All on Wall Street are expectant from the quarterly results of NVIDIA to present this Wednesday. But there is Another artificial intelligence action or AI to present your results a day later, Marvell Techand there is great expectation about it. Many expect its value could be firedaccording to Harsh Chauhan en Yahoo Finance.
Marvell Technology prevé unos income of 1,880 million dollars for the first fiscal quartertogether with some Non -gaap earnings of $ 0.61 per share. These figures suppose a considerable improvement with respect to the same period of the previous year, when the company registered adjusted earnings of $ 0.24 per share of revenues of 1,160 million dollars. This exceptional growth will be driven by Great demand for personalized AI and Network processors of the company.
Marvel Personalized IA processors are used by companies such as Amazon, google (alphabet) y microsoft To feed your AI data centers. The Marvel Directorate commented at the telephone conference on March results that is observing a greater demand than expected by its AI clients. The positive thing is that these cloud giants are strengthening their relationships with the chips manufacturer, since they also work with Marvell in the deployment of their next -generation personalized silicon.
As a result, Marvel provides that its personalized chips income will increase from fiscal year 2026. It should be noted that the Marvel Income for AI in the previous fiscal year far exceeded their objective of 1.5 billion dollars. The company expects to significantly overcome its Objective of 2500 million dollars in fiscal year 2026. This is not surprised, since the company seeks Broadcomthrough products and collaborations development initiatives.
Marvel presented one 2 -nanometer custom chip architecture (nm) In March of this year, which will represent an improvement with respect to the 3 Nm platform in which the company currently manufactures its chips. The change to a smaller process node should allow Marvell to integrate more transistors in a smaller area, which increases the power and energy efficiency of the chips manufactured in the 2 Nm node.
In addition, Marvell recently announced its Association with Nvidia to use the Nvlink Fusion platform of the latter. This platform will allow external chip manufacturers such as Marvel to develop personalized AI processors that can work together with the NVIDIA GPUs. This collaboration could help Marvell to have a greater presence in the Silicon market for personalizedwhich is expected to grow a Annual rate composed of 45 % to 2028. Therefore, Marvell’s impressive growth is likely to continue beyond the newly completed quarter.
In summary, the company seems to be prepared to present a solid set of results, along with a solid forecast, when you publish its quarterly report on May 29. This could help reverse the situation of the actions after a 45% drop so far from 2025. But the good thing is that this pronounced fall has made Marvel actions incredibly cheap at this time.
The assessment and growth potential make this action of AI an excellent purchase
The strong fall of Marvell this year is the reason why It quotes 22 times your profits. For a company whose profits are expected to increase 77% in this fiscal year, up to 2.79 dollars per share, buy Marvell to this assessment seems a safe bet.
Assuming that Marvell reaches this brand at the end of this fiscal year and cite in line with the Multiple of Gains of 31 of the Nasdaq-100 indexwith a strong technological component, after a year (using the index as proxy for technological actions), the price of their actions could rise to the 87 dollars. This would represent an increase in 45% With respect to current levels. Meanwhile, the 12 -month target price of 97dollarsaccording to 38 analysts who cover this AI action, points to greater profits, which gives investors another reason to buy Marvel Technology, since its next report could trigger a bullish trend.
A marvel’s tech The 70 -period mobile average is above the last candles, RSI up in the 54 points and the Macd lines just above the zero level.
The medium -term resistance is located at $ 92.88. Meanwhile, IE indicators are mixed.