Marvell Technology, Inc., together with its subsidiaries, provides data infrastructure semiconductor solutions, spanning the data center core to network edge. The company develops, scales complex System-on-a-Chip architectures, integrating analog, mixed-signal, and digital signal processing functionality. It offers a portfolio of Ethernet solutions, including controllers, network adapters, physical transceivers, and switches; single or multiple core processors; custom application specific integrated circuits; and System-on-a-Chip solutions. The company also provides electro-optical products, including pulse amplitude modulations, coherent digital signal processors, laser drivers, trans-impedance amplifiers, silicon photonics, and data center interconnect solutions; fibre channel products comprising host bus adapters and controllers; single or multiple core processors; storage controllers for hard disk drives and solid-state-drives; and host system interfaces, including serial attached SCSI, serial advanced technology attachment, peripheral component interconnect express, non-volatile memory express (NVMe), and NVMe over fabrics. It has operations in the United States, Argentina, China, India, Israel, Japan, Singapore, South Korea, Taiwan, and Vietnam. Marvell Technology, Inc. was incorporated in 1995 and is headquartered in Wilmington, Delaware.

Marvell Technology выглядит качественным бизнесом, но текущая оценка уже заметно опережает фундаментальную базу. Выручка за последние периоды растёт, как и валовая прибыль, а маржа валовой прибыли держится около 51.5%, что близко к отраслевой норме и говорит о сохранении ценовой дисциплины. При этом операционная маржа 15.96% и чистая маржа 28.99% выглядят сильными, а ROE 16.85%, ROA 11.06% и ROI 13.15% подтверждают высокую эффективность капитала. Баланс также не вызывает серьёзных опасений: debt/equity 0.27 ниже медианы отрасли, current ratio 3.28 и quick ratio 2.66 указывают на комфортную ликвидность, а денежная позиция выросла до 3.84 млрд. Однако долговая нагрузка всё же увеличилась, long-term debt поднялся до 4.96 млрд, а total liabilities продолжают расти, что ограничивает потенциал переоценки. Главный сдерживающий фактор — экстремально высокие мультипликаторы: P/E 103.66, P/S 30.29, P/B 18.21 и P/FCF 162.09 существенно выше отраслевых медиан и уже закладывают очень оптимистичный сценарий. Особенно настораживает P/FCF, потому что свободный денежный поток оценивается рынком очень дорого, а это обычно плохо сочетается с консервативным горизонтом. Дивидендная доходность 0.05% практически не влияет на инвестиционный кейс и не компенсирует высокую оценку. Дополнительный нюанс — последний net income заметно просел относительно более сильных прошлых периодов, что делает текущую прибыльную базу менее убедительной, чем выглядит по марже. В сумме фундаментал поддерживает компанию как сильного операционного игрока, но не оправдывает агрессивный апсайд в целевой цене. Для инвестора это скорее история качества и роста, чем явной недооценки, поэтому целевой прогноз стоит умеренно снизить.

Marvell Technology, Inc.

Сильный индекс, значительно упал. Быки в растерянности.

Strong index, significantly down. The bulls are confused.

Сильный индекс, значительно упал. Медведи в растерянности.

Strong index, significantly down. The bears are confused.

Слабый индекс, незначительно вырос. Рынок не поддерживает быков.

Weak index, slightly up. The market does not support the bulls.

Средний индекс, значительно упал. Рынок на стороне медведей.

Medium index, significantly down. The market is on the bears' side.

Средний индекс, значительно упал. Увеличился отток средств из лонгов.

Medium index, significantly down. The outflow of funds from longs has increased.

Средний индекс, значительно вырос. Приток средств в шорты резко увеличился и находится на высоком уровне.

Medium index, significantly up. The inflow of funds into shorts has increased sharply and is at a high level.

Сильная рентабельность и ликвидность Marvell сочетаются с очень дорогой оценкой по P/E, P/S и P/FCF, поэтому целевой прогноз выглядит завышенным.

