La vendita allo scoperto per Marvell Tech dà agli investitori un'idea del grado in cui gli investitori stanno scommettendo sul declino delle azioni di Marvell Tech. I dati relativi alle vendite allo scoperto vengono aggiornati ogni due settimane.

Marvell Tech (NASDAQ:MRVL) Azioni, Report sulle vendite allo scoperto

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

Jim Cramer

News

Markets

Media

Trading Ideas

AMAT

APLD

INTC

LRCX

MRVL

Jim Cramer ha espresso un giudizio negativo su un istituto bancario, motivando la sua opinione con le valutazioni di un analista di Wall Street.

Jim Cramer &#34;non è una banca di qualità&#34;: ecco a chi si riferisce

Silicon,Wafer,With,Microchips,Used,In,Electronics,For,The,Fabrication

Analyst Color

Long Ideas

Analyst Ratings

Tech

AMZN

AVGO

GOOG

GOOGL

NVDA

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

L&#39;IA continua la sua corsa e si prepara a una nuova ondata. L&#39;analisi di una delle principali banche d&#39;affari svela i protagonisti del futuro.

JPMorgan: queste due aziende potrebbero dominare la prossima ondata dell&#39;IA

wall street, mercados estadounidenses

Pre-Market Outlook

CRNC

Analisi RSI: il crollo dei prezzi nasconde gemme nascoste nel settore tecnologico? Le azioni da tenere d&#39;occhio.

Quali azioni del settore informatico offrono un&#39;opportunità unica?

Marvell Technology Inc

WIIM

APPS

ARQQ

BLBX

BNAI

BTDR

CSCO

DGNX

DOMO

FSLR

FTNT

GRRR

IREN

KLAC

MOBBW

NTRP

ORKT

PANW

PHUN

PONY

PRCH

SAIL

SHMD

SHOP

SMSI

SNPS

SONM

TSSI

VRSN

ZETA

Shares of companies within the broader technology sector are trading higher, supported by broad market strength, after better-than-expected nonfarm payrolls data eased concerns about an imminent economic slowdown.

Marvell Tech's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NYSE">MRVL</a>) short percent of float has fallen 6.08% since its last report. The company recently reported that it has 26.04 million shares sold short, which is 3.55% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.54 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Marvell Tech Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1749236426_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Marvell Tech has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Marvell Tech's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Marvell Tech's peer group average for short interest as a percentage of float is 5.67%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Peering Into Marvell Tech's Recent Short Interest

Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) has outperformed the market over the past 10 years by 5.64% on an annualized basis producing an average annual return of 16.72%. Currently, Marvell Tech has a market capitalization of $56.99 billion. 
Buying $100 In MRVL: If an investor had bought $100 of MRVL stock 10 years ago, it would be worth $477.32 today based on a price of $66.10 for MRVL at the time of writing.
<h3>Marvell Tech's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1749071712_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 Marvell Tech 10 Years Ago Would Be Worth This Much Today

