Marvell (Nasdaq: MRVL) today announced multiple efforts to support those impacted by the COVID-19 pandemic, including the creation of a $1.5 million Community Relief Fund to support local programs in the communities where the company has a significant presence. As a part of this allocation, Marvell will support a special match opportunity for its employees, encouraging them to give what they can to help their local communities. In addition to the fund, Marvell has pledged to donate the entirety of its cafeteria grocery budget from its Santa Clara, California headquarters, a sum of approximately $250,000 per month, to the Second Harvest Food Bank of Silicon Valley. Marvell is also accelerating payments to small vendors, many of which are struggling with cash flow.

Marvell Technology (MRVL) closed the most recent trading day at $26.41, moving +0.27% from the previous trading session.

Marvell's (MRVL) move to bring its Fibre Channel and Ethernet adapters into vSphere 7.0 aims to meet the evolving requirements of the data center.

Marvell (MRVL) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Marvell Technology (MRVL) closed the most recent trading day at $27.37, moving -0.76% from the previous trading session.

CEO Nikesh Arora and other tech leaders pledge to support employees by not cutting jobs, along with raising money to aid them.

MRVL has made a low with the broad market but I would not rule out a partial pullback to retest that low.

Marvell's (MRVL) fiscal first-quarter earnings are likely to have gained from the Avera and Aquantia buyouts. However, coronavirus-led demand disruptions might have affected the storage unit.

Marvell (NASDAQ: MRVL) today unveiled its new brand, celebrating the company's 25-year anniversary and marking a milestone in its transformation to focus on semiconductor solutions for data infrastructure. The critical nature of that infrastructure has never been more evident than during the current crisis, as it keeps people connected, businesses running, and information flowing. In partnership with the world's leading technology companies, Marvell delivers the essential building blocks that keep the planet running. The company's new brand identity is a symbol of change and represents a new Marvell poised to power what comes next.

