Price
$269.77+10.89%Social Signal Score
Analyst Ratings
73 analysts52-week range
- Last close
- $269.77
- Off 52w high
- -14.7%
- 200-day average
- $167.84
- vs 200-day
- +60.7%
Revenue
$2.74B+318.58%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Matthew J. Murphy
- Sector
- Technology
- Industry
- Semiconductors
- Employees
- 7,480
- Beta
- 2.25
- Country
- US
- Piotroski score
- 6 / 9 (Middling)
- Altman Z-score
- 16.94
Financials
Revenue
$2.74B+318.6%Net Income
$308.00M+324.1%EBITDA
$764.90M+545.6%Free Cash Flow
$478.80M+344.5%EPS (diluted)
$0.33+135.7%Shares Outstanding (diluted)
921.20M+76.4%Operating Expenses
$998.70MCash & Debt
$3.93BReturn of Capital
$253.90MRevenue by Segment (annual)
$8.19BDividend per Share
$0.06Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2026 | $8.19B | $2.67B | $3.10 |
| 2025 | $5.77B | $-885.00M | $-1.02 |
| 2024 | $5.51B | $-933.40M | $-1.08 |
| 2023 | $5.92B | $-163.50M | $-0.19 |
| 2022 | $4.46B | $-421.00M | $-0.53 |
| 2021 | $2.97B | $-277.30M | $-0.41 |
| 2020 | $2.70B | $1.58B | $2.38 |
| 2019 | $2.87B | $-179.09M | $-0.30 |
| 2018 | $2.41B | $432.43M | $0.87 |
| 2017 | $2.30B | $21.15M | $0.04 |
| 2016 | $2.65B | $-811.40M | $-1.59 |
| 2015 | $3.64B | $435.35M | $0.85 |
| 2014 | $3.40B | $315.32M | $0.64 |
| 2013 | $3.17B | $306.58M | $0.55 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from MRVL's reported EPS growth of 14.2% a year over 13 years.
- EPS in 5 years
- $6.02
- Implied price
- $150.59
- Return from $272.29
- -11.2% a year
To earn 15.0% a year on these assumptions you'd need to buy at $74.87 — -72.5% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 17 | 21 | 25 | 29 | 33 |
|---|---|---|---|---|---|
| 4.2% | -25.0% | -21.7% | -18.9% | -16.5% | -14.3% |
| 9.2% | -21.4% | -18.0% | -15.1% | -12.5% | -10.2% |
| 14.2% | -17.8% | -14.2% | -11.2% | -8.5% | -6.1% |
| 19.2% | -14.2% | -10.5% | -7.3% | -4.5% | -2.0% |
| 24.2% | -10.6% | -6.7% | -3.4% | -0.5% | 2.1% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
50-33.39%Social Signal Score
Mentions (100)
- 4chan /biz/biz·2h ago·Negative
>>62756908 It does make sense Hedge funds are shorting MU and SNDK and probably MRVL if it tries to go higher from here. Anything that has too much retail holding it, they will maliciously short to try and force people to sell.
View source ↗ - News (RSS)fool·3h ago·Neutral
$10,000 in Marvell Stock a Decade Ago Is Worth About $206,000 Now. Repeating That Would Take 35% Annual Earnings Growth. Most of the decade's rise came this year. What would it take to do it all over?
View source ↗ - Newsfool.com·7h ago·Neutral
$10,000 in Marvell Stock a Decade Ago Is Worth About $206,000 Now. Repeating That Would Take 35% Annual Earnings Growth. A $10,000 stake in the chipmaker in October 2016 was worth around $206,000 on Oct. 5, 2026, on price alone. The company's adjusted earnings per share rose around fivefold over the decade, but its stock climbed about 20-fold.
View source ↗ - Newszacks.com·21h ago·Positive
MRVL Stock Skyrockets 221% YTD: Should Investors Buy, Sell or Hold? Marvell Technology's AI-driven growth is accelerating, but its premium valuation, customer concentration and fierce competition warrant caution.
