We recently published a list of Jim Cramer’s Latest Stock Moves: Top 10 Calls. In this article, we are going to take a look at where Marvell Technology, Inc. (NASDAQ:MRVL) stands against other stocks that Jim Cramer discusses.
Jim Cramer in a recent program on CNBC expressed his frustration over the recent market selloff following tariff uncertainties. Cramer said non-US markets are performing well and had something to say to President Donald Trump.
“Remember, this whole situation is manufactured by the Walmart White House because almost every other market around the globe is crushing ours. They’re all doing better than we are. I don’t know who’s advising the president. I know what he is doing is important work, and I am no free trader. I am not even a fair trader. I’m a tariff guy. But I think you can kill more flies with honey right now, and certainly more than nuclear weapons.
Now, the president can roll him back if he wants to, but he generally believes his tariffs are the right thing to do, which is why they’ll probably keep coming with no finesse whatsoever — just brute force. Which I have to tell you, and including you, Mr. President, there are other ways and better ways to get things done.”
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For this article, we picked 10 stocks Cramer recently discussed during his program on CNBC. With each company we have mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
An assembly line in a semiconductor factory, with workers at their stations.
Marvell Technology Inc (NASDAQ:MRVL)
Number of Hedge Funds Investors: 70
Jim Cramer said the following about Marvell Technology, Inc. (NASDAQ:MRVL) during a program on CNBC.
“I’d like to highlight Marvell Technologies, MRVL. They did have a great quarter. They do have a good relationship with Amazon which includes I mean investment and the stock has gone it’s very interesting this company right here. They had no AI they had less than 200 million AI right now this is right here okay now they have 1.5 billion in AI and it is below where they had 200 million now you tell me on what construct that can be right I don’t see it.”
The company reported a 78% year-over-year increase in data center revenue for Q4, with AI contributing over 50%, and forecasts a 77.3% growth for Q1 FY2026. AI-related revenue significantly exceeded expectations, totaling $2.5 billion in FY2025, and is expected to grow further in FY2026. Marvell’s margins remain resilient, and non-GAAP EPS is projected to grow by 158% YoY in Q1 FY2026.
Marvell Tech Inc (NASDAQ:MRVL) is rapidly positioning itself as an AI-first company. Marvell has a five-year agreement with Amazon (AMZN) AWS, helping Amazon design its Trainium and Inferentia ASICs, and providing a range of optical interconnect products. Marvell Tech Inc (NASDAQ:MRVL) is now focusing on the AI opportunity, as evidenced by the recent restructuring charges, and is progressing through the design phase of its 2nm platform.
Artisan Mid Cap Fund stated the following regarding Marvell Technology, Inc. (NASDAQ:MRVL) in its Q4 2024 investor letter:
“Among our top Q4 contributors were Atlassian, Spotify and Marvell Technology, Inc. (NASDAQ:MRVL). Marvell Technology is a semiconductor company offering networking, secure data processing and storage solutions to customers worldwide. We believe Marvell has among the broadest range of intellectual property in technological areas (e.g., high-bandwidth data switching and storage applications) that position it well for the growing requirements of data centers, wireless networks and autos. The company delivered strong earnings results, driven by the company’s product lines (e.g., custom silicon, optical connectivity and switching) leveraged to AI data center growth. We believe this could be a significant opportunity for the company as it helps design and manufacture cost-effective custom data center chips that would help reduce cloud providers’ reliance on expensive GPUs. Furthermore, like many other semiconductor companies, a portion of its business may bepoised for a cyclical recovery after the industry’s recent inventory correction.”
Overall, MRVL ranks 2nd on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of MRVL, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than MRVL but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.