Q4 2020 Marvell Technology Group Ltd Earnings Call

Editor's note: InvestorPlace's Earnings Reports to Watch is updated weekly. Please check back next week for our latest earnings picks.Earnings season has proven to be good enough. Since April 9, the S&P 500 has rallied 5.4%. The NASDAQ Composite, meanwhile, has done far better. It's gained 13.9% over the same stretch, and now is positive in 2020.That said, it does seem like earnings reports have been quiet. With a few exceptions, investors have looked past near-term results. Most companies have withdrawn forward-looking guidance. Stocks have risen over the last six weeks, but it's difficult to peg earnings season as the core reason why.InvestorPlace - Stock Market News, Stock Advice & Trading TipsEven in that context, and with the peak of the earnings calendar in the rearview mirror, earnings next week look particularly intriguing. The slate is dominated by two key sectors, which have posted very different performances over the past few weeks -- and the past few years.On the one hand, a number of software companies report next week. That sector has been one of the best in the market for years, and has helped drive the sharp rebound in the NASDAQ.On the other, we get reports from a number of retailers, both large and small. That sector, with only a few exceptions, has underperformed essentially since the financial crisis -- and during this crisis as well. But a couple of the recent winners do report next week, and will look to build on impressive reports from giants Walmart (NYSE:WMT) and Target (NYSE:TGT) this week. * 10 Stocks on a Bankruptcy Watch Additionally, there are some other intriguing releases. Elsewhere in tech, chipmaker Marvell Technology (NASDAQ:MRVL), as well as hardware manufacturers HP Inc. (NYSE:HPQ) and Dell Technologies (NYSE:DELL), are on the docket. However, software and retail dominate the seven earnings reports to watch next week -- which include: * Workday (NASDAQ:WDAY) * Dollar General (NYSE:DG) * com (NYSE:CRM) * Costco Wholesale (NASDAQ:COST) * Ulta Beauty (NASDAQ:ULTA) * VMWare (NYSE:VMW) * Canopy Growth (NYSE:CGC)So, with all of that in mind, let's dive into the earnings reports. Earnings Reports to Watch: Workday (WDAY)Source: Sundry Photography / Shutterstock.com Earnings Report Date: Wednesday, May 27, after market closeEven at this point in the earnings calendar, we haven't seen that many key reports from the enterprise software sector. The likes of Microsoft (NASDAQ:MSFT) and IBM (NYSE:IBM) have reported, of course. But in terms of key verticals and key offerings, Palo Alto Networks (NYSE:PANW) posted a solid beat on Thursday afternoon.However, there are some SaaS (software-as-a-service) leaders set to report -- and Workday is the first of them next week. That alone makes Wednesday afternoon's earnings release worth watching. We'll get a glimpse of how enterprises are responding to the pandemic. This crisis, after all, is a key test of the maxim that SaaS revenue is safer than secured debt.Trading in WDAY stock on Thursday will be interesting as well. Again, software stocks still are leading the market -- but valuations were a concern even before the world economy came to a halt. How investors respond to Workday stock will be worth noting, no matter what earnings look like. That's particularly true given what comes the following day. Dollar General (DG)Source: Jonathan Weiss / Shutterstock.com Earnings Report Date: Thursday, May 28, before market openDollar General has a big opportunity with its fiscal first-quarter release on Thursday morning. It took a few weeks, but investors are treating DG stock as a pandemic play. The stock touched an all-time high earlier this month before a modest retreat.The case for DG stock is that consumers facing short-term struggles will trade down to its lower-priced offerings. Q1 earnings need to show that's the case.After all, Walmart posted a 10% comp in its Q1, and Kroger (NYSE:KR) is posting blowout numbers. Just keeping pace with those rivals might not be enough given that Dollar General stock has rallied 30% from March lows. * 3 Energy Stocks That Keep Powering the World However, if Dollar General can beat even elevated expectations, there's room for upside with shares valued at just 24x forward earnings. And if the numbers show further market share gains from rival Dollar Tree (NASDAQ:DLTR), which also reports on Thursday morning, all the better. Salesforce.com (CRM)Source: Bjorn Bakstad / Shutterstock.com Earnings Report Date: Thursday, May 28, after market closeAfter Workday's report on Wednesday, Thursday is a huge day for software names. Salesforce.com, Okta (NASDAQ:OKTA), Veeva Systems (NYSE:VEEV) and Zscaler (NASDAQ:ZS) all report.That's four stocks with a combined market capitalization well past $200 billion. All four stocks have gained this year; in fact, CRM is the laggard of the group. It's gained just 9% year-to-date, while the other three names are up at least 40%.But Salesforce earnings are clearly the group's most important. Salesforce.com is far larger, and by far the most valuable. Its reach is broader, meaning the company should be able to highlight how customers are responding in a range of industries.Meanwhile, CRM stock long has been an intriguing