View source ↗ - News (RSS)seekingalpha·1d ago·Neutral
Marvell Technology: Poised To Thrive During The AI Buildout
View source ↗ - Newsseekingalpha.com·1d ago·Positive
Marvell Technology: Poised To Thrive During The AI Buildout Marvell Technology is positioned as a key supplier for the accelerating AI datacenter buildout, supporting robust long-term growth. MRVL's earnings are expected to double every two years over the next four years, driven by strong demand for its data center products and strategic partnerships. The stock trades at a fair PEG of 1.42, reflecting high expected annual earnings growth of 45.61% and margin expansion.
View source ↗ - News247wallst.com·2d ago·Positive
A $1,000 Bet on Marvell in 2016 Crushed the Market With 2140% Returns A small bet on Marvell in 2016 survived three brutal collapses that would have shaken most investors out of their positions before the real gains even began.
View source ↗ - News (RSS)fool·3d ago·Positive
Marvell Stock Has More Than Tripled This Year. I Think It Can Double Again by 2031. The chip stock has more than tripled this year. Can it actually do it again?
View source ↗ - Newsfool.com·3d ago·Positive
Marvell Stock Has More Than Tripled This Year. I Think It Can Double Again by 2031. Marvell's revenue growth has sped up for two straight quarters, and management sees faster growth ahead. Management expects its custom chip business to more than double in fiscal 2028.
View source ↗ - News (RSS)fool·3d ago·Negative
Prediction: This Artificial Intelligence (AI) Chip Stock Will Make a Big Move in October (Hint: It’s Not Micron) Marvell Technology stock could make a big move after Oct. 6.
View source ↗ - Newsfool.com·3d ago·Negative
Prediction: This Artificial Intelligence (AI) Chip Stock Will Make a Big Move in October (Hint: It's Not Micron) Marvell Technology is expected to raise its guidance once again on Oct. 6. The company's improving growth trajectory suggests it could make investors significantly richer.
View source ↗ - Newsfool.com·4d ago·Negative
Marvell's Custom AI Silicon Deals With Hyperscalers Could Redefine Its Growth Story Marvell raised its fiscal 2028 revenue outlook to $18 billion, with custom chip sales expected to more than double. It signed a major deal with Google in July, with the potential to generate $120 billion in cumulative revenue over six years.
View source ↗ - News (Marketaux)gurufocus.com·4d ago·Positive
Intel, AMD Lead 5 Biggest Stock Winners in September 5 stocks rounded out September as the Na[+322 characters]
View source ↗ - Newszacks.com·5d ago·Neutral
Marvell Technology, Inc. (MRVL) Is a Trending Stock: Facts to Know Before Betting on It Zacks.com users have recently been watching Marvell (MRVL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
View source ↗ - News247wallst.com·5d ago·Positive
Buy Any Marvell Technology Pullbacks When They Happen Marvell just posted record revenue and raised guidance, yet its stock sits nearly 20% off its highs while AI sentiment drags it lower. Three upcoming catalysts could determine whether this gap closes or widens.
View source ↗ - News (Marketaux)gurufocus.com·5d ago·Neutral
First Trust NASDAQ-100 Tech (QTEC) Sells $4.9 Million More Intel on Sept. 28 (Class A) (META) -6,556 -$4.7M 2.61% of [+306 characters]
View source ↗ - Newsseekingalpha.com·6d ago·Positive
…ere's A Catch Marvell Technology, Inc. maintains a Strong Buy rating as fiscal 2028 guidance rises to $18 billion revenue, driven by broad-based connectivity growth. MRVL's operating margin is guided toward 38–40% by Q4, with fiscal 2028 EPS estimated at $6.30–$6.70, making shares cheaper on forward earnings. Scale-up optics and near-packaged optics, or NPO, represent a meaningful upside, with fiscal 2028 optics revenue expected to exceed $300 million and further ramping in fiscal 2029.
View source ↗ - News (RSS)fool·6d ago·Positive
Better Buy: Marvell or Broadcom? These are excellent companies in the right place at the right time, but only one can be the better investment in this comparison.
View source ↗ - Newsfool.com·6d ago·Neutral
Why Marvell Technology Stock Triumphed on Tuesday It continues to benefit from heavy AI build-out activity. That trend isn't at serious risk of fading anytime soon.
