Is MRVL's AI Strategy the Key to Data Center Revenue Growth?
Marvell Technology's custom AI silicon chips mainly account for MRVL's custom AI XPUs and electro-optics are experiencing massive traction among hyperscalers, AI data centers and high performance computing. To secure its position in this market, Marvell Technology is heavily investing in its custom silicon programs to rapidly scale production.
Marvell Technology has also introduced a 2.5D advanced packaging platform built in-house that will enable it to cater to custom XPUs that ensure reduced power consumption while lowering overall product cost for customers during AI operations.
MRVL also uses advanced CMOS technologies at 5nm and 3nm nodes and is now shifting toward 2nm and below. MRVL is also leveraging Chip-on-Wafer-on-Substrate and Integrated Fan-Out technologies to develop designs for high-performance Application Specific Integrated Circuits.
MRVL is also making strides in its optics business as the industry transitions to 1.6 Terabit optical interconnects. Its latest introduction, the co-packaged optics solutions feature higher interconnect densities, longer reach and scalable networking architecture. Marvell Technology's Silicon Photonics Light Engines support speeds up to 6.4T by combining several parts into compact modules, making them ideal for both plug-in and co-packaged uses.
How Competitors Fare Against MRVL
Marvell Technology faces stiff competition in both the custom AI silicon and optics space from players like Broadcom AVGO and Coherent Corp. COHR.
Broadcom is one of the biggest suppliers of custom silicon solutions for data center, service provider, and enterprise networking customers. AVGO's advanced 3.5D XDSiP packaging platform is specifically designed to enhance the performance and efficiency of custom AI XPUs. Broadcom's Semiconductor solutions segment, which accounts for its custom silicon solutions, grew 16.7% year over year in the first quarter of fiscal 2025.
In the optics space, Broadcom directly competes with Marvell Technology across high-speed PAM4, Ethernet PHYs, and optics used in hyperscale AI networks. Another crucial player, Coherent, offers optical components, transceivers, coherent optics and optical engines used in data centers, overlapping with Marvell Technology's light engine offerings.
MRVL's Price Performance, Valuation and Estimates
Shares of Marvell Technology have lost 28.2% year to date against the Electronics - Semiconductors industry's growth of 22.4%.
MRVL YTD Performance Chart
Image Source: Zacks Investment Research
From a valuation standpoint, Marvell Technology trades at a forward price-to-sales ratio of 7.59X, lower than the industry's average of 9.13X.
MRVL Forward 12 Month YTD Valuation Chart
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Marvell Technology's fiscal 2026 and 2027 earnings implies year-over-year growth of 77% and 27%, respectively. The estimates for fiscal 2026 have remained unchanged over the past 60 days, while fiscal 2027 earnings estimates have been revised upward in the past 30 days.
Image Source: Zacks Investment Research
Marvell Technology currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
7 Best Stocks for the Next 30 Days
Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops."
Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.5% per year. So be sure to give these hand picked 7 your immediate attention.
See them now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Marvell Technology, Inc. (MRVL): Free Stock Analysis Report
Broadcom Inc. (AVGO): Free Stock Analysis Report
Coherent Corp. (COHR): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Globe and Mail
27 minutes ago
- Globe and Mail
Mixed Martial Arts Group (NYSE Amer: MMA) Turns a Passion Sport into a Worldwide Growth Opportunity
For years, mixed martial arts has been a passionate but tightly held community, a sport for the dedicated few who understood its discipline, its physical challenge, and the camaraderie that binds its practitioners. While its profile has grown through televised events and superstar athletes, the day-to-day business of combat martial arts has remained a niche, mostly serving those already working and training inside the octagon. Not anymore. Mixed Martial Arts Group Ltd. (NYSE American: MMA) is unlocking the sport's full potential by filling a long-standing gap in its economy. Not by disrupting what already works, but by equipping the sport with the tools, structure, and reach needed to welcome millions of new participants who may have overlooked its value as fitness, lifestyle, and community. From Local Gyms to a Connected Global Network That expansion starts where the sport truly lives: inside the gyms, academies, and training centers where skills are passed down and personal growth takes shape. Through its BJJLink platform, MMA provides the operational backbone martial arts businesses have needed for years. Membership management, scheduling, billing, communication tools, and performance analytics are built into a member-facing experience that strengthens engagement and loyalty. This is far more than software. It's the bridge between martial arts as a tight-knit tradition and martial arts as an open, thriving community for anyone who wants to take part. The proof is in the results. For the seven months ended July 31, BJJLink posted 128% annualized revenue growth, with SaaS subscription revenue climbing 188% annualized. With academies signing on faster, students staying longer, and participation spreading beyond the traditional core audience, that trend is expected to continue. Fueling MMA's momentum is a partnership with UFC GYM, which has selected BJJLink as the software foundation for its Brazilian jiu-jitsu franchise expansion. Forty-five new academies are planned for 2025, each opening with MMA's technology in place. This inclusion creates a consistent, welcoming experience for students