barometer for the broader market. The attractiveness of the Salesforce.com business really is in doubt; the argument has been over valuation. Particularly with the NASDAQ now in the green for 2020, that argument should be of particular interest to investors throughout the market. Costco Wholesale (COST)Source: ilzesgimene / Shutterstock.com Earnings Report Date: Thursday, May 28, after market closeTo be fair, there may not be much in the way of news from Costco's earnings on Thursday afternoon. The company already has disclosed sales for the first 11 weeks of the 12-week quarter. And COST stock has traded sideways for a few months now. Indeed, options markets at the moment are pricing in a less than 5% move between now and next Friday.But for both the market and for COST stock, there will be some news worth monitoring. Management no doubt will give some color on store traffic as states have reopened in the last two weeks. There may also be some discussion of the response to the company's restrictive policy surrounding mask-wearing. * 3 Chinese Stocks to Trade As Tensions Mount Over Transparency Issues Additionally, with investors shrugging at earnings from Walmart and Target, the reports from Dollar General and Costco might confirm a trend. Market bears have questioned why markets are still rising despite sharply negative short-term economic news. So if strong results from Costco are met with a shrug, perhaps positive short-term bounces too are being ignored. Ulta Beauty (ULTA)Source: Jonathan Weiss / Shutterstock.com Earnings Report Date: Thursday, May 28, after market closeSpecialty retail stocks have fared much worse than the sector's largest players, but by the standards of the group Ulta Beauty shares have done reasonably well. The stock has traded sideways over the past four years, with some volatility, along the way -- but many niche-focused rivals have done far worse.After a 14% decline YTD, ULTA again has outpaced many other retail stocks. To keep that outperformance going, the company needs to find a way to inspire some confidence with Thursday afternoon's report.It's going to be difficult. Ulta's stores closed at the end of March, and only are set to reopen next week. Online sales no doubt will benefit, but Ulta is going to post a soft first quarter release.We have seen a similar, if smaller, company report this week: Boot Barn (NYSE:BOOT). And that stock saw just a 4% decline on Thursday despite reporting steep sales declines in March and April. Ulta's earnings will get much more coverage and attention, however, and could signal how other specialty retailers will fare as they report earnings in the coming weeks. VMWare (VMW)Source: Sundry Photography / Shutterstock.com Earnings Report Date: Thursday, May 28, after market closeThe market is pricing in accelerating adoption of cloud services as a result of the current pandemic. That's a key reason why both Amazon (NASDAQ:AMZN) and Nvidia (NASDAQ:NVDA) have touched all-time highs.VMW stock, however, hasn't seen that benefit. Shares are down 11.5% YTD, and off about 17% from late February levels.That sets up a crucial report for VMWare on Thursday afternoon. The cloud shift is a risk to VMWare's core business of "virtualizing" on-premise servers.Moreover, VMWare is trying to catch up through acquisitions. However, that's a risky strategy in an environment where corporate IT teams are facing unimaginable workloads. Those teams may take the path of least resistance, which doesn't necessarily suggest choosing VMWare's "hybrid cloud" offerings. * 4 Cybersecurity Stocks to Buy for Long-Term Gains Relative to trailing profits, VMW stock is cheap. But this is a quarter that can set the narrative for the stock going forward. This is a clear "value trap or value play?" argument, and Q1 results and commentary could push investors in one of those directions. Canopy Growth (CGC)Source: Shutterstock Earnings Report Date: Friday, May 29, before market openCanopy Growth officially confirmed its earnings date on Friday, as fourth-quarter results will be released next Friday.That said, it will close an interesting and important stretch for the cannabis industry. Most notably, last week Aurora Cannabis (NYSE:ACB) posted results that were much better than expected. Also, Tilray (NASDAQ:TLRY) posted a decent quarter as well.The industry still is growing, even if share prices across the sector don't necessarily reflect it. That said, though, the ETFMG Alternative Harvest ETF (NYSEARCA:MJ) is down nearly 60% over the past twelve months.If Canopy -- the industry's largest player -- can post a big quarter, broader trends in the sector start looking more positive. And with shares down so far, even after a 90% bounce from March lows, that could suggest room to rally for not jut Canopy stock, but other pot stocks as well.Vince Martin has covered the financial industry for close to a decade for InvestorPlace.com and other outlets. He has no positions in any securities mentioned. More From InvestorPlace * Top Stock Picker Reveals His Next 1,000% Winner * America's Richest ZIP Code Holds Shocking Secret * 1 Under-the-Radar 5G Stock to Buy Now * The 1 Stock All Retirees Must Own The post 7 Earnings Reports to Watch Next Week appeared first on InvestorPlace.