Tech Shakeup on the S&P 500

Key Points
Marvell Technology gained ground thanks to news that the stock will be included in the S&P 500 index.
The company announced its new CFO and reiterated guidance for the current quarter.
Positive analyst coverage and Iran war news also lifted the stock.
Marvell Technology (NASDAQ: MRVL) stock managed to close out this week's trading solidly in the green, posting a gain of 6.6% over the period. Across the same stretch, the S&P 500 and the Nasdaq Composite both notched gains of approximately 0.7%.
Marvell stock started the week's trading off with strong gains thanks to news of its upcoming inclusion in the S&P 500 index. The company also announced its new chief financial officer (CFO), reiterated its forward guidance, and benefited from bullish analyst coverage and market momentum connected to expectations that the Iran war could be winding down. With this week's gains, the stock is now up 229% year to date.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Marvell stock banks another solid bullish week
Marvell stock rocketed higher in Monday's trading on the heels of news that the company is being added to the S&P 500 index. Inclusion in the index means that exchange traded funds (ETFs) that track the index will have to buy Marvell stock, which should create positive pricing pressure.
On June 11, Marvell announced that it had appointed Dan Durn as its new CFO. Durn had previously worked at Adobe. Along with the CFO news, the company reiterated its previously issued guidance for the current fiscal quarter.
Positive analyst coverage and Iran war news
On Friday, B. Riley published new coverage on Marvell -- reiterating a buy rating on the stock and raising its one-year price target from $240 per share to $345 per share. Craig Ellis, the firm's lead analyst on the stock, said he saw Marvell's deepening partnership with Nvidia, leadership changes, and inclusion in the S&P 500 index as bullish catalysts.
In addition to bullish analyst coverage, Marvell and many other artificial intelligence stocks saw strong valuation gains on Friday thanks to news that the U.S. and Iran were on the verge of agreeing to the terms of a basic peace deal. If the war draws to a close, it could be a significant positive catalyst for Marvell and other growth stocks.
Should you buy stock in Marvell Technology right now?
Before you buy stock in Marvell Technology, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Marvell Technology wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $433,268!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,259,391!*
Now, it’s worth noting Stock Advisor’s total average return is 935% — a market-crushing outperformance compared to 206% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of June 14, 2026.
Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Adobe, Marvell Technology, and Nvidia. The Motley Fool recommends the following options: long January 2028 $330 calls on Adobe and short January 2028 $340 calls on Adobe. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why Marvell Technology Stock Surged This Week

Marvell (NASDAQ: MRVL) shares are pulling back after soaring for most of 2026.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
*Stock prices used were the afternoon prices of June 11, 2026. The video was published on June 13, 2026.
Should you buy stock in Marvell Technology right now?
Before you buy stock in Marvell Technology, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Marvell Technology wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $433,268!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,259,391!*
Now, it’s worth noting Stock Advisor’s total average return is 935% — a market-crushing outperformance compared to 206% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of June 13, 2026.
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Marvell Technology. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

What's Going on With Marvell Stock?

