La cadena de opciones muestra datos clave de las opciones de acciones de Marvell Tech a varios precios de ejercicio y fechas de vencimiento. Los operadores utilizan esta información para analizar posibles operaciones y evaluar el sentimiento del mercado para Marvell Tech..

Marvell Tech (NASDAQ:MRVL) Bolsa, Cadena de Opciones

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

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Marvell Technology Inc

Whales with a lot of money to spend have taken a noticeably bearish stance on Marvell Tech.
Looking at options history for Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) we detected 39 trades.
If we consider the specifics of each trade, it is accurate to state that 43% of the investors opened trades with bullish expectations and 51% with bearish.
From the overall spotted trades, 15 are puts, for a total amount of $2,196,717 and 24, calls, for a total amount of $1,371,933.
<h3>Projected Price Targets</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $40.0 to $90.0 for Marvell Tech during the past quarter. 
<h3>Insights into Volume &amp; Open Interest</h3>
Examining the volume and open interest provides crucial insights into stock research. This information is key in gauging liquidity and interest levels for Marvell Tech's options at certain strike prices. Below, we present a snapshot of the trends in volume and open interest for calls and puts across Marvell Tech's significant trades, within a strike price range of $40.0 to $90.0, over the past month.
<h3>Marvell Tech Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1749834081_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>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$12.1</td>
<td>$11.75</td>
<td>$11.8</td>
<td>$60.00</td>
<td>$944.0K</td>
<td>1.3K</td>
<td>801</td>
</tr>
<tr>
<td>MRVL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$3.85</td>
<td>$3.8</td>
<td>$3.8</td>
<td>$60.00</td>
<td>$288.8K</td>
<td>4.5K</td>
<td>2.0K</td>
</tr>
<tr>
<td>MRVL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$5.0</td>
<td>$4.95</td>
<td>$5.0</td>
<td>$70.00</td>
<td>$200.0K</td>
<td>1.9K</td>
<td>801</td>
</tr>
<tr>
<td>MRVL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$5.1</td>
<td>$5.0</td>
<td>$5.02</td>
<td>$70.00</td>
<td>$181.0K</td>
<td>1.9K</td>
<td>385</td>
</tr>
<tr>
<td>MRVL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/18/26</td>
<td>$13.05</td>
<td>$12.9</td>
<td>$13.0</td>
<td>$67.50</td>
<td>$175.5K</td>
<td>534</td>
<td>137</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.
In light of the recent options history for Marvell Tech, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Where Is Marvell Tech Standing Right Now?</h3>
<ul>
<li>Currently trading with a volume of 6,493,827, the MRVL's price is down by -2.08%, now at $68.19. </li>
<li>RSI readings suggest the stock is currently may be approaching overbought.</li>
<li>Anticipated earnings release is in 76 days.</li>
</ul>
<h3>What The Experts Say On Marvell Tech</h3>
A total of 5 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $85.6.
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; Consistent in their evaluation, an analyst from Morgan Stanley keeps a Equal-Weight rating on Marvell Tech with a target price of $73. 
&#x2A; An analyst from Loop Capital persists with their Buy rating on Marvell Tech, maintaining a target price of $90. 
&#x2A; An analyst from Needham persists with their Buy rating on Marvell Tech, maintaining a target price of $85. 
&#x2A; Reflecting concerns, an analyst from Piper Sandler lowers its rating to Overweight with a new price target of $85. 
&#x2A; Consistent in their evaluation, an analyst from Wells Fargo keeps a Overweight rating on Marvell Tech with a target price of $95. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Marvell Tech, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

