[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-marvell-stock-is-bouncing-back-from-a-near-9-drop-its-coo-says-it-has-all-the-demand-and-the-supply-to-hit-20-billion-in-revenue-next-year-ES":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":187,"relatedPosts":193,"suggestedPosts":270},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":167,"editor":173,"categories":178,"relatedPosts":184,"seo":185},146017,"Las acciones de Marvell se están recuperando tras una caída de casi el 9%. Su COO dice que tiene \"toda la demanda y la oferta\" para alcanzar $20 mil millones en ingresos el próximo año.","2026-10-26T20:45:00","2026-10-26T20:40:17","\u003Cp>Marvell cerró por debajo del precio objetivo más bajo de los 43 de Wall Street después de que los gastos en IA y las preocupaciones sobre la oferta afectaron a las acciones de semiconductores. Su COO afirma que el suministro para un año de $20 mil millones está reservado. El flujo de caja libre, que ha estado por debajo de las estimaciones durante cinco trimestres consecutivos, es la prueba.\u003C\u002Fp>","\u003Ch3 id=\"h-k-ey-stats-for-marvell-stock\" class=\"wp-block-heading\">Estadísticas \u003Cstrong>Clave\u003C\u002Fstrong> para las \u003Cstrong>Acciones de Marvell\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Precio Actual:\u003C\u002Fstrong> $228.51\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Precio Objetivo (Medio):\u003C\u002Fstrong> ~$1,710\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Objetivo del Mercado:\u003C\u002Fstrong> ~$341\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Rentabilidad Total Potencial:\u003C\u002Fstrong> ~650%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>TIR Anualizada:\u003C\u002Fstrong> ~60% \u002F año\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">Ya Disponible: Descubre cuánto potencial alcista podrían tener tus acciones favoritas usando el nuevo Modelo de Valoración de TIKR (Es gratuito)\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\"> >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-happened\" class=\"wp-block-heading\">¿Qué Ocurrió?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Marvell Technology (\u003C\u002Fstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?fid=1&ref=k8i24l&cid=31158&?ref=tikrblog\">\u003Cstrong>MRVL\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong>)\u003C\u002Fstrong> cerró a $228.51 el 23 de octubre de 2026, justo por debajo del más bajo de los 43 objetivos de precio de Wall Street que TIKR sigue. Ese mínimo es $229.95, y la media es $341.44. Un día antes, la acción cayó un 8.70% mientras las acciones de semiconductores se vendían por dos preocupaciones: el gasto en IA tras los resultados de Meta Platforms (META), y una advertencia sobre suministro del fabricante de equipos para semiconductores Lam Research (LRCX).\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El Índice de Semiconductores PHLX cayó un 6.72% ese día, y Advanced Micro Devices (AMD) y Arm Holdings (ARM) cayeron un 8.10% y un 7.28%, por lo que Marvell se movió con el grupo en lugar de por noticias específicas de la empresa.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"633\" height=\"420\" data-public-id=\"images\u002FMRVL-Street-Targets_14603300886\u002FMRVL-Street-Targets_14603300886.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_633,h_420,c_scale\u002Ff_webp,q_auto\u002Fv1793047019\u002Fimages\u002FMRVL-Street-Targets_14603300886\u002FMRVL-Street-Targets_14603300886.webp?_i=AA\" alt=\"\" class=\"wp-post-146017 wp-image-146033\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793047019\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793047019\u002Fimages\u002FMRVL-Street-Targets_14603300886\u002FMRVL-Street-Targets_14603300886.webp?_i=AA 633w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_199,c_scale\u002Ff_webp,q_auto\u002Fv1793047019\u002Fimages\u002FMRVL-Street-Targets_14603300886\u002FMRVL-Street-Targets_14603300886.webp?