12 Stocks to Buy with Exponential Growth in 2025

5. Marvell Technology, Inc. (NASDAQ:MRVL)

Average Upside Potential: ~67.3%

Number of Hedge Fund Holders: 105

Marvell Technology, Inc. (NASDAQ:MRVL) offers data infrastructure semiconductor solutions, spanning across data center core to network edge. Data center and AI sales are the company’s primary drivers, and they continue to become the dominant piece of its business, says Morningstar. As per the firm, Marvell Technology, Inc. (NASDAQ:MRVL) remains well-placed to capture market share and witness rapid long-term growth throughout both custom AI accelerators and data center optical networking. Morningstar’s long-term thesis for robust growth and organic share gains in custom accelerators and AI networking infrastructure remains intact. The firm has a fair value estimate of $90 per share for the company’s stock.

Morningstar also expects a 24% sales growth for Marvell Technology, Inc. (NASDAQ:MRVL) over the upcoming 5 years, mainly from organic share gains as it flexes its portfolio for higher applications in data centers as well as AI. While it expects that the company will take organic share throughout most of its end markets, its largest win rate is expected to come in the data center. Overall, Marvell Technology, Inc. (NASDAQ:MRVL)’s broader portfolio of switches, processors, and optical chips provides it with significant opportunities for cross-selling and share gains.

Columbia Threadneedle Investments, an investment management company, released its Q4 2024 investor letter. Here is what the fund said:

“The portfolio’s holdings in semiconductor and semiconductor equipment companies such as Broadcom and Marvell Technology, Inc. (NASDAQ:MRVL) contributed to performance relative to the fund’s benchmark. Broadcom and Marvell were two overweight positions for the portfolio compared to the benchmark and both company’s stock prices moved higher during the fourth quarter. Marvell Technology is a semiconductor chip manufacturer that primarily focuses on developing and producing technology for data infrastructure. During the fourth quarter, Marvell announced an expansion of its existing relationship with Amazon Web Services (AWS), which includes collaboration across multiple AWS products and the use of AWS’ cloud infrastructure.”