{"id":31964,"date":"2025-08-30T01:30:12","date_gmt":"2025-08-30T01:30:12","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/31964\/"},"modified":"2025-08-30T01:30:12","modified_gmt":"2025-08-30T01:30:12","slug":"marvell-stock-tumbles-after-ai-hype-fades","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/31964\/","title":{"rendered":"Marvell Stock Tumbles After AI Hype Fades"},"content":{"rendered":"\n<p class=\"yf-1090901\">This article first appeared on <a href=\"https:\/\/www.gurufocus.com\/news\/3087515\/marvell-stock-tumbles-after-ai-hype-fades?utm_source=yahoo_finance&amp;utm_medium=syndication&amp;utm_campaign=headlines&amp;r=caf6fe0e0db70d936033da5461e60141\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:GuruFocus;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">GuruFocus<\/a>.<\/p>\n<p class=\"yf-1090901\">Marvell Technology (<a class=\"link \" href=\"https:\/\/www.gurufocus.com\/id\/MRVL?r=caf6fe0e0db70d936033da5461e60141&amp;utm_source=yahoo_finance&amp;utm_medium=syndication&amp;utm_campaign=headlines&amp;utm_content=marvell_stock_tumbles_after_ai_hype_fades&amp;utm_term=MRVL\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:NASDAQ:MRVL;elm:context_link;itc:0;sec:content-canvas\">NASDAQ:MRVL<\/a>) <a href=\"https:\/\/seekingalpha.com\/news\/4490396-marvell-tumbles-as-wall-street-worries-over-ai-future\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:got hammered Friday, with shares;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">got hammered Friday, with shares <\/a>sliding after the chipmaker&#8217;s latest earnings and guidance left Wall Street cold. The stock is now off more than 30% this year, as doubts grow over its role in the artificial intelligence buildout.<\/p>\n<p class=\"yf-1090901\">Bank of America&#8217;s Vivek Arya cut his rating to Neutral from Buy and trimmed his price target to $78 from $90, saying he didn&#8217;t hear the same confidence around Marvell&#8217;s AI growth story. He flagged delays with Microsoft&#8217;s Maia chips and warned Marvell&#8217;s share in Amazon&#8217;s next-gen program may shrink. Arya now sees CY26 data center sales growing only in the mid-teens, well below his earlier 23-25% forecast.<\/p>\n<p class=\"yf-1090901\">Needham&#8217;s Quinn Bolton also dialed back expectations. He sees Marvell&#8217;s custom silicon sales dropping 15% quarter-on-quarter in F3Q26 before bouncing back in F4Q26. He pointed to shifting delivery schedules and supply chain hiccups at one of Marvell&#8217;s largest customers as the main culprit.<\/p>\n<p class=\"yf-1090901\">Marvell&#8217;s AI runway is bumpier than many hoped, and the timing of wins at Microsoft and Amazon will be key to regaining momentum.<\/p>\n","protected":false},"excerpt":{"rendered":"This article first appeared on GuruFocus. Marvell Technology (NASDAQ:MRVL) got hammered Friday, with shares sliding after the chipmaker&#8217;s&hellip;\n","protected":false},"author":2,"featured_media":31965,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[261],"tags":[291,289,290,7213,18,13154,19,17,25080,82,25081],"class_list":{"0":"post-31964","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-bank-of-america","12":"tag-eire","13":"tag-gurufocus","14":"tag-ie","15":"tag-ireland","16":"tag-marvell-technology","17":"tag-technology","18":"tag-vivek-arya"},"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/31964","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=31964"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/31964\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/31965"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=31964"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=31964"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=31964"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}