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Marvell Technology, Inc. (MRVL)

NasdaqGS - NasdaqGS Prezzo in tempo reale. Valuta in USD.
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68,05-4,04 (-5,60%)
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  • T
    The Legendary Dark Knight Sparda
    $NVDA conversation
    All semi stocks took a beating today unfortunately.... $NVDA $AMD $INTC $TSM $MRVL
  • B
    Bobby
    Taiwan Semiconductor Manufacturing Company Limited
    The semiconductor industry is about to experience the biggest growth years ever. Last year was just the beginning. The amount of new technology pushing this growth, coupled by the supply chain recovery will drastically propel companies like TSM, $ASML, $KLAC, $AMAT, $QCOM, $MRVL, and $NVDA.
  • D
    Dee Z. Nutts
    $AMD conversation
    AMD up more than $NVDA, $INTC , $MRVL and $ON and $TSM.
    Only MU who just reported is doing better
  • B
    Bobby
    Taiwan Semiconductor Manufacturing Company Limited
    The entire semiconductor sector appears to be under fire from so called "analysts" that are actually jack-of-all-trades but masters of NONE. Their archaic thinking in traditional cyclical rotations of the semiconductor industry is forcing stocks prices lower. Even when most chip and equipment companies are crushing earnings, are producing at max capacity, increasing prices, and raising guidance. Global demand would be high regardless of any shortage. 5G, AI, EV, crypto, data centers, cloud tech, gaming, eSports were already ensuring this growth and demand. Now add the new infrastructure spending and the global "arms race" that's taking place. We are in the beginning of a super cycle like never seen, likely lasting many years. Semiconductors are the new #1 global resource....the new oil.
    (Fabless) companies like $NVDA, $AMD, $MRVL, $AVGO, $QCOM design the most advanced and sought after semiconductors in the world. (Fab-owning) companies like $TSM, $TXN, $ADI, $QRVO manufacture the chips. Companies like $AMAT, $ASML, $LRCX, $KLAC, $UCTT, $ICHR make all the equipment and materials used by those chip manufacturers. High tide raises all boats! .....and many of these companies are already currently undervalued. GLTA
  • H
    Hellrai$er
    $MRVL conversation
    Jim Cramer from Mad Money has Marvell, Qorvo and Skyworks in his 5G top 3. So far they are all doing great. 5G is going to be absolutely massive.

    $MRVL $QRVO $SWKS
  • H
    Harmony
    $AMD conversation
    I think AMD's earnings will be a blowout, since companies like $MRVL, $ON, $MU which have significant datacenter exposure reported significant growth in that segment. AMD is objective the leader in datacenter processors for now.
  • H
    Hellrai$er
    $MRVL conversation
    The 5G top 3 raised by Citi analyst Atif Malik today;

    Marvell raised to $64 from $50
    Qorvo raised to $188 from at $144
    Skyworks raised to $164 from at $137

    $MRVL $QRVO $SWKS
  • A
    Ahmed
    $NOK conversation
    Some DD for everyone - especially those gaining interest due to the upcoming ER. *Sources are located at the bottom*
    🚨 5G Domination 🚨
    ✅79 5G Commercial deals
    ✅ 29 live 5G networks
    ✅ First 5G stand-alone network
    ✅ World’s Fastest 5G
    🚨5G Partners🚨
    ✅ $AAPL
    ✅ $BABA
    ✅ $MRVL
    ✅ $INTC
    Earnings Report - July 31st
    New CEO, Pekka Lundmark, takes over on Aug 1st. He’s currently the CEO of Fortum, a top energy company in Finland. Hopefully he can revive Nokia’s dividend issues.
    Solid candidate for establishing 5G across the US after the President banned Huawei
  • s
    stocktargetadvisor
    $MRVL conversation
    $MRVL
    Maintains Morgan Stanley Equal-Weight USD 49 » USD 57
    Target Raised by BMO Capital Markets Outperform USD 60 » USD 70
    Target Raised by B. Riley Buy USD 66 » USD 72
  • p
    peendee
    $MRVL conversation
    If you own and like $mrvl, check out $simo. Both companies make storage controllers, $mrvl as a portion of biz and $simo as all it does. Marvel is fine company with solid growth outlook after a decade of stagnation. Silicon Motion is experiencing huge market share gains from strong design win cycle as NAND makers outsource low and mid range performance controllers primarily to both $simo. As evidence $simo backlog up close to 100% year on year in 2021 and company said revenues would be close to $1 billion without wafer supply constraints, or up 85% in 2021. But supply shortage real so company will hit $1+ billion in 2022 imho and make $7 eps. At current price, stock is 9x's 2022 eps! With 40% organic growth rate, stock should be 20x's at least, or $150.
  • H
    HawkEye1,000x
    What Is Levered Free Cash Flow (LFCF)? Levered free cash flow (LFCF) is the amount of money a company has left remaining after paying all of its financial obligations. LFCF is the amount of cash a company has after paying debts. Levered free cash flow is important because it is the amount of cash that a company can use to pay dividends and make investments in the business.

