2 AI Stocks to Buy on the Dip: C3.ai and Marvell Technology

The article discusses two AI stocks to buy on the dip: C3.ai and Marvell Technology. C3.ai's revenue growth could lift the stock higher, benefiting from its partnership with Microsoft and adoption by the US military. The company's AI applications are strong in predictions and forecasts, while Marvell Technology provides specialized networking products and processors for data centers. Analysts expect C3.ai's revenue to grow from $389 million in fiscal 2025 to $551.2 million by fiscal 2027, potentially lifting the stock.

The AI sector has been experiencing robust growth, driven by increasing enterprise adoption and advancements in machine learning algorithms. Two companies, C3.ai, Inc. and Marvell Technology Inc., present intriguing investment opportunities, particularly for investors looking to capitalize on the dip in their stock prices.

C3.ai, Inc.

C3.ai, Inc. has been making significant strides in the AI market, particularly in the Agentic AI segment. This segment, focused on autonomous decision-making, has shown strong potential for growth. In the fourth quarter of fiscal 2025, C3.ai reported an annualized run rate of $60 million from its Agentic AI deployments [3]. The company's early patent on agentic AI sets it apart in a competitive landscape, and its production-grade AI agents are operational across over 100 use cases, including predictive maintenance and global fuel monitoring for defense and energy sectors.

C3.ai's strategic partnerships with leading companies such as Microsoft, AWS, Google Cloud, and McKinsey QuantumBlack are further bolstering its market presence. A newly formed alliance with PwC complements these partnerships, targeting verticals like financial services, manufacturing, and utilities. The company's focus on enabling its partners with demo tools, training programs, and co-sell strategies indicates a disciplined approach to scaling its Agentic AI solutions.

Analysts expect C3.ai's revenue to grow from $389 million in fiscal 2025 to $551.2 million by fiscal 2027, which could potentially lift the stock [3].

Marvell Technology Inc.

Marvell Technology Inc. (MRVL) has been actively expanding its market presence through strategic partnerships and acquisitions. On July 21, 2025, the company's stock saw a trading volume of $1.129 billion, ranking 70th in the day's stock market activity, with a 2.13% decrease in stock price [2]. Despite the recent volatility, Marvell's financial performance has been robust, with strong earnings reported in its latest quarterly report.

Marvell's semiconductor technology advancements are expected to enhance the performance of data centers and cloud computing infrastructure. The company's collaboration with a leading cloud service provider to integrate its advanced networking solutions into the provider's data centers is anticipated to drive growth and increase market share in the cloud computing sector [2].

Conclusion

Both C3.ai and Marvell Technology present compelling investment opportunities. C3.ai's focus on Agentic AI and strategic partnerships could drive significant revenue growth, while Marvell's advancements in semiconductor technology and cloud computing solutions offer strong potential for market expansion. Investors should monitor these companies closely, as their stock prices may rebound given the promising developments in their respective AI segments.

References

[1] https://www.globenewswire.com/news-release/2025/07/17/3117354/0/en/Artificial-Intelligence-Toolkit-Market-to-Reach-USD-151-2-Billion-by-2032-Driven-by-Enterprise-AI-Adoption-and-Open-Source-Growth-Research-by-SNS-Insider.html
[2] https://www.ainvest.com/news/marvell-technology-ranks-70th-trading-volume-1-129-billion-stock-drops-2-13-semiconductor-breakthroughs-strategic-partnerships-2507/
[3] https://www.nasdaq.com/articles/c3ais-agentic-ai-push-scales-can-it-fuel-new-growth-cycle