Marvell Technology Shares Tumble After Investor Day Postponement to 2026
That delay adds fresh anxiety to a stock that's already down roughly 45% year?to?date, wiping out all of last year's gains. Once lauded as a rising AI?chip contender alongside Nvidia (NASDAQ:NVDA) and others, Marvell had counted on deals with Alphabet (NASDAQ:GOOG), Amazon (NASDAQ:AMZN), and Microsoft (NASDAQ:MSFT) to power its custom?silicon ambitions.
Investors worry the postponement signals deeper strategic or execution challenges, and could jeopardize marquee opportunities like Amazon's next?generation Trainium chips. In March, Marvell reaffirmed its first?quarter revenue outlook but offered little upside surprise, delivering a narrow forecast that underwhelmed analysts.
William Blair's Sebastien Naji kept an Outperform rating, but cautioned the stock may trade sideways until more confidence builds around Marvell's AI roadmap. At about 21 times 2025 earnings, the shares look considerably cheaper than the roughly 40?times peak multiple they once commanded.
With its AI chip credentials in question, Marvell faces a critical test: convince the market it can still compete in the ultra?competitive custom?silicon arena.
This article first appeared on GuruFocus.
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