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Markets

Market Whales and Their Recent Bets on MRVL Options

— Only AMD powers the full spectrum of AI, bringing together leadership GPUs, CPUs, networking and open software to deliver unmatched flexibility and performance —
— Meta, OpenAI, xAI, Oracle, Microsoft, Cohere, HUMAIN, Red Hat, Astera Labs and Marvell discussed how they are partnering with AMD for AI solutions —
SANTA CLARA, Calif., June 12, 2025 (GLOBE NEWSWIRE) -- AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) delivered its comprehensive, end-to-end integrated AI platform vision and introduced its open, scalable rack-scale AI infrastructure built on industry standards at its 2025 Advancing AI event.
AMD and its partners showcased:
<ul>
<li>How they are building the open AI ecosystem with the new AMD Instinct&#x2122; MI350 Series accelerators</li>
<li>The continued growth of the AMD ROCm&#x2122; ecosystem</li>
<li>The company's powerful, new, open rack-scale designs and roadmap that bring leadership rack-scale AI performance beyond 2027</li>
</ul>

ORCL

AMD Unveils Vision For An OpenAI Ecosystem, Detailing New Silicon, Software And Systems At Advancing AI 2025

Following two days of high-level discussions in London earlier this week, the United States and China have reached a <a href="https://www.benzinga.com/news/macro-notification/25/06/45876366/howard-lutnick-says-us-and-china-reached-a-framework-to-implement-geneva-consensus-following-trump-xi-call-csi-300-index-gains">trade agreement</a>. While details are relatively modest, with U.S. Commerce Secretary Howard Lutnick referring to the matter as a "framework," it's a signal that President Donald Trump is making progress with trade negotiations. Among the potential beneficiaries of repaired ties between the two nations is semiconductor firm Marvell Technology Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>).
While Marvell doesn't attract the same magnitude of attention as a "frontline" semiconductor entity like Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), the company plays a vital role in artificial intelligence. Primarily, Marvell designs and <a href="https://www.benzinga.com/markets/tech/25/06/45886204/marvell-unveils-custom-ualink-tech-to-supercharge-ai-data-centers-with-faster-scalable-performance">produces chips for data infrastructure</a> and cloud computing. With more applications shifting to the cloud, combined with the integration of AI, demand for high-performance networking and storage chips has accelerated, thereby boosting the bullish narrative for MRVL stock.
Unfortunately, tensions between the Trump administration and Beijing have sparked concerns due to China's dominance — and subsequent restrictions — on <a href="https://www.benzinga.com/markets/tech/25/06/45763345/amid-us-china-trade-war-global-automakers-warn-beijings-curbs-on-rare-earth-metals-could-significantly-impact-production">rare earth minerals and magnets</a>. Fundamentally, the issue is that rare earths are essential for multiple industries, including the semiconductor ecosystem. As The New York Times stated last year, the materials represent a <a href="https://www.nytimes.com/2024/10/26/business/china-critical-minerals-semiconductors.html">battleground</a> for the U.S. and China because they're essential for AI chips.
To be clear, the details regarding the framework are modest. Further, while Lutnick stated that rare earth exports were included in the negotiations and that the matter was expected to be resolved, the specifics were not disclosed. This cloud of uncertainty led some analysts and observers to criticize the announcement as a nothingburger.
In addition, the market is taking a very cautious approach with MRVL stock, which at time of writing hasn't responded positively to the news. Still, the main takeaway is that the Trump administration has consistently demonstrated that it's <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/45715677/tom-lee-bets-on-a-new-bull-market-as-trumps-tariff-retreat-fuels-taco-trade-amid-run-it-hot-optimism">more bark than bite</a>, implying potential normalization. Therefore, speculators can get ahead of the news before it gets priced in.
<h2 class="wp-block-heading">MRVL Stock May Also Shine From A Compelling Statistical Setup</h2>
Although the narrative for MRVL stock looks intriguing, such storylines only an offer an imprecise implied target. It's part of the reason why Wall Street analysts issue 12-month price forecasts: the length of time affords some "flex" so that the thesis has room to pan out. For traders, though, more precise data is required.