By now, the coronavirus isn’t news. We all know what’s going on, even if we’re not quarantined or languishing in lockdown. COVID-19, spreading in a global pandemic, has struck markets with a hammer blow, and the main indexes remain down at least 29% from their February highs.Investors are confused. We’ve seen bouts of panic selling, along with sporadic purchase activity by insiders, and there has been no consistency in stocks’ reactions to the news cycle.Still, there are some sectors that are likely to keep bring returns for investors long-term. Among the chief of these are tech stocks, especially those connected to the ongoing – and accelerating – 5G rollout. This is the cutting edge of wireless digital tech, the thin end of the wedge for mobile technology, and even in today’s bear market conditions, the tech stocks involved in 5G are likely to see profits. And that means returns for investors.We’ve used the TipRanks database to pull up three such stocks; all are Buy-rated, and boast 40% or higher upside potential. Let’s take a closer look.Marvell Technology Group (MRVL)We’ll start with one of the smaller semiconductor chip makers. Marvell is a Silicon Valley company, with a $13.9 billion market cap and fiscal 2019 profits of $179 million on $2.86 billion in revenues. The company has facilities in 14 countries.In the past year, Marvell flexed its muscle in two important corporate acquisition; the chipmaker acquired to rivals, Avera and Aquantia, in cash deals that cleared away competition and gave the company a smoother path forward. Marvell has also partnered with both Korean tech giant Samsung and Finnish handset maker Nokia on 5G processor chips, in moves described as ‘major wins’ for Marvell.In the Nokia arrangement, the Finnish handset maker said that it engaged with Marvell “to solve its 5G chip problems,” a clear endorsement of Marvell’s industry reputation. And Samsung is one of the world’s largest smartphone manufacturers – securing a position to supply the company’s 5G compatible chips, in advance of the device rollout cycle, puts Marvell in a strong competitive position against its peers.In Q4 2019, Marvell reported revenue and EPS both below the year-ago figures – but beat the quarterly forecasts. Revenue, at $717.7 million, was almost 1% better than expected, while EPS, at 17 cents, was a full 6.25% above the estimates. Beating the estimates was a welcome change from Q3’s miss, and the success was attributed to the partnerships with OEMs Samsung and Nokia. Securing the supplier relationships with two major OEMs puts Marvell in a solid position to gain as new 5G handsets and devices hit the market.Marvell has received warm reviews from two 5-star analysts in recent weeks. Writing or Rosenblatt Securities, Hans Mosesmann gives the stock a Buy rating with a price target of $32, which implies an upside of 68%. (To watch Mosesmann’s track record, click here)Backing his stance, Mosesmann says, “Impressive execution even with the expected COVID-19 headwind (5% hit to the 1Q guide), as the company continues to accelerate 5G content and share within Samsung and a highly multi-year 5G engagement with Nokia. We see no other silicon player that has the broad processor/baseband/networking portfolio, IP, customization, and S/W compatibility capabilities that Marvell has…”Also bullish is Oppenheimer’s Rick Schafer. Schafer’s $30 price target suggests room for 55% upside growth in support of a Buy rating.In his comment on the stock, Schafer writes, “Acquisitions of Aquantia and Avera further bolster MRVL’s position in automotive and networking. MRVL’s emerging growth story, led by 5G infrastructure builds takes root this year. Beyond 5G, we see the next leg of greenfield growth led by automotive connectivity.” (To watch Schafer’s track record, click here)Overall, Marvell gets a Moderate Buy rating from the analyst consensus, based on a total of 15 reviews. These reviews include 12 Buys and 2 Hold, along with a single Sell. Shares are priced low for a high-end tech company, at $19.34, and the $29.14 average price target indicates a 50% upside potential. (See Marvell’s stock analysis at TipRanks)Skyworks Solutions (SWKS)Our next company, Skyworks, has suffered recently as its fortunes are closely tied to Apple’s. This mid-cap semiconductor