Is Marvell Technology (MRVL) Stock a Buy Before Q2 Earnings Drop? AI Analyst Breaks It Down

Marvell's Q2 earnings are dropping—and everyone's watching whether this chip play can ride the AI wave or gets wiped out.

The AI Angle

Analysts are zeroing in on Marvell's exposure to artificial intelligence and data centers. If guidance hints at stronger AI-driven demand, the stock could pop. Miss expectations, and it's a classic 'buy the rumor, sell the news' setup.

Timing the Trade

Earnings season is like a casino—everyone thinks they've got a system. One AI model weighs in with predictions, but let's be real: most analysts are just guessing with better charts.

Final Take

Marvell remains a key player in the semiconductor space—especially with AI infrastructure spending still hot. But tread carefully. In the world of tech stocks, sometimes the only thing predictable is the volatility.

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For context, TipRanks’ A.I. Stock Analysis delivers automated, data-driven evaluations of stocks based on key performance metrics, giving investors a clear and concise snapshot of a stock’s potential.

AI Analyst Has a Cautious Stance on MRVL Stock

According to TipRanks A.I. Stock Analysis, Marvell Technology earns a score of 66 out of 100. The A.I. analysis highlights positive insights from the earnings call and the company’s focus on AI and customer chips.

Specifically, Marvell ended Fiscal 2025 with its AI revenue significantly exceeding the $1.5 billion target set in April 2024. Management anticipates that it will “very significantly” surpass the $2.5 billion goal for Fiscal 2026.  

The A.I. analysis also noted that Marvell stands to gain from the demand for its products amid rapid data center market expansion.

However, these favorable aspects are offset by short-term bearish momentum indicated by technical analysis and valuation concerns. Also, supply chain headwinds could weigh on MRVL’s performance.

Is MRVL Stock a Strong Buy?

Despite Optimism about AI-led demand, Marvell stock is down about 36% year-to-date due to tariff-related uncertainties and the impact of U.S.-China trade tensions.

Wall Street expects Marvell to report earnings per share (EPS) of $0.67 for Q2 FY26, reflecting a 123% year-over-year growth. Furthermore, analysts estimate a 58% jump in revenue to $2.01 billion.

Overall, Wall Street has a Strong Buy consensus rating on Marvell Technology stock based on 26 Buys and eight Holds. The average MRVL stock price target of $90.63 indicates 27.3% upside potential from current levels.