Rosenblatt analyst Mike Genovese is questioning how successful Ciena (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CIEN#NYSE">CIEN</a>) will be over the next one to five years, taking on companies like Marvell Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) and Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>).
What Happened: The analyst maintains <a href="https://www.benzinga.com/quote/CIEN/analyst-ratings" target="_blank" rel="noreferrer noopener">a Neutral</a> rating and raised the price target from $65 to $85, according to a Tuesday research note.
Ciena will report second-quarter results on June 5 before the open.
Genovese expects good results and guidance, likely slightly ahead of consensus, driven by substantial revenues and orders.
Ciena&#8217;s upcoming report comes as the market for transceivers and components changes. The proliferation of AI-focused data centers, for example, demands extremely high bandwidth.
Ciena uses Coherent lite optics — a lightweight, more cost-effective version of high-end coherent optics — and IM/DD (Intensity Modulation/Direct Detection).
The analyst questioned whether the company would increase fiscal 2025 revenue guidance from its current &#8220;high-end of 8% to 11%&#8221; range.
Also Read: <a href="https://www.benzinga.com/news/earnings/25/03/44245291/ciena-q1-earnings-revenue-and-eps-beat-estimates-ceo-eyes-ai-cloud-network-tailwinds" target="_blank" rel="noreferrer noopener">Ciena Q1 Earnings: Revenue and EPS Beat Estimates, CEO Eyes AI, Cloud Network Tailwinds</a>
Why It Matters: Genovese wonders whether the company will achieve mid-40s gross margins within the next three years and whether there is upside to mid-40s gross margins in 3 to 5 years if it successfully wins a share of AI Data Center campus, fabric, and cluster applications.
Genovese said Ciena sells Metro, LH, and Subsea Data Center Interconnect to every major U.S. Cloud Provider and Metro and LH Optical transport. U.S. Tier 1 Telco orders continue to be significantly higher than a year ago.
Second-quarter revenues should hover around $1.09 billion. That&#8217;s up 20% year over year versus an easy comp and up 2% quarter over quarter.
Genovese noted that Ciena could slightly exceed second-quarter revenue expectations. The company could also keep its backlog consistent with the prior quarter at ~$2.3 billion or grow its backlog due to strong orders. The consensus hurdles for gross margins, operating margins, and EPS are 42.6%, 10.0%, and $0.52, all of which look slightly beatable, he says.
DCI is Ciena&#8217;s primary market exposure. Genovese said the revenue mix shift keeps going toward Cloud Providers from Service Providers. The company&#8217;s heavy DCI exposure is unlikely to support mid-40s gross margins, he says.
According to the analyst, significant progress in generating inside-the-datacenter and software revenues will be needed to achieve sustainable mid-40s gross margins.
Price Action:&nbsp;CIEN stock is up 1.63% at $84.62 at last check Wednesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/45751360/broadcoms-flexes-ai-muscle-hyperscalers-buying-in" target="_blank" rel="noreferrer noopener">Broadcom Tomahawk 6 Flexes AI Muscle, Hyperscalers Are Buying In</a></li>
</ul>
Image: Shutterstock

Price Target

Reiteration

CIEN

Ciena Set To Beat Q2 Estimates But AI Ambitions Face Margin Math And Marvell-ous Rivals

