{
  "id": 2086755,
  "title": "Marvell Stock Sinks 35%, But Most Analysts Are Bullish on MRVL Ahead of Q2",
  "url": "https://urgent.news/2026/08/18/marvell-stock-sinks-35-but-most-analysts-are-bullish-on-mrvl-ahead-of",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-08-18T18:52:16.000Z",
  "source": {
    "name": "Yahoo Finance",
    "slug": "yahoo-finance",
    "url": "https://finance.yahoo.com/markets/stocks/articles/marvell-stock-sinks-35-most-185216847.html"
  },
  "original_language": "en",
  "account": "Marvell Technology's (MRVL) stock has seen a significant 35.6% decline from its 52-week high. Despite this drop, analysts covering MRVL maintain a bullish outlook ahead of the company's Q2 earnings release on Aug. 27. This optimism is largely driven by strong demand for Marvell's data center products and impressive bookings, which indicate a multiyear growth cycle. The broad capital spending environment, particularly from hyperscalers investing heavily in AI infrastructure, also supports Marvell's bullish prospects. Marvell anticipates revenue of $2.7 billion for Q2, reflecting a 12% sequential growth and a 35% increase from the previous year. Management expects data center revenue to grow in the mid-to-high teens sequentially, about 45% year-over-year. This growth trend is expected to continue in Q3 and Q4, with Marvell potentially reaching the $3 billion quarterly revenue target as early as the third quarter. For the full year, Marvell projects a 40% YoY revenue increase to nearly $11.5 billion, with data center revenue expected to climb about 50%. The Interconnect demand, driven by the expansion of AI clusters, is projected to exceed 70%, up from the company's earlier forecast of around 50%. While analysts are optimistic, they caution against overvaluing Marvell's stock, given its current forward price-to-earnings ratio of 72.30 times, reflecting high expectations for future growth.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}