View source ↗ - Newsnewsfilecorp.com·6d ago·Negative
…l Biosciences Announces Closing of Private Placement For Up To $3.0 Million Calgary, Alberta--(Newsfile Corp. - September 29, 2026) - Marvel Biosciences Corp. (TSXV: MRVL) (OTCQB: MBCOF) ("Marvel" or the "Company") announced today that, further to its July 16, 2026, August 19, 2026 and September 9, 2026 press releases, it has closed its non-brokered private placement (the "Offering"). Pursuant to the Offering, the Company issued an aggregate of 10,654,298 units (the "Units") at a price of $0.15 …
View source ↗ - News247wallst.com·6d ago·Neutral
Marvell Is Up 210% in 2026: Take Profits, or Buy More? Few large chip names have delivered a year like Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction), and the scale of that run now forces a real decision on shareholders. Marvell stock is up 210% this year to $263.
View source ↗ - Newsseekingalpha.com·6d ago·Positive
Marvell's Investor Day Could Ignite Another Rerating Marvell Technology remains attractive, with strong AI networking, electro-optics, and memory interconnect growth pillars driving a bullish outlook. MRVL raised FY2027 revenue guidance to $12B (+45% YoY) and FY2028 to $18B (+50% YoY), reflecting robust data center and custom ASIC momentum. Upcoming catalysts include an investor day likely to boost TAM and revenue targets, supporting a medium-term upside potential of ~20%.
View source ↗ - Newsfinbold.com·7d ago·Positive
Analysts set Marvell (MRVL) share price target for 12 months Even though Marvell Technology, Inc. (NASDAQ: MRVL) stock has corrected nearly 5% over the past five days through September 29, several Wall Street analysts have reaffirmed their bullish outlook.
View source ↗ - News (RSS)fool·7d ago·Positive
Arm vs. Marvell Technology: Which AI Chip Stock Is a Better Buy in 2026? Arm's licensing model commands a steep valuation premium, while Marvell is growing faster but depends heavily on a small group of large customers.
View source ↗ - News (RSS)fool·7d ago·Positive
Broadcom vs. Marvell Technology: Which Semiconductor Stock Is a Better Buy in 2026? Broadcom has locked-in AI revenue commitments from some of the most important companies in the industry. Marvell is growing faster but leans heavily on a small number of hyperscaler relationships.
View source ↗ - 4chan /biz/biz·7d ago·Neutral
>>62734078 dude because super heroes. MRVL is badass
View source ↗ - 4chan /biz/biz·7d ago·Neutral
Johnny I just want to understand SNDK and MRVL have almost the same marketcap, but SNDK makes 4 times as much as MRVL Why does the market think this is efficient pricing?
View source ↗ - Newsbarrons.com·8d ago·Negative
Sandisk, Marvell and Other AI Stocks Fall. Blame OpenAI. OpenAI said it has halted the training of its latest AI models. It follows more incidents of AI agents going rogue.
View source ↗ - News (RSS)fool·8d ago·Positive
Broadcom vs. Marvell: The AI Supercycle Is Big Enough for Both. Here's the Better Buy. Broadcom and Marvell are both gaining from the AI infrastructure boom, but one stock offers a better risk-reward proposition.
View source ↗ - News (RSS)seekingalpha·9d ago·Negative
Marvell: Not The Best Bang For Your Buck
View source ↗ - Newsfool.com·10d ago·Neutral
2 Semiconductor Stocks That Could Help Set You Up for Life These suppliers sit in the middle of the AI infrastructure boom.
View source ↗ - 4chan /biz/biz·10d ago·Positive
…10 days). If the market follows the same pattern, you will see AI s*** see-sawing in October, then dump before the election, then another fat AI pump after AMD/SNDK/MRVL earnings pumps the entire market higher. You could potentially see SNXX go to 30 bucks in the next week, drop back to 15, then run to 50 after the election. Goddammit If I just followed the same patterns as 2024 I'd be rich.
View source ↗ - News (Marketaux)gurufocus.com·10d ago·Positive
Marvell Technology (MRVL) Declares Quarterly Dividend of $0.06 per Share On September 25, 2026, Marvell [+291 characters]
View source ↗ - Newsbusinesswire.com·10d ago·Negative
Marvell Technology, Inc. Declares Quarterly Dividend Payment SANTA CLARA, Calif.--(BUSINESS WIRE)--Marvell Technology, Inc. (NASDAQ: MRVL), today announced a quarterly dividend of $0.06 per share of common stock, including preferred stock on an as converted to common stock basis, payable on October 29, 2026 to stockholders of record as of October 9, 2026.About MarvellTo deliver the data infrastructure technology that connects the world, we're building solutions on the most powerful foundation: o…
View source ↗ - News247wallst.com·10d ago·Neutral
Marvell's 203% YTD Surge Sets High Bar but We See More Runway Ahead After a 200-plus percent run this year, Marvell sits at a crossroads where one upcoming investor day could either justify its stretched valuation or expose a critical flaw at the heart of its AI growth story.