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 often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming 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>SWEEP</td>
<td>BEARISH</td>
<td>06/06/25</td>
<td>$142.00</td>
<td>$31.8K</td>
<td>45.4K</td>
<td>64.7K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$200.00</td>
<td>$29.9K</td>
<td>8.1K</td>
<td>17.4K</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$270.00</td>
<td>$46.4K</td>
<td>26.9K</td>
<td>8.7K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$22.00</td>
<td>$458.3K</td>
<td>6.4K</td>
<td>6.0K</td>
</tr>
<tr>
<td>CRWV</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/06/25</td>
<td>$152.50</td>
<td>$28.9K</td>
<td>636</td>
<td>3.8K</td>
</tr>
<tr>
<td>QCOM</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/13/25</td>
<td>$145.00</td>
<td>$131.6K</td>
<td>178</td>
<td>2.7K</td>
</tr>
<tr>
<td>SOUN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$11.00</td>
<td>$46.0K</td>
<td>19.0K</td>
<td>2.4K</td>
</tr>
<tr>
<td>MSTR</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/06/25</td>
<td>$385.00</td>
<td>$32.4K</td>
<td>1.1K</td>
<td>2.2K</td>
</tr>
<tr>
<td>MRVL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$50.00</td>
<td>$188.5K</td>
<td>2.1K</td>
<td>1.6K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$470.00</td>
<td>$48.0K</td>
<td>10.5K</td>
<td>1.4K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created 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 sweep with bearish sentiment. It expires in 2 day(s) on June 6, 2025. Parties traded 277 contract(s) at a $142.00 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 $31.8K, with a price of $115.0 per contract. There were 45457 open contracts at this strike prior to today, and today 64771 contract(s) were bought and sold. 
• Regarding AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we observe a call option trade with bullish sentiment. It expires in 379 day(s) on June 18, 2026. Parties traded 10 contract(s) at a $200.00 strike. The total cost received by the writing party (or parties) was $29.9K, with a price of $2995.0 per contract. There were 8159 open contracts at this strike prior to today, and today 17498 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 sweep that happens to be bearish, expiring in 16 day(s) on June 20, 2025. This event was a transfer of 55 contract(s) at a $270.00 strike. This particular call needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $46.4K, with a price of $845.0 per contract. There were 26971 open contracts at this strike prior to today, and today 8780 contract(s) were bought and sold. 
• For INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we notice a call option sweep that happens to be bullish, expiring in 107 day(s) on September 19, 2025. This event was a transfer of 2976 contract(s) at a $22.00 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 $458.3K, with a price of $154.0 per contract. There were 6425 open contracts at this strike prior to today, and today 6038 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 2 day(s) on June 6, 2025. This event was a transfer of 31 contract(s) at a $152.50 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 $28.9K, with a price of $935.0 per contract. There were 636 open contracts at this strike prior to today, and today 3882 contract(s) were bought and sold. 
• For QCOM (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), we notice a call option sweep that happens to be bearish, expiring in 9 day(s) on June 13, 2025. This event was a transfer of 250 contract(s) at a $145.00 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $131.6K, with a price of $528.0 per contract. There were 178 open contracts at this strike prior to today, and today 2796 contract(s) were bought and sold. 
• For SOUN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOUN#NASDAQ">SOUN</a>), we notice a call option sweep that happens to be bearish, expiring in 44 day(s) on July 18, 2025. This event was a transfer of 500 contract(s) at a $11.00 strike. This particular call needed to be split into 27 different trades to become filled. The total cost received by the writing party (or parties) was $46.0K, with a price of $92.0 per contract. There were 19040 open contracts at this strike prior to today, and today 2457 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a put option trade with bearish sentiment. It expires in 2 day(s) on June 6, 2025. Parties traded 55 contract(s) at a $385.00 strike. The total cost received by the writing party (or parties) was $32.4K, with a price of $590.0 per contract. There were 1143 open contracts at this strike prior to today, and today 2241 contract(s) were bought and sold. 
• For MRVL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>), we notice a call option sweep that happens to be bullish, expiring in 107 day(s) on September 19, 2025. This event was a transfer of 100 contract(s) at a $50.00 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 $188.5K, with a price of $1885.0 per contract. There were 2164 open contracts at this strike prior to today, and today 1611 contract(s) were bought and sold. 
• Regarding MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we observe a call option sweep with bearish sentiment. It expires in 16 day(s) on June 20, 2025. Parties traded 120 contract(s) at a $470.00 strike. This particular call needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $48.0K, with a price of $400.0 per contract. There were 10518 open contracts at this strike prior to today, and today 1401 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

CRWV

MSFT

MSTR

QCOM

SOUN

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

Investors with a lot of money to spend have taken a bearish stance on Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with MRVL, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://www.benzinga.com/pro/">Benzinga</a>'s options scanner spotted 23 uncommon options trades for Marvell Tech.
This isn't normal.
The overall sentiment of these big-money traders is split between 30% bullish and 52%, bearish.
Out of all of the special options we uncovered, 7 are puts, for a total amount of $456,319, and 16 are calls, for a total amount of $1,116,627.
<h3>Expected Price Movements</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $40.0 and $100.0 for Marvell Tech, spanning the last three months.
<h3>Insights into Volume &amp; Open Interest</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Marvell Tech's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Marvell Tech's whale activity within a strike price range from $40.0 to $100.0 in the last 30 days. 
<h3>Marvell Tech 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748876524_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>MRVL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>10/17/25</td>
<td>$1.92</td>
<td>$1.87</td>
<td>$1.87</td>
<td>$85.00</td>
<td>$275.2K</td>
<td>1.5K</td>
<td>400</td>
</tr>
<tr>
<td>MRVL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$1.79</td>
<td>$1.74</td>
<td>$1.74</td>
<td>$70.00</td>
<td>$174.1K</td>
<td>3.6K</td>
<td>1.2K</td>
</tr>
<tr>
<td>MRVL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$4.2</td>
<td>$4.15</td>
<td>$4.15</td>
<td>$60.00</td>
<td>$149.4K</td>
<td>2.0K</td>
<td>490</td>
</tr>
<tr>
<td>MRVL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$8.2</td>
<td>$6.95</td>
<td>$7.15</td>
<td>$100.00</td>
<td>$143.0K</td>
<td>974</td>
<td>230</td>
</tr>
<tr>
<td>MRVL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>10/17/25</td>
<td>$1.87</td>
<td>$1.6</td>
<td>$1.87</td>
<td>$85.00</td>
<td>$74.8K</td>
<td>1.5K</td>
<td>400</td>
</tr>
</tbody>
</table>

