Marvell Rebounds 2.87% on AI Surge as $1.76B Volume Ranks 33rd Amid Analyst Disputes

Marvell Technology (NASDAQ: MRVL) closed 2025/09/04 with a 2.87% gain, trading at $62.28, as its $1.76 billion trading volume ranked 33rd in the market. The stock has rebounded from a 43% annual decline, driven by robust demand for AI data center solutions and expanding customer pipelines. Q2 results highlighted a 57.6% year-over-year revenue surge to $2.01 billion, with data center revenue accounting for 75% of total sales. CEO Matt Murphy noted over 50 active AI design opportunities across 10+ clients, signaling multibillion-dollar lifetime revenue potential.

Analyst reactions remain mixed, with price targets ranging from $80 to $90.50. Recent downgrades from Deutsche Bank and Raymond James reflect concerns about Q3 guidance, which fell short of Wall Street’s $2.1 billion estimate. However, management emphasized non-linear growth from custom silicon programs and a 35% year-over-year revenue increase in the current quarter. CFO Willem Meintjes highlighted capital allocation strategies post-automotive divestiture, prioritizing buybacks and AI-focused investments.

Institutional investors adjusted holdings, with Goldman Sachs increasing its stake by 32.3% in Q1 2026, now owning $1.27 billion worth of shares. Insider sales, including 5,783 shares worth $407,716 in 90 days, contrast with broader institutional confidence. The stock’s 22x price-to-earnings ratio and 0.4% dividend yield suggest undervaluation amid sustained revenue growth and expanding margins.