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AVGO or MRVL or QCOM
Which Stock Would AI Choose? Broadcom Inc. (AVGO) vs. Marvell Technology Inc. (MRVL) vs. QUALCOMM Incorporated (QCOM) Stock Comparison
Key Takeaways
- AVGO leads with robust AI chip revenue doubling in recent quarters and projections exceeding $100 billion by 2027, though shares pulled back from December highs amid broader market volatility.
- MRVL surged over 18% following Q4 earnings beat and strong Q1 guidance driven by data center AI demand, highlighting accelerating growth in custom silicon.
- QCOM faces headwinds from memory shortages impacting smartphone production, leading to YTD declines and downward earnings revisions, despite automotive segment strength.
- Recent momentum favors AVGO and MRVL in AI infrastructure over QCOM's edge device exposure, with relative YTD performances showing MRVL rebounding sharply.
- All three benefit from semiconductor demand, but AVGO and MRVL exhibit stronger AI catalysts amid sector growth projected at double-digits.
Introduction
Broadcom Inc. (AVGO), Marvell Technology Inc. (MRVL), and QUALCOMM Incorporated (QCOM) are key players in the semiconductor sector, powering AI data centers, networking, and mobile devices. This comparison analyzes their recent performance amid surging AI demand and supply chain challenges. Traders seeking momentum in AI infrastructure and investors eyeing relative valuation in chips will find insights into business models, growth drivers, and market positioning relevant for navigating current volatility in technology stocks.
AVGO Overview and Recent Performance
Broadcom Inc. (AVGO) designs semiconductors and infrastructure software, with a strong focus on AI accelerators and networking for data centers. In recent market activity, shares experienced volatility, pulling back from December peaks despite Q1 fiscal 2026 earnings that beat estimates with 29% year-over-year revenue growth to $19.31 billion, driven by AI sales doubling. CEO forecasts position AI semiconductor revenue above $100 billion by 2027, bolstering sentiment. A $10 billion buyback authorization and robust free cash flow of $8.01 billion supported stability, though ROI concerns tempered gains. Trading around $330 with a market cap over $1.5 trillion, AVGO reflects premium valuation at a trailing P/E near 69 amid YTD softness.
MRVL Overview and Recent Performance
Marvell Technology Inc. (MRVL) specializes in data infrastructure semiconductors, including custom AI chips and optical connectivity for cloud providers. Recent weeks saw shares surge over 18% post-Q4 fiscal 2026 results, with revenue of $2.22 billion up 22% year-over-year, beating expectations, and Q1 guidance of $2.4 billion exceeding forecasts on data center strength. AI-driven demand propelled data center revenue past $6 billion annually, up 46%. Analyst upgrades followed, citing robust interconnect needs. At around $89 and a $66 billion market cap, MRVL trades with momentum, reflecting YTD recovery in the AI ecosystem.
QCOM Overview and Recent Performance
QUALCOMM Incorporated (QCOM) leads in wireless technologies, supplying Snapdragon processors for smartphones and expanding into automotive and edge AI. Recent performance lagged, with shares down amid memory chip shortages curbing handset production and weak Q2 guidance missing expectations. YTD declines reached 20%, contrasting sector peers, as earnings estimates fell 7-8% for fiscal 2026-2027. Automotive revenue grew 15%, providing diversification, but competition and supply volatility weighed on sentiment. Trading near $136 with a $145 billion market cap and P/E around 27, QCOM appears relatively undervalued yet pressured by cyclical mobile exposure.
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Head-to-Head Comparison
AVGO, MRVL, and QCOM operate in semiconductors but diverge in focus: AVGO dominates custom AI ASICs and networking with superior IP and execution, while MRVL excels in flexible interconnects for data centers, and QCOM emphasizes mobile/edge AI with automotive diversification. Growth drivers favor AVGO and MRVL's AI backlogs versus QCOM's supply-constrained handsets. Recent momentum shows MRVL leading post-earnings, AVGO stable, and QCOM lagging. Risks include AVGO's customer concentration, MRVL's execution in scaling, and QCOM's cyclicality. AVGO commands premium valuation sensitivity at 69x P/E, QCOM offers value at 27x, and MRVL balances growth. Sentiment tilts to AI infrastructure leaders amid sector tailwinds.
Tickeron AI Verdict
Tickeron’s AI currently favors MRVL for its trend consistency in recent earnings-driven momentum, data center catalysts, and relative positioning versus peers. Strong Q1 guidance and upgrades signal higher probability of outperformance in AI networking, though AVGO remains a close contender on scale and backlog stability.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AVGO’s FA Score shows that 2 FA rating(s) are green whileMRVL’s FA Score has 0 green FA rating(s), and QCOM’s FA Score reflects 2 green FA rating(s).
- AVGO’s FA Score: 2 green, 3 red.
- MRVL’s FA Score: 0 green, 5 red.
- QCOM’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AVGO’s TA Score shows that 5 TA indicator(s) are bullish while MRVL’s TA Score has 6 bullish TA indicator(s), and QCOM’s TA Score reflects 5 bullish TA indicator(s).
- AVGO’s TA Score: 5 bullish, 5 bearish.
- MRVL’s TA Score: 6 bullish, 4 bearish.
- QCOM’s TA Score: 5 bullish, 2 bearish.
Price Growth
AVGO (@Semiconductors) experienced а +18.12% price change this week, while MRVL (@Semiconductors) price change was +20.02% , and QCOM (@Semiconductors) price fluctuated +0.99% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +6.73%. For the same industry, the average monthly price growth was +4.51%, and the average quarterly price growth was +18.06%.