_i=AA 300w\" sizes=\"auto, (max-width: 633px) 100vw, 633px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Objetivos del Mercado para Marvell \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Ch2 id=\"h-marvell-s-coo-says-the-supply-for-its-20-billion-year-is-reserved\" class=\"wp-block-heading\">\u003Cstrong>\u003Cstrong>El COO de Marvell Dice que el Suministro para su Año de $20 Mil Millones Está Reservado\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">En su Día del Inversor del 6 de octubre, el Presidente y Director de Operaciones Chris Koopmans dijo que Marvell proporciona a sus proveedores clave previsiones a cinco años y, como último paso, realiza \"una inversión de capital para reservar capacidad\". Sobre el año fiscal 2028, que termina en enero de 2028 y que la dirección estima en unos $20 mil millones en ingresos, dijo: \"Tenemos toda la demanda y el suministro que necesito para alcanzar los $20 mil millones el próximo año\". Esa es una afirmación de la dirección, no ingresos contabilizados, aunque el informe anual de Marvell confirma acuerdos de reserva de capacidad con proveedores de fundición y de ensamblaje y prueba que duran de cuatro a 10 años.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El 22 de octubre, Marvell también reemplazó su línea de crédito renovable de $1.5 mil millones, con vencimiento en junio de 2030, por una línea de cinco años y $3 mil millones que puede aumentar en $2 mil millones, según su presentación 8-K. No había préstamos pendientes, y la presentación nombra capital de trabajo y fines corporativos generales como usos.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>El Efectivo Todavía No Se Ha Puesto al Día\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Los datos de TIKR muestran que el \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter\">flujo de caja libre\u003C\u002Fa> de Marvell no alcanzó la estimación de Wall Street en cada uno de los últimos cinco trimestres, mientras que los ingresos la superaron en cuatro. En el segundo trimestre fiscal de 2027, reportado el 27 de agosto, el flujo de caja libre fue de $478.8 millones frente a una estimación de unos $644 millones. El flujo de caja operativo fue de $605.5 millones frente a unos $732 millones esperados, mientras que el gasto de capital de $126.7 millones coincidió con las estimaciones.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"653\" height=\"1118\" data-public-id=\"images\u002FMRVL-Beats-Misses_1460341f500\u002FMRVL-Beats-Misses_1460341f500.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_653,h_1118,c_scale\u002Ff_webp,q_auto\u002Fv1793047031\u002Fimages\u002FMRVL-Beats-Misses_1460341f500\u002FMRVL-Beats-Misses_1460341f500.webp?_i=AA\" alt=\"\" class=\"wp-post-146017 wp-image-146034\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793047031\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793047031\u002Fimages\u002FMRVL-Beats-Misses_1460341f500\u002FMRVL-Beats-Misses_1460341f500.webp?_i=AA 653w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_513,c_scale\u002Ff_webp,q_auto\u002Fv1793047031\u002Fimages\u002FMRVL-Beats-Misses_1460341f500\u002FMRVL-Beats-Misses_1460341f500.webp?_i=AA 300w\" sizes=\"auto, (max-width: 653px) 100vw, 653px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Superaciones y Fallos de Marvell \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El modelo a largo plazo del Vicepresidente Ejecutivo y Director Financiero Dan Durn exige \"un margen de flujo de caja libre superior al 36% con el tiempo\". Los analistas seguidos por TIKR esperan alrededor del 22% para el año fiscal 2027. Los datos de TIKR no muestran cuánto del déficit refleja pagos por capacidad.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>TIKR sigue a 46 analistas sobre Marvell. ¿Cuántos dicen \"Comprar\"?