Marvell Technology (MRVL) Shares Rebounded in Q2

Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy underperformed its benchmark, the Russell Midcap® Growth Index, in the second quarter of 2025, which increased 18%. High tariff levels announced on Liberation Day triggered a sudden spike in the Volatility Index (VIX). However, fear quickly gave way to strong gains as tariffs were partially rolled back, and corporate first-quarter earnings showed resilience. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second-quarter 2025 investor letter, Brown Advisory Mid-Cap Growth Strategy highlighted stocks such as Marvell Technology, Inc. (NASDAQ:MRVL). Marvell Technology, Inc. (NASDAQ:MRVL) provides semiconductor solutions for data infrastructure. The one-month return of Marvell Technology, Inc. (NASDAQ:MRVL) was -15.18%, and its shares lost 7.82% of their value over the last 52 weeks. On September 08, 2025, Marvell Technology, Inc. (NASDAQ:MRVL) stock closed at $66.00 per share, with a market capitalization of $56.899 billion.

Brown Advisory Mid-Cap Growth Strategy stated the following regarding Marvell Technology, Inc. (NASDAQ:MRVL) in its second quarter 2025 investor letter:

“Marvell Technology, Inc. (NASDAQ:MRVL) shares rebounded from weak first quarter performance as investor confidence returned, fueled by the resilience and near-term acceleration of the AI infrastructure build. The company also hosted an AI-focused investor event, showcasing products, key design wins, and a stronger market outlook to support its long-term growth story.”

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

Marvell Technology, Inc. (NASDAQ:MRVL) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 76 hedge fund portfolios held Marvell Technology, Inc. (NASDAQ:MRVL) at the end of the second quarter, which was 73 in the previous quarter. Marvell Technology, Inc. (NASDAQ:MRVL) reported record revenue of $2.006 billion in the fiscal second quarter of 2026, reflecting a 6% sequential increase and strong 58% year-over-year growth. While we acknowledge the risk and potential Marvell Technology, Inc. (NASDAQ:MRVL) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Marvell Technology, Inc. (NASDAQ:MRVL) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Marvell Technology, Inc. (NASDAQ:MRVL) and shared the list of AI stocks investors are watching closely. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.