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What Analysts Are Saying About Marvell (MRVL)

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the 15 Best Aggressive Growth Stocks to Buy Right Now. On October 31, JPMorgan reaffirmed its Buy rating on Marvell Technology, Inc. (NASDAQ:MRVL) with a $120 price target. This update comes before the company’s Q3 fiscal year 2026 results, which the company plans to release on December 2.

However, previously, on October 20, Barclays downgraded Marvell Technology, Inc. (NASDAQ:MRVL) from Overweight to Equalweight and kept its price target of $80. The research firm is concerned that Marvell Technology, Inc. (NASDAQ:MRVL) might not be able to achieve its data center targets for next year, even when the company has a strong intellectual property portfolio and is well-positioned in AI infrastructure development.

Marvell Technology, Inc. (NASDAQ:MRVL) is aiming to grow its share of the data center market from 13% of a $33 billion total addressable market in calendar year 2024 to 20% of a $94 billion total addressable market in calendar year 2028.

Despite the company’s plans, Barclays described Marvell Technology, Inc. (NASDAQ:MRVL) as “one of the biggest battleground stocks” in its coverage. The research firm noted that the future of the company is uncertain compared to other AI companies.

Looking beyond 2026, Barclays mentioned concerns about competition. The firm noted that the “lion’s share of AI XPU” appears to be going to Broadcom Inc. (NASDAQ:AVGO). Barclays also noted that Marvell Technology, Inc. (NASDAQ:MRVL) could lose market share in its core optical business.

Marvell Technology, Inc. (NASDAQ:MRVL) is an American company that develops and produces semiconductors and related technology for various applications, including AI, data centers, compute, networking, and storage infrastructure.

While we acknowledge the potential of MRVL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than MRVL and that has a 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 12 Best American Penny Stocks to Buy Right Now and 12 Best Performing Stocks in the Last 3 Months.

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

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

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What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

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