\u003C\u002Fstrong>\u003Cstrong>\u003Cbr>\u003C\u002Fstrong> Ve el desglose completo de las calificaciones Compra, Mantener y Vender sobre Marvell, junto con las estimaciones de ingresos y ganancias de Wall Street, todo en un solo lugar. Más de 500,000 inversores usan TIKR para investigar acciones como esta. \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?fid=1&ref=k8i24l&cid=31158&?ref=tikrblog\">Ver las Calificaciones de los Analistas para Marvell\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-tikr-advanced-model-analysis\" class=\"wp-block-heading\">\u003Cstrong>Análisis del Modelo Avanzado de TIKR\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Precio Actual:\u003C\u002Fstrong> $228.51\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Precio Objetivo (Medio):\u003C\u002Fstrong> ~$1,710\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Rentabilidad Total Potencial:\u003C\u002Fstrong> ~650%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>TIR Anualizada:\u003C\u002Fstrong> ~60% \u002F año\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"4968\" height=\"4084\" data-public-id=\"images\u002FMRVL_valuation_model-2_1460353437a\u002FMRVL_valuation_model-2_1460353437a.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_4968,h_4084,c_scale\u002Ff_webp,q_auto\u002Fv1793047048\u002Fimages\u002FMRVL_valuation_model-2_1460353437a\u002FMRVL_valuation_model-2_1460353437a.webp?_i=AA\" alt=\"\" class=\"wp-post-146017 wp-image-146035\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793047048\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793047048\u002Fimages\u002FMRVL_valuation_model-2_1460353437a\u002FMRVL_valuation_model-2_1460353437a.webp?_i=AA 4968w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_768,h_631,c_scale\u002Ff_webp,q_auto\u002Fv1793047048\u002Fimages\u002FMRVL_valuation_model-2_1460353437a\u002FMRVL_valuation_model-2_1460353437a.webp?_i=AA 768w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1536,h_1263,c_scale\u002Ff_webp,q_auto\u002Fv1793047048\u002Fimages\u002FMRVL_valuation_model-2_1460353437a\u002FMRVL_valuation_model-2_1460353437a.webp?_i=AA 1536w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2048,h_1684,c_scale\u002Ff_webp,q_auto\u002Fv1793047048\u002Fimages\u002FMRVL_valuation_model-2_1460353437a\u002FMRVL_valuation_model-2_1460353437a.webp?_i=AA 2048w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1199,h_986,c_scale\u002Ff_webp,q_auto\u002Fv1793047048\u002Fimages\u002FMRVL_valuation_model-2_1460353437a\u002FMRVL_valuation_model-2_1460353437a.webp?_i=AA 1199w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1399,h_1150,c_scale\u002Ff_webp,q_auto\u002Fv1793047048\u002Fimages\u002FMRVL_valuation_model-2_1460353437a\u002FMRVL_valuation_model-2_1460353437a.webp?_i=AA 1399w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_299,h_246,c_scale\u002Ff_webp,q_auto\u002Fv1793047048\u002Fimages\u002FMRVL_valuation_model-2_1460353437a\u002FMRVL_valuation_model-2_1460353437a.webp?_i=AA 299w\" sizes=\"auto, (max-width: 4968px) 100vw, 4968px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Modelo de Valoración Avanzado para Marvell \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El caso medio del modelo de TIKR apunta a alrededor de $1,710 para el 31 de enero de 2031, aproximadamente un 60% anual desde $228.51. Eso es aproximadamente cinco veces el objetivo medio del mercado, por lo que es un escenario, no un pronóstico. El consenso de TIKR sitúa los ingresos del año fiscal 2028 cerca de $19.7 mil millones, cercanos a los $20 mil millones que Koopmans dice que el suministro cubre.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El plan a largo plazo de la dirección se basa en chips de interconexión y personalizados para la mayor parte de sus ingresos del año fiscal 2031, con un objetivo de margen operativo del 44% al 46%. La acción ya tiene una prima: a unas 40 veces las ganancias de los próximos 12 meses, Marvell cuesta más del doble que Broadcom (AVGO) a unas 19 veces y Nvidia (NVDA) a unas 17 veces.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El riesgo principal es que el efectivo siga rezagado respecto a los ingresos. Si la conversión a efectivo se pone al día, el caso se fortalece; si el crecimiento se ralentiza mientras la capacidad está prepagada, ese múltiplo deja margen para caer.