Cantor Fitzgerald Trims Marvell (MRVL) PT to $100, Cites Neutral Stance Amid AI Expansion

Marvell Technology Inc. (NASDAQ:MRVL) is 1 of the best stocks to bargain for the adjacent 5 years. On December 16, Cantor Fitzgerald expert C.J. Muse lowered the firm’s terms people connected Marvell to $100 from $110 with a Neutral standing connected the shares. This sentiment came retired arsenic Muse projects that the Philadelphia Semiconductor Index/SOX is acceptable to pb the broader marketplace higher done 2026, pursuing a standout show successful 2025 wherever it bushed the S&P 500 by ~30 points. The firm’s bullish outlook is anchored by the early-stage enlargement of the AI era, which continues to substance aggravated request for high-performance compute, networking, memory, and semiconductor manufacturing equipment.

In its FQ3 2026 net report, Marvell Technology disclosed grounds gross of $2.075 billion, which was a 37% year-over-year increase. The company’s show was supported by its Data Center segment, which generated $1.52 cardinal (up 38%), and its Communications business, which brought successful $557 cardinal (up 34%). Non-GAAP EPS surged 77% annually to $0.76, exceeding sequential expectations by 13%. Marvell present targets a gross midpoint of $2.2 cardinal for FQ4, which would correspond 21% year-over-year growth. Non-GAAP EPS for FQ4 is expected to autumn betwixt $0.74 and $0.84.

A large item of the 4th was the acquisition of Celestial AI, a determination designed to fortify Marvell’s optical interconnect and photonic cloth capabilities. Marvell already secured a plan triumph with a starring Tier 1 hyperscaler for Celestial AI’s photonic cloth chiplets. While this acquisition is not expected to lend meaningful gross until H2 FY2028, absorption projects it could yet scope gross milestones of $500 cardinal to $1 cardinal arsenic optical interconnect exertion becomes captious for aboriginal AI scaling.

Marvell Technology Inc. (NASDAQ:MRVL), unneurotic with its subsidiaries, provides information infrastructure semiconductor solutions, spanning the information halfway center to the web edge.

While we admit the imaginable of MRVL arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None. This nonfiction is primitively published at Insider Monkey.