>
<td>3.7K</td>
</tr>
<tr>
<td>MRVL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$60.00</td>
<td>$44.4K</td>
<td>17.9K</td>
<td>1.7K</td>
</tr>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$97.50</td>
<td>$764.9K</td>
<td>553</td>
<td>1.5K</td>
</tr>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$65.00</td>
<td>$84.0K</td>
<td>19.8K</td>
<td>1.2K</td>
</tr>
<tr>
<td>OKTA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$145.00</td>
<td>$210.0K</td>
<td>393</td>
<td>1.0K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option trade that happens to be bullish, expiring in 3 day(s) on May 16, 2025. This event was a transfer of 94 contract(s) at a $130.00 strike. The total cost received by the writing party (or parties) was $25.3K, with a price of $270.0 per contract. There were 77915 open contracts at this strike prior to today, and today 271513 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a call option sweep that happens to be bullish, expiring in 3 day(s) on May 16, 2025. This event was a transfer of 85 contract(s) at a $130.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $30.1K, with a price of $355.0 per contract. There were 17917 open contracts at this strike prior to today, and today 64682 contract(s) were bought and sold. 
• For AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we notice a call option trade that happens to be bearish, expiring in 3 day(s) on May 16, 2025. This event was a transfer of 150 contract(s) at a $235.00 strike. The total cost received by the writing party (or parties) was $46.5K, with a price of $310.0 per contract. There were 1911 open contracts at this strike prior to today, and today 15695 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option sweep that happens to be bearish, expiring in 3 day(s) on May 16, 2025. This event was a transfer of 200 contract(s) at a $450.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $54.0K, with a price of $270.0 per contract. There were 17253 open contracts at this strike prior to today, and today 13980 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option trade that happens to be bullish, expiring in 10 day(s) on May 23, 2025. This event was a transfer of 100 contract(s) at a $210.00 strike. The total cost received by the writing party (or parties) was $48.8K, with a price of $488.0 per contract. There were 7727 open contracts at this strike prior to today, and today 6500 contract(s) were bought and sold. 
• For AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we notice a call option trade that happens to be bearish, expiring in 38 day(s) on June 20, 2025. This event was a transfer of 59 contract(s) at a $110.00 strike. The total cost received by the writing party (or parties) was $44.8K, with a price of $760.0 per contract. There were 24023 open contracts at this strike prior to today, and today 3732 contract(s) were bought and sold. 
• Regarding MRVL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), we observe a call option sweep with bearish sentiment. It expires in 38 day(s) on June 20, 2025. Parties traded 50 contract(s) at a $60.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $44.4K, with a price of $889.0 per contract. There were 17989 open contracts at this strike prior to today, and today 1775 contract(s) were bought and sold. 
• For ANET (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>), we notice a put option trade that happens to be bearish, expiring in 38 day(s) on June 20, 2025. This event was a transfer of 1500 contract(s) at a $97.50 strike. The total cost received by the writing party (or parties) was $764.9K, with a price of $510.0 per contract. There were 553 open contracts at this strike prior to today, and today 1571 contract(s) were bought and sold. 
• For CSCO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), we notice a call option sweep that happens to be bearish, expiring in 38 day(s) on June 20, 2025. This event was a transfer of 1089 contract(s) at a $65.00 strike. This particular call needed to be split into 20 different trades to become filled. The total cost received by the writing party (or parties) was $84.0K, with a price of $77.0 per contract. There were 19844 open contracts at this strike prior to today, and today 1250 contract(s) were bought and sold. 
• Regarding OKTA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OKTA#NASDAQ">OKTA</a>), we observe a call option trade with bullish sentiment. It expires in 38 day(s) on June 20, 2025. Parties traded 1000 contract(s) at a $145.00 strike. The total cost received by the writing party (or parties) was $210.0K, with a price of $210.0 per contract. There were 393 open contracts at this strike prior to today, and today 1018 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

MSTR

OKTA

10 Information Technology Stocks With Whale Alerts In Today's Session

Global Markets and US Dollar Experience Significant Declines Amid New Tariff Concerns

Press Releases

Marvell Extends Connectivity Leadership with AEC Ecosystem Demonstrations at OFC 2025

Marvell Technology, Inc. Announces Conference Call to Review First Quarter of Fiscal Year 2026 Financial Results

Marvell to Sell Automotive Ethernet Business to Infineon for $2.5 Billion in Cash

Infineon further strengthens its number one position in automotive microcontrollers and boosts systems capabilities for software-defined vehicles with acquisition of Marvell's Automotive Ethernet business

Small Cap

Marvell Announces Successful Interoperability of Structera CXL Portfolio with AMD EPYC CPU and 5th Gen Intel Xeon Scalable Platforms

Marvell Announces Changes to its Board of Directors

Marvell to Host Webinar on the Future of Custom Silicon Technology for AI Infrastructure; Postpones Investor Day

Marvell and NVIDIA to Provide Custom Solutions for Advanced AI Infrastructure

IFNNY

Analog Devices

Astera Labs

Advanced Micro Devices, Inc. - Common Stock

Advanced Micro Devices

Arm Holdings plc - American Depositary Shares

ARM Holdings

ASE Technology Holding Co., Ltd. American Depositary Shares (each representing Two Common Shares)

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