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>El Flujo de Caja Libre Es la Cifra a Seguir\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Marvell tiene previsto aparecer en la Cumbre de Redes de IA en Nueva York los días 28 y 29 de octubre, pero la prueba más importante es su informe del tercer trimestre fiscal, que no había sido programado al 26 de octubre; el del año pasado llegó el 2 de diciembre. Los ingresos frente al punto medio de las previsiones de $3.15 mil millones importan menos que el efectivo. Un sexto fallo consecutivo en el flujo de caja libre indicaría que el gasto en capacidad sigue superando a los ingresos que asegura, mientras que una superación respaldaría a Koopmans.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-marvell-stock-actually-worth\" class=\"wp-block-heading\">\u003Cstrong>Entonces, ¿cuánto vale realmente la acción de Marvell?\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR te permite pronosticar el precio futuro de cualquier acción en menos de un minuto. Solo introduce algunas suposiciones en el modelo de valoración de TIKR y ve cuánto podría valer \u003Cstrong>Marvell\u003C\u002Fstrong>. Comienza desde las estimaciones de consenso de Wall Street, o ajusta los insumos para reflejar tu propia visión del negocio. Es gratuito.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Analiza Marvell en TIKR Gratis →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>Descargo de Responsabilidad:\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>Ten en cuenta que los artículos en TIKR no pretenden servir como consejo de inversión o financiero de TIKR o nuestro equipo de contenido, ni son recomendaciones para comprar o vender acciones. Creamos nuestro contenido basándonos en los datos de inversión de TIKR Terminal y las estimaciones de los analistas. Nuestro análisis podría no incluir noticias recientes de la empresa o actualizaciones importantes. TIKR no tiene posición en ninguna de las acciones mencionadas. ¡Gracias por leer y feliz inversión!\u003C\u002Fem>\u003C\u002Fp>",866,"es","\u002Fblog\u002Fmarvell-stock-is-bouncing-back-from-a-near-9-drop-its-coo-says-it-has-all-the-demand-and-the-supply-to-hit-20-billion-in-revenue-next-year","marvell-stock-is-bouncing-back-from-a-near-9-drop-its-coo-says-it-has-all-the-demand-and-the-supply-to-hit-20-billion-in-revenue-next-year","images\u002F2-20_1460259e80c\u002F2-20_1460259e80c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793046660\u002Fimages\u002F2-20_1460259e80c\u002F2-20_1460259e80c.png?_i=AA",{"altText":165,"imageCredit":166},"Marvell Stock Is Bouncing Back From a Near 9% Drop. Its COO Says It Has “All the Demand and the Supply” to Hit $20 Billion in Revenue Next Year","@crstrbrt from Getty Images via Canva, @HYWARDS from Getty Images via Canva",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"Wiltone Asuncion","wiltonetikr","author","",[],{"name":174,"slug":175,"role":176,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":177},"David Hanson","davidtikr","editor",[],[179],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},"Inversión General","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":165,"metaDesc":186,"opengraphDescription":186,"twitterTitle":165,"twitterDescription":186},"Marvell closed below the lowest of 43 Wall Street price targets after AI spending and supply worries hit chip stocks. Its COO says supply for a $20 billion year is reserved. Free cash flow, which has missed estimates five quarters running, is the test.",{"title":165,"description":186,"twitterTitle":165,"twitterDescription":186,"author":168,"articlePublisher":188,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":189,"twitterData1":190,"ogTitle":165,"ogDescription":186,"ogUrl":160,"ogImage":163,"ogImageWidth":191,"ogImageHeight":192,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"TIKR.com","Tiempo de lectura estimado","7 minutes",1200,630,[194,211,225,240,255],{"id":183,"title":195,"date":196,"excerpt":197,"wordCount":198,"uri":199,"slug":200,"cloudinaryAssetId":201,"featuredImageOriginalUrl":202,"featuredImageMetadata":203,"author":204,"categories":208,"relatedPosts":210},"No es bueno: Google Cloud está \"renunciando a ingresos a corto plazo\" para alimentar a sus investigadores de IA","2026-10-26 20:31:00","Parece que alguien está gestionando las expectativas",1033,"\u002Fblog\u002Fnot-good-google-cloud-is-forgoing-short-term-revenues-to-feed-its-ai-researchers","not-good-google-cloud-is-forgoing-short-term-revenues-to-feed-its-ai-researchers","images\u002FGoogle-Stock_1456319f746\u002FGoogle-Stock_1456319f746","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793024266\u002Fimages\u002FGoogle-Stock_1456319f746\u002FGoogle-Stock_1456319f746.png?