Essentially, narratives focus on the "why" of an investment, making it a useful launching pad for the buy-and-hold crowd. However, traders focus on the "how" — how much, how fast and most importantly, how likely. Especially with options, since these derivatives expire, traders must stack the odds in their favor, both on the y-axis (price) and the x-axis (time).
One useful approach to consider is to focus on market breadth, which is the balance of accumulative and distributive sessions, rather than price action. The problem with price is that it suffers from temporal non-stationarity. Basically, the share price drifts or fluctuates — often wildly — across time. Therefore, a price-based trend or setup might only be relevant for a very specific window.
In contrast, market breadth — which is a representation of demand — is a binary construct. This binarism facilitates stationarity. While the balance of demand can change over time, the definition of demand does not. This attribute enables empirical categorization and quantification, which forms the root of probabilistic analysis.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="576" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/11151229/MRVL-stock-10wk-forecast-1024x576.jpg" alt="" class="wp-image-946697" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/11151229/MRVL-stock-10wk-forecast-1024x576.jpg 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/11151229/MRVL-stock-10wk-forecast-300x169.jpg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/11151229/MRVL-stock-10wk-forecast-768x432.jpg 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/11151229/MRVL-stock-10wk-forecast.jpg 1280w" sizes="(max-width: 1024px) 100vw, 1024px" /><figcaption class="wp-element-caption">Image by author</figcaption></figure>
In the past two months, MRVL stock printed a "4-6-U" sequence: four up weeks, six down weeks, with a net negative trajectory across the 10-week period. In 65.85% of cases, the following week's price action results in upside, with a median return of 4.62%. From this week's opening price of $69.47, the above forecast implies a price target of $72.68.
Should the bulls maintain control of the market, a push toward the $74 to $75 range over the next four weeks would represent an optimistic but rational scenario.
<h2 class="wp-block-heading">Aggressive Trades For The Marvell Speculator</h2>
For those who want to take a shot, there are two ideas that arguably stand out. First, the 70/71 bull call spread expiring June 27 appears enticing. This transaction involves buying the $70 call and simultaneously selling the $71 call, for a net debit paid of $47. Should MRVL stock rise through the short strike price ($71) at expiration, the maximum reward is $53, a payout of nearly 113%.
Second, those who are aggressive but want a little extra time may consider the 70/72 bull spread expiring July 11. Here, the net debit required is quite reasonable at $92. If MRVL stock rises through the short strike price at expiration, the max reward is $108 or a payout of over 117%.
What makes both call spreads attractive is that the statistical response to the 4-6-U sequence should be enough to drive MRVL stock above the profitability thresholds. Moreover, this sequence represents a pivot in sentiment regime. As a baseline, the chance that a long position in MRVL will be profitable over any given week is only 49.91%. Statistically, the odds favor the bullish speculator.
Of course, this is a matter of probabilities, not certainties. The market is chaotic, pricing in all kinds of news as they materialize. However, waiting for certainty erases the opportunity. At the end of the day, every trader must bet on the unknown — that's just life and baseball. The point here is that statistics can be used to focus on ideas that offer better-than-baseline odds.
The opinions and views expressed in this content are those of the individual author and do not necessarily reflect the views of Benzinga. Benzinga is not responsible for the accuracy or reliability of any information provided herein. This content is for informational purposes only and should not be misconstrued as investment advice or a recommendation to buy or sell any security. Readers are asked not to rely on the opinions or information herein, and encouraged to do their own due diligence before making investing decisions.
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Photo: Shutterstock