company is a major supplier for Apple’s iPhone line, and has seen its own fortunes decline since the giant admitted that Q2 earnings will not meet expectations in the wake of the coronavirus epidemic. The extent of Skyworks’ dependence on Apple is clear from a single statistic: in fiscal 2019, the chip company made 51% of its total revenue from sales to Apple.While partly a weakness, this link to Apple also gives Skyworks a clear entry into the 5G chip market. The company’s products will power the new 5G iPhones – and makes Skyworks the supplier for an end-user base over 900 million strong, and loyal to their iPhones. It’s a solid foundation for Skyworks.Still, the share price is down. But – that fall in share price may be an opportunity to buy cheap now. Skyworks has lowered guidance of fiscal Q2 revenue and earnings, in a move that parallel’s Apples. The chip maker, however, has an advantage over Apple, in that it’s major manufacturing facilities are located in the US, and so are immune to both coronavirus trade disruptions and US-China tariff issues. This puts Skyworks on firm foundation to ramp up production when market conditions return to normal.That ‘return to normal’ is seen as likely in 2H20, as 5G is coming, and will not be long delayed. Apple will be introducing 5G compatible iPhones, and Skyworks is positioned as the prime supplier of chips for the devices.Michael Walkley, 5-star analyst with Canaccord Genuity, sees a clear path forward for Skyworks. He writes, in a comment published earlier this month, “We anticipate a strong recovery in Mobile Products starting in 2H/C20 with the 5G rollout on track driving increased dollar content along with the seasonal ramp for Apple’s anticipated 5G lineup…”Walkley’s $125 price target implies an upside of 57% for the coming 12 months, and support his Buy rating on this stock. (To watch Walkley’s track record, click here)Skyworks’ Moderate Buy consensus rating is based on no fewer than 16 Buy-side reviews, which overbalance the 6 Holds the stock has also received. SWKS sells for $83, and the $128.79 average price target suggests that the stock has room for 55% growth going forward. (See Skyworks stock analysis on TipRanks)Inseego Corporation (INSG)We end this list with Inseego, a specialist in industrial internet mobile connection systems. The company provides the advanced modems and routers that IoT demands, especially for building device-to-cloud connections. The Internet of Things is a niche that is bound to expand as the improved latency of 5G networks comes on-line.Along those lines, Inseego did state in the recent Q4 report that it has 5G trials in progress with 20 mobile operators around the world. The comment was distressingly non-specific; however, management did reveal that INSG realized $11 million in revenue from 5G initiatives during the quarter, in North America, Europe, the Middle East, and the Asia-Pacific regions.In other Q4 results, INSG saw a deeper loss than expected, at 10 cents per share. Revenues came in at $52.33 million, in line with estimates but down 6.6% year-over-year. On a positive note, the company’s balance sheet improved, as it reduced debt by some $60 million. Also positive was a capital infusion from Mubadala, worth $25 million. The new capital helps support INSG as it moves forward on its 5G plans.Canaccord analyst Walkley, quoted above, reviewed Inseego, as well, and said of the company’s forward path, “We believe Inseego will deliver very strong 2H/2020 and C2021 growth as global carriers launch 5G networks and ramp volumes of Inseego’s growing product portfolio of X55 powered 5G products. As evidenced by the company’s 20 active 5G trials, Inseego’s growing sales team continues to build an impressive pipeline of new opportunities.”Walkley puts a $7.50 price target on this stock, implying an impressive 32% upside from current price levels. He adds a Buy rating, believing that now is the time to buy into Inseego. (To watch Walkley’s track record, click here)Inseego has a unanimous analyst consensus rating, a Strong Buy based on 6 Buy-side reviews set in recent weeks. Shares are priced at $5.69, and have an average price target of $8.60. This suggests that the stock has room for 52% growth in the next 12 months. (See Inseego stock analysis at TipRanks)