while generating recurring, high-margin revenue for MMA. And with the UFC's new multi-billion-dollar U.S. media rights deal set to increase visibility in 2026, MMA is positioned to help convert a surge in fan interest into long-term participation. There's more to appreciate. Star Power, Including Conor McGregor, Are In MMA's Corner Adding to the strength of its model is the star power in MMA's corner. Conor McGregor, an investor, major shareholder, and one of the most recognized athletes in the world, brings unmatched credibility, cultural reach, and access to sponsorships, partnerships, and media opportunities. His ability to build brands and inspire participation makes him an influential force in bringing martial arts to a broader audience. His nods to MMA on socail media should certainly draw positive attention. MMA has also added Laura Sanko to its Board of Directors. Known for her insight and on-air presence as a UFC commentator, Sanko blends competitive credentials as a former professional mixed martial artist and Brazilian jiu-jitsu black belt with an insider-level understanding of the sport's culture and business. She strengthens MMA's ability to remain true to its roots while expanding its reach. Commitment runs deeper than name recognition. Personal finance plays a role as well. In June, CEO Nick Langton and Chairman Vaughn Taylor converted $250,000 in prior loans into equity, directly tying their own success to MMA's future. This move came alongside a $5 million underwritten offering for product development, marketing, and scaling. With capital secured and leadership fully aligned to embark on a common mission, MMA can grow aggressively without sacrificing quality or connection. Expanding the Ecosystem and Opening the Door Wider Know this: MMA's stronghold in Brazilian jiu-jitsu is the foundation, not an end-point, for a much larger vision. From this base, MMA is moving into additional martial arts disciplines and adding complementary services like e-commerce and advanced engagement platforms. Each addition not only strengthens the ecosystem but also makes the sport more approachable for newcomers who may have never considered stepping onto the mats. Martial arts will always be fueled by passion, discipline, and respect. MMA's role is to make those qualities accessible to anyone ready to experience them. By combining technology, strategic partnerships, and leadership with authentic bonds to the sport, MMA is turning what was once a niche pursuit into a global invitation. One that millions are likely to accept. Disclaimers: This presentation has been created by Hawk Point Media Group, Llc. (HPM) and is responsible for the production and distribution of this content. This presentation should be considered and explicitly regarded as sponsored content. Hawk Point Media Group, LLC. has been compensated five thousand dollars via wire transfer from IR Agency, Inc. to create and syndicate this content as part of a more extensive digital marketing program by IR Agency, Inc. Accordingly, this content may be reused and syndicated beyond the channels used by Hawk Point Media, LLC. This disclaimer and the link to the broader disclosures must be part of all reproductions. The compensation received creates a conflict of interest because the content presented may only provide a favorable viewpoint of the company featured. The contributors do NOT buy and sell securities before and after any article, report, or publication. HPM holds ZERO shares and has never owned stock in Mixed Martial Arts Group Ltd. The information in this video, article, and related newsletters is not intended to be, nor does it constitute, investment advice or recommendations. Hawk Point Media Group, Llc. strongly urges you to conduct a complete and independent investigation of the respective companies and consider all pertinent risks. Readers are advised to review SEC periodic reports: Forms 10-Q, 10K, Form 8-K, insider reports, Forms 3, 4, 5 Schedule 13D. Never take opinions, articles presented, or content provided as the sole reason to invest in any featured company. Investors must always perform their own due diligence before investing in any publicly traded company and understand the risks involved, including losing their entire investment.
Globe and Mail
27 minutes ago
- Globe and Mail
Seven New Toll Brothers Model Homes Open at The Station in Sunnyvale, California
SUNNYVALE, Calif., Aug. 15, 2025 (GLOBE NEWSWIRE) -- Toll Brothers, Inc. (NYSE: TOL), the nation's leading builder of luxury homes, announced the grand opening of seven model homes at The Station, a master-planned new home community in Sunnyvale, California. The Station features luxury townhomes and two condominium buildings located nearby major tech employers, with easy access to Caltrain, freeways, the airport, shopping and dining. The public is invited to attend the model grand opening event held on Saturday, August 16 from 11 a.m. to 3 p.m. at the community located at 306 Tea Tree Terrace Unit 3 in Sunnyvale. 'We are excited to unveil our seven stunning new model homes at The Station, showcasing the innovative architecture and superior finishes that Toll Brothers is known for,' said Alli Sweeney, Division President of Toll Brothers in Northern California. The Station is a new community offering two collections of townhome and condominium luxury homes in the heart of Silicon Valley: Vantage at The Station and Terraces at The Station. Homes offer 962 to 2,387+ square feet with up to 4 bedrooms and 3 baths. Toll Brothers homes in The Station are priced from the upper $900,000s. Toll Brothers customers will experience one-stop shopping at the Toll Brothers Design Studio. The state-of-the-art Design Studio allows customers to choose from a wide array of selections to personalize their dream home with the assistance of Toll Brothers professional Design Consultants. Move-in ready and quick move-in homes with