Stifel Highlights Marvell Technology (MRVL) Collaboration with Mojo Vision on Optical Interconnects

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the 10 Fastest Growing Edge Computing Stocks to Buy Now. On March 12, 2026, Stifel analyst Tore Svanberg highlighted Marvell Technology, Inc. (NASDAQ:MRVL) following its collaboration with Mojo Vision to support the commercialization of micro-LED optical interconnects. The partnership builds on Marvell’s participation in Mojo Vision’s $75M Series B Prime funding round in September 2025 and includes joint development of next-generation interconnect technologies across multiple hardware cycles. Stifel noted the technology has been in development for over a year and is expected to support a range of networking architectures, with initial focus likely on scale-up applications, while also pointing to potential synergies with Marvell’s Celestial AI acquisition and silicon photonics roadmap. The firm maintains a Buy rating on the shares.

On March 12, 2026, Marvell and Mojo Vision formally announced the long-term collaboration aimed at developing a new class of optical interconnect solutions to support AI-driven data center infrastructure.

Battery energy storage solutions. Photo from Fluence Energy website

On March 6, 2026, Craig-Hallum analyst Christian Schwab raised the price target on Marvell to $164 from $141 and maintained a Buy rating following strong Q4 results and an increased multi-year outlook. The firm said data center revenue is now expected to grow 40% year over year in FY27 and 50% in FY28, driven by strength across interconnect, custom compute, and switching.

Marvell Technology, Inc. (NASDAQ:MRVL) provides semiconductor solutions focused on data infrastructure across cloud, networking, and edge applications.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.

Disclosure: None.  Follow Insider Monkey on Google News.