Marvell makes networking and connectivity chips for data centers, systems, and networks. It is a major rival of Broadcom.<\/p>\n
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Image source: Getty Images.<\/p>\n
Marvell stock has surged some 95% higher year to date, driven by record revenue and earnings that exceeded expectations. For the full fiscal year, Marvell saw revenue climb 43% year over year. For the current quarter, its guidance calls for strong growth to continue. <\/p>\n
Also, Marvell expanded its partnership with Nvidia and got a $2 billion investment from the AI leader. <\/p>\n
Marvell is firing on all cylinders. In fact, it may be too hot. With a price-to-earnings (P\/E) ratio of 56, the company’s high valuation is one of the primary reasons analysts have a median price target of $126 per share. That’s about 24% below the current price. However, 82% of analysts call Marvell stock a buy. It is likely that many have not yet updated their price targets.<\/p>\n
Overall, Marvell looks like a buy, but investors should watch the valuation and look for a dip. <\/p>\n
Navitas’ transformation<\/p>\n
Wall Street is more bearish on Navitas, with only 22% of analysts rating it a buy. It has a median price target of $8 per share, suggesting a 55% decline over the next year. This is because Navitas is pivoting<\/a> from making chips for consumer electronics to making chips for more lucrative data centers and larger customers. <\/p>\n This, however, has led to a drop in revenue, hurting its stock price. But in 2027, Navitas should see earnings spike, in large part due to this pivot and a partnership it signed with Nvidia to be part of its data center architecture. <\/p>\n Navitas stock could well see a dip in 2026, but put it on your radar for a potential surge in 2027 and beyond.<\/p>\n Dave Kovaleski<\/a> has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Broadcom, Marvell Technology, and Nvidia. The Motley Fool has a disclosure policy<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"Artificial intelligence (AI) stocks have been on a nice run over the past month, but Wall Street has…\n","protected":false},"author":2,"featured_media":423955,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[345,343,344,85,46,125],"class_list":["post-423954","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-il","tag-israel","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/423954","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=423954"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/423954\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/423955"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=423954"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=423954"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=423954"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}