    Take a look at BROADCOM’s TTM Levered Free Cash Flow (LFCF) in comparison to peers:

    $AVGO = $11.88 Billion —> Note: BROADCOM $AVGO has more than twice the Levered Free Cash Flow than the closest competitor! (BULLISH)

    $QCOM = $5.04 Billion (ttm)

    $NXPI = $2.43 Billion (ttm)

    $MRVL = $1.41 Billion (ttm)

    $SWKS = $588.2 Million (ttm)

    STRONG BUY on $AVGO —> $11.88 Billion (ttm) in Levered Free Cash Flow —> FUNDAMENTAL STRENGTH —> SOLID AS A ROCK !!!
  • V
    VinnyP
    $MU conversation
    “UBS started Micron Technology with a Sell rating and $85 price target” are we all reading this right? An $85 price target is rather bullish..why would they sell at $52.55? What appears to be the reason is simply because they Started a position with $MRVL. They recommended that and dumped $MU. They may also want more shares of $MU for cheaper; who knows. Morgan Stanley, Wells Fargo, Zacks and Barron’s all have “Strong Buy” recommendations..
  • S
    Shakil
    $MU conversation
    Guys check this out "“UBS started Micron Technology with a Sell rating and $85 price target” are we all reading this right? An $85 price target is rather bullish..why would they sell at $52.55? What appears to be the reason is simply because they Started a position with $MRVL. They recommended that and dumped $MU. They may also want more shares of $MU for cheaper; who knows. Morgan Stanley, Wells Fargo, Zacks and Barron’s all have “Strong Buy” recommendations."
  • B
    Bobby
    Lam Research Corporation
    Well I still see semi's are etting mistreated.....and they were already bargains before this market temper tantrum. Now they are just insanely cheap! Should be a great time to buy. They are going to bounce back up as soon as everyone realizes their concerns about the industry's "cycle" is not happening. We are still in the beginning of a decade or more long super cycle. The industry has evolved! $TSM $KLAC $ASML $AMAT $QRVO $UCTT $ICHR $MRVL
  • m
    micheal
    $MRVL conversation
    #MRVL was dipping heavy, great time to buy in for a reversal trend.
  • s
    stocktargetadvisor
    $MRVL conversation
    $MRVL
    Target Raised by Stifel Nicolaus Buy USD 74 » USD 80
    Target Raised by Bank of America Buy USD 75 » USD 80
    Target Raised by Susquehanna Bancshares Positive USD 72 » USD 75
    Target Raised by Cowen Market Perform USD 57 » USD 66
    Target Raised by Jefferies Buy USD 78 » USD 82
    Reiterated by B. Riley Buy USD 75 » USD 83
    Maintains Credit Suisse Outperform USD 70 » USD 85
    Upgrades Craig Hallum Buy USD 63 » USD 85 2021-10-07
    Target Raised by Morgan Stanley Equal Weight USD 61 » USD 63
    Target Raised by Rosenblatt Securities Buy USD 85 » USD 100
  • H
    Harmony
    $AMKR conversation
    Well I do understand downgrade but I don't agree with it. The thing is that there will be 2 very positive quarters now it is sort of given and then they probably expect things to return to normal + Q1 is not the strongest quarter seasonally overall. So in other words they expect a normal kind of cycle here. But I think it is not a normal kind of cycle - did you hear before about production halts due to semiconductor shortages? While other firms like $MRVL, $MCHP, $ON forecast very strong demand for 2022 I am sure business will be booming here as well, because firms are reluctant to increase their production capacity significantly - not to get into overproduction when things improve - instead they try to outsource production for the time being where possible. Then again next year will have a significant momentum in consumer PCs and servers because of rotation to DDR5 and new processors, mobile also should be strong because of further expansion of 5G, cause many people still haven't rotated to a 5G phone.
  • I
    Iaxgbby
    $MRVL conversation
    #MRVL Volume is good. Positive technical buying signal at 9trading. Looking for breakout at 22.17 with a short term target of 26.29.