How Parkev Tatevosian, CFA’s view on $MRVL changed

2026-09-03Bearish

“Best Semiconductor Stock to Buy: Marvell Stock or Qualcomm Stock? | MRVL Stock vs. QCOM Stock”

MRVL is overvalued; fair value $181 vs current $211 implies ~14% downside in 12-18 months.

Marvell and Qualcomm are preparing to capitalize on the growing demand for AI data centers . Marvell assists companies with integrated circuits designed for specific applications, and in connecting these components.

Based on all of the above, which of the two stocks is better to buy now: Qualcomm or Marvell? Looking at the revenue profile, Qualcomm is a much larger company compared to Marvel , with revenues more than four times those of Marvel, at $44 billion versus $ 9.45 billion for Marvel.

Watch the source

2026-08-30Bearish

“Why Is Marvell Stock Falling, and is it a Generational Buying Opportunity? | MRVL Stock Analysis”

MRVL fundamentals are strong but valuation is too high; not a buy at current price.

Marvell just delivered what I thought to be an excellent quarterly result. The results were so good in fact that the company revised upwards its outlook for the rest of this year and for 2028.

In fact, for the full fiscal year 2027, Marvell now expects revenue to grow approximately 45% to 12 billion. That was up from the previous $11.5 billion estimate. Furthermore, they increased their 2028 revenue outlook to approximately 18 billion and that was up from 16.5 billion just a few months ago.

Watch the source