Key Points
Nvidia currently trades at a forward P/E ratio of 22.
Throughout 2026, Nvidia's forward earnings multiples have traded in a tight range between 18 and 25.
Nvidia's forward P/E has not traded in this range since before the artificial intelligence (AI) revolution.
So far this year, Nvidia (NASDAQ: NVDA) stock has gained 8% -- placing it slightly above the returns in the S&P 500 and nominally trailing those seen in the Nasdaq.
From a valuation perspective, the world's most valuable company boasts a forward price-to-earnings (P/E) ratio of about 22. Moreover, Nvidia's forward P/E has spent much of 2026 locked in a narrow corridor between roughly 18 and 25.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
This steadiness raises two questions: When was the last time investors saw Nvidia's forward multiple behave this way and what happened next?
Nvidia's valuation profile echoes its pre-AI boom
Per the chart below, investors can see that Nvidia's forward P/E has not traded inside a comparable, compressed band since before the artificial intelligence (AI) revolution. Prior to the outburst of generative AI models back in late 2022, the market largely viewed Nvidia as a company primarily focused on graphics and gaming with a data center services side hustle.
Once ChatGPT, Anthropic's Claude, and a handful of other frontier models arrived, demand for accelerated computing exploded. As it turns out, Nvidia's first-mover advantage in designing graphics processing units (GPUs) was uniquely positioned for this moment. Hence, the company's revenue and earnings rose dramatically virtually overnight. Subsequently, Nvidia's forward earnings valuation multiple broke out and spent the next few years oscillating at levels frequently above 40.
The current range represents a reversion to a pre-AI boom rhythm. Against this backdrop, the current sideways trading seen in Nvidia is the first real extended stretch of valuation stability since the world began pricing the company as the indispensable king of AI infrastructure build-outs.
Don't let valuation distract you from Nvidia's guidance
Nvidia's valuation profile looks even more striking when set against the company's actual operating momentum. During the fiscal 2027 first quarter (ended April 26,2026), revenue from Nvidia's data center segment surged 92% year over year, reaching $75 billion. Management forecasted total revenue to be $91 billion next quarter, plus or minus 2%. This represents an acceleration quarter over quarter and a staggering 95% year-over-year growth.
To me, a forward earnings multiple stuck around 22 does not necessarily signal skepticism about Nvidia's near-term earnings power. Instead, I think it reflects a situation whereby the market has already baked in meaningful growth and is no longer willing to pay the premium multiples witnessed throughout 2023 to 2025.
In other words, range-bound valuation multiples can be normal when investors simply expect continued strong top- and bottom-line expansion. These dynamics are actually quite common for mature, high-growth technology platforms.
Nvidia is positioned for another leg of valuation expansion
After Nvidia's forward P/E dropped sharply to about 18 earlier this year, the multiple has more recently stabilized and begun to edge modestly higher within a tight range. This could suggest that early stages of valuation expansion are in the works. Perhaps the clearest reason why is Nvidia's growing number of strategic partnerships. These are the clearest catalysts for Nvidia's next leg up.
The company has invested billions of dollars in Nokia, Coherent, Lumentum, and Marvell Technology to fortify high-speed optical interconnects and advanced networking. These technologies are becoming increasingly important as hyperscalers allocate capital expenditure (capex) beyond GPU procurement and build more sophisticated infrastructure stacks within AI factories. Moreover, these relationships unlock numerous opportunities for Nvidia beyond data centers -- opening the door to scalable edge computing, robotics platforms, and autonomous vehicle systems.
These moves quietly broaden Nvidia's total addressable market (TAM) beyond chips. I think the company has started laying the groundwork to justify higher valuation multiples once execution catches up with these new opportunities. History suggests that if Nvidia's strong guidance is delivered, the current range-bound phase should turn out to be nothing more than a temporary consolidation before the next chapter of significant valuation rerating unfolds.
Should you buy stock in Nvidia right now?
Before you buy stock in Nvidia, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $433,268!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,259,391!*
Now, it’s worth noting Stock Advisor’s total average return is 935% — a market-crushing outperformance compared to 206% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of June 13, 2026.
Adam Spatacco has positions in Nvidia. The Motley Fool has positions in and recommends Coherent, Lumentum, Marvell Technology, and Nvidia. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Nvidia Stock Just Did Something for the First Time in More Than 5 Years. Here's What History Says Happens Next.

