---
title: "Semtech, Marvell positioned well ahead of earnings, UBS says"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/296128334.md"
description: "UBS analyst Timothy Arcuri rates Semtech and Marvell as well-positioned ahead of earnings, despite high valuations. For Semtech, he expects strong data center growth exceeding 100% in FY27, with revenue near guidance highs and EPS around $0.70, reiterating a Buy rating with a $225 target. For Marvell, Arcuri highlights AI infrastructure demand, Blackwell/Rubin strength, and potential upside from Microsoft ASIC deals and Google CXL programs, suggesting revenues could exceed current guidance."
datetime: "2026-08-17T16:00:41.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/296128334.md)
  - [en](https://longbridge.com/en/news/296128334.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/296128334.md)
generator: "portal-rs"
---

# Semtech, Marvell positioned well ahead of earnings, UBS says

Semtech (SMTC) and Marvell Technology (MRVL) are set to report their respective quarterly results on Aug. 25 and Aug. 27, and though the two are somewhat “expensive compared to historical multiples,” UBS believes the pair are well positioned for the long term. On Semtech, UBS analyst Timothy Arcuri believes the company is likely to see another stro...

### Related Stocks

- [MRVL.US](https://longbridge.com/en/quote/MRVL.US.md)
- [SMTC.US](https://longbridge.com/en/quote/SMTC.US.md)
- [MVLL.US](https://longbridge.com/en/quote/MVLL.US.md)
- [MRVU.US](https://longbridge.com/en/quote/MRVU.US.md)
- [UBS.US](https://longbridge.com/en/quote/UBS.US.md)

## Related News & Research

- [Why Options Traders Are Betting That Marvell Technology Stock Could Soon Hit $300](https://longbridge.com/en/news/297224319.md)
- [13,894 Shares in Semtech Corporation $SMTC Purchased by Two Sigma Securities LLC](https://longbridge.com/en/news/297500493.md)
- [5,950 Shares in Marvell Technology, Inc. $MRVL Acquired by Lombard Odier Asset Management Europe Ltd](https://longbridge.com/en/news/297400567.md)
- [UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Boosts Stake in Semtech Corporation $SMTC](https://longbridge.com/en/news/297758613.md)
- [Dear Semtech Stock Fans, Mark Your Calendars for August 25](https://longbridge.com/en/news/296818491.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**