_i=AA",{"altText":195},{"name":205,"slug":206,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":207},"Roxanna Maglangit","roxtikr",[],[209],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":212,"date":213,"excerpt":214,"wordCount":215,"uri":216,"slug":217,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":218,"featuredImageMetadata":219,"author":220,"categories":222,"relatedPosts":224},"La OPV de Anthropic \"absorberá una cantidad masiva de dinero\" de las acciones de IA, advierte Cramer","2026-10-26 20:13:04","Solo hay tanto dinero disponible",962,"\u002Fblog\u002Fanthropics-ipo-will-suck-a-massive-amount-of-money-from-ai-stocks-cramer-warns","anthropics-ipo-will-suck-a-massive-amount-of-money-from-ai-stocks-cramer-warns","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F10\u002FAnthropic-1-600x400.png",{"altText":212},{"name":205,"slug":206,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":221},[],[223],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":226,"date":227,"excerpt":228,"wordCount":229,"uri":230,"slug":231,"cloudinaryAssetId":232,"featuredImageOriginalUrl":233,"featuredImageMetadata":234,"author":235,"categories":237,"relatedPosts":239},"Visa Alcanzó un Máximo Histórico a Pesar de la Amenaza de las Tarifas de Transacción. Esto Es lo Que el 27 de Octubre Tiene que Demostrar","2026-10-26 20:05:28","El trimestre es la parte fácil.",868,"\u002Fblog\u002Fvisa-hit-a-record-high-despite-a-swipe-fee-threat-heres-what-october-27-has-to-prove","visa-hit-a-record-high-despite-a-swipe-fee-threat-heres-what-october-27-has-to-prove","images\u002Fthoughtful-woman-card-payment\u002Fthoughtful-woman-card-payment","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793011294\u002Fimages\u002Fthoughtful-woman-card-payment\u002Fthoughtful-woman-card-payment.png?_i=AA",{"altText":226},{"name":205,"slug":206,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":236},[],[238],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":241,"date":242,"excerpt":243,"wordCount":244,"uri":245,"slug":246,"cloudinaryAssetId":247,"featuredImageOriginalUrl":248,"featuredImageMetadata":249,"author":250,"categories":252,"relatedPosts":254},"Robinhood está construyendo 13 negocios a la vez. El informe del 27 de octubre prueba si los márgenes pagan por ello","2026-10-26 19:56:09","El crecimiento de los ingresos es la parte fácil",919,"\u002Fblog\u002Frobinhood-is-building-13-businesses-at-once-the-october-27-report-tests-whether-margins-pay-for-it","robinhood-is-building-13-businesses-at-once-the-october-27-report-tests-whether-margins-pay-for-it","images\u002Fthoughtful-man-bitcoin\u002Fthoughtful-man-bitcoin","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793011641\u002Fimages\u002Fthoughtful-man-bitcoin\u002Fthoughtful-man-bitcoin.png?_i=AA",{"altText":241},{"name":205,"slug":206,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":251},[],[253],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":256,"date":257,"excerpt":258,"wordCount":259,"uri":260,"slug":261,"cloudinaryAssetId":262,"featuredImageOriginalUrl":263,"featuredImageMetadata":264,"author":265,"categories":267,"relatedPosts":269},"SoFi ha caído un 45% y Cramer lo vincula a las acciones bancarias. Esto es lo que debe mostrar el informe","2026-10-26 19:49:10","El martes es la oportunidad de SoFi para demostrar que sus ganancias son propias",955,"\u002Fblog\u002Fsofi-is-down-45-and-cramer-ties-it-to-bank-stocks-heres-what-the-report-must-show","sofi-is-down-45-and-cramer-ties-it-to-bank-stocks-heres-what-the-report-must-show","images\u002FSNA-stock-SteveLuker-from-Getty-Images-Signature-via-Canva\u002FSNA-stock-SteveLuker-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792701308\u002Fimages\u002FSNA-stock-SteveLuker-from-Getty-Images-Signature-via-Canva\u002FSNA-stock-SteveLuker-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":256},{"name":205,"slug":206,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":266},[],[268],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[271,291,306,320],{"id":183,"title":272,"date":273,"excerpt":274,"wordCount":275,"uri":276,"slug":277,"cloudinaryAssetId":278,"featuredImageOriginalUrl":279,"featuredImageMetadata":280,"author":281,"categories":285,"relatedPosts":290},"Subió