Key Points
Marvell and Nvidia recently announced a new partnership.
Marvell and Nvidia compete against each other in one market.
Nvidia (NASDAQ: NVDA) CEO Jensen Huang isn't shy about telling investors what stocks to buy. He is well-connected in the chip industry and knows which companies have great products and are destined for success. His recent prediction is that Marvell (NASDAQ: MRVL) will be the next $1 trillion company.
That's no small bet, as Marvell is currently a $220 billion company. So, if Huang is right, he's basically telling investors about a stock that can nearly 5x. That's a great gain and is well worth looking into, but what makes Marvell so special?
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Marvell and Nvidia are frenemies
The one thing you have to give Huang credit for is that he's propping up a company that Nvidia is outright competing against in one area, yet supporting in another. Marvell has many products, but the ones that get investors most excited are its application-specific integrated circuits (ASICs) and its high-speed networking chips.
On the ASIC front, Marvell helps Amazon design its custom AI chips for Amazon Web Services, which is an outright competitor to Nvidia's GPUs. However, that's not where Huang is focused.
Instead, Huang recognizes Marvell's networking chips as best-in-class and announced a partnership with Nvidia to ensure that Marvell and Nvidia's technology are compatible with each other. This secures Nvidia's compatibility in future data centers as Marvell's connectivity infrastructure coexists alongside Nvidia's computing products.
This shows that the AI arms race isn't a winner-take-all event. Instead, there will be several companies that are winners, allowing investors to profit from all sorts of companies. But Marvell still has a way to go before reaching the $1 trillion club. For Marvell to join the $1 trillion club, it needs a stock price of $1,140. If we assign an arbitrary 30 times earnings valuation as a reasonable price tag for a big tech stock involved in the AI build-out, then Marvell would need to generate earnings per share of $38. For its current fiscal year (FY) 2027 (ending January 2027), Wall Street estimates it will generate about $4.05 in EPS.
So, Marvel must undergo some major growth before it reaches the $1 trillion level at a reasonable valuation. We'll see how Huang's projection pans out, but for Marvell to be "the next" $1 trillion company is likely not happening anytime soon. However, it could reach that point someday if it can continue partnering with leading AI companies and deliver solid results over the long term.
Should you buy stock in Marvell Technology right now?
Before you buy stock in Marvell Technology, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Marvell Technology wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $438,283!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,257,427!*
Now, it’s worth noting Stock Advisor’s total average return is 938% — a market-crushing outperformance compared to 206% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
Keithen Drury has positions in Amazon and Nvidia. The Motley Fool has positions in and recommends Amazon, Marvell Technology, and Nvidia. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Nvidia CEO Jensen Huang Says This Will Be the Next $1 Trillion Company

Key Points
Poet stock surged today amid a day of gains for the broader market.
Investors are hopeful that terms to end the Iran war could soon be settled on, and a strong IPO debut for SpaceX also helped growth stocks.
Poet stock could see more big gains, but its uncertain sales outlook makes it very risky.
Poet Technologies (NASDAQ: POET) stock posted a round of big gains in Friday's trading, surging 11.5% higher in the daily session. Meanwhile, the S&P 500 closed out the day up 0.5%.
Following recent valuation pressures, Poet stock enjoyed a day of bounce-back trading in today's session. After a surge in bearish sentiment earlier in the week, investors adopted more bullish positioning today in response to Iran war news and SpaceX's successful initial public offering (IPO). While there wasn't any specific business news for Poet today, positive momentum for the broader market helped lift the stock -- and it closed out the day with a double-digit gain.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Is Poet stock a buy right now?
After today's valuation surge, Poet stock is up roughly 97% across 2026's trading. On the other hand, the company's share price is still down roughly 39% from its 52-week high. While the company has benefited from a broadly bullish backdrop for semiconductor and photonics stocks, its share price has also been highly volatile.
Even though Poet has the potential to deliver explosive returns if the business sees a successful ramp for its product commercialization, I don't think that the risk-reward profile stands out as particularly attractive compared to other players in the photonics space.
The loss of the company's contract with Marvell earlier this year remains a red flag for me, and the company's subsequent announcement of its new contract with Lumilens comes with too much uncertainty to offset the loss of a more established and reliable customer in the space. Along with heavy dilution through new stock offerings, I think the company's uncertain sales outlook makes the stock unappealing right now.
Should you buy stock in Poet Technologies right now?
Before you buy stock in Poet Technologies, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Poet Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $438,283!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,257,427!*
Now, it’s worth noting Stock Advisor’s total average return is 938% — a market-crushing outperformance compared to 206% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Marvell Technology. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Poet Technologies Skyrocketed Today -- Is the Stock a Buy Right Now?

