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Marvell will be 'in the same camp' as AMD, Nvidia after 'one of the best' semiconductor earnings calls

Stock jumps more than 17%, its best day since 2008, as analysts describe chip maker's earnings as 'w

Marvell will be 'in the same camp' as AMD, Nvidia after 'one of the best' semiconductor earnings calls

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The stock posted its largest single-day percentage gain since Dec. 3, 2008, when it rose 20.4%.</p>\n<p>Chief Financial Officer Jean Hu said on the earnings call late Thursday that she expects \"continued strong demand across our end markets and improvement in supply to drive our top line revenue growth above 30% in fiscal 2023.\" That projection generated enthusiasm, as did Marvell's January-quarter revenue forecast that implied upwards of 60% growth.</p>\n<p>The company's earnings call could have been \"one of the best (if not the best) semi conf[erence] calls I have listened to in quite some time,\" wrote Mizuho desk-based analyst Jordan Klein in a note affiliated with Mizuho's sales operations and not its research team. \"In fact, it was a GAME-CHANGER for investors and in my view squarely positions Marvell as a best-in-class GROWTH SEMI into CY22,\" he continued.</p>\n<p>Marvell \"will be in the same camp now\" as Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> and Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, he argued, amid the company's cheery growth projections and likely expectations among the bull camp for $4 a share in annual earnings power within a few years. The company has a \"clear line of sight given a backlog full of design wins that has basically locked in that growth rate\" on the revenue line, he said in his note.</p>\n<p>The current FactSet EPS consensus is $1.54 for the current fiscal year, and is $2.20 for next year.</p>\n<p>Klein wasn't alone in likening Marvell to a red-hot chip stock. \"Marvell just pulled an 'Nvidia' on the Street last night, with an unambiguous beat and raise and taking FY23 sales growth to over 30%,\" Rosenblatt Securities analyst Hans Mosesmann wrote.</p>\n<p>Marvell's report sparked at least one upgrade from a research analyst: Cowen &amp; Co.'s Karl Ackerman, who lifted his rating on Marvell's stock to outperform from market perform.</p>\n<p>\"It's hard to argue this was anything but a watershed quarter with a triad of better results, better guidance, and an expanding design pipeline that anchors a new F23 guide,\" Ackerman wrote.</p>\n<p>Ackerman cheered Marvell's recent evolution, anchored by \"portfolio-optimization\" progress that has made the company increasingly competitive, in his view.</p>\n<p>\"Marvell has transformed itself from being a fast-follower to a market leader of providing semi-custom, integrated ICs on leading-edge silicon that address bandwidth friction existing in today's networks,\" he wrote, while increasing his price target to $100 from $60.</p>\n<p>The report served as validation for those who had already taken bullish views on the stock and are now bringing their expectations higher. \"Taking a step back, we have been highlighting Marvell as one of the best growth stories in semis, and to this end they are clearly not disappointing,\" Evercore ISI analyst C.J. Muse wrote.</p>\n<p>Muse now sees \"a clear path to a $3.25+ earnings stretch goal in FY24,\" whereas the consensus was for $2.43 a share, he said. \"Looking out further, we believe that the $4.00 bogey we have been discussing by CY25 is now likely conservative -- with earnings likely tracking closer to $4.25+ when all is said and done (at a minimum),\" Muse continued, while boosting his price target to $105 from $72 and keeping an outperform rating.</p>\n<p>Marvell shares have rocketed 75% so far this year, while Nvidia shares have soared 134%, AMD's stock has rallied 56% and the S&amp;P 500 has risen 20%.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Marvell will be 'in the same camp' as AMD, Nvidia after 'one of the best' semiconductor earnings calls</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMarvell will be 'in the same camp' as AMD, Nvidia after 'one of the best' semiconductor earnings calls\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-12-04 09:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Stock jumps more than 17%, its best day since 2008, as analysts describe chip maker's earnings as 'watershed quarter'</p>\n<p>Shares of Marvell Technology Inc. experienced their best trading day in 13 years after an earnings report that led analysts to predict the chip maker's ascension into the top tier of hot semiconductor stocks.</p>\n<p>Marvell shares <a href=\"https://laohu8.com/S/MRVL\">$(MRVL)$</a> increased 17.7% Friday following the company's fiscal third-quarter earnings report, which saw Marvell top expectations for its latest quarter, issue an upbeat forecast for the current period, and offer encouraging longer-term commentary. The stock posted its largest single-day percentage gain since Dec. 3, 2008, when it rose 20.4%.</p>\n<p>Chief Financial Officer Jean Hu said on the earnings call late Thursday that she expects \"continued strong demand across our end markets and improvement in supply to drive our top line revenue growth above 30% in fiscal 2023.\" That projection generated enthusiasm, as did Marvell's January-quarter revenue forecast that implied upwards of 60% growth.</p>\n<p>The company's earnings call could have been \"one of the best (if not the best) semi conf[erence] calls I have listened to in quite some time,\" wrote Mizuho desk-based analyst Jordan Klein in a note affiliated with Mizuho's sales operations and not its research team. \"In fact, it was a GAME-CHANGER for investors and in my view squarely positions Marvell as a best-in-class GROWTH SEMI into CY22,\" he continued.</p>\n<p>Marvell \"will be in the same camp now\" as Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> and Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, he argued, amid the company's cheery growth projections and likely expectations among the bull camp for $4 a share in annual earnings power within a few years. The company has a \"clear line of sight given a backlog full of design wins that has basically locked in that growth rate\" on the revenue line, he said in his note.</p>\n<p>The current FactSet EPS consensus is $1.54 for the current fiscal year, and is $2.20 for next year.