Semiconductors
Marvell Q2 Preview: Growth Rebound on the Horizon
Marvell is a stock we watch closely and a stock we ultimately want to own due to its abundant AI potential, yet the company’s AI potential is buried by other segments in a steep, cyclical trough. Looking ahead, next year has the makings of a solid comeback for this often-overlooked AI stock, with revenue growth set to return as early as Q3 before accelerating strongly in fiscal 2026 (CY2025). Marvell reports fiscal Q2 earnings on August 29, with AI revenue at the forefront after management hinted at exceeding its previously set $1.5 billion AI revenue floor. This will be the key metric to watch alongside data center revenue, which is Marvell’s only end market segment with both YoY and QoQ growth at the moment.
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