View source ↗ - News (RSS)fool·11d ago·Positive
Astera Labs vs. Marvell Technology: Which Tech Stock Is a Better Buy in 2026? Astera Labs boasts higher revenue growth, but customer concentration poses a risk. Marvell trades at lower multiples with broader diversification.
View source ↗ - Newsmarketbeat.com·12d ago·Neutral
Can Marvell Keep Up in the Custom AI Chip Race? In the race to build the brains of artificial intelligence, the chip designers have become some of the market's hottest names, and Marvell Technology Inc. NASDAQ: MRVL is firmly among them. Lately, it's found itself under an unusually bright spotlight, with its shares swinging sharply as investors weigh how big a slice of this booming market it can ultimately claim.
View source ↗ - Newsbarrons.com·13d ago·Negative
Marvell and 2 More Stocks to Play the AI Data-Center Boom Nvidia CEO Jensen Huang was wrong when he predicted Marvell would be the next trillion-dollar chip company.
View source ↗ - News (RSS)yahoo·13d ago·Negative
Price Prediction: Marvell, AMD & Broadcom- Our Bold Price Predictions for 2027
View source ↗ - News (RSS)yahoo·14d ago·Neutral
Marvell Smashes the AI ‘Power Wall’ with Industry-First 2nm Optical Chips
View source ↗ - News (RSS)thestreet·14d ago·Neutral
Marvell just made a move that changes the AI networking story The chip designer took new optical hardware to a European stage this week, and the timing lines up with where hyperscaler spending is heading.
View source ↗ - News247wallst.com·14d ago·Negative
Marvell Smashes the AI ‘Power Wall' with Industry-First 2nm Optical Chips Shares of Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) opened higher Monday, trading at $248 in the first hour, up 1.5% on the session after the company unveiled the industry's first 2nm optical interconnect demonstrations for AI data centers.
View source ↗ - News247wallst.com·15d ago·Positive
Marvell Technology Fell Hard Over 3 Months: It Has Momentum and a Wall Street Pro's Confidence That 78% Gains are Coming Marvell has dropped 20% in three months even as AI peers held steady, and one analyst sees that disconnect as the setup for gains that leave the Wall Street consensus looking timid.
View source ↗ - Newsbusinesswire.com·15d ago·Neutral
Marvell to Showcase Industry-First 2nm Optical Technology Demos for AI Data Center Infrastructure at ECOC 2026 SANTA CLARA, Calif.--(BUSINESS WIRE)---- $MRVL #2nm--Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced industry-first 2nm optical interconnect demonstrations that advance the next generation of AI data center connectivity. The technologies will be showcased at the European Conference on Optical Communication (ECOC) 2026, Se…
View source ↗ - News (RSS)fool·16d ago·Negative
Prediction: This Nvidia-Backed Artificial Intelligence (AI) Stock Could 10X by 2033 Earlier this year, Nvidia invested $2 billion in semiconductor company Marvell Technology.
View source ↗ - News (RSS)yahoo·16d ago·Neutral
Marvell (MRVL) and GlobalFoundries (GFS) Rise on Expanded Deal: What Investors Should Know
View source ↗ - Newsfool.com·16d ago·Negative
Prediction: This Nvidia-Backed Artificial Intelligence (AI) Stock Could 10X by 2033 Nvidia CEO Jensen Huang has predicted that Marvell will be the next trillion-dollar stock. Marvell could be on the verge of enormous growth thanks to demand for custom silicon from AI hyperscalers.
View source ↗ - News247wallst.com·17d ago·Positive
3 Stocks to Buy Before Wall Street Catches On Before September Ends A chipmaker and two power producers are raising forecasts and signing hyperscaler contracts while their stocks sit well off their peaks. That gap between fundamentals and price action may not last past September.
