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Marvell业绩和指引双双超预期,盘后仍跌超5%

环球市场播报08-28

  Marvell(MRVL)股价在盘后交易中下跌,尽管这家数据中心芯片制造商的第二季度财报超出预期并上调了全年指引,但仍未能满足华尔街投资者的期待。

  营收:创纪录的27.3亿美元,高于预期的27.1亿美元。

  调整后每股收益:0.94美元,高于预期的0.93美元。

  毛利率:58.9%,高于预期的58.8%。

  该股盘后下跌超5%。周四期权交易活动显示,投资者此前预期在英伟达(NVDA)重磅财报后,该股将出现大幅波动。今年该股累计上涨184%。

  Marvell同时上调了全年业绩指引。“AI相关订单仍然异常强劲,我们预计在2027财年剩余时间内营收增长将进一步加速,”CEO表示。

  第三季度,Marvell预计调整后每股收益为1.10美元(±0.05美元),营收为31.5亿美元。两项数据均高于华尔街预期的调整后每股收益1.08美元和营收30.3亿美元。

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