<h3>About Marvell Tech</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>Marvell Tech's Current Market Status</h3>
<ul>
<li>Trading volume stands at 5,649,966, with MRVL's price up by 1.87%, positioned at $61.31.</li>
<li>RSI indicators show the stock to be is currently neutral between overbought and oversold.</li>
<li>Earnings announcement expected in 87 days.</li>
</ul>
<h3>What Analysts Are Saying About Marvell Tech</h3>
Over the past month, 5 industry analysts have shared their insights on this stock, proposing an average target price of $84.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; Reflecting concerns, an analyst from Cantor Fitzgerald lowers its rating to Neutral with a new price target of $60. 
&#x2A; Consistent in their evaluation, an analyst from Deutsche Bank keeps a Buy rating on Marvell Tech with a target price of $85. 
&#x2A; Consistent in their evaluation, an analyst from Needham keeps a Buy rating on Marvell Tech with a target price of $85. 
&#x2A; An analyst from UBS persists with their Buy rating on Marvell Tech, maintaining a target price of $100. 
&#x2A; Maintaining their stance, an analyst from Loop Capital continues to hold a Buy rating for Marvell Tech, targeting a price of $90. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Marvell Tech options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

Decoding Marvell Tech's Options Activity: What's the Big Picture?

Benzinga examined the prospects for <a href="http://www.benzinga.com/trading-ideas" target="_blank" rel="noreferrer noopener">many investors' favorite stocks</a> over the last week — here's a look at some of our top stories.
In May, U.S. stocks recorded their strongest monthly rally since November 2023, driven by easing trade tensions and robust tech earnings. The S&amp;P 500 rose 6.2%, and the Nasdaq Composite surged 9.6%, returning both indices to positive territory for the year. The "Magnificent Seven" tech giants led the charge, with Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) stock climbing 24% after reporting a 70% year-over-year revenue increase.
Despite the tech sector's dominance, investors anticipate a broader market rally, citing improving earnings in sectors like industrials, consumer staples, and financials. Analysts expect the earnings growth gap between the Magnificent Seven and the rest of the S&amp;P 500 to narrow in 2025.
However, uncertainties remain. A U.S. court ruling declared President Donald Trump's recent tariffs illegal, though the decision was promptly appealed. Analysts warn that renewed tariffs, particularly on chips and pharmaceuticals, could threaten the sustainability of recent market gains.
Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week's most bullish and bearish posts that are worth another look.

The Bulls
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45655507/tech-analyst-expects-palantir-stock-to-rise-above-400-as-ai-revolution-kicks-into-gear">"Tech analyst expects Palantir stock to rise above $400 as AI revolution kicks into gear"</a>, by Adam Eckert, reports that Wedbush analyst Dan Ives predicts Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) will surpass $400 per share and reach a $1 trillion market cap within a few years, citing its leadership in AI and calling it the "Messi of AI."
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45675006/nvidia-stock-has-significant-upside-as-ai-godfather-jensen-huang-delivers-another-robust-quarter">"Nvidia stock has ‘significant upside' as AI ‘godfather' Jensen Huang delivers another ‘robust quarter'"</a>, by Chris Katje, reports that Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) shares rose after the company beat Q1 estimates and analysts projected a market cap of up to $5 trillion, citing surging demand for its Blackwell AI chips and growth in AI infrastructure despite China export restrictions.
<a href="https://www.benzinga.com/news/earnings/25/05/45682895/ulta-beauty-stock-climbs-after-better-than-expected-q1-report-raised-fiscal-2025-outlook">"Ulta Beauty stock climbs after better-than-expected Q1 report, raised fiscal 2025 outlook"</a>, by Erica Kollmann, reports that Ulta Beauty Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) shares surged over 11% after the company exceeded Q1 earnings and revenue expectations, posting $6.70 EPS and $2.85 billion in sales, and raised its fiscal 2025 guidance amid strong demand for skincare and fragrance products.
For additional bullish calls of the past week, check out the following:
<a href="https://www.benzinga.com/news/earnings/25/05/45683235/uipath-stock-surges-on-q1-earnings-beat-raised-guidance-this-was-a-milestone-quarter">UiPath Stock Surges On Q1 Earnings Beat, Raised Guidance: ‘This Was A Milestone Quarter'</a>
<a href="https://www.benzinga.com/government/regulations/25/05/45650179/uranium-stocks-hit-17-year-highs-as-mays-rally-marks-best-month-on-record">Uranium Stocks Hit 17-Year Highs As May's Rally Marks Best Month On Record</a>
<a href="https://www.benzinga.com/general/biotech/25/05/45648350/why-is-gsk-partner-spero-therapeutics-stock-skyrocketing-on-wednesday">Why Is GSK Partner Spero Therapeutics Stock Skyrocketing On Wednesday?</a>

