MRVL Vs AVGO: Which Custom AI Chipmaker Has Bigger Upside Potential?

• Marvell rallied sharply on Friday as investors piled into the stock after Nvidia CEO Jensen Huang called the chipmaker the next “trillion dollar company.”

• Broadcom’s bleak forecasts not only pressured the stock, but also triggered a selloff that hit nearly all major AI-related stocks last week.

• Stocktwits sentiment was ‘very positive’ for both MRVL and AVGO.

Shares of custom AI chipmakers Marvell Technology and Broadcom have pulled back sharply in recent sessions, drawing attention from investors as they weigh which stock offers the best opportunity.

MRVL fell 17% on Friday, its worst single-day drop since last August, and AVGO fell 20% since last Wednesday, missing market expectations.

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Marvell rallied sharply on Friday as investors piled into the stock after Nvidia CEO Jensen Huang called the chipmaker the next “trillion dollar company.”

Meanwhile, Marvell has held a spot in the S&P 500, and the index operator announced Friday that the stock will join the benchmark index before trading begins on June 22.

On the other hand, Broadcom’s bleak forecasts not only pressured the stock, but also triggered a selloff that hit nearly all major AI-related stocks last week.

AVGO vs MRVL

Broadcom and Marvell are both major AI infrastructure chipmakers in the market, but Broadcom has a much bigger presence. Broadcom sells custom AI chips, Ethernet switches, optical networking products, storage silicon and enterprise software, and has a market capitalization of $2 trillion and annual revenue of more than $90 billion.

Its strength lies in providing custom AI processors and networking hardware to hyperscalers like Google and Meta.

Marvell is a small, highly focused data infrastructure chip company with a market cap of more than $230 billion and annual revenue of about $6 billion. Its portfolio spans optical networking, connectivity, custom cloud silicon, storage and data center interconnects.

While both companies benefit from AI spending, Broadcom is seen as a diversified AI infrastructure company, while Marvell is primarily a specialist in networking and connectivity technologies that link AI systems together.

AVGO, MRVL Basics

After last week’s sell-off, Broadcom shares are down 14% in 2026, while Marvel shares are up 28.5%. Following recent weakness, Broadcom now trades at a lower forward price-to-earnings multiple than Marvell and also enjoys strong analyst support, with more equity analysts recommending the stock a buy.

Of course, Broadcom’s sales growth has been high, while Marvel’s has slumped. Broadcom’s revenue rose 48% last quarter to $22.2 billion, its fastest pace since the October 2024 quarter. Marvel’s revenue rose 27% to $2.4 billion, its slowest pace in five quarters.

On Stocktwits, retail sentiment was ‘very positive’ for both AVGO and MRVL. The number of visitors to MRVL has increased by 21% in the last month and the volume of messages has increased by 352%. For AVGO, viewership increased by 6.3% and news volume growth was steady.

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Yuvraj Malik has no position in any of the shares mentioned in this article. Newsgroup content on StockTwits is for informational purposes only and not as investment advice. To learn more, see our editorial policy. This article was originally published on StockTwits.

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