</p>\n<p>Klein wasn't alone in likening Marvell to a red-hot chip stock. \"Marvell just pulled an 'Nvidia' on the Street last night, with an unambiguous beat and raise and taking FY23 sales growth to over 30%,\" Rosenblatt Securities analyst Hans Mosesmann wrote.</p>\n<p>Marvell's report sparked at least one upgrade from a research analyst: Cowen &amp; Co.'s Karl Ackerman, who lifted his rating on Marvell's stock to outperform from market perform.</p>\n<p>\"It's hard to argue this was anything but a watershed quarter with a triad of better results, better guidance, and an expanding design pipeline that anchors a new F23 guide,\" Ackerman wrote.</p>\n<p>Ackerman cheered Marvell's recent evolution, anchored by \"portfolio-optimization\" progress that has made the company increasingly competitive, in his view.</p>\n<p>\"Marvell has transformed itself from being a fast-follower to a market leader of providing semi-custom, integrated ICs on leading-edge silicon that address bandwidth friction existing in today's networks,\" he wrote, while increasing his price target to $100 from $60.</p>\n<p>The report served as validation for those who had already taken bullish views on the stock and are now bringing their expectations higher. \"Taking a step back, we have been highlighting Marvell as one of the best growth stories in semis, and to this end they are clearly not disappointing,\" Evercore ISI analyst C.J. Muse wrote.</p>\n<p>Muse now sees \"a clear path to a $3.25+ earnings stretch goal in FY24,\" whereas the consensus was for $2.43 a share, he said. \"Looking out further, we believe that the $4.00 bogey we have been discussing by CY25 is now likely conservative -- with earnings likely tracking closer to $4.25+ when all is said and done (at a minimum),\" Muse continued, while boosting his price target to $105 from $72 and keeping an outperform rating.</p>\n<p>Marvell shares have rocketed 75% so far this year, while Nvidia shares have soared 134%, AMD's stock has rallied 56% and the S&amp;P 500 has risen 20%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRVL":"迈威尔科技","NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188787815","content_text":"Stock jumps more than 17%, its best day since 2008, as analysts describe chip maker's earnings as 'watershed quarter'\nShares of Marvell Technology Inc. experienced their best trading day in 13 years after an earnings report that led analysts to predict the chip maker's ascension into the top tier of hot semiconductor stocks.\nMarvell shares $(MRVL)$ increased 17.7% Friday following the company's fiscal third-quarter earnings report, which saw Marvell top expectations for its latest quarter, issue an upbeat forecast for the current period, and offer encouraging longer-term commentary. The stock posted its largest single-day percentage gain since Dec. 3, 2008, when it rose 20.4%.\nChief Financial Officer Jean Hu said on the earnings call late Thursday that she expects \"continued strong demand across our end markets and improvement in supply to drive our top line revenue growth above 30% in fiscal 2023.\" That projection generated enthusiasm, as did Marvell's January-quarter revenue forecast that implied upwards of 60% growth.\nThe company's earnings call could have been \"one of the best (if not the best) semi conf[erence] calls I have listened to in quite some time,\" wrote Mizuho desk-based analyst Jordan Klein in a note affiliated with Mizuho's sales operations and not its research team. \"In fact, it was a GAME-CHANGER for investors and in my view squarely positions Marvell as a best-in-class GROWTH SEMI into CY22,\" he continued.\nMarvell \"will be in the same camp now\" as Advanced Micro Devices Inc. $(AMD)$ and Nvidia Corp. $(NVDA)$, he argued, amid the company's cheery growth projections and likely expectations among the bull camp for $4 a share in annual earnings power within a few years. The company has a \"clear line of sight given a backlog full of design wins that has basically locked in that growth rate\" on the revenue line, he said in his note.\nThe current FactSet EPS consensus is $1.54 for the current fiscal year, and is $2.20 for next year.\nKlein wasn't alone in likening Marvell to a red-hot chip stock. \"Marvell just pulled an 'Nvidia' on the Street last night, with an unambiguous beat and raise and taking FY23 sales growth to over 30%,\" Rosenblatt Securities analyst Hans Mosesmann wrote.\nMarvell's report sparked at least one upgrade from a research analyst: Cowen & Co.'s Karl Ackerman, who lifted his rating on Marvell's stock to outperform from market perform.\n\"It's hard to argue this was anything but a watershed quarter with a triad of better results, better guidance, and an expanding design pipeline that anchors a new F23 guide,\" Ackerman wrote.\nAckerman cheered Marvell's recent evolution, anchored by \"portfolio-optimization\" progress that has made the company increasingly competitive, in his view.\n\"Marvell has transformed itself from being a fast-follower to a market leader of providing semi-custom, integrated ICs on leading-edge silicon that address bandwidth friction existing in today's networks,\" he wrote, while increasing his price target to $100 from $60.\nThe report served as validation for those who had already taken bullish views on the stock and are now bringing their expectations higher. \"Taking a step back, we have been highlighting Marvell as one of the best growth stories in semis, and to this end they are clearly not disappointing,\" Evercore ISI analyst C.J. Muse wrote.\nMuse now sees \"a clear path to a $3.25+ earnings stretch goal in FY24,\" whereas the consensus was for $2.43 a share, he said. \"Looking out further, we believe that the $4.00 bogey we have been discussing by CY25 is now likely conservative -- with earnings likely tracking closer to $4.25+ when all is said and done (at a minimum),\" Muse continued, while boosting his price target to $105 from $72 and keeping an outperform rating.\nMarvell shares have rocketed 75% so far this year, while Nvidia shares have soared 134%, AMD's stock has rallied 56% and the S&P 500 has risen 20%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":963,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":7,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}

Marvell will be 'in the same camp' as AMD, Nvidia after 'one of the best' semiconductor earnings calls

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