View source ↗ - 4chan /biz/biz·17d ago·Positive
There's two ways I see AI hardware going now, after the absolute carnage 2 months ago we're now in a crabbing range where "timing the bottoms and tops" has become easysauce. This usually means a breakout is soon, since it didn't break down. There will either be a continued gain for MU and the others next week, or another dip and then a run up to the earnings the subsequent week. I don't know if SNDK will stop sucking dicks and hit the ATH again but it'll do something! As will Marvell superheroe
View source ↗ - Newsfinbold.com·17d ago·Neutral
Wall Street analyst sets Marvell (MRVL) stock price target for 12 months As Marvell Technology, Inc. (NASDAQ: MRVL) stock fell by more than 5% over the past 30 days through September 18, 2026, Joseph Moore, a Wall Street analyst at Morgan Stanley (NYSE: MS), expects less upside over the next 12 months.
View source ↗ - Newsnewsfilecorp.com·18d ago·Negative
…vel Biosciences Provides Update on Private Placement for up to $3.0 Million Calgary, Alberta--(Newsfile Corp. - September 17, 2026) - Marvel Biosciences Corp. (TSXV: MRVL) (OTCQB: MBCOF) ("Marvel" or the "Company") announced today that, further to its July 16, 2026, August 19, 2026 and September 9, 2026 press releases, it intends to complete a non‐brokered private placement offering (the "Offering") of units of the Company ("Units") at a price of $0.15 per Unit. The Offering will be for a minimu…
View source ↗ - News (RSS)livemint·18d ago·Neutral
Chip stocks surge: Intel jumps 10%; Marvell, AMD and Nvidia extend gains | Key triggers explained Major US chip stocks rallied on September 17, led by Intel's 10% rise to $111. AMD also gained 7% to $547. The recovery follows heavy losses due to AI development concerns, but easing Treasury yields and sustained growth in AI infrastructure have boosted investor sentiment.
View source ↗ - News (RSS)channelnewsasia·18d ago·Neutral
GlobalFoundries, Marvell expand chip capacity deal for AI data center connectivity
View source ↗ - News (RSS)investing·18d ago·Neutral
GlobalFoundries, Marvell expand SiGe capacity for AI data centers
View source ↗ - Newsproactiveinvestors.com·18d ago·Neutral
GlobalFoundries and Marvell expand SiGe deal for AI data centers Globalfoundries Inc (NASDAQ:GFS) and Marvell Technology Inc (NASDAQ:MRVL) expanded their multiyear manufacturing agreement to increase semiconductor production capacity as growing AI data centers fuel demand for faster optical connections. The agreement will boost production capacity at GlobalFoundries' Burlington, Vermont, facility for silicon germanium technology, known as SiGe, which enables faster and more energy-efficient semi…
View source ↗ - Newszacks.com·18d ago·Neutral
Can MRVL's Data Center Business Sustain Its Growth in 2027? Marvell Technology's AI-driven data center growth is accelerating across custom silicon, optics and switching, but competition remains fierce.
View source ↗ - Newszacks.com·19d ago·Neutral
Marvell Technology, Inc. (MRVL) is Attracting Investor Attention: Here is What You Should Know Marvell (MRVL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
View source ↗ - News247wallst.com·19d ago·Negative
Marvell Technology Dropped By 25% in 3 Months: This Trusted Analyst Says 75% Returns Are Coming In The Next Year Marvell's stock has cratered even as its AI data-center business posts record numbers and analysts pile on upgrades, and one KeyBanc analyst is drawing a very different conclusion from the selloff than the rest of the market.
View source ↗ - News (RSS)investing·19d ago·Positive
Why is Marvell Technology stock rallying today?
View source ↗ - Newsfool.com·19d ago·Neutral
Why Marvell Stock Rallied Today AI chip and infrastructure stocks got a lift from rumors of a potential chipmaking deal between Intel and SK Hynix. The pair are reportedly in talks to make memory chips in the U.S. for the first time.
View source ↗ - News (RSS)fool·20d ago·Positive
September Effect: 3 AI Stocks to Buy on a Potential Market Pullback Palantir, Marvell, and Snowflake could be good buys on a pullback.
