Marvell Technology Inc

MRVL: XNAS (USA)

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Marvell: Shares Pop With Increased Confidence in Our Custom Chip Share Retention Thesis

William Kerwin

Jul 30, 2025

Marvell stock rose 8% intraday on July 30 after a competing research firm published a note with bullish estimates for Microsoft's Maia300 chip, which Marvell is reported to be designing. The note forecasts 300,000 units in the fourth quarter of calendar 2026 and over 1 million units in 2027.

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Marvell Technology Inc

Marvell: Shares Pop With Increased Confidence in Our Custom Chip Share Retention Thesis

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