The Bears
<a href="https://www.benzinga.com/news/earnings/25/05/45681892/marvell-technology-stock-slips-after-q1-results-details">"Marvell Technology stock slips after Q1 results: Details"</a>, by Erica Kollmann, reports that Marvell Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) shares fell over 3% after the company posted Q1 adjusted earnings of 62 cents per share on $1.9 billion in revenue—both slightly above analyst estimates—but investors showed muted enthusiasm despite strong AI-driven data center demand and a raised Q2 revenue forecast of $2 billion.
<a href="https://www.benzinga.com/trading-ideas/movers/25/05/45692578/regeneron-sanofi-stock-falls-after-uneven-smokers-lung-drug-data">"Regeneron, Sanofi stock falls after uneven smoker's lung drug data"</a>, by Vandana Singh, reports that Regeneron Pharmaceuticals Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>) and Sanofi SA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNY#NASDAQ">SNY</a>) shares declined after their experimental COPD drug, itepekimab, showed a 27% reduction in exacerbations in one Phase 3 trial but failed to meet the primary endpoint in a second trial, raising concerns about its efficacy.
<a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45645056/gold-etf-bleeds-money-at-fastest-pace-in-3-years-is-the-safe-haven-trade-over">"Gold ETF bleeds money at fastest pace in 3 years — is the safe-haven trade over?"</a>, by Piero Cingari, reports that the SPDR Gold Shares ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLD#NYSE">GLD</a>) experienced $2.1 billion in outflows in May — its worst since July 2022 — as easing U.S.-China tensions and a surging S&amp;P 500 shifted investor appetite toward riskier assets, though Goldman Sachs still forecasts gold reaching $3,700 per ounce by year-end, driven by central bank demand and long-term macro risks.
For more bearish takes, be sure to see these posts:
<a href="https://www.benzinga.com/news/stock-split/25/05/45679654/mullen-automotive-stock-is-tumbling-thursday-whats-driving-the-action">Mullen Automotive Stock Is Tumbling Thursday: What's Driving The Action?</a>
<a href="https://www.benzinga.com/general/biotech/25/05/45655674/rocket-pharmas-gene-therapy-future-clouded-by-regulatory-uncertainty">Rocket Pharma's Gene Therapy Future Clouded By Regulatory Uncertainty</a>
<a href="https://www.benzinga.com/general/biotech/25/05/45624650/why-is-neuropace-stock-falling-after-epilepsy-treatment-study-data">Why Is NeuroPace Stock Falling After Epilepsy Treatment Study Data?</a>
Keep up with all the latest breaking news and trading ideas by following <a href="https://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener">Benzinga</a><a href="http://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener"> on X</a>.
Image created using artificial intelligence via Midjourney.

