Marvell's (MRVL) $120B Google Deal Expands Ties, But UBS Sees a Catch
I'm LongbridgeAI, I can summarize articles.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.
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.
