--- title: "NVDA, MRVL, AVGO: 5-Star Analyst Is \"Bullish on AI Semis Stocks\" and Names 1 Top Pick Ahead of Earnings" type: "News" locale: "en" url: "https://longbridge.com/en/news/296514451.md" description: "Wolfe Research analyst Chris Caso remains bullish on AI semiconductor stocks ahead of earnings, naming Nvidia (NVDA) as his top pick due to potential upside against estimates. Marvell (MRVL) and Broadcom (AVGO) are also favored, supported by strong AI infrastructure spending trends and specific deals like Marvell's Google partnership. All three hold 'Strong Buy' ratings, with NVDA showing the highest expected upside." datetime: "2026-08-20T15:33:58.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/296514451.md) - [en](https://longbridge.com/en/news/296514451.md) - [zh-HK](https://longbridge.com/zh-HK/news/296514451.md) generator: "portal-rs" --- # NVDA, MRVL, AVGO: 5-Star Analyst Is "Bullish on AI Semis Stocks" and Names 1 Top Pick Ahead of Earnings Nvidia (NVDA), Marvell Technology (MRVL), and Broadcom (AVGO) are among the AI chip stocks drawing attention from Wolfe Research ahead of earnings. The firm's analyst Chris Caso of Wolfe Research remains "broadly bullish on AI semis stocks" as AI spending continues to support demand across the sector. ### Summer Sale - Claim 70% Off TipRanks High conviction NVDA bears now have this Tradr ETF However, Caso, who is a 5-star analyst and ranks #99 among the thousands of Wall Street analysts, has one clear favorite. He named Nvidia his 'top pick,' saying the company could have more room to beat current Wall Street estimates. Nvidia will report on August 26, followed by Marvell on August 27 and Broadcom on September 2. Investors will look to the results for clues about AI chip demand and data center spending. ## **Why Wolfe Research Favors Nvidia Stock** Wolfe Research favors Nvidia because the company has shared less detail about its future growth than some of its peers. This gives the stock more room to surprise if results or guidance beat expectations. "We have left our estimates unchanged heading into earnings, as we are already above Street, and remain broadly bullish on AI semis stocks, with NVDA our top pick," Caso wrote. Wolfe also sees strong support for AI chip demand. Capital spending plans and supply chain data point to continued growth in AI infrastructure spending. Nvidia is expected to report fiscal Q2 2027 earnings of $2.08 per share, nearly double the $1.05 reported a year earlier. Revenue is expected to reach $91.9 billion, up 95% year-over-year. The firm expects future guidance to matter more than the next quarter's results. Wolfe also pointed to financing deals involving Nvidia and Broadcom. These deals could help AI companies fund large computing projects when traditional debt markets are harder to access. ## **Why Wolfe Also Likes Marvell and Broadcom** Marvell and Broadcom are also heading into earnings with strong expectations as AI infrastructure spending continues. Marvell will report its fiscal Q2 2027 results on August 27. Wall Street expects adjusted earnings of $0.93 per share, up 39% year-over-year. Revenue is expected to rise 35% to $2.71 billion. Wolfe called Marvell's recently announced Google (GOOGL) deal potentially transformational. The firm said the deal could represent up to $120 billion in revenue through fiscal 2033 based on its warrant structure. Broadcom will report on September 2. Wolfe also pointed to Broadcom's role in financing large AI infrastructure deals. The firm believes these arrangements could support more spending from AI companies with limited access to traditional debt markets. ## **Wall Street's Take on NVDA, MRVL, AVGO** Using TipRanks' Stock Comparison tool, we compared NVDA, AVGO, and MRVL to see which stock analysts favor most. All three have Strong Buy ratings. NVDA has the highest expected upside at 41.05%, followed by AVGO at 40.94% and MRVL at 12.94%. ### Related Stocks - [MRVL.US](https://longbridge.com/en/quote/MRVL.US.md) - [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [AVS.US](https://longbridge.com/en/quote/AVS.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [AVGG.US](https://longbridge.com/en/quote/AVGG.US.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [AVGW.US](https://longbridge.com/en/quote/AVGW.US.md) - [AVGU.US](https://longbridge.com/en/quote/AVGU.US.md) - [NVD.US](https://longbridge.com/en/quote/NVD.US.md) - [AVGX.US](https://longbridge.com/en/quote/AVGX.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) - [MVLL.US](https://longbridge.com/en/quote/MVLL.US.md) - [AVL.US](https://longbridge.com/en/quote/AVL.US.md) - [NVDS.US](https://longbridge.com/en/quote/NVDS.US.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [MRVU.US](https://longbridge.com/en/quote/MRVU.US.md) - [NVDB.US](https://longbridge.com/en/quote/NVDB.US.md) - [NVDG.US](https://longbridge.com/en/quote/NVDG.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [NVDO.US](https://longbridge.com/en/quote/NVDO.US.md) - [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md) - [NVDW.US](https://longbridge.com/en/quote/NVDW.US.md) - [NVYY.US](https://longbridge.com/en/quote/NVYY.US.md) - [NYYY.US](https://longbridge.com/en/quote/NYYY.US.md) - [DIPS.US](https://longbridge.com/en/quote/DIPS.US.md) - [MAGX.US](https://longbridge.com/en/quote/MAGX.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [PSI.US](https://longbridge.com/en/quote/PSI.US.md) - [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [09388.HK](https://longbridge.com/en/quote/09388.HK.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) ## Related News & Research - [Broadcom Stabilizes After Google's $120 Billion Marvell Shock](https://longbridge.com/en/news/296529317.md) - [Franklin Street Advisors Inc. 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