DBS analyst Fang Boon Foo maintains $Marvell Technology (MRVL.US)$ with a buy rating.
According to TipRanks data, the analyst has a success rate of 72.4% and a total average return of 46.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Marvell Technology (MRVL.US)$'s main analysts recently are as follows:
Following the latest earnings report, it is suggested that Marvell represents a notable investment opportunity in AI electro-optics and custom chips, being strategically placed to propel approximate 40%-50% annual growth in earnings per share over the next few years. Despite concerns regarding potential pressure on gross margins due to a shift towards custom chips, it is indicated that the overall financial impact remains beneficial to operating income and earnings per share. Furthermore, Marvell's CEO is reportedly committed to his current role, contrary to speculations in the media about potential external engagements.
The company's Q3 outcomes exceeded forecasts, driven by rapid growth in its datacenter business. The cyclical sectors of the company are currently on an upward trend, and the ongoing tailwinds from artificial intelligence are expected to continue into 2025, potentially leading to several quarters of positive earnings revisions.
Marvell exhibited a 'strong beat and raise' quarter, reaching a pivotal moment in sales of custom compute artificial intelligence chips. Additionally, the announcement of a five-year strategic partnership with a major cloud service provider, which underscores a robust scale-up of Trainium due to 30%-40% superior price and performance, bolsters the company's position. This firm is highlighted as a leading player in custom application-specific integrated circuits compute through 2025.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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星展銀行分析師Fang Boon Foo維持$邁威爾科技 (MRVL.US)$買入評級。
根據TipRanks數據顯示，該分析師近一年總勝率為72.4%，總平均回報率為46.0%。
此外，綜合報道，$邁威爾科技 (MRVL.US)$近期主要分析師觀點如下：
根據最新的收益報告，有建議認爲Marvell代表着一個在人工智能光電和定製芯片方面值得投資的機會，其戰略位置有助於推動未來幾年每股收益增長約40%-50%。儘管由於向定製芯片的轉變而可能對毛利潤產生壓力的擔憂，但整體財務影響表明對營業收入和每股收益仍然有利。此外，據報道，Marvell的CEO致力於其目前的角色，與媒體關於其可能進行外部參與的揣測相反。
該公司第三季度的業績超出預期，主要受數據中心業務快速增長的推動。公司的週期性行業目前處於上升趨勢，人工智能帶來的持續助力預計將持續到2025年，可能導致數個季度的正面盈利修正。
Marvell展示了一個'強勁的業績和預期提升'季度，在定製計算人工智能芯片銷售方面取得了重要的進展。此外，宣佈與一家主要雲服務提供商達成爲期五年的戰略合作伙伴關係，強調了Trainium的強勁擴展，由於其價格和性能比傳統水平提高了30%-40%，這進一步鞏固了公司的地位。該公司被強調爲2025年通過定製的特定應用集成電路計算中的領先參與者。
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