Long Ideas

Options Corner: Why The Latest U.S.-China Trade Agreement Makes Marvell A Sleeper Opportunity

Marvell Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) <a href="https://www.benzinga.com/pressreleases/25/06/n45882251/marvell-expands-custom-compute-platform-with-ualink-scale-up-solution-for-ai-accelerated-infrastru" target="_blank" rel="noreferrer noopener">announced its custom</a> Ultra Accelerator Link (UALink) scale-up offering on Wednesday. 
As part of Marvell&#8217;s comprehensive IP portfolio for custom AI compute platforms, the new custom UALink solution delivers open standards-based scale-up interconnect with high compute utilization and low latency, enabling greater efficiency and scalability between AI accelerators and switches in next-generation accelerated infrastructure.
The custom UALink solution enables customers to deliver scale-up interconnects for hundreds or thousands of AI accelerators in a scale-up deployment.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45626048/why-marvells-ai-revenue-could-top-4-billion-by-2025-analyst-explains" rel="noreferrer noopener">Why Marvell&#8217;s AI Revenue Could Top $4 Billion By 2025, Analyst Explains</a>
Paired with Marvell&#8217;s custom silicon capabilities, compute vendors can build solutions, including custom accelerators with UALink controllers and custom switches. The combination of Marvell&#8217;s advanced packaging technology and the custom UALink architecture enables optimal performance for rack-scale AI.
Marvell empowers hyperscalers to build next-generation AI infrastructure with the performance, interoperability and efficiency required to support AI workloads.
Forrest Norrod, executive vice president and general manager of Data Center Solutions Group, Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), said the company looked forward to continued collaboration within the open UALink ecosystem to advance scale-up networks, highlighting the importance of UALink custom solutions from Marvell, which are essential to the future of AI.
Wall Street analysts said Marvell reported a <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/price-target/25/05/45702643/marvell-analysts-back-steady-outlook-point-to-data-center-strength-ai-momentum" rel="noreferrer noopener">beat and raise</a> in the first quarter, driven by continued growth in Data Center revenues. The company reported first-quarter adjusted earnings of 62 cents per share, which beat the Street estimate of 61 cents. <a target="_blank" href="https://www.benzinga.com/news/earnings/25/05/45681892/marvell-technology-stock-slips-after-q1-results-details" rel="noreferrer noopener">Quarterly revenue came</a> in at $1.9 billion, which beat the consensus estimate of $1.88 billion.
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.
KeyBanc and Cantor Fitzgerald analysts noted management confidence in the company&#8217;s opportunity at Amazon.Com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) AWS-related custom AI XPUs with design win with Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) on Maia 200, an additional catalyst.
Price Action:&nbsp;MRVL stock was trading higher by 0.97% to $69.46 at last check Wednesday.
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Photo: Shutterstock

Marvell Unveils Custom UALink Tech To Supercharge AI Data Centers With Faster, Scalable Performance

Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) on Tuesday announced that Nokia Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOK#NYSE">NOK</a>) has included 5th Gen AMD EPYC processors to power <a href="https://www.benzinga.com/pressreleases/25/06/g45853117/amd-epyc-processors-now-power-nokia-cloud-infrastructure-for-next-gen-telecom-networks" target="_blank" rel="noreferrer noopener">the Nokia Cloud Platform</a>.
Dan McNamara, senior vice president and general manager of Server Business, AMD, highlighted how telecom operators sought infrastructure solutions that combine performance, scalability, and power efficiency to manage the growing complexity and scale of 5G networks.
Kal De, senior vice president of product and Engineering, Cloud and Network Services at Nokia, said the new 5th&nbsp;Gen AMD EPYC processors offer high performance and impressive energy efficiency, enabling Nokia to meet the demanding needs of its 5G customers while contributing to the industry&#8217;s sustainability goals.
Also Read: <a href="https://www.benzinga.com/m-a/25/06/45789800/amd-acquires-another-company-to-expands-ai-arsenal" target="_blank" rel="noreferrer noopener">AMD Acquires Another Company To Expand AI Arsenal</a>
The processors will be deployed within the Nokia Cloud Platform, a key component that supports containerized workloads foundational to 5G Core, edge, and enterprise applications. By integrating the AMD EPYC 9005 Series processors into the Nokia Cloud Platform, Nokia will deliver impressive performance per watt.
AMD stock is down over 24% in the last 12 months as it grappled with intensifying competition with Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) with additional headwinds from the Trump administration&#8217;s tariff policies.
Bank of America Securities&nbsp;analyst Vivek Arya <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/45845825/ai-momentum-powers-nvidia-arm-and-chip-supply-chain-in-bofa-recap" rel="noreferrer noopener">expressed optimism across</a> computing and networking for GPU (Nvidia and AMD) and ASIC (Marvell Technology (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/mrvl#NASDAQ">MRVL</a>)) vendors after attending a tech conference on Monday. Nvidia remains best positioned to benefit from the ongoing AI tide, supported by a multi-year lead in performance (AI scaling), pipeline, incumbency, scale, and developer support, Arya noted.
The analyst said that AMD continues to see strong sell-through in the second quarter, aided by higher-ASP new products, and could even see seasonal second-half strength.
Price Action:&nbsp;AMD stock is trading higher by 0.14% to $121.90 premarket at last check Tuesday.
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Nokia Taps AMD Processors To Power Next-Gen 5G Networks