Reported Earning Dates
AVGO is expected to report earnings on Jun 04, 2026.
MRVL is expected to report earnings on May 21, 2026.
QCOM is expected to report earnings on Apr 29, 2026.
Industries' Descriptions
@Semiconductors (+6.73% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
| AVGO | MRVL | QCOM | |
| Capitalization | 1.76T | 112B | 137B |
| EBITDA | 37.3B | 4.54B | 14.8B |
| Gain YTD | 7.579 | 51.385 | -24.652 |
| P/E Ratio | 72.43 | 41.85 | 25.82 |
| Revenue | 68.3B | 8.2B | 44.9B |
| Total Cash | N/A | 2.57B | 11.8B |
| Total Debt | 65.1B | 4.79B | 14.8B |
AVGO | MRVL | QCOM | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 18 | 29 | 54 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 73 Overvalued | 70 Overvalued | 8 Undervalued | |
PROFIT vs RISK RATING 1..100 | 11 | 46 | 90 | |
SMR RATING 1..100 | 100 | 45 | 42 | |
PRICE GROWTH RATING 1..100 | 20 | 37 | 64 | |
P/E GROWTH RATING 1..100 | 76 | 35 | 16 | |
SEASONALITY SCORE 1..100 | 50 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
QCOM's Valuation (8) in the Telecommunications Equipment industry is somewhat better than the same rating for MRVL (70) in the Semiconductors industry, and is somewhat better than the same rating for AVGO (73) in the Semiconductors industry. This means that QCOM's stock grew somewhat faster than MRVL’s and somewhat faster than AVGO’s over the last 12 months.
AVGO's Profit vs Risk Rating (11) in the Semiconductors industry is somewhat better than the same rating for MRVL (46) in the Semiconductors industry, and is significantly better than the same rating for QCOM (90) in the Telecommunications Equipment industry. This means that AVGO's stock grew somewhat faster than MRVL’s and significantly faster than QCOM’s over the last 12 months.
QCOM's SMR Rating (42) in the Telecommunications Equipment industry is in the same range as MRVL (45) in the Semiconductors industry, and is somewhat better than the same rating for AVGO (100) in the Semiconductors industry. This means that QCOM's stock grew similarly to MRVL’s and somewhat faster than AVGO’s over the last 12 months.
AVGO's Price Growth Rating (20) in the Semiconductors industry is in the same range as MRVL (37) in the Semiconductors industry, and is somewhat better than the same rating for QCOM (64) in the Telecommunications Equipment industry. This means that AVGO's stock grew similarly to MRVL’s and somewhat faster than QCOM’s over the last 12 months.
QCOM's P/E Growth Rating (16) in the Telecommunications Equipment industry is in the same range as MRVL (35) in the Semiconductors industry, and is somewhat better than the same rating for AVGO (76) in the Semiconductors industry. This means that QCOM's stock grew similarly to MRVL’s and somewhat faster than AVGO’s over the last 12 months.
| AVGO | MRVL | QCOM | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 52% | 2 days ago 62% | 2 days ago 70% |
| Stochastic ODDS (%) | 2 days ago 57% | 2 days ago 76% | 2 days ago 71% |
| Momentum ODDS (%) | 2 days ago 87% | 2 days ago 74% | N/A |
| MACD ODDS (%) | 2 days ago 83% | 4 days ago 78% | 2 days ago 69% |
| TrendWeek ODDS (%) | 2 days ago 78% | 2 days ago 79% | 2 days ago 64% |
| TrendMonth ODDS (%) | 2 days ago 81% | 2 days ago 82% | 2 days ago 67% |
| Advances ODDS (%) | 2 days ago 80% | 2 days ago 76% | 2 days ago 64% |
| Declines ODDS (%) | 13 days ago 56% | 13 days ago 73% | 5 days ago 73% |
| BollingerBands ODDS (%) | 2 days ago 56% | 2 days ago 67% | 2 days ago 68% |
| Aroon ODDS (%) | 2 days ago 84% | 2 days ago 85% | 2 days ago 69% |
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MRVL and
Correlation & Price change
A.I.dvisor indicates that over the last year, MRVL has been loosely correlated with LRCX. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if MRVL jumps, then LRCX could also see price increases.
| Ticker / NAME | Correlation To MRVL | 1D Price Change % | ||
|---|---|---|---|---|
| MRVL | 100% | +7.19% | ||
| LRCX - MRVL | 65% Loosely correlated | +1.89% | ||
| ENTG - MRVL | 64% Loosely correlated | +2.03% | ||
| TOELY - MRVL | 63% Loosely correlated | +4.96% | ||
| KLAC - MRVL | 61% Loosely correlated | +0.58% | ||
| KLIC - MRVL | 61% Loosely correlated | +0.86% | ||
More | ||||
QCOM and
Correlation & Price change
A.I.dvisor indicates that over the last year, QCOM has been closely correlated with LRCX. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if QCOM jumps, then LRCX could also see price increases.
| Ticker / NAME | Correlation To QCOM | 1D Price Change % | ||
|---|---|---|---|---|
| QCOM | 100% | +0.24% | ||
| LRCX - QCOM | 80% Closely correlated | +1.89% | ||
| KLAC - QCOM | 78% Closely correlated | +0.58% | ||
| AMKR - QCOM | 76% Closely correlated | +5.11% | ||
| NXPI - QCOM | 75% Closely correlated | -0.63% | ||
| AMAT - QCOM | 74% Closely correlated | +0.42% | ||
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