View source ↗ - News247wallst.com·20d ago·Neutral
The AI Boom Has a Secret Weapon, and It's Marvell Marvell has surged over 150% this year on the back of explosive data center growth, but Wall Street's consensus target may still be too conservative.
View source ↗ - Newsseekingalpha.com·21d ago·Neutral
…erritory, But The Buy Case Still Holds Marvell Technology faces new competition as Qualcomm enters Amazon's AI custom silicon and optical connectivity ecosystem, but MRVL retains broad AWS engagement. MRVL's data-center revenue surged 46% YoY in Q2 FY2027, with management raising FY2027 revenue to ~$12B and FY2028 to ~$18B, signaling robust growth. Despite Qualcomm's entry, MRVL's strength in interconnect, switching, and Photonic Fabric, plus ongoing AWS warrants, supports a continued buy rating…
View source ↗ - News (RSS)economictimes·21d ago·Neutral
US stocks today: US stocks slip as AI slowdown fears drag Nvidia and chipmakers US stocks fell on Monday as fears over a slowdown in AI model development hit Nvidia and chipmakers. Nvidia dropped 3.2%, while Intel, AMD and Marvell fell sharply. Defensive sectors gained, while software stocks including ServiceNow and Adobe rose as investors reassessed AI's market impact.
View source ↗ - News (Marketaux)finance.yahoo.com·21d ago·Negative
S&P 500, Nasdaq fall on AI slowdown fears, oil price surge Advanced Micro Devices, Intel, and M[+292 characters]
View source ↗ - 4chan /biz/biz·21d ago·Neutral
>>62688720 MU $800 IREN $25 SNDK $1,000 WDC $360 SKHY $130 MRVL $150 NBIS $170
View source ↗ - 4chan /biz/biz·21d ago·Neutral
When do we slurp MU, Sandisk, Nebius and Marvell?
View source ↗ - News (RSS)yahoo·22d ago·Positive
Bank of America has strong message for Marvell stock investors
View source ↗ - News (RSS)thestreet·22d ago·Positive
Bank of America has strong message for Marvell stock investors The bank’s bullish outlook comes with a crucial test
View source ↗ - News (RSS)fool·23d ago·Neutral
Wall Street Analyst Sees Between 19% to 37% Upside in These 5 AI Chip Stocks Piper Sandler initiated coverage of Nvidia, Broadcom, AMD, Arm, and Marvell, all with "overweight" ratings.
View source ↗ - News (RSS)seekingalpha·24d ago·Neutral
Marvell: Most Potent Setup Of The AI Factory Decade
View source ↗ - Newsseekingalpha.com·24d ago·Neutral
…I Factory Decade Marvell Technology is positioned as the backbone of AI infrastructure, leveraging optical interconnects and custom silicon for next-gen AI clusters. MRVL's interoperability milestone with Nvidia Vera and the $120B Google warrant underpin a robust, de-risked path to an $18B FY28 revenue run rate. Wall Street's focus on short-term margin compression overlooks MRVL's long-term moat in optical networking and custom ASICs amid accelerating AI data center demand.
View source ↗ - News (RSS)yahoo·24d ago·Positive
Marvell Is Winning Custom AI Business. TSMC May Be the Safer Way to Play It
View source ↗ - News (RSS)marketwatch·24d ago·Neutral
Marvell is sitting on an incredibly ‘sticky’ business that could help it unlock a $30 billion opportunity Marvell is best known for making custom chips — but an analyst notes there’s arguably more potential in supporting components and optical networking.
View source ↗ - News (RSS)thestreet·24d ago·Positive
Marvell CEO reveals decade-long gem behind its explosive 239% surge Marvell has outperformed every major chip stock, from NVDA and AMD to Broadcom, over the past year.
View source ↗ - Newsmarketwatch.com·24d ago·Neutral
Marvell is sitting on an incredibly ‘sticky' business that could help it unlock a $30 billion opportunity Marvell is best known for making custom chips — but an analyst notes there's arguably more potential in supporting components and optical networking.
View source ↗ - Newszacks.com·24d ago·Neutral
MRVL Rides on the AI Capex Wave: What's Ahead for Investors? Marvell Technology is riding on AI infrastructure growth with custom silicon, interconnect and optics, but faces trade risks and rising competition.
