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– Marvell raised FY27 revenue guidance to $11B (from $10B) and unveiled a FY28 target of $15B+ with EPS above $5, driving shares up 14% after hours
– Data center revenue hit $1.65B (74% of total); management expects interconnect growth to significantly outpace hyperscaler CapEx growth, easing investor concerns over a potential spending slowdown
– 1.6T electro-optical products entered volume production and a...
– Marvell raised FY27 revenue guidance to $11B (from $10B) and unveiled a FY28 target of $15B+ with EPS above $5, driving shares up 14% after hours
– Data center revenue hit $1.65B (74% of total); management expects interconnect growth to significantly outpace hyperscaler CapEx growth, easing investor concerns over a potential spending slowdown
– 1.6T electro-optical products entered volume production and a...
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$Broadcom (AVGO.US)$ the world's leading AI ASIC chipmaker and the second-largest AI chip giant overall, just reported its FY2026 Q1 earnings after the bell. Shares jumped over 5% in after-hours trading. Let's dig into what this report actually delivered.
FQ1 Key Financial Highlights
– Revenue came in at $19.31 billion, up 30% YoY and 7% QoQ, slightly beating the consensus estimate of $19.17 billion.
– GAAP gross margin hit 68.1%, up 0.1 per...
FQ1 Key Financial Highlights
– Revenue came in at $19.31 billion, up 30% YoY and 7% QoQ, slightly beating the consensus estimate of $19.17 billion.
– GAAP gross margin hit 68.1%, up 0.1 per...
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$Marvell Technology (MRVL.US)$ this morning delivered a "beat and raise" performance for its fiscal Q4 2026, significantly boosting its outlook for the coming years. Based on the latest earnings data from March 5, 2026, and current market trends, here is an analysis of its path toward $100 and the factors at play.
Marvell's Growth Trajectory (FY27–FY28)
Marvell has revised its revenue guidance upward multiple times over the past few mont...
Marvell's Growth Trajectory (FY27–FY28)
Marvell has revised its revenue guidance upward multiple times over the past few mont...
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I belive semiconductors will out perform.
Rocket up to the moon.. 🚀🚀
I think Nvidia did create a bubble but it's not ready to pop. I like Marvell after they pump after this earnings call im gonna dump them hopefully at 120. Broadcom and Google hold. global tensions insane tariffs. if I'm getting 6 dollars at scrap yard for copper how am I gonna afford anything. silver 90 dollars. I love it but invest the best pick is action silicon motion they lay a great dividend I wrote the wave with them. You can't make a chipboard without silicon. I only had maybe 10 shares a...
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Global AI interconnect chip giant $Marvell Technology (MRVL.US)$ is set to report its FY2026 Q4 earnings after the market close this Thursday. Last quarter, the company guided that its XPU business would ramp meaningfully in FY28, and the market largely accepted that timeline. However, the period between now and FY28 remains an earnings vacuum, making it critical to watch whether management upgrades its guidance this time...
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$Broadcom (AVGO.US)$ The stock-holding experience is terrible, and it might get even worse tomorrow or the day after.
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