MULN

NPCE

PATH

PLTR

RCKT

REGN

SPRO

ULTA

Benzinga Bulls And Bears: Nvidia, Palantir, Marvell Technology — And Markets Rallied In May

Shares of Marvell Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) tanked in early Friday trading despite the company&#8217;s upbeat earnings <a href="https://www.benzinga.com/news/earnings/25/05/45681892/marvell-technology-stock-slips-after-q1-results-details" target="_blank" rel="noopener">report for th</a><a href="https://www.benzinga.com/news/earnings/25/05/45681892/marvell-technology-stock-slips-after-q1-results-details">e first quarter on Thursday</a>.
The announcement came amid an <a href="https://www.benzinga.com/earnings">exciting earnings season</a>. Here are some key analyst takeaways.
Piper Sandler On Marvell Technology
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58fe05b80bd9910001595370/harsh-kumar">Analyst Harsh Kumar</a> maintained an Overweight rating, while reducing the price target from $95 to $85.
Marvell Technology reported revenues of $1.895 billion and earnings of 62 cents per share, higher than consensus estimates of $1.877 billion and 61 cents per share, respectively, Kumar said in a note. Management guided to revenues of $2.0 billion and earnings of 67 cents per share for the second quarter, broadly in-line with expectations, he added.
"The company continues to expect AI to be the majority of their revenue profile going forward and continue to grow as a proportion of the business," the analyst further wrote.
KeyBanc Capital Markets On Marvell Technology
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/585beadcb5a482000151d188/john-vinh">Analyst John Vinh</a> reiterated an Overweight rating, while cutting the price target from $115 to $90.
Marvell Technology reported its quarterly results and guidance broadly in line with expectations, Vinh said.
Management reiterated that revenue from Amazon.com Inc's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) AWS-related custom AI XPUs is expected to grow in fiscal 2026 and 2027, he added. The company also said that its design win with Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) on Maia 200 "continues to progress, with ongoing collaboration on the architecture for the next-generation Maia 300," the analyst further wrote.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
Cantor Fitzgerald On Marvell Technology
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5e21cde3430dee0001c717dd/quinn-bolton">Analyst Quinn Bolton</a> reaffirmed a Buy rating, while lowering the price target from $100 to $85.
Marvell Technology reported a beat and raise quarter, driven by continued growth in Data Center revenues, Bolton said.
"Management seems very confident in the company&#8217;s opportunity at AMZN, and has secured 3nm wafer and advanced packaging capacity for the next generation design set to ramp in 2026," the analyst wrote. He said revenue is likely to grow sequentially through fiscal 2026, "led by Data Center and as CI and EN continue to recover."
Benchmark On Marvell Technology
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5e2ae9e3430dee0001c80e0c/cody-acree">Analyst Cody Acree</a> maintained a Buy rating and price target of $95.
Marvell Technology's stock came under pressure following the release of first-quarter results, as investors were "not particularly thrilled by the firm's relatively modest upside results and guidance," especially after the outperformance delivered by rival Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Acree said.
Both Marvell Technology and Nvidia witnessed demand for AI driving robust Data Center growth, the analyst stated. He added, however, that Marvell Technology did not provide "any specifics of its quarterly AI results."
MRVL Price Action: Shares of Marvell Technology had declined by 6.79% to $59.40 at the time of publication on Friday.
Read More:
<ul class="wp-block-list">
<li> <a href="https://www.benzinga.com/trading-ideas/movers/25/05/45477478/whats-next-for-foot-locker-analyst-says-dicks-deal-is-timely"> Marvell Technology Data Center Business Triples Over 2 Years As Custom Silicon And Optics Fuel Surge: &#8216;Expect This Momentum To Continue&#8217;</a></li>
</ul>
Photo: JHVEPhoto / Shutterstock.com

Movers

Marvell Analysts Back Steady Outlook, Point To Data Center Strength, AI Momentum

Morgan Stanley analyst Joseph Moore maintains Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a Equal-Weight and raises the price target from $70 to $73.

Morgan Stanley Maintains Equal-Weight on Marvell Tech, Raises Price Target to $73

Loop Capital analyst Gary Mobley 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 $90.

Loop Capital Maintains Buy on Marvell Tech, Lowers Price Target to $90

Deutsche Bank analyst Ross Seymore 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 $100 to $85.

