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Additional Reading from MarketBeat Media

Marvell’s Big Earnings Win Could Be the Start of Something Bigger

Author: Leo Miller. Publication Date: 3/10/2026. 

Key Points

• Marvell popped sharply after earnings, as the report delivered a clear beat-and-raise and improved visibility into near-term demand.
• The quarter came in ahead of expectations, but the bigger takeaway was a meaningful lift to the company’s multi-year outlook, reinforcing momentum in custom silicon.
• The update also helped shift Street sentiment, including a notable skeptic turning more constructive on the stock.
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In custom silicon, Marvell Technology (NASDAQ: MRVL) is often viewed as playing second fiddle to its much larger semiconductor peer Broadcom (NASDAQ: AVGO). Recently, however, Marvell has clearly been the stronger performer: over the past six months Marvell’s total return is north of 30%, while Broadcom’s is under 5%.

Much of Marvell’s outperformance followed its latest earnings release, which pushed the stock up more than 18%.

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The company’s beat-and-raise report not only clarified its outlook but also signaled strong demand in the overall custom silicon market.

Marvell Posts Beats, Significantly Upgrades Two-Year Guidance

In Q4 of fiscal 2026 (FY2026), Marvell reported revenue of $2.22 billion, a 22% year-over-year (YOY) increase. (Marvell’s fiscal calendar is offset from the calendar year.) Revenue slightly exceeded consensus of $2.21 billion.

Adjusted earnings per share rose 33% to $0.80, reflecting meaningful operating leverage and beating estimates of $0.79. The data-center end market was the primary growth driver in FY2026, with sales up nearly 47% YOY — well ahead of the company’s overall growth rate of 42%. Data centers accounted for 74% of revenue for both the full year and the most recent quarter.

Most impactful, though, was Marvell’s forward guidance. For FY2027 the company now expects revenue to approach $11 billion, implying growth of more than 30% YOY. Since Marvell’s previous call, cloud capex expectations have continued to rise.

Marvell now forecasts 40% YOY growth in its data-center end market, a meaningful increase from the 25% YOY data-center growth rate it projected for FY2027 at the prior earnings call. This is the second consecutive quarter in which Marvell has raised its FY2027 data-center outlook.

In September 2025 Marvell had been modeling that growth at roughly 18%. In less than six months the company has more than doubled that outlook, underscoring strong momentum in its most important business segment.

Marvell also updated its FY2028 outlook, now projecting total revenue of about $15 billion — roughly 40% YOY growth and $2 billion higher than its forecast three months earlier. The company expects adjusted EPS to be “well over” $5 in FY2028. Using $5 as a baseline implies adjusted EPS would grow at a compound annual rate of at least 33% over the next two years. Even after the post-earnings rally, this outlook is bullish for the stock.

Marvell and Broadcom Align: Custom Chip Development Is on the Rise

Marvell’s management echoed comments made by Broadcom CEO Hock Tan, which is a positive signal for the custom chip market. On the call, Marvell CEO Matt Murphy said, “We are seeing an unprecedented level of activity across multiple new engagements as hyperscalers increase their cadence of custom chip development.” Murphy added that custom chips are “proliferating across the hyperscale ecosystem” as inference-optimized hardware becomes more important.

Hock Tan expressed a similar view on Broadcom’s call, noting that many custom-chip customers are moving toward developing two chips a yearsimultaneously.

Hyperscalers and LLM developers are increasingly focused on monetizing AI models, which requires efficient inference. Better training chips help build more capable models; optimized inference chips let companies monetize those models. If a company trains a top-tier model without optimized inference hardware, it risks losing its advantage to a competitor that can both train and deploy more efficiently.

It’s encouraging that the top two players in custom chip design are seeing the same trend: increased custom chip development is a tailwind for both Marvell and Broadcom.

MRVL Wins Over Key Skeptic, Robust Guidance Supports Outlook

Marvell reiterated confidence in its relationship with a leading custom-chip customer, Amazon.com (NASDAQ: AMZN), raising the revenue contribution forecast from this partnership to 20% in FY2027. The company expects additional growth in FY2028 and remains actively engaged to compete for the program’s next generation.

Notably, Marvell’s report appears to have changed the view of Benchmark analyst Cody Acree. Acree had been one of the more vocal skeptics and cut his rating to Hold in December 2025. He has since reversed course, upgrading Marvell to a Buy and assigning a $130 price target — well above the stock’s current price near $90.

Marvell’s valuation is more demanding after the post-earnings move. The shares trade at a forward price-to-earnings (P/E) ratio of about 24x, roughly in line with the 52-week average near 24.5x. Given the company’s aggressive guidance and the momentum in custom chip design, the outlook remains constructive.

