Marvell’s (MRVL) Stock Pops After Q3 Earnings – Time to Buy?

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While growth was guided above Wall Street estimates, Marvell’s stock continues to be under pressure as supply chain chatter and Wall Street research point to continuing struggles in the company’s XPU efforts with major customers like Amazon and Microsoft.The company’s growth prospects are supported by its work in custom accelerators, interconnects, and strategic acquisitions like Celestial AI, which strengthen its technical capabilities.While potential risks exist from losing major customers such as Microsoft (NASDAQ: MSFT), Marvell’s broader opportunities and improving management narrative suggest long-term potential.If you’re thinking about retiring or know someone who is, there are three quick questions causing many Americans to realize they can retire earlier than expected. take 5 minutes to learn more herehttps://youtu.be/i_Llg_fyTZMMarvell Technology (NASDAQ: MRVL) recently got just the pop that AI investors have been waiting for. Despite it still lagging behind peers like Intel (NASDAQ: INTC) and Broadcom (NASDAQ: AVGO), the company delivered guidance that exceeded Wall Street expectations, causing a notable post-earnings stock surge. During a recent episode of The AI Investor Podcast, Eric Bleeker and Austin Smith examined Marvell’s role in custom accelerators, interconnects, and strategic acquisitions, which provide exposure to high-growth sectors like AI and data infrastructure. The 24/7 Wall St. Analysts discussed Marvell’s acquisition of Celestial AI and cite it as a strategic move to strengthen its technical capabilities.“It’s deeply technical, but the people I respect most in this space think it’s a brilliant acquisition,” Bleeker said.Concerns do still remain about potential loss of major XPU projects from major customers such as Microsoft (NASDAQ: MSFT), but the company’s broader interconnect opportunities are expected to mitigate risks. Overall, Marvell is seen as improving its narrative and execution, signaling a potential turnaround in investor perception.If the video embed isn't working, you can access the full video at the following URL: https://247wallst.com/investing/2025/12/14/marvells-mrvl-stock-pops-after-q3-earnings-time-to-buyIf you're looking for AI stocks that could have major catalysts in 2026, make sure to check out The AI Investor Podcast. It's free to subscribe in your favorite podcast player and every episode we give updates and recommendations in a $500,000 portfolio filled with our top AI stock ideas.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,816.51 -10.90 (-0.16%)Dow 3048,416.56 -41.49 (-0.09%)Nasdaq23,057.41 -137.76 (-0.59%)Russell 20002,530.67 -20.79 (-0.81%)VIX16.50 +0.76 (+4.83%)Gold4,334.30 -0.90 (-0.02%)Trending tickersBTC-USD Bitcoin USD 86,264.21 -2,176.11 (-2.46%)NOW ServiceNow, Inc. 765.20 -99.86 (-11.54%)F Ford Motor Company 13.65 -0.11 (-0.80%)IRBT iRobot Corporation 1.1800 -3.1400 (-72.69%)AMCI AMC Robotics Corporation 7.27 +4.56 (+168.27%)PortfolioSign in to access your portfolioSign inTop gainersIMNM Immunome, Inc. 22.64 +3.07 (+15.69%)EVCM EverCommerce Inc. 13.36 +1.28 (+10.60%)ZIM ZIM Integrated Shipping Services Ltd. 20.40 +1.64 (+8.74%)OLMA Olema Pharmaceuticals, Inc. 35.83 +2.78 (+8.41%)AEO American Eagle Outfitters, Inc. 27.01 +1.55 (+6.09%)Top losersRNW ReNew Energy Global Plc 5.50 -2.05 (-27.15%)APLD Applied Digital Corporation 22.98 -4.88 (-17.52%)CLSK CleanSpark, Inc. 11.92 -2.11 (-15.07%)FRMI Fermi Inc. 8.59 -1.50 (-14.87%)HUT Hut 8 Corp. 35.44 -5.87 (-14.21%)Most activeNVDA NVIDIA Corporation 176.29 +1.27 (+0.73%)BBAI BigBear.ai Holdings, Inc. 5.97 -0.41 (-6.43%)TSLA Tesla, Inc. 475.31 +16.35 (+3.56%)ONDS Ondas Holdings Inc. 7.69 -1.06 (-12.11%)PLUG Plug Power Inc. 2.2200 -0.1000 (-4.31%)Top economic eventsEarnings eventsMy earnings eventsEarnings events