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Dec 1, 2025 4:00 PM

Analysts Predict Marvell Earnings Beat Supported By AI, Datacenter Demand

Marvell Technology, Inc. (NASDAQ:MRVL) shares are trading higher on Monday after the company announced an update from Microsoft CorpĀ (NASDAQ:MSFT).

Microsoft expanded the use of Marvell LiquidSecurity hardware security modules in Europe. Meanwhile, Marvell is gearing up to release earnings on Tuesday.

JPMorgan analyst Harlan Sur reiterated the Overweight rating and expects October-quarter results to meet or slightly exceed JPM/consensus estimates.

Also Read: Struggling Marvell Turns To India Expansion As AI Demand Soars And Buyout Buzz Swirls

He projects headline January-quarter guidance (fourth-quarter FY26) likely above consensus. Sur ...