Has The Time Arrived To Buy This Blue Chip Stock-MRVL

Acrobull UK Advisory Services Ltd.

September 04			2025
Name	Ticker	Sector/Industry		Market Cap	Risk Factor
Marvell Technology Inc.	MRVL-NASDAQ	Technology-Semiconductors		$53.717 Billion	Medium

Marvell Technology, Inc., along with its subsidiaries, offers advanced semiconductor solutions for data infrastructure, encompassing the entire spectrum from the data center core to the network edge. The company specializes in the development and scaling of system-on-a-chip architectures, seamlessly integrating analog, mixed-signal, and digital signal processing capabilities.

Recent Highlights

CEO Statement- Marvell achieved a record revenue of $2.006 billion in the second quarter, marking a 58% year-over-year increase. The company anticipates sustained growth into the third quarter, along with an expansion of operating margin and earnings per share.

Marvell's growth is being driven by robust AI demand for their custom silicon and electro-optics products. Additionally, they are experiencing a significant acceleration in the recovery of their enterprise networking and carrier infrastructure end markets. Their custom AI design activity is currently at an all-time high, with the Marvell team actively engaged in more than 50 new opportunities with over 10 customers.

Second Quarter 2026 Financial Highlights

Q2 Net Revenue: Record-Breaking Growth
The company reported net revenue of $2.006 billion for the second quarter, setting a new record and demonstrating an impressive 58% year-on-year growth.

Q2 Gross Margin Performance
The GAAP gross margin for Q2 was 50.4%, while the non-GAAP gross margin was higher at 59.4%, reflecting the impact of non-recurring adjustments.

Q2 Diluted Income Per Share
GAAP diluted income per share for the second quarter was $0.22, with non-GAAP diluted income per share reaching $0.67, excluding certain non-operational items.

Third Quarter Fiscal 2026 Financial Outlook
The company’s financial outlook for the third quarter of fiscal 2026 incorporates the divestiture of Marvell's Automotive Ethernet business, which was completed on August 14, 2025, and will influence the financial performance in the upcoming quarter.

Stock Observation- Following a record-breaking second quarter with $2.006 billion in net revenue and an impressive 58% year-on-year growth, the company anticipates sustained momentum. The company projects continued growth into the third quarter, accompanied by an expansion in both operating margin and earnings per share. The RSI level for the stock is at 32 which shows oversold conditions.

Risk Involved- Financial performance of the company may have an impact on the company stock performance.

Considering all the factors and financials of the company Acrobull UK maintains Buy for the stock.

Disclaimer- Though our research is fundamentally and technically based on Acrobull UK only provides general advice on the stocks and it is imperative for the investors to do the risk assessment for themselves before investing as Acrobull UK would not be liable for any loss or profit arising out through the investment made by the investors on our recommendations.

It is also advisable for the investors to consult with Financial Advisor, Broker or to seek any legal assistance as the research conducted by Acrobull UK is factually based and recommendations are given in accordance with that, but it is imperative to understand that Acrobull UK does not guarantee returns.

Acrobull UK Recommendation Based on Evaluation

Current Market Price	$62.31
Acrobull Recommendation	Buy
Target Price	Target $69.25 USD
RSI Level	14 Day RSI 31
Total Shares Outstanding	61.47 Million
Shares Held by Insiders Shares Held by Institutions Risk Factor Stop Loss	0.34% 85.70% Medium 5%