Redburn Atlantic launches coverage on chip stocks: AVGO, ANET new Buys

Barclays Reiterates Overweight Rating on Marvell (MRVL)

May 30, 2025 4:56 AM EDT

Barclays analyst Tom O\'Malley reiterated an Overweight rating and $80.00 price target on Marvell (NASDAQ: MRVL).

The analyst comments "Finally said the magic word of "3nm" with AMZN and noted securing wafer capacity this quarter but left the door open for... More

BofA Securities on Marvell (MRVL): 'Pipeline affirmed, higher confidence in CY26 growth, maintain est./PO'

May 30, 2025 4:55 AM EDT

BofA Securities analyst Vivek Arya reiterated a Buy rating and $72.00 price target on Marvell (NASDAQ: MRVL)

The analyst comments "Inline quarter, outlook and limited change to our estimates. However, key was MRVLs affirmation of: 1) participation in 3nm Amazon custom-chip... More

Marvell (MRVL) PT Lowered to $90 at Wolfe Research

May 30, 2025 4:45 AM EDT

Wolfe Research analyst Chris Caso lowered the price target on Marvell (NASDAQ: MRVL) to $90.00 (from $115.00) while maintaining a Outperform rating.

The analyst comments "Maintain Outperform rating; reducing price target to $90. Our $90 price target is based on ~24x our FY27 EPS estimate of $3.74,... More

Marvell (MRVL) PT Lowered to $133 at Evercore ISI, 'we are buyers'

May 30, 2025 4:22 AM EDT

Evercore ISI analyst Mark Lipacis lowered the price target on Marvell (NASDAQ: MRVL) to $133.00 (from $135.00) while maintaining a Outperform rating.

The analyst comments "We are buyers of MRVL following its Beat and Raise AprQ print. The company reiterated its multi-generational programs... More

Marvell (MRVL) PT Raised to $73 at Morgan Stanley

May 30, 2025 4:04 AM EDT

Morgan Stanley analyst Joseph Moore raised the price target on Marvell (NASDAQ: MRVL) to $73.00 (from $70.00) while maintaining a Equalweight rating.

The analyst comments "Thoughts on the stock: This has been an expectations miss ytd, including to some degree this quarter, but the... More

Citi on Arista Networks (ANET): 'Buyers of Weakness; Ethernet TAM is Growing'

May 29, 2025 4:44 PM EDT

Citi analyst Atif Malik reiterated a Buy rating and $112.00 price target on Arista Networks (NYSE: ANET)

The analyst comments "With the release of Q1 results last night, NVDA commented that its Spectrum-X sales had reached an $8B annual run rate and that... More

New Street Sees Arista Networks (ANET) Benefiting from NVDA Share Loss in AI Networking

May 29, 2025 8:33 AM EDT

New Street Sees Arista Networks (NYSE: ANET) Benefiting from NVDA Share Loss in AI Networking.

"Nvidia gains share in AI Ethernet, but loses share in AI networking, benefiting Arista"Previously: Redburn Atlantic launches coverage on chip stocks: AVGO, ANET new Buys... More

Citi Reiterates Buy Rating on Marvell (MRVL)

May 28, 2025 9:06 AM EDT

Citi analyst Atif Malik reiterated a Buy rating and $96.00 price target on Marvell (NASDAQ: MRVL).

The analyst comments "MRVL reports Apr-Q earnings on 5/29 after market close. We model in-line Apr-Q/Jul-Q with upside risk from enterprise networking based on peer commentary... More