{"id":43028,"date":"2025-08-30T11:36:34","date_gmt":"2025-08-30T11:36:34","guid":{"rendered":"https:\/\/quickassetsmarket.com\/index.php\/2025\/08\/30\/jpm-says-ignore-earnings-noise-and-buy-marvell-stock-like-theres-no-tomorrow\/"},"modified":"2025-08-30T11:36:34","modified_gmt":"2025-08-30T11:36:34","slug":"jpm-says-ignore-earnings-noise-and-buy-marvell-stock-like-theres-no-tomorrow","status":"publish","type":"post","link":"https:\/\/quickassetsmarket.com\/index.php\/2025\/08\/30\/jpm-says-ignore-earnings-noise-and-buy-marvell-stock-like-theres-no-tomorrow\/","title":{"rendered":"JPM says ignore earnings noise and buy Marvell stock like there\u2019s no tomorrow"},"content":{"rendered":"
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In a world where investors are used to seeing AI firms report exciting growth in data centre revenue \u2013 Marvell Technology Inc (NASDAQ: MRVL) came in shy of expectations on that front in Q2.<\/a><\/p>\n

Naturally, investors bailed on MRVL shares today, making it close down nearly 20%.<\/p>\n

Still, a senior JPMorgan analyst argues the post-earnings decline in Marvell stock is \u201coverdone\u201d, and is actually a buying opportunity for long-term investors.<\/p>\n

The semiconductor stock has been a lucrative investment<\/a> in recent months. Despite today\u2019s crash, it\u2019s up more than 25% versus its year-to-date low in the first week of April.<\/p>\n

AI remains a long-term tailwind for Marvell stock<\/h2>\n

Investors punished MRVL stock on August 29th<\/sup> also because the firm\u2019s executives issued guidance that did not meet expectations either.<\/p>\n

Marvell now sees its revenue coming in at $2.06 billion in the current quarter, slightly below $2.11 billion that analysts had forecast. However, none of it matters much for Harlan Sur.<\/p>\n

In a post-earnings research note, the JPM analyst said he\u2019s looking beyond near-term volatility as the longer-term bullish narrative surrounding Marvell shares remains intact.<\/p>\n

\u201cOverall, we see a solid setup for the company \u2013 driven by the continued recovery in its cyclical businesses and sustained AI growth tailwinds.\u201d<\/p>\n

Note that the chip stock also currently pays a small dividend yield of 0.38%, which makes it even more attractive to own for the long term.<\/p>\n

MRVL shares are not expensive to own per se<\/h2>\n

According to the JPMorgan analyst, investors are discounting a robust 58% year-on-year increase in Marvell\u2019s overall revenue to a record $2.01 billion, even with some softness in the data centre unit.<\/p>\n

Long-term investors should load up on Marvell shares with some confidence since the company\u2019s custom ASIC partnerships with cash-rich customers like Amazon and Google will eventually send them higher.<\/p>\n

Additionally, Harlan Sur also sees next-gen chips like SmartNIC\/DPU and eSSD controller ASICs contributing more meaningfully to MRVL\u2019s topline next year. In the near-term, a September rate cut could help this AI stock as well, he concluded.<\/p>\n

What\u2019s also worth mentioning is that Marvell stock can now be notched at an attractive valuation. <\/p>\n

Its price-to-sales (P\/S) multiple currently sits a tad above 11, only \u2013 materially below several other AI stocks, including Nvidia, that is going for about 34 at the time of writing.<\/p>\n

Should you buy Marvell shares on the post-earnings plunge?<\/h2>\n

In conclusion, MRVL shares remain worth buying on post-earnings weakness as the chipmaker\u2019s long-term AI narrative remains intact, buoyed by custom chips deals, next-gen product momentum and a compelling valuation.<\/p>\n

With cyclical recovery underway and potential macro tailwinds, MRVL may offer patient investors a rare entry point into a high-growth semiconductor story.<\/p>\n

That\u2019s why the consensus rating on Marvell stock also currently sits at \u201cbuy\u201d with the mean target of about $87, indicating potential upside of 45% from here.<\/p>\n

The post JPM says ignore earnings noise and buy Marvell stock like there’s no tomorrow<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

In a world where investors are used to seeing AI firms report exciting growth in data centre revenue \u2013 Marvell Technology Inc (NASDAQ: MRVL) came in shy of expectations on that front in Q2. Naturally, investors bailed on MRVL shares today, making it close down nearly 20%. Still, a senior JPMorgan analyst argues the post-earnings <\/p>\n","protected":false},"author":1,"featured_media":43029,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":{"0":"post-43028","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-investing"},"_links":{"self":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/43028","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/comments?post=43028"}],"version-history":[{"count":0,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/43028\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media\/43029"}],"wp:attachment":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media?parent=43028"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/categories?post=43028"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/tags?post=43028"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}