These stocks achieve annual milestone Continue reading...

The unfolding first-quarter reporting season is fraught with a lot of uncertainties from the COVID-19 pandemic.With chip companies expected to start reporting earnings this month, an analyst at Oppenheimer previewed what could be in store for the companies in its coverage universe.The Semiconductor Analyst Oppenheimer analyst Rick Schafer named NVIDIA Corporation (NASDAQ: NVDA), Marvell Technology Group Ltd. (NASDAQ: MRVL) and Monolithic Power Systems, Inc. (NASDAQ: MPWR) as his top picks.The analyst has the following ratings and price targets for his top picks: * Nvidia: Outperform/$350 * Marvell: Outperform/$30 * Monolithic: Outperform/$200The Semiconductor Thesis As the COVID-19 pandemic remains dynamic, there is likely to be near-term uncertainty for most semiconductor companies, Schafer said in a note. (See his track record here.)Supply-side concerns in China and Asia have largely abated, with labor recovering and manufacturing returning to normal in the second quarter, the analyst said. The concerns are now around demand as worldwide shutdowns shift spending patterns, he said. The coronavirus has disrupted what could have been a cyclical recovery in 2020 following a 12% drop in 2019, Schafer said. See also: Why BofA Says AMD, Nvidia Are High-Quality, High-Beta Stocks In A Volatile Market Mixed End Market Signals With automotive production nearing a standstill, Schafer forecast a low-single digit decline in semiconductor auto revenues if the seasonally adjusted annual rate of auto sales declines 10%. If the SAAR remains flat, increasing semiconductor content in cars could support high-single-digit growth, the analyst said. The prospects for the data center and cloud segments remaini strong and the most insulated, given an increase in data traffic due to working from home, he said. Schafer said he expects data center and cloud spending to cool later this year or early 2021 as hyperscalers digest new capacity.The analyst estimates mid-single-digit growth in server units in 2020, with Advanced Micro Devices, Inc. (NASDAQ: AMD) continuing to gain share from Intel Corporation's (NASDAQ: INTC) delayed 10nm server CPU.Nvidia is expected to benefit from an acceleration in AI-accelerator attach, he said.Oppenheimer is expecting a 10% year-over-year decline in smartphone unit shipments due to a decline in 4G smartphones and a potential delay in the iPhone 12 launch. The firm sees a downward bias to semiconductor estimates due to an acceleration in order cancellations into the summer. Data center, cloud and 5G RAN should remain relatively resilient, Schafer said. Oppenheimer likes Nvidia, Marvell and Monolithic Power for their structural growth, but sees risk to smartphone names and analog semis, the analyst said. Semiconductor Price Action The iShares S&P NA Tec. Semi. Idx. Fd. (NASDAQ: SOXX) was up 0.78% at $231.40 at the close Friday.Related Link: Despite Near-Term Volatility, Nvidia Analyst Remains Bullish On Data Center Positioning, Gaming Dominance Latest Ratings for NVDA DateFirmActionFromTo Apr 2020UBSMaintainsBuy Mar 2020SusquehannaMaintainsPositive Mar 2020NeedhamUpgradesHoldBuy View More Analyst Ratings for NVDA View the Latest Analyst Ratings See more from Benzinga * Despite Near-Term Volatility, Nvidia Analyst Remains Bullish On Data Center Positioning, Gaming Dominance * Nvidia Analyst Says Pandemic Creates More Data Center Demand(C) 2020 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