View source ↗ - Newsseekingalpha.com·25d ago·Negative
Marvell's AI Story Is Shifting Where It Matters Most Marvell targets $18 billion FY2028 revenue, lifting combined FY2027 and FY2028 expectations from roughly $20 billion to $30 billion. Connectivity, switching, and storage drove most of Marvell's FY2028 forecast increase, reducing dependence on individual custom silicon programs. Marvell has over 20 XPU and XPU-attach design wins, while FY2029 custom ASIC revenue could reach $10–$11 billion.
View source ↗ - News (RSS)seekingalpha·25d ago·Neutral
Qualcomm Vs. Marvell: The Better AI Business Is The Worse Stock
View source ↗ - Newsseekingalpha.com·25d ago·Neutral
Qualcomm Vs. Marvell: The Better AI Business Is The Worse Stock Qualcomm is rated Buy and Marvell, Hold, as QCOM offers superior risk-adjusted upside despite MRVL's stronger current AI business. QCOM's valuation allows for margin and execution misses, with a $298 FY2029 price target (69% upside), while MRVL's price already assumes near-flawless execution. MRVL's $120B Google opportunity is not committed backlog; revenue timing, margin structure, and dilution from warrants are critical uncertaint…
View source ↗ - Newsfool.com·25d ago·Neutral
Prediction: Marvell Technology Stock Will Jump 150% in 5 Years. Here's the Math. Investors pressed the panic button after Marvell Technology's latest quarterly report. The semiconductor specialist, however, anticipates stronger growth due to its expanding influence in AI chips.
View source ↗ - News (RSS)yahoo·25d ago·Neutral
Broadcom vs. Marvell: One AI Stock is Crushing It This Year. I'm Still Picking the Other.
View source ↗ - Newszacks.com·25d ago·Neutral
MRVL Stock Rises 8.6% Since Q2 Results: Time to Hold or Fold? Marvell Technology is riding AI infrastructure demand and higher growth forecasts, but competition, valuation and execution risks support a hold stance.
View source ↗ - Newsseekingalpha.com·26d ago·Neutral
Marvell: $120 Billion Google Deal Disappointment Is Overblown Marvell Technology (MRVL) delivered record Q2 revenue of $2.74 billion, with data center growth broadening across multiple products and customers. I maintain a Strong Buy rating and a $375.28 price target, supported by raised fiscal 2027 and 2028 revenue guidance and improving operating leverage. MRVL's custom silicon, optics, and CXL memory products are driving growth, though lower gross margins and customer concentration introduce r…
View source ↗ - Newsmarketbeat.com·26d ago·Neutral
Marvell Technology Targets $18B as AI Networking and Optics Fuel Growth Marvell Technology NASDAQ: MRVL executives outlined the company's expanding role in AI data-center infrastructure at Citi's Global TMT Conference, pointing to growth opportunities in networking, optical connectivity, custom silicon and supply-chain-backed capacity expansion.
View source ↗ - News (RSS)yahoo·26d ago·Neutral
Marvell Or NVIDIA: Which One Costs Less Per Dollar Of Profit?
View source ↗ - News (RSS)seekingalpha·26d ago·Positive
Marvell Technology, Inc. (MRVL) Presents at Citi's 2026 Global TMT Conference Transcript
View source ↗ - Newsseekingalpha.com·26d ago·Positive
Marvell Technology, Inc. (MRVL) Presents at Citi's 2026 Global TMT Conference Transcript Marvell Technology, Inc. (MRVL) Presents at Citi's 2026 Global TMT Conference Transcript
View source ↗ - Newsnewsfilecorp.com·26d ago·Negative
Marvel Biosciences Announces Extension to Closing Date of Private Placement Calgary, Alberta--(Newsfile Corp. - September 9, 2026) - Marvel Biosciences Corp. (TSXV: MRVL) (OTCQB: MBCOF) ("Marvel" or the "Company") announces that it has received approval from the TSX Venture Exchange ("TSXV") to extend the closing deadline of its previously announced private placement (see July 16, 2026 and August 19, 2026 press releases) (the "Offering"). The deadline by which the Company must file its final clo…
View source ↗ - News247wallst.com·26d ago·Positive
Could Marvell Be the Next AI Stock to Deliver 100% Upside? Marvell has already handed investors a 242% gain over the past year, yet Wall Street analysts are piling on fresh buy ratings ahead of an October catalyst that could define the next leg of the trade.
