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Jim Cramer thinks Marvell is giving Broadcom an important message.

ResultsRead the original at Benzinga
Good for MRVL

Marvell’s new sales targets are well above analyst estimates and its earlier 2028 outlook, pointing to room for faster growth. They are plans, not sales already made.

MRVL · Marvell Technology Inc.

AI read · Good for MRVL

The AI's read

The targets point to much more room for Marvell to grow than analysts had expected. The 2028 target also tops the company’s earlier outlook. These are plans, not sales already made.

AVGO · Broadcom Inc.

AI read · Neutral

The connection

Marvell sees more demand for custom chips, which could mean more work for Broadcom. But Marvell is also a direct rival, and the story gives no new sales or forecast for Broadcom, so it does not change Broadcom’s outlook.

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