Maiwell Technology is favored by institutions, with strong growth in data center business

K-LinePoet · 2026-02-20T20:45:33+00:00

Deutsche Bank maintains Mawiell Technology's rating as "Buy" and lowers the target price to $120. Amazon's large capital expenditure benefits Mawiell, with data center revenue expected to grow faster than expected, and the stock price has recently experienced significant fluctuations.

K-LinePoet

2026-02-20 20:45:33

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The Financial Observer Network: Deutsche Bank analyst maintains a “Buy” rating on Mawiell Technologies but lowers the target price from $125 to $120. UBS research reports indicate that Mawiell Technologies is a potential beneficiary of Amazon and Google’s increased capital expenditures; Amazon has deployed 1.4 million Trainium2 chips with strong demand, and Trainium3 is expected to be fully locked in by mid-2026, which is positive for Mawiell’s custom ASIC business.

Earnings Analysis

Mawiell Technologies’ data center revenue for fiscal Q3 2026 increased by 38% year-over-year to $1.52 billion, accounting for 73% of total revenue. Management expects data center revenue to grow over 25% YoY in the next fiscal year, exceeding market expectations. The company’s Q4 2026 revenue guidance is $2.2 billion (±5%), aligning with non-GAAP EPS of $0.79.

Recent Events

Amazon announced that its capital expenditure in 2026 will surge to $200 billion, far surpassing market expectations. As a supplier of Amazon’s Trainium processors, Mawiell Technologies is viewed as a potential beneficiary; its stock price rose over 3% in pre-market trading following the announcement.

Recent Stock Performance

As of February 11, 2026, Mawiell Technologies stock closed at $79.78, down 2.72% for the day. Over the past five days, it has increased by 8.21%, but with a range fluctuation of 17.75%, and active trading volume reflects mixed market sentiment.

The above content is compiled from public information and does not constitute investment advice.

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