We hate to say this but, we told you so. On February 27th we published an article with the title Recession is Imminent: We Need A Travel Ban NOW and predicted a US recession when the S&P 500 Index was trading at the 3150 level. We also told you to short the market and buy […]

Marvell (NASDAQ: MRVL) today announced that its QLogic® Fibre Channel and FastLinQ® Ethernet adapter solutions enable NVMe™ over Fabrics (NVMe-oF™) technology in VMware vSphere 7.0. As data growth continues to skyrocket, data centers are grappling with increasing power consumption, complexity and cost associated with the demand for greater storage bandwidth and capacity. The integration of Marvell's Fibre Channel and Ethernet adapters into vSphere 7.0 allows low-latency, high-performance NVMe flash storage to be effectively shared, pooled and managed across a fabric resulting in cost-efficient enterprise and hybrid cloud data center scale-out architectures.

Marvell Technology (MRVL) closed at $25.15 in the latest trading session, marking a -1.49% move from the prior day.

Marvell Technology (MRVL) closed the most recent trading day at $30.70, moving +0.99% from the previous trading session.

Most readers would already be aware that Marvell Technology Group's (NASDAQ:MRVL) stock increased significantly by 39...

In 2008, in the midst of the financial crisis, we learned that some banks were considered “too big to fail.” The phrase was used to justify the controversial Troubled Asset Relief Program, which funneled money to the giant Wall Street firms to keep them solvent.Today, we’re bracing for the Coronavirus Recession – if it hasn’t arrived already. But times are different, and now we’re likely to find out that some trends are too transformational to derail – not even the coronavirus pandemic will stop them. The switchover to 5G is one of these. The technology has been available since 2017, and the networks started going online in 2019. 5G promises faster wireless internet access, with greater bandwidth and less latency, and is seen by some tech sector experts as the future of communications.T-Mobile, AT&T, and Verizon have all rolled out 5G networks in the US, and 5G capable smartphones hit the markets last year (Samsung offers three such devices in the Galaxy line). The COVID-19 epidemic has slowed the advance of the new tech, mainly by shutting down the infrastructure work required to support the new network and by forcing delays in the launch of the latest 5G smartphones (for example, Apple normally announced new smartphone models in September, but there are reports that the iPhone 12 will be pushed back two months).With 5G still on the horizon, even if that horizon is slightly more distant than anticipated, the tech sector is going to attract investors. Semiconductor chip makers, providing the microchips essential to all aspects of the 5G networks – from the transmitters to the towers to the handsets and more – will be on the front lines of the gains.Investment research firm Craig-Hallum has tapped three such stocks as primed for big gains in 2H20; we’ve used the TipRanks database to pull the details.Qorvo, Inc. (QRVO)Qorvo is a well-known chip maker in the wireless niche. The company is best known for integrated circuits for communications apps – the chips that let your PCs, tablets, and smartphones connect to wifi networks. The company’s chips are used in cordless phones, industrial radio, remote meter readings, and wireless security.Qorvo’s position as a chip supplier for 5G devices, however, supported the company’s fiscal Q3 2020 results. The company showed solid sales in wifi and 5G components, while the popularity of Qorvo chips in the Chinese, Japanese, and Korean markets – all of which are moving steadily into 5G – helped quarterly revenue rise 4.4% year-over-year. The company’s Mobile Products division was both deeply connected to 5G and a main driver of QRVO’s gains.5-star analyst Anthony Stoss, reviewing QRVO for Craig-Hallum, sees the current COVID-19 containment measures presenting a possible long-term gain for Qorvo stock. He writes, “With the world currently moving online, networks are being constrained. Countries/governments as well as businesses are now aggressively pushing to roll out 5G… We think QRVO will benefit from a faster 5G rollout as they should see higher content in 5G phones as well as 5G base stations.”Stoss gives QRVO shares a $100 price target and a Buy rating. His target suggests an upside potential this year of 16%. (To watch Stoss’ track record, click here)The Street largely seems to echo Stoss’ positive sentiment, considering TipRanks analytics showcase QRVO as a Buy. Out of 18 analysts tracked by TipRanks in the last 3 months, 11 are bullish on Qorvo stock, while 7 remain sidelined. With a potential upside