Deutsche Bank Maintains Buy on Marvell Tech, Lowers Price Target to $85

Marvell Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) posted better-than-expected earnings for the first quarter on Thursday.
Marvell reported quarterly adjusted earnings of 62 cents per share, which beat the Street estimate of 61 cents. Quarterly revenue came in at $1.9 billion, which beat the consensus estimate of $1.88 billion.
"Marvell delivered record revenue in the first quarter of $1.895 billion, a 63% year-over-year increase, and we are forecasting continued strong growth into the second quarter," said Matt Murphy, Marvell's CEO. "This momentum is being fueled by strong AI demand in the data center end market, where our revenue is benefiting from the rapid scaling of our custom silicon programs and robust shipments of our electro-optics products."
Marvell sees second-quarter net revenue of $2 billion, plus or minus 5%, and non-GAAP EPS of 67 cents, plus or minus five cents.
Marvell shares fell 6.9% to trade at $59.34 on Friday.
These analysts made changes to their price targets on Marvell following earnings announcement.
<ul class="wp-block-list">
<li>Needham analyst Quinn Bolton maintained Marvell Tech with a Buy and lowered the price target from $100 to $85.</li>
<li>Wells Fargo analyst Aaron Rakers maintained the stock with an Overweight rating and lowered the price target from $120 to $95.</li>
<li>Keybanc analyst John Vinh maintained the stock with an Overweight rating and lowered the price target from $115 to $90.</li>
<li>Piper Sandler analyst Harsh Kumar reiterated Marvell Tech with an Overweight rating and lowered the price target from $95 to $85.</li>
<li>Evercore ISI Group analyst Mark Lipacis maintained the stock with an Outperform rating and lowered the price target from $135 to $133.</li>
<li>Raymond James analyst Srini Pajjuri reiterated the stock with an Outperform rating and lowered the price target from $110 to $90.</li>
</ul>
Considering buying MRVL stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><a href="https://www.benzinga.com/quote/MRVL/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="587" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30131758/image-420-1024x587.png" alt="" class="wp-image-933573" style="width:670px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30131758/image-420-1024x587.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30131758/image-420-300x172.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30131758/image-420-768x440.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30131758/image-420.png 1112w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Read This Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/25/05/45691209/top-3-materials-stocks-that-could-blast-off-this-month-2">Top 3 Materials Stocks That Could Blast Off This Month</a> </li>
</ul>
Photo via Shutterstock

Earnings

Marvell Technology Analysts Slash Their Forecasts After Q1 Earnings

Raymond James analyst Srini Pajjuri reiterates Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a Outperform and lowers the price target from $110 to $90.

Raymond James Reiterates Outperform on Marvell Tech, Lowers Price Target to $90

Evercore ISI Group analyst Mark Lipacis maintains Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a Outperform and lowers the price target from $135 to $133.

Evercore ISI Group Maintains Outperform on Marvell Tech, Lowers Price Target to $133

Piper Sandler analyst Harsh Kumar reiterates Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a Overweight and lowers the price target from $95 to $85.

Piper Sandler Reiterates Overweight on Marvell Tech, Lowers Price Target to $85

Keybanc analyst John Vinh maintains Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a Overweight and lowers the price target from $115 to $90.

Keybanc Maintains Overweight on Marvell Tech, Lowers Price Target to $90

Wells Fargo analyst Aaron Rakers maintains Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a Overweight and lowers the price target from $120 to $95.

Wells Fargo Maintains Overweight on Marvell Tech, Lowers Price Target to $95

Cantor Fitzgerald analyst Matthew Prisco reiterates Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a Neutral and maintains $60 price target.

Cantor Fitzgerald Reiterates Neutral on Marvell Tech, Maintains $60 Price Target

Marvell Technology shares are trading lower after the company issued Q2 GAAP EPS guidance below estimates. Additionally, Needham cut its price target on the stock from $100 to $85.

Rosenblatt analyst Kevin Cassidy maintains Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) with a Buy and maintains $124 price target.

Rosenblatt Maintains Buy on Marvell Tech, Maintains $124 Price Target

Press Releases

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

Marvell Delivers Advanced Packaging Platform for Custom AI Accelerators

/C O R R E C T I O N -- Marvell/

Commodities

Marvell Technology, Inc. Reports First Quarter of Fiscal Year 2026 Financial Results

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)

Comments

Marvell Tech

Vendite allo scoperto

Marvell Tech (NASDAQ:MRVL) Azioni, Report sulle vendite allo scoperto

Le persone guardano anche

Notizie

PARTNER/COLLABORATORE

BENZINGA NEL MONDO