---
title: "Marvell's (MRVL) $120B Google Deal Expands Ties, But UBS Sees a Catch"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/296526032.md"
description: "UBS analyst Timothy Arcuri is bullish on Marvell's $120B custom chip deal with Google but notes that most earnings will not impact Marvell's financials until after 2028."
datetime: "2026-08-20T18:10:24.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/296526032.md)
  - [en](https://longbridge.com/en/news/296526032.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/296526032.md)
generator: "portal-rs"
---

# Marvell's (MRVL) $120B Google Deal Expands Ties, But UBS Sees a Catch

Timothy Arcuri, a five-star analyst at UBS (UBS), is bullish on U.S. custom chipmaker Marvell's (MRVL) $120 billion custom chip sales deal with Google (GOOGL). However, he expects the bulk of those earnings to hit Marvell's financials only after 2028.

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Arcuri ranks #2 of the 12,000-plus Wall Street analysts tracked on TipRanks. He boasts a 78% success rate and has generated an average return of 54.10% for investors with his ratings.

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- [How to Play MRVL Stock Now as Marvell Technology Expands Its Relationship With Google](https://longbridge.com/en/news/296708030.md)
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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**