of 30%, the stock’s consensus target price stands at $112.27. (See Qorvo stock analysis on TipRanks)Skyworks Solutions (SWKS)Next on our list is Skyworks, a mid-cap semiconductor maker that is a major supplier to Apple’s iPhone line. Skyworks is a well-regarded company with quality products, but it does provide a lesson in the dangers of over-specialization: it brought in 51% of its total 2019 revenue from Apple. Skyworks had trouble gaining traction through much of 2019, until Apple started gaining solidly in final third of the year.That weakness can also be a source of strength. As a major chip supplier for the iPhone line, Skyworks shares the 900-million strong – and very loyal – Apple customer base. And with Apple preparing to release 5G capable iPhones later this year, even if they arrive late, Skyworks is looking at strong demand for its own products in 2H20.Skyworks has at least one other latent advantage, as well. Its manufacturing facilities are US-based. When COVID-19 epidemic restrictions are lifted, that domestic supply chain will have an easier recovery than competitor companies with greater international exposure.In his review of SWKS, Craig-Hallum's Anthony Stoss sees Skyworks’ Apple exposure as a possible risk, but one that is outweighed by the company’s overall strong outlook in 5G and Wifi 6 products. He writes of the company, “We think SWKS will benefit from a faster 5G rollout as they should see higher content in 5G phones as well as 5G base stations. Additionally, with people moving to work from home and students moving to online learning, we see rising demand for better Wi-Fi connectivity as well. SWKS should benefit as Wi-Fi 6 adoption ramps up.”Stoss backs his Buy rating on SWKS with a $110 price target, indicative of a 15% upside potential over the next 12 months. (To watch Stoss’ track record, click here)All in all, Wall Street sizes up Skyworks as a ‘Moderate Buy’ stock, as the bulls edge out the cautious on the chip maker. In the last 3 months, SWKS has received 15 bullish Buy ratings versus 6 Holds. The consensus price target of $116.44 hints there could be 22% upside for investors, with the stock fetching $95. (See Skyworks stock analysis on TipRanks)Marvell Technology (MRVL)Last on our list is Marvell, a smaller name in the semiconductor chip market. This Silicon Valley company brought in $2.86 billion in revenues last year, realizing $179 million in profits. Marvell operates in 14 countries around the world and even after recent share losses boasts a market cap of $16.1 billion.More importantly, Marvell boasts a strong industry position, bolstered by recent partnership agreements with major handset makers Samsung and Nokia. Marvell will provide the chips needed to power the new 5G devices by both companies. The Finnish device maker is getting ready to release a line of 5G products, and has said that Marvell’s role will be to “solve its 5G chip problems.” And by locking in a 5G agreement with Samsung, one of the world’s largest smartphone makers, Marvell has secured its position against competitors. Market watchers describe Marvell’s Samsung and Nokia agreements as ‘major wins.’Guaranteeing major customers just ahead of their 5G device rollouts puts Marvell in a solid position in the semiconductor field. The news comes after the company beat its Q4 revenue and EPS forecasts; the combination of good news helps explain why, in the same time that the overall markets have dropped 17%, shares in MRVL has only slipped a net of 3.4%.5-star Craig-Hallum analyst Christian Schwab points out that MRVL’s forward guidance has already taken COVID-19 disruptions into account, and is rosy otherwise. He writes, “The company’s Q1 revenue guidance is ~5% lower than it would have been without any impact from the virus.” Schwab also points out that the partnerships with Samsung and Nokia will propel Marvell for the long term: “The company highlighted it has begun the ramp of Samsung’s first generation 5G processor, won their next generation 5G baseband processor, and announced a deeper collaboration with the customer. Nokia also announced earlier yesterday a broadening relationship for the development of multiple generations of 5G infrastructure processors. 5G business with Nokia is expected to ramp largely in 2021.”Schwab’s $30 price target implies a 16% upside for the stock and backs up his Buy rating. (To watch Schwab’s track record, click here)All in all MRVL shares have a Strong Buy from the analyst consensus, based on no fewer than 12 Buy ratings overbalancing 2 Holds and 1 Sell. Meanwhile, the $28.79 average price target suggests that there is room here for a 11% upside potential. (See Marvell stock analysis on TipRanks)To find good ideas for 5G stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.