Designer Appointed Features are available in the community, allowing home buyers the opportunity to move into their new dream home later this summer or fall. The Station features a clubhouse perfect for gatherings, with a courtyard, children's playground, dog park, dynamic walking paths that allow for easy access throughout the community, and expansive grassy lawns. The condominium buildings include a pool, club room, a coworking mezzanine, entertainment lounge, dog wash, and fitness center. Children have the opportunity to attend the highly ranked Ellis Elementary, Sunnyvale Middle School, and Fremont High School, as well as local, highly sought-after private schools. For more information on The Station, or to request an appointment to learn more about the community and tour the new model homes, call (844) 790-5263 or visit About Toll Brothers Toll Brothers, Inc., a Fortune 500 Company, is the nation's leading builder of luxury homes. The Company was founded 58 years ago in 1967 and became a public company in 1986. Its common stock is listed on the New York Stock Exchange under the symbol 'TOL.' The Company serves first-time, move-up, empty-nester, active-adult, and second-home buyers, as well as urban and suburban renters. Toll Brothers builds in over 60 markets in 24 states: Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Indiana, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington, as well as in the District of Columbia. The Company operates its own architectural, engineering, mortgage, title, land development, smart home technology, and landscape subsidiaries. The Company also develops master-planned and golf course communities as well as operates its own lumber distribution, house component assembly, and manufacturing operations. Toll Brothers has been one of Fortune magazine's World's Most Admired Companies™ for 10+ years in a row, and in 2024 the Company's Chairman and CEO Douglas C. Yearley, Jr. was named one of 25 Top CEOs by Barron's magazine. Toll Brothers has also been named Builder of the Year by Builder magazine and is the first two-time recipient of Builder of the Year from Professional Builder magazine. For more information visit From Fortune, ©2025 Fortune Media IP Limited. All rights reserved. Used under license. Contact: Andrea Meck | Toll Brothers, Senior Director, Public Relations & Social Media | 215-938-8169 | ameck@ Photos accompanying this announcement are available at
Globe and Mail
37 minutes ago
- Globe and Mail
Deadline Approaching: SelectQuote, Inc. (SLQT) Investors Who Lost Money Urged To Contact Law Offices of Howard G. Smith
Law Offices of Howard G. Smith reminds investors of the upcoming October 10, 2025 deadline to file a lead plaintiff motion in the case filed on behalf of investors who purchased SelectQuote, Inc. ('SelectQuote' or the 'Company') (NYSE: SLQT) securities between September 9, 2020 and May 1, 2025, inclusive (the 'Class Period'). IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN SELECTQUOTE, INC. (SLQT), CONTACT THE LAW OFFICES OF HOWARD G. SMITH TO PARTICIPATE IN THE ONGOING SECURITIES FRAUD LAWSUIT. Contact the Law Offices of Howard G. Smith to discuss your legal rights by email at howardsmith@ by telephone at (215) 638-4847 or visit our website at What Happened? On May 1, 2025, the U.S. Department of Justice ('DOJ') filed a False Claims Act complaint against SelectQuote, alleging, '[f]rom 2016 through at least 2021' SelectQuote received 'tens of millions of dollars' in 'illegal kickbacks' from health insurance companies in exchange for steering Medicare beneficiaries to enroll in the insurers' plans. Further, SelectQuote, in exchange for kickbacks, engaged in a conspiracy with major insurers to illegally discriminate against beneficiaries deemed to be less profitable, including those with disabilities. The DOJ concluded that SelectQuote made materially false claims by stating it offers 'unbiased coverage comparisons' when in fact it 'repeatedly directed Medicare beneficiaries to the plans offered by insurers that paid them the most money, regardless of the quality or suitability of the insurers' plans.' On this news, SelectQuote's stock price fell $0.61, or 19.2%, to close at $2.56 per share on May 1, 2025, on unusually heavy trading volume. What Is The Lawsuit About? The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company's business, operations, and prospects. Specifically, Defendants failed to disclose to investors: (1) that the Company was directing Medicare beneficiaries to the plans offered by insurers that best compensated SelectQuote, regardless of the quality or suitability of the insurers' plans; (2) that SelectQuote did not provided unbiased comparison shopping for Medicare Advantage insurance plans; (3) that SelectQuote received illegal kickbacks to steer Medicare beneficiaries to certain insurers and limit enrollment in competitors' plans; (4) that as a result, SelectQuote had not complied with applicable laws, regulations, and contractual provisions; (5) that SelectQuote was vulnerable to regulatory and legal sanctions as a result of its conduct, including claims that it had violated the False Claims Act; and (6) that, as a result of the foregoing, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis. If you purchased or otherwise acquired SelectQuote securities during the Class Period, you may move the Court no later than October 10, 2025 to ask the Court to appoint you as lead plaintiff if you meet certain legal requirements. Contact Us To Participate or Learn More: If you wish to learn more about this class action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us: Law Offices of Howard G. Smith, 3070 Bristol Pike, Suite 112, Bensalem, Pennsylvania 19020, Telephone: (215) 638-4847 Email: howardsmith@ Visit our website at: To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action. This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