Key Points
Adobe's sales and profits grew at a solid pace in its most recent quarter.
But a key executive's departure and talk of a new freemium offering have shareholders on edge.
Shares of Adobe (NASDAQ: ADBE) declined on Friday after the creativity software provider's financial results failed to offset investors' concerns regarding a leadership exodus and competitive pressures.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Demand for AI-powered tools is rising
Adobe's revenue rose 13% year over year to $6.62 billion in its fiscal second quarter, which ended on May 29.
CEO Shantanu Narayen said this growth was fueled by "strong AI-driven demand." Adobe's "AI-first" annualized recurring revenue (ARR) tripled to more than $500 million.
"There is an unprecedented demand across additional surfaces for the combination of content consumption and content creation," Narayen said during a conference call with analysts.
All told, Adobe's adjusted net income climbed 10.5% to $2.4 billion. Its adjusted earnings per share, boosted by stock buybacks, jumped nearly 18% to $5.96.
These results prompted Adobe to lift its full-year sales and profit outlook. Management now expects revenue of roughly $26.55 billion and adjusted earnings of $24.35 to $24.45 per share.
Leadership turnover and intensifying competition
Yet investors weren't thrilled to hear that chief financial officer Dan Durn was leaving for greener pastures at semiconductor giant Marvell Technology. Durn's departure comes only three months after Narayen announced that he would step down as CEO once a successor is found.
Seeing two of its top executives relinquish their positions in such a short period is a red flag for investors who were already concerned about Adobe's ability to fend off new AI-powered competitors.
Rivals like Blackmagic Design, which makes the popular video editing and color grading software DaVinci Resolve, have gained market share due in part to their freemium business models. New users can access this software for free and then pay for more advanced features if needed.
In response to these threats, Adobe said it would also launch a freemium offering. But while this should help boost its new-user acquisition efforts, it will likely pressure Adobe's near-term profits.
Should you buy stock in Adobe right now?
Before you buy stock in Adobe, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Adobe wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $438,283!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,257,427!*
Now, it’s worth noting Stock Advisor’s total average return is 938% — a market-crushing outperformance compared to 206% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of June 12, 2026.
Joe Tenebruso has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Adobe and Marvell Technology. The Motley Fool recommends the following options: long January 2028 $330 calls on Adobe and short January 2028 $340 calls on Adobe. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why Adobe Stock Fell Today

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Marvell Technology Inc (Symbol: MRVL), where a total volume of 340,588 contracts has been traded thus far today, a contract volume which is representative of approximately 34.1 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 62.3% of MRVL's average daily trading volume over the past month, of 54.7 million shares. Especially high volume was seen for the $160 strike put option expiring June 18, 2026, with 26,823 contracts trading so far today, representing approximately 2.7 million underlying shares of MRVL. Below is a chart showing MRVL's trailing twelve month trading history, with the $160 strike highlighted in orange:
Eastman Chemical Co (Symbol: EMN) saw options trading volume of 6,245 contracts, representing approximately 624,500 underlying shares or approximately 57% of EMN's average daily trading volume over the past month, of 1.1 million shares. Especially high volume was seen for the $70 strike call option expiring June 18, 2026, with 1,553 contracts trading so far today, representing approximately 155,300 underlying shares of EMN. Below is a chart showing EMN's trailing twelve month trading history, with the $70 strike highlighted in orange:
And Century Communities Inc (Symbol: CCS) saw options trading volume of 1,994 contracts, representing approximately 199,400 underlying shares or approximately 54.8% of CCS's average daily trading volume over the past month, of 363,555 shares. Especially high volume was seen for the $65 strike call option expiring June 18, 2026, with 1,962 contracts trading so far today, representing approximately 196,200 underlying shares of CCS. Below is a chart showing CCS's trailing twelve month trading history, with the $65 strike highlighted in orange:
For the various different available expirations for MRVL options, EMN options, or CCS options, visit StockOptionsChannel.com.
Further MRVL Research:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Noteworthy Friday Option Activity: MRVL, EMN, CCS

