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花旗增加30天催化剂观察，Marvell成为焦点
2025-12-24 03:14
- Marvell (MRVL) was in focus on Tuesday as Citi added a 30-day catalyst watch to the semiconductor company, pointing to next month's CES technology conference.
- Shares rose 3.4% in afternoon trading.
- “We believe investor concerns around XPU competition at two hyperscale customers and optical/DSP opportunity at 1.6T are misguided, with post-earnings weakness in shares a buying opportunity,” analyst Atif Malik wrote in a note to clients. “We expect Marvell and peers to highlight growing adoption of scale up networking including CPO at CES, which likely helps Marvell to win Trainium 4. Our Apr-Q estimates are 2% above [the] Street.” Malik has a Buy rating and $114 price target on Marvell.
More on Marvell
- Marvell Technology: A Core Supplier Of AI Infrastructure.
- Marvell Technology, Inc. (MRVL) Presents at Barclays 23rd Annual Global Technology Conference Transcript
- Marvell Just Created A Moat In AI - Unlocking $1B In Revenue By 2029
- Chip makers upbeat on supply/demand dynamics heading into 2026: BNP Paribas
- Semiconductor stock action varies widely in active day for sector
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