Marvell Technology (MRVL) Rose Following Management’s Reassurance on Data Center Revenue Growth

2 weeks ago 9

Soumya Eswaran

Thu, December 4, 2025 astatine 7:41 AM CST 3 min read

Brown Advisory, an concern absorption company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The strategy returned -0.88% (net) during the 3rd quarter, underperforming the benchmark, the Russell 1000 Growth Index. Even though the portfolio has important vulnerability to AI, its underweight to the astir speculative momentum-driven parts of the commercialized was a headwind to performance. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Brown Advisory Large-Cap Growth Strategy highlighted stocks specified arsenic Marvell Technology, Inc. (NASDAQ:MRVL). Marvell Technology, Inc. (NASDAQ:MRVL) provides semiconductor solutions for information infrastructure. The one-month instrumentality of Marvell Technology, Inc. (NASDAQ:MRVL) was 7.36%, and its shares mislaid 11.62% of their worth implicit the past 52 weeks. On December 03, 2025, Marvell Technology, Inc. (NASDAQ:MRVL) banal closed astatine $100.20 per share, with a marketplace capitalization of $86.392 billion.

Brown Advisory Large-Cap Growth Strategy stated the pursuing regarding Marvell Technology, Inc. (NASDAQ:MRVL) successful its 3rd 4th 2025 capitalist letter:

"Marvell Technology, Inc. (NASDAQ:MRVL), a starring supplier of semiconductors utilized successful information centers for information question and processing, faced a crisp selloff aboriginal successful the 4th owed to concerns astir losing contented connected Amazon’s next-generation program. However, the banal rebounded arsenic absorption reassured investors astir continued information halfway gross growth. The institution besides announced a $1 cardinal accelerated stock repurchase program, and capitalist sentiment improved connected semipermanent maturation prospects tied to caller programs ramping successful the 2nd fractional of adjacent year."

Analyst After Marvell Technology (MRVL) Results - ‘This Could Have Really Gone Badly’

Marvell Technology, Inc. (NASDAQ:MRVL) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 77 hedge money portfolios held Marvell Technology, Inc. (NASDAQ:MRVL) astatine the extremity of the 3rd quarter, which was 76 successful the erstwhile quarter. Marvell Technology, Inc. (NASDAQ:MRVL) reported record revenue of $2.006 cardinal successful the fiscal 2nd 4th of 2026, reflecting a 6% sequential summation and beardown 58% year-over-year growth. While we admit the imaginable of Marvell Technology, Inc. (NASDAQ:MRVL) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.