{"id":622203,"date":"2026-05-04T03:33:14","date_gmt":"2026-05-04T03:33:14","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/622203\/"},"modified":"2026-05-04T03:33:14","modified_gmt":"2026-05-04T03:33:14","slug":"wall-street-says-these-2-ai-stocks-could-fall-20-or-more-time-to-sell","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/622203\/","title":{"rendered":"Wall Street Says These 2 AI Stocks Could Fall 20% or More. Time to Sell?"},"content":{"rendered":"\n<p class=\"yf-1fy9kyt\">Artificial intelligence (AI) stocks have been on a nice run over the past month, but Wall Street has lowered its expectations for some of them over the near term.<\/p>\n<p class=\"yf-1fy9kyt\">Most notably, Wall Street analysts are targeting significant drops for two <a href=\"https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/ai-stocks\/?utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=669be01c-31ff-437c-8feb-877cce429f5a\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:AI stocks;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;AI stocks&quot;}\" class=\"link \">AI stocks<\/a>, chipmakers Marvell Technology (NASDAQ: MRVL) and Navitas Semiconductor (NASDAQ: NVTS).<\/p>\n<p class=\"yf-1fy9kyt\">Will AI create the world&#8217;s first trillionaire?\u00a0Our team just released a report on the one little-known company, called an &#8220;Indispensable Monopoly&#8221; providing the critical technology Nvidia and Intel both need.\u00a0<a href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=f314f27f-de99-4ee1-ae9f-24d2a683ada3&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fa-sa-ai-boom-nvidias%3Faid%3D10891%26source%3Disaediica0000069%26ftm_cam%3Dsa-ai-boom%26ftm_veh%3Dtop_incontent_pitch_feed_yahoo%26ftm_pit%3D18914&amp;utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=669be01c-31ff-437c-8feb-877cce429f5a\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Continue \u00bb;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Continue \u00bb&quot;}\" class=\"link \">Continue \u00bb<\/a><\/p>\n<p class=\"yf-1fy9kyt\">Marvell makes networking and connectivity chips for data centers, systems, and networks. It is a major rival of Broadcom.<\/p>\n<p>    <img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/www.newsbeep.com\/us\/wp-content\/uploads\/2026\/05\/06c3f2250ded8c74dc6eb4e44475c518.jpeg\" alt=\"A person looking at data on a screen, with data reflecting in their reading glasses. \" loading=\"eager\" height=\"640\" width=\"960\" class=\"yf-lglytj  loaded\"\/> Image source: Getty Images.      <\/p>\n<p class=\"yf-1fy9kyt\">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<p class=\"yf-1fy9kyt\">Also, Marvell expanded its partnership with Nvidia and got a $2 billion investment from the AI leader.<\/p>\n<p class=\"yf-1fy9kyt\">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&#8217;s high valuation is one of the primary reasons analysts have a median price target of $126 per share. That&#8217;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<p class=\"yf-1fy9kyt\">Overall, Marvell looks like a buy, but investors should watch the valuation and look for a dip.<\/p>\n<p>      Navitas&#8217; transformation    <\/p>\n<p class=\"yf-1fy9kyt\">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 <a href=\"https:\/\/www.fool.com\/investing\/2026\/02\/24\/better-artificial-intelligence-stock-navitas-vs-ar\/?utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=669be01c-31ff-437c-8feb-877cce429f5a\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Navitas is pivoting;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Navitas is pivoting&quot;}\" class=\"link \">Navitas is pivoting<\/a> from making chips for consumer electronics to making chips for more lucrative data centers and larger customers.<\/p>\n<p class=\"yf-1fy9kyt\">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<p class=\"yf-1fy9kyt\">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<p>      Should you buy stock in Navitas Semiconductor right now?    <\/p>\n<p class=\"yf-1fy9kyt\">Before you buy stock in Navitas Semiconductor, consider this:<\/p>\n<p class=\"yf-1fy9kyt\">The Motley Fool Stock Advisor analyst team just identified what they believe are the\u00a0<a href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=7902917a-b58a-4674-b5b2-a766f1966487&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-dyn-headline%3Faid%3D11234%26source%3Disaeditxt0001181%26company%3DNavitas%2520Semiconductor%26ftm_cam%3Dsa-bbn-evergreen%26ftm_veh%3Darticle_pitch_feed_yahoo%26ftm_pit%3D18781&amp;utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=669be01c-31ff-437c-8feb-877cce429f5a\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 best stocks;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;10 best stocks&quot;}\" class=\"link \">10 best stocks<\/a> for investors to buy now\u2026 and Navitas Semiconductor wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.<\/p>\n<p class=\"yf-1fy9kyt\">Consider when Netflix made this list on December 17, 2004&#8230; if you invested $1,000 at the time of our recommendation,\u00a0you\u2019d have $496,473!* Or when Nvidia made this list on April 15, 2005&#8230; if you invested $1,000 at the time of our recommendation, you\u2019d have $1,216,605!*<\/p>\n<p class=\"yf-1fy9kyt\">Now, it\u2019s worth noting\u00a0Stock Advisor\u2019s total average return is 968% \u2014 a market-crushing outperformance compared to 202% for the S&amp;P 500.\u00a0Don&#8217;t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built by individual investors for individual investors.<\/p>\n<p class=\"yf-1fy9kyt\"><a class=\"link \" href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=7902917a-b58a-4674-b5b2-a766f1966487&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-dyn-headline%3Faid%3D11234%26source%3Disaeditxt0001181%26company%3DNavitas%2520Semiconductor%26ftm_cam%3Dsa-bbn-evergreen%26ftm_pit%3D18781%26ftm_veh%3Darticle_pitch_feed_yahoo%26company%3DNavitas%2520Semiconductor&amp;utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=669be01c-31ff-437c-8feb-877cce429f5a\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:See the 10 stocks \u00bb;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;See the 10 stocks \u00bb&quot;}\">See the 10 stocks \u00bb<\/a><\/p>\n<p class=\"yf-1fy9kyt\">*Stock Advisor returns as of May 3, 2026. <\/p>\n<p class=\"yf-1fy9kyt\"><a href=\"https:\/\/www.fool.com\/author\/12483\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Dave Kovaleski;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Dave Kovaleski&quot;}\" class=\"link \">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 <a href=\"https:\/\/www.fool.com\/legal\/fool-disclosure-policy\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:disclosure policy;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;disclosure policy&quot;}\" class=\"link \">disclosure policy<\/a>.<\/p>\n<p class=\"yf-1fy9kyt\"><a href=\"https:\/\/www.fool.com\/investing\/2026\/05\/03\/wall-street-ai-stocks-fall-time-sell-nvts-mrvl\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Wall Street Says These 2 AI Stocks Could Fall 20% or More. Time to Sell?;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Wall Street Says These 2 AI Stocks Could Fall 20% or More. Time to Sell?&quot;}\" class=\"link \">Wall Street Says These 2 AI Stocks Could Fall 20% or More. Time to Sell?<\/a> was originally published by The Motley Fool<\/p>\n","protected":false},"excerpt":{"rendered":"Artificial intelligence (AI) stocks have been on a nice run over the past month, but Wall Street has&hellip;\n","protected":false},"author":2,"featured_media":622204,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[182,181,507,7258,269551,7362,269672,18690,74,918],"class_list":["post-622203","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-data-centers","tag-marvell-stock","tag-marvell-technology","tag-navitas","tag-price-target","tag-technology","tag-wall-street"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/622203","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=622203"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/622203\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/622204"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=622203"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=622203"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=622203"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}