11 AI Stocks Analysts Are Watching Closely

9. Marvell Technology, Inc. (NASDAQ:MRVL)

Number of Hedge Fund Holders: 77

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the 11 AI Stocks Analysts Are Watching Closely.  On December 10, Stifel reiterated its Buy rating on the stock with a price target of $114.00. The rating affirmation underscores the firm’s positive stance on MRVL, supported by its comprehensive data-center interconnect capabilities.

Analysts at Stifel highlighted Marvell’s unique end-to-end connectivity stack spanning every layer of data-center interconnect technology.

The company’s portfolio includes “VSR electrical links for chip-to-chip and board-level communication; scale-up technologies such as AECs, custom fabrics, and emerging photonic interconnects that tightly couple GPUs and XPUs within a rack; scale-out optical PAM4 DSP platforms (800G–1.6T) that connect racks and clusters across the data hall; scale-across coherent-lite solutions that link buildings within expanding AI campuses; and DCI coherent/ZR pluggables for multi-site and metro AI data-center connectivity.”

All of these offerings make Marvell one of the only vendors with a truly comprehensive connectivity stack.

“Together, this positions Marvell as one of the only vendors offering a comprehensive, vertically integrated connectivity stack for the full architecture of modern AI systems.”

Marvell Technology, Inc. (NASDAQ:MRVL) engages in the development and production of semiconductors, focusing heavily on data centers.