Bank of America Securities analyst Vivek Arya on Monday <a href="https://www.benzinga.com/topic/tech-stocks" target="_blank" rel="noreferrer noopener">recapped takeaways from</a> a tech conference in which 27 companies attended.
Representatives from the following companies attended: Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>); Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>); Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>); Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>); Arm Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>); Coherent (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>); Lumentum Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LITE#NASDAQ">LITE</a>); ON Semiconductor (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ON#NASDAQ">ON</a>); Texas Instruments (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>); Synopsys (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>); and Lam Research Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>); KLA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>); and Applied Materials (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>).
Arya noted that the overall tone was positive across computing and networking for GPU (Nvidia and AMD) and ASIC (Marvell) vendors.
He maintains Nvidia with a Buy rating with a $180 price target. Nvidia remains best positioned to benefit from the ongoing AI tide, supported by a multi-year lead in performance (AI scaling), pipeline, incumbency, scale, and developer support, he adds.
Also, the company&#8217;s rack-scale systems are in full production and overall AI demand continues to rise for inference reasoning and sovereign AI.
Also Read: <a href="https://www.benzinga.com/m-a/25/06/45789800/amd-acquires-another-company-to-expands-ai-arsenal" target="_blank" rel="noreferrer noopener">AMD Acquires Another Company To Expand AI Arsenal</a>
Arm also expects a continued 50% server CPU deployment share this year, Arya said.
Arya raised his price target on Arm to $150 (from $135) on the continued proliferation (market share gain) of Arm-based CPUs in the data center, above peers, though justified by Arm&#8217;s superior growth profile, sticky Licensing business, and expanding Royalty rates.
Concerns about tariff-related pull-ins remain at Intel for PCs. Still, AMD continues to see strong sell-through in the second quarter, aided by higher-ASP new products, and could even see seasonal second-half strength, the analyst said.
Arya said Lam Research, KLA Corp, and Applied Materials indicated strong momentum in leading-edge F/L and advanced DRAM WFE this year, which is helping to offset weakness in China and trailing-edge spending to sustain mid-single-digit Y/Y growth in calendar 2025.
The analyst said KLA Corp also suggested that mid-single-digit Y/Y WFE growth in calendar 2026 could be a plausible assumption led by strong 2nm/GAA investments.
Lam Research noted NAND upgrades in the early stages across multiple customers inside a $40 billion multi-year opportunity, Arya said. Crucially, all vendors suggested China is &#8220;de-risked&#8221; this year despite recent restriction noise and can settle at 25%- 30% of sales, the analyst noted.
Arya raised his Lam Research price target to $100 (from $90), which was justified by improving NAND prospects as a leading-edge foundry/logic, and advanced DRAM (DDR5/HBM) remained strong.
The analyst raised his price target on KLA Corp to $900 (from $825), given increasing leading-edge F/L ramp visibility, advanced packaging TAM expansion, and best-in-class profitability.
He raised his Lumentum price target to $78 (from $70), justified by broad-based strength in the data center.
Arya raised his On Semiconductor price target to $60 (from $55), which was justified following management calling the second-quarter auto bottom with broad-based recovery across auto and industrial expected in the second half.
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Image: Shutterstock

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AMAT

COHR

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LITE

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AI Momentum Powers Nvidia, Arm And Chip Supply Chain In BofA Recap

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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.
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Image: Shutterstock

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.

CRWV

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.

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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

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

Small Cap

Press Releases

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

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

Marvell Expands Custom Compute Platform with UALink Scale-up Solution for AI Accelerated Infrastructure

Dividends

Marvell Technology, Inc. Declares Quarterly Dividend Payment

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