For Immediate Release
Chicago, IL – June 12, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Micron Technology, Inc. MU, Marvell Technology, Inc. MRVL, NVIDIA Corporation NVDA and Sandisk Corp. SNDK.
Here are highlights from Thursday’s Analyst Blog:
Beyond Micron: 2 AI Stocks That Could Deliver Explosive Returns
Shares of Micron Technology, Inc. have delivered astounding gains over the past year, banking on strong demand for artificial intelligence (AI) infrastructure. The stock soared 657.5% during this period, which helped push Micron's market capitalization to $1 trillion, a milestone that very few semiconductor companies have achieved.
Although Micron's shares recently witnessed a sharp sell-off amid a broader market correction, its long-term growth outlook remains convincing, fueled by an incessant demand for its cutting-edge high-bandwidth memory chips as hyperscalers continue to increase their AI infrastructure spending.
Micron has now transitioned from a cyclical semiconductor stock to a critical supplier in the AI infrastructure ecosystem. However, investors willing to diversify their AI semiconductor holdings while capturing similar long-term growth trends should keep AI networking chipmaker Marvell Technology, Inc. and AI memory stock Sandisk Corp. on their radar. Let us thus look in detail at the key catalysts that could drive significant upside in these stocks –
Marvell Strengthens Role in AI Infrastructure Growth
Marvell recently increased its revenue growth outlook for 2027 and 2028, showcasing strong customer demand for its products and an improved revenue visibility. At the midpoint of its guidance, Marvell expects revenues of about $2.7 billion for the second quarter of fiscal 2027, representing 35% year-over-year growth, according to investor.marvell.com.
Marvell's first-quarter fiscal 2027 revenues of $2.418 billion already exceeded expectations, driven mostly by strong demand in AI-related infrastructure. The revenue expansion is being driven by its growing presence in AI networking. The company's networking and connectivity chips power data centers, enabling thousands of interconnected processors to exchange data rapidly and efficiently. This is why NVIDIA Corporation's CEO, Jensen Huang, sees Marvell as a "trillion-dollar company" in the making.
In the first quarter of fiscal 2027, Marvell generated a record $638.8 million in operating cash flow, strengthening its ability to invest more in research and development and support further growth. As a result, the company's expected earnings growth rate for the current and next fiscal year are 41.2% and 51.6%, respectively. Its shares have already soared 256.7% over the past year.
Sandisk Sees Strong Growth Driven by AI Data Center Demand
Sandisk is expected to gain from strong demand for its memory products in AI-powered data centers supported by current supply constraints. Its robust pricing power across its product portfolio is likely to further strengthen its top-line performance.
The company projects $7.75 billion to $8.25 billion in revenues for the fiscal fourth quarter of 2026, according to investor.sandisk.com. The company's focus on high-value customers in the expanding data center market helped Sandisk report revenues of $5.95 billion in the fiscal third quarter, up 97% sequentially and above its own guidance.
Sandisk further projects non-GAAP earnings per share of $30 to $33 for the fiscal fourth quarter, up from $23.41 in the fiscal third quarter, indicating sustained sequential growth momentum. Moreover, Sandisk's strategic New Business Model agreements are expected to strengthen customer retention and boost revenue growth and profitability. Consequently, the company's likely earnings growth rate for the current and next fiscal year are 2096.7% and 177.3%, respectively. Its stock has already surged 3849.2% over the past year.
Sandisk currently has a Zacks Rank #1 (Strong Buy), while Marvell has a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank stocks here.
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The Zacks Analyst Blog Highlights Micron Technology, Marvell Technology, NVIDIA and Sandisk

