We recently published an article titled
Millionaire Ken Fisher’s Top 10 Tech Stocks With Significant Growth Prospects
In this piece, we will examine how Marvell Technology, Inc. (NASDAQ:MRVL) measures up against other tech stocks.
Technology stocks have faced heightened volatility in 2025, with market sentiment swinging sharply in response to President Donald Trump’s aggressive trade policies. On April 3, tech shares endured their worst day since the COVID-19 pandemic as Trump announced sweeping tariffs on all imported goods, including a 34% duty on Chinese imports, exacerbating fears of a global trade war. An iPhone maker led the steep declines among the “Magnificent Seven,” plummeting over 9% due to its reliance on Chinese manufacturing. Other tech giants also fell between 8% and 9%, while semiconductor and PC companies recorded double-digit losses. The tech-heavy NASDAQ tumbled 6%, marking its worst session over five years and deepening its year-to-date loss to more than 14%.
In spite of the recent upheaval, a general long-term confidence in technology and growth stocks persists due to underlying optimistic trends. It’s worth mentioning that Ken Fisher has noted this phenomenon.
Fisher Asset Management
He has highlighted that although large technology companies frequently encounter challenges, they generally perform well during positive market phases and symbolize overall investor optimism. According to him, the surge in 2024 was broader than most people acknowledge, with technological and communications service sectors spearheading growth universally. Despite these stocks typically suffering greater losses during downturns, their consistent ability to rebound strongly supports their appeal for those looking at the longer term. Consequently, this illustrates why tech stocks maintain considerable importance for investment strategies, especially as markets start picking up speed again amidst notable fluctuations.
Indications of a possible recovery emerged towards the end of April when key indices experienced a moderate upturn on April 24th, driven largely by technology stocks leading the charge. This positive shift was spurred by investor optimism following news that the U.S. and China were restarting their trade discussions, even though initial statements from Beijing denied such negotiations. President Trump’s suggestion that certain tariffs could potentially be removed further alleviated near-term concerns, albeit without completely dispelling lingering uncertainties. Experts pointed out that the recent downturn in the tech sector had resulted in an overcorrection within the market, paving the way for imminent rebounds. Nonetheless, fluctuating financial reports alongside escalating expenses spanning various sectors persistently instill wariness among investors, underscoring how volatile trade policies can influence both the technological segment and wider stock exchanges.
Our Methodology
To write this piece, we examined Fisher Asset Management’s Form 13F filing for Q4 2024 to pinpoint billionaire Ken Fisher’s selections within the technology sector that show significant growth prospects. The analysis focused on identifying tech stocks offering over 27% upside potential when this report was drafted. These standout investment opportunities were then assessed and listed according to their increasing upside potential. Additionally, to provide further insight, we incorporated insights from hedge fund activity involving these stocks, drawing upon information gathered from 1,009 hedge funds monitored by Insider Monkey during Q4 2024.
Why do we focus on the stocks that hedge funds amass? It’s straightforward: our analysis indicates that mimicking the leading stock choices from premier hedge funds allows us to surpass market performance. Each quarter, our quarterly newsletter recommends 14 small-cap and large-cap stocks based on this approach, achieving a return of 363.5% since May 2014, which significantly exceeds its benchmark by 208 percentage points.
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A production line in a semiconductor plant, where employees are stationed at various points.
Marvell Technology, Inc. (NASDAQ:MRVL)
Number of Hedge Fund Holders for Quarter 4: 105
Fisher Asset Management’s Equity Holding: Million
Upside Potential as of April 30: 77.62%
Marvell Technology, Inc. (NASDAQ:MRVL), headquartered in Santa Clara, California, is a prominent semiconductor company specializing in AI-accelerated compute, connectivity, and storage solutions. Since its founding in 1995 by Dr. Sehat Sutardja, Weili Dai, and Pantas Sutardja, the company has evolved from its initial focus on CMOS-based read channel technology for disk drives into a global leader in advanced data infrastructure. Its first major breakthrough came when Seagate Technology became an early customer, paving the way for rapid growth. Today, Marvell serves a diverse range of industries, including data centers, automotive, enterprise, and carrier networks. By embedding artificial intelligence into its solutions, Marvell is reshaping cloud and network architectures to optimize speed, performance, and accessibility. The company now employs over 6,500 people, holds more than 10,000 patents, and reported $5.5 billion in revenue for fiscal 2024, underscoring its position at the forefront of semiconductor innovation.
Marvell Technology, Inc. (NASDAQ:MRVL) announced its financial results for the fourth quarter and full fiscal year ended February 1, 2025, demonstrating significant growth momentum. The company reported net revenue of $1.817 billion for Q4 FY2025, exceeding guidance by $17 million. This marked a 20% sequential and 27% year-over-year increase, driven largely by exceptional growth in the data center segment, where revenue rose 78% compared to the same period last year. Net income for the quarter was $200.2 million, or $0.23 per diluted share. The company also generated $514 million in operating cash flow for the quarter, reflecting healthy financial management.
In the complete fiscal year 2025, Marvell Technology, Inc. (NASDAQ:MRVL) reported total revenues of $5.767 billion. Throughout this period, the firm generated an all-time high of $1.68 billion in operational cash flow and distributed $933 million back to investors via dividends and stock buybacks. According to CEO Matt Murphy, Marvell concluded the financial year robustly, noting significant progress with their specialized AI chip initiatives, which are currently scaling up into mass manufacturing. He further underscored ongoing positive trends within their connectivity products division. Additionally, Murphy mentioned various fresh contract victories, encompassing numerous bespoke semiconductor ventures, setting the stage for enduring expansion down the line.
Overall MRVL
ranks 1st
Among billionaire Ken Fisher’s technology stock recommendations with significant growth prospects, we find MARVELL (MRVL) compelling. However, our confidence leans toward AI stocks offering better opportunities for substantial gains over a shorter period. An AI stock has surged since the start of 2025, contrasting sharply with many well-known AI stocks which have dropped approximately 25% during the same time frame. Should you be interested in exploring an alternative AI stock trading below five times its earnings relative to MRVL, consider reviewing our detailed analysis available in our latest report.
cheapest AI stock
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Disclosure: There are none to declare. This article was initially published here.
Insider Monkey
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