Selected stock price target news of the day - June 18th, 2025

By: Matthew Otto

Marvell Unveils Power and Memory Advances for AI Infrastructure

Marvell Technology has introduced two new technologies designed to improve power efficiency and performance in AI and cloud computing infrastructure. It unveiled its Package Integrated Voltage Regulator (PIVR), is described by Marvell as a chip-level power solution capable of doubling current density to up to 4 amperes per square millimeter and reducing transmission losses by as much as 85% during final voltage conversion.

By minimizing the distance between power delivery components and the processor, Marvell’s solution supports the development of compute platforms exceeding 4 kilowatts, a step toward more compact and efficient data center architectures. The technology also enables tighter voltage regulation and dynamic voltage scaling, potentially reducing system costs while increasing compute density.

In parallel, Marvell launched a custom 2nm Static Random Access Memory (SRAM) component offering up to 6 gigabits of high-speed memory per chip. According to Marvell, the custom SRAM reduces memory standby power by up to 66% and saves as much as 15% of total die area in 2nm designs. Operating at speeds up to 3.75 GHz, the SRAM expands Marvell’s platform for custom XPUs, complementing earlier solutions like custom HBM and CXL integrations.

Analysts Maintain Bullish Outlook Amid Developments

Benchmark analyst Cody Acree reiterated a Buy rating and a $95 price target.
Needham analyst Quinn Bolton reiterated a Buy rating and a $85 price target.
Rosenblatt analyst Hans Mosesmann reaffirmed a Buy rating and the price target at $124.
Loop Capital analyst Gary Mobley kept a Buy rating along with a $90 target.
Cantor Fitzgerald analyst C.J. Muse kept a Buy rating and raised the price target to $75 from $60.
Stifel analyst Tore Svanberg maintained a Buy rating and a $80 target.
UBS analyst Timothy Arcuri reiterated a Buy rating and a $100 price target.

Which Analyst has the best track record to show on MRVL?

Analyst Toshiya Hari (GOLDMAN SACHS) currently has the highest performing score on MRVL with 10/12 (83.33%) price target fulfillment ratio. His price targets carry an average of $15.85 (13.76%) potential upside. Marvell Technology stock price reaches these price targets on average within 197 days.

Whitestone Expands Texas Portfolio with Fort Worth Retail Acquisition

Whitestone REIT has acquired the 86,907 square-foot shopping center at 5000 South Hulen in Fort Worth, Texas. The property, located near Interstate 20 and Hulen Street, is surrounded by high-traffic corridors that attract over 182,000 vehicles per day. The site is adjacent to Hulen Mall—considered the most visited mall within a 30-mile radius—and lies within close proximity to affluent neighborhoods including Mira Vista and Chisholm Trail Parkway.

Demographically, the property is situated within a 5-mile radius that includes more than 300,000 residents with an average household income of $113,520, contributing to a regional spending capacity estimated at $13.9 billion. The center features national and regional tenants such as Sephora, Old Navy, Barnes & Noble, and Potbelly.

Analyst Reaffirmed Rating Following Expansion

JMP Securities analyst Mitch Germain reiterated a Market Outperform rating and a $16 price target.

Which Analyst has the best track record to show on WSR?

Analyst Gaurav Mehta (ALLIANCE GLOBAL PARTNERS) currently has the highest performing score on WSR with 3/3 (100%) price target fulfillment ratio. His price targets carry an average of $3.49 (30.32%) potential upside. Whitestone REIT stock price reaches these price targets on average within 486 days.

Lennar Misses EPS Estimate Despite Higher Revenues and Increased Home Deliveries

Lennar reported second-quarter 2025 earnings per share of $1.90 excluding mark-to-market losses, falling short of the consensus estimate of $1.94. Quarterly revenue came in at $8.38 billion, exceeding analyst expectations of $8.18 billion.

Lennar recorded net earnings of $477 million, down from $954 million in the same quarter last year. Home deliveries totaled 20,131 units, a 2% increase year-over-year, while new orders rose 6% to 22,601 homes. The average sales price declined to $389,000 from $426,000 a year earlier, contributing to a 7% drop in home sales revenue to $7.8 billion. Gross margin on home sales fell to 17.8% (or 18.0% excluding purchase accounting), compared to 22.6% in the prior-year period. Backlog stood at 15,538 homes, with a total value of $6.5 billion.

Homebuilding operating earnings were $728 million, while Financial Services contributed $157 million, up from $146 million last year. The Multifamily and Lennar Other segments posted operating losses of $15 million and $53 million, respectively. SG&A expenses rose to $689 million, or 8.8% of home sales revenue, compared to 7.5% a year earlier.

Lennar ended the quarter with $1.2 billion in homebuilding cash and $5.4 billion in total liquidity. Homebuilding debt-to-total capital was 11.0%. Lennar issued $700 million in 5.20% senior notes due 2030, primarily to retire $500 million in 4.75% notes maturing in May 2025. Additionally, 4.7 million shares were repurchased for $517 million.

Lennar reported a cycle time of 132 days, 12% shorter than the previous year, and an inventory turn of 1.8x, up from 1.6x. For the third quarter, Lennar expects deliveries and new orders to range between 22,000 and 23,000 homes, an average sales price of $380,000 to $385,000, and Financial Services operating earnings between $175 million and $180 million.

Analysts Lower Targets Following Miss on EPS and Margin Pressure

Barclays analyst Matthew Bouley maintained an Equal-Weight rating but reduced the price target from $110 to $95.
UBS analyst John Lovallo reiterated a Buy rating while lowering the price target from $164 to $146.
Oppenheimer analyst Tyler Batory maintained a Perform rating.

Which Analyst has the best track record to show on LEN?

Analyst Anthony Pettinari (CITI) currently has the highest performing score on LEN with 11/14 (78.57%) price target fulfillment ratio. His price targets carry an average of $19.74 (15.15%) potential upside. Lennar stock price reaches these price targets on average within 118 days.