Key Points
Marvell has a big opportunity in optical interconnects.
However, the stock is pricey, and its custom chip business has some questions around it.
Inclusion in the S&P 500 (SNPINDEX: ^GSPC) is a big deal for a stock. It helps validate a company's success, and the stock typically gets an immediate boost, as funds that track the index are forced to purchase shares.
Marvell Technology (NASDAQ: MRVL) will become one of the newest members of the index later this month, along with electronic manufacturing services provider Flex. These companies will be replacing soup maker Campbell's and swimming pool supplier Pool Corp.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
With Marvell about to enter the S&P, let's see if now is a good time to buy the semiconductor stock.
A big optical opportunity
Marvell shares have been on a tear this year, tripling even after a pullback. The name got a lot of attention earlier this month when Nvidia CEO Jensen Huang called it the next trillion-dollar company, sending its shares up more than 32% in a single day.
The excitement about Marvell largely stems from its connectivity business, where it is a leader in optical interconnects. Data centers have long been connected with copper wires, but as artificial intelligence (AI) chip clusters grow and servers become more complex, copper wires can't keep up with the required speed. Copper wire also becomes too bulky and generates too much heat.
The solution is optical interconnects, which let high-bandwidth data transfer over longer distances with lower latency and less power consumption.
Marvell is a leader in optical DSPs (Digital Signal Processors), chips that convert electrical signals from a graphics processing unit (GPU) into optical pulses. The company has become a close partner with Nvidia, providing optical and custom connectivity capabilities for its NVLink Fusion ecosystem.
As Nvidia and others continue to progress their chip architecture, they also need more optical bandwidth. At the same time, as hyperscalers build out massive, disaggregated clusters to handle different AI tasks, connectivity becomes even more important. Last quarter, Marvell upped its interconnect revenue projections, now expecting it to climb 70% this year.
In addition to its optical business, Marvell is also a major player in the ASIC (application-specific integrated circuit) market behind leader Broadcom. Marvell supplies some of the IP for Amazon's Trainium chips and is also in Microsoft's new Maia AI accelerators. This business is growing quickly, although there is some concern that Marvell has lost its lead role with Trainium chips to Taiwanese company AIchip.
While Marvell has a nice optical opportunity in front of it, the stock looks pricey, trading at a 64 times forward P/E. As such, I'd wait for the stock to pull back a bit further before looking to jump in.
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Geoffrey Seiler has positions in Amazon and Broadcom. The Motley Fool has positions in and recommends Amazon, Broadcom, Marvell Technology, Microsoft, and Nvidia. The Motley Fool recommends Campbell's, Flex, and Pool. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Founded in 1993 in Alexandria, VA., by brothers David and Tom Gardner, The Motley Fool is a multimedia financial-services company dedicated to building the world's greatest investment community. Reaching millions of people each month through its website, books, newspaper column, radio show, television appearances, and subscription newsletter services, The Motley Fool champions shareholder values and advocates tirelessly for the individual investor. The company's name was taken from Shakespeare, whose wise fools both instructed and amused, and could speak the truth to the king -- without getting their heads lopped off.

Indicator	TTM Median
P/E	103.66 35.46
Price/Sales	30.29 2.77
P/B	18.21 2.91
P/FCF	162.09 25.03

Indicator	TTM Median
ROE	16.85 15.13
ROA	11.06 6.50
ROI	13.15 10.23
Net Worth	269.46 1.08
Quick Ratio	2.66 1.58
Current Ratio	3.28 1.90

Indicator	TTM Median
Net Profit Margin	28.99 9.72
Operating Margin	15.96 10.76
Gross Margin	51.50 49.62
Return on tangible equity	228.12 28.32

Indicator	TTM Median
EPS	0.59 0.27
EPS Forecast	0.61 0.23
Revenue	2.42B 74.50M
Gross Profit	1.26B —
EBITDA	660.00M —

Marvell Technology, Inc.

Recent quarterly and TTM performance

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