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Further Reading from MarketBeat Media

Franco-Nevada May Be the Best Way to Play a Commodity Supercycle

Reported by Chris Markoch. Originally Published: 3/13/2026. 

Key Points

• Franco-Nevada’s royalty and streaming model allows it to benefit from rising commodity prices without the operational risks faced by traditional mining companies.
• The company offers diversified exposure to gold, energy, and industrial metals, positioning it as a unique way to invest in a potential commodity supercycle.
• Despite consolidating after a strong run, Franco-Nevada stock remains in a long-term bullish trend supported by strong cash flow and analyst optimism.
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After an initial pop following its March 10 fourth-quarter report, Franco-Nevada Corp. (NYSE: FNV) stock is essentially flat. The royalty and streaming company had a strong quarter, but its bullish story appears to be getting lost in the broader market noise.

It shouldn’t. The world may be at the start of a commodities supercycle, and Franco-Nevada offers investors an intriguing — and potentially superior — way to participate.

A Gold-Focused Tollbooth on the Mining Sector

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Precious metals are having their moment. Gold and silver both hit record highs earlier this year, and platinum and palladium are gaining strength. Beyond 2026, investors are already positioning for rare earths and other niche materials that will power electrification and defense-sector demand.

This is why Franco-Nevada is so interesting. Unlike traditional miners and other basic materials stocks, Franco-Nevada doesn’t own or operate mines. Instead, it provides upfront capital to mining and energy companies in exchange for royalties or streams on future production.

In practice, that means Franco-Nevada collects a slice of revenue or metal output from a broad portfolio of assets without directly dealing with CapEx overruns, labor disputes, or rising operating costs. In a supercycle driven by higher commodity prices and chronic cost inflation, that business model can be especially powerful.

For investors bullish on gold but wary of the headaches of owning individual miners, Franco-Nevada functions like a high-margin tollbooth on the sector. If gold continues to grind higher, more of that upside can flow to Franco-Nevada’s cash flow than to a traditional miner whose budget is constantly eaten by fuel, steel, and wages (see related ideas).

Beyond Gold: A Diversified Supercycle Play

There’s a bigger theme unfolding. Commodities of all kinds — including oil and copper — may be entering a supercycle. Years of underinvestment, rising geopolitical risk, and the demands of decarbonization and re-shoring are straining supply just as structural demand builds.

Investors can’t hold physical oil, and many avoid storing physical metals because of cost, security, or tax issues. That makes exchange-traded funds (ETFs) attractive for some, but paper-based ownership has its drawbacks: tracking error, roll costs in futures-based products, and the complexity of managing multiple commodity positions.

That dynamic makes Franco-Nevada compelling. While gold remains its core, the company also has meaningful exposure to oil, gas, and base metals such as copper through its royalty and streaming portfolio.

That provides a single-stock way to participate in a broad commodities upcycle: gold as the anchor, with embedded optionality on energy and industrial metals if the supercycle thesis plays out. Because Franco-Nevada’s contracts are structured on volumes and revenues rather than operating profits, it can benefit from higher commodity prices without shouldering the full operational and environmental risks producers face.

Earnings and Outlook Back the Thesis

Franco-Nevada’s latest earnings report illustrated why the model works. The company continues to generate high margins and robust free cash flow, anchored by record or near-record volumes from key gold and platinum group metals (PGM) assets, along with steady contributions from energy and copper-linked deals.

Looking ahead, management is forecasting 2026 gold-equivalent ounce (GEO) volumes to be flat to modestly higher off a strong 2025 base. That outlook doesn’t include upside from new projects that could ramp faster or from restarted dormant assets.

That supports the supercycle case: Franco-Nevada doesn’t need massive production growth to win — it just needs prices to remain constructive while its portfolio performs. Analysts may differ on precise price targets for gold, silver, and other commodities, but many expect prices to move higher.

But Do You Buy FNV Stock at These Levels?

Long-term investors seeking a buy-and-hold position in a diversified portfolio should have little hesitation. The stock is in a long-term uptrend with upside supported by fundamentals and chart structure. Even with the share price slightly above the consensus price target, analysts still rate FNV a Moderate Buy. Many analysts also publish updated views in the week after earnings.

For swing traders, though, a better opportunity may be coming. The stock is consolidating recent gains after a strong run into and through earnings. Momentum moderated after an overbought surge in late January, and recent attempts at new highs have lacked the same intensity.

That suggests it may not be the time to chase the stock higher. A better risk-reward setup could emerge on dips toward recent support zones. If pullbacks hold above those levels, more upside should remain available.

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