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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.

While we acknowledge the risk and potential of 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 MRVL and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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

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