un 13% en los últimos 12 meses, ¿puede la acción de Arista Networks ofrecer mejores rendimientos en 2026?","2026-10-26 12:57:00","Las acciones de Arista han subido un 10% en un año. Vea lo que el Modelo de Valoración de TIKR dice sobre el potencial alcista de ANET, con un precio objetivo de $275 para diciembre de 2028.",1099,"\u002Fblog\u002Farista-networks-stock-valuation-anet-2026","arista-networks-stock-valuation-anet-2026","images\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793010558\u002Fimages\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva.png?_i=AA",{"altText":272},{"name":282,"slug":283,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":284},"Aditya Raghunath","adityatikr",[],[286],{"name":287,"slug":288,"uri":289,"description":171,"postsCount":183},"Valoración","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":183,"title":292,"date":293,"excerpt":294,"wordCount":295,"uri":296,"slug":297,"cloudinaryAssetId":298,"featuredImageOriginalUrl":299,"featuredImageMetadata":300,"author":301,"categories":303,"relatedPosts":305},"Con una caída del 48% en los últimos 12 meses, ¿puede la acción de SoFi ofrecer mejores resultados en 2026?","2026-10-26 12:45:00","La acción de SoFi ha caído un 51% en un año. Descubre lo que el Modelo de Valoración de TIKR dice sobre el potencial alcista de SOFI, con un precio objetivo de $22 para diciembre de 2028.",1081,"\u002Fblog\u002Fsofi-stock-valuation-sofi-2026","sofi-stock-valuation-sofi-2026","images\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793015325\u002Fimages\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":292},{"name":282,"slug":283,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":302},[],[304],{"name":287,"slug":288,"uri":289,"description":171,"postsCount":183},[],{"id":183,"title":307,"date":293,"excerpt":308,"wordCount":309,"uri":310,"slug":311,"cloudinaryAssetId":312,"featuredImageOriginalUrl":313,"featuredImageMetadata":314,"author":315,"categories":317,"relatedPosts":319},"Con un aumento de solo el 9% en los últimos 12 meses, ¿puede la acción de Palantir ofrecer mejores rendimientos en 2026?","La acción de Palantir solo ha subido un 4% en un año. Mira lo que dice el Modelo de Valoración de TIKR sobre el potencial alcista de PLTR, con un objetivo de $529 para diciembre de 2028.",1024,"\u002Fblog\u002Fpalantir-stock-valuation-pltr-2026","palantir-stock-valuation-pltr-2026","images\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793003212\u002Fimages\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c.png?_i=AA",{"altText":307},{"name":282,"slug":283,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":316},[],[318],{"name":287,"slug":288,"uri":289,"description":171,"postsCount":183},[],{"id":183,"title":321,"date":322,"excerpt":323,"wordCount":324,"uri":325,"slug":326,"cloudinaryAssetId":327,"featuredImageOriginalUrl":328,"featuredImageMetadata":329,"author":330,"categories":332,"relatedPosts":334},"Con una caída del 56% en los últimos 12 meses, ¿puede la acción de AppLovin ofrecer mejores rendimientos en 2026?","2026-10-26 12:33:00","La acción de AppLovin ha caído un 60% en un año. Descubre lo que el Modelo de Valoración de TIKR dice sobre el potencial alcista de APP, con un precio objetivo de $366 para diciembre de 2028.",1139,"\u002Fblog\u002Fapplovin-stock-valuation-app-2026","applovin-stock-valuation-app-2026","images\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793013215\u002Fimages\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2.png?_i=AA",{"altText":321},{"name":282,"slug":283,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":331},[],[333],{"name":287,"slug":288,"uri":289,"description":171,"postsCount":183},[]]