Marvell Stock Fell 58% From Its Record. History Says What Followed Its Last 4 Drops This Deep. | …

Explore the latest developments concerning Marvell Stock Fell.

Marvell Stock Fell 58% From Its Record. History Says What Followed Its Last 4 Drops This Deep.

Marvell Technology (NASDAQ:MRVL) stock had a terrible start to November. On Nov. 2, shares dropped around 13% as the chip designer agreed to buy optical parts maker Lumentum Holdings in an all-stock deal.

The slide went on after the Nov. 3 elections sparked worries that new state limits might slow the building of artificial intelligence (AI) data centers. On Nov. 5 alone, the stock lost 16%.

Missed AI's "Act 1"? Act 2 Could Be 16x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »

Marvell's Growth Story Meets Two Tests: Citi's Caution and a Shrinking Lumentum Price Tag

Marvell Technology has spent the past week telling investors two very different stories. One is a growth narrative built on hard numbers: roughly $3.15 billion in expected revenue for the third quarter of fiscal 2027, a jump of about 52% year over year. The other is a deal mechanic that cuts the other way — an all-stock takeover whose paper value for Lumentum shareholders has been eroding along with Marvell's own share price.

Citi added a third element on Monday, tactically downgrading global and U.S. technology stocks to Neutral and warning of further turbulence. For Marvell, that raises the bar on valuation: strong operating figures can still persuade, provided demand for data-center infrastructure holds up even as investment decisions grow more guarded.

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