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Barchart
Sushree Mohanty

Marvell Stock: The AI Growth Story Is Getting Bigger, But the Google Deal Is Still a Problem

Marvell Google MRVL

Marvell Technology (MRVL) has raised the bar for its own growth story. The company reported a strong second quarter while raising the revenue forecast for fiscal 2027 and 2028. Yet, the market’s reaction was anything but enthusiastic. Although a 10% drop barely puts a dent in Marvell stock’s 2026 rally of 137% so far, it exposed a problem that matters more than the AI opportunity. The reason is the deal with Google (GOOG) (GOOGL).

Let’s find out what led to the sell-off and if MRVL stock is a buy now.

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