View source ↗ - News (RSS)economictimes·27d ago·Positive
Marvell Technology shares soar: What’s driving the AI chip rally? Marvell Technology’s AI-driven rally reflects strong hyperscaler relationships, custom silicon and optical connectivity growth. Rising competition and elevated valuation remain key risks as investors expect sustained AI infrastructure spending and execution.
View source ↗ - Newscnbc.com·27d ago·Negative
Marvell shares have soared 241% in a year. CEO says this is a key reason why Marvell Technology CEO Matt Murphy said trust has helped fuel the chipmaker's massive run over the past year. "In this market, these large hyperscale customers and the ecosystem around it, it's really based on trust," Murphy said on CNBC's "Mad Money" on Tuesday.
View source ↗ - News (RSS)fool·27d ago·Neutral
Broadcom vs. Marvell: Which Custom AI Chip Stock Is the Better Buy? Investors looking to capitalize on the custom AI chip market need to take a closer look at these two companies dominating this space.
View source ↗ - News (RSS)fool·27d ago·Neutral
Advanced Micro Devices and Marvell Technology Keep Growing Their Revenue. Here's What Else to Watch. AMD's revenue has nearly doubled in two years, while Marvell's has climbed 80%—but the gap between them is widening.
View source ↗ - Newsinvezz.com·27d ago·Neutral
Marvell Technology stock faces more pain ahead despite solid revenue numbers Marvell Technology (MRVL) stock has slipped over 31% from its year-to-date high, mirroring the performance of other semiconductor companies. The stock was recently trading around $223, down 32% from its highest point this year.
View source ↗ - Newsfinbold.com·28d ago·Positive
Machine learning algorithm sets Marvell stock price for September 30, 2026 By press time on September 8, Marvell (NASDAQ: MRVL) stock erased effectively all gains made after Nvidia (NASDAQ: NVDA) CEO Jensen Huang issued his bullish verdict for the equity, and Finbold's machine learning algorithm estimated the situation for the company will deteriorate further with a slowdown through the rest of the month.
View source ↗ - News (Marketaux)gurufocus.com·28d ago·Positive
Marvell's AI Business Is Booming. Photonics Could Be Next Marvell Technology <em[+315 characters]
View source ↗ - Newsfool.com·28d ago·Positive
Should You Buy Marvell Technology Stock Before Oct. 6? Marvell Technology has been experiencing strong demand for its chips, as companies invest heavily in artificial intelligence. The company plans to go over its big growth drivers in its Investor Day event next month.
View source ↗ - 4chan /biz/biz·29d ago·Neutral
>>62666162 SNDK MRNA DELL MU STX WDC MRVL INTC MPC LITE
View source ↗ - 4chan /biz/biz·31d ago·Negative
>>62660003 No $220 is MRVL top, if you are lucky $180 is bottom if not $140. It is quite overvalued based on some Huang comments months ago. It is likely a buy wherever your stop loss is set.
View source ↗
Earnings
Tue, Dec 1(in 8 weeks)
Consensus estimate $1.10 per share
Typical surprise +1.0% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Aug 27$0.94 vs $0.93beat
- Wed, May 27$0.80 vs $0.80beat
- Thu, Mar 5$0.80 vs $0.79beat
- Tue, Dec 2$0.76 vs $0.74beat
- Thu, Aug 28$0.67 vs $0.67miss
- Thu, May 29$0.62 vs $0.61beat
Estimates and results for MRVL via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Earnings Call — 2026Q3
Management and analyst remarks, with per-speaker sentiment.
- Ashish SaranSenior Vice President, Investor Relations+0.00
Thank you, and good afternoon, everyone. Welcome to Marvell's Third Quarter Fiscal Year 2026 Earnings Call. Joining me today are Matt Murphy, Marvell's Chairman and CEO; Willem Meintjes, CFO; Chris Koopsmans, President and COO; and Sandeep Bharathi, President, Data Center Group. Let me remind everyone that certain comments made today include forward-looking statements, which are subject to signifi…
- Matthew MurphyChairman and CEO+0.90
Yes. Thanks, Ashish, and good afternoon, everyone. Settle in. We have a lot of good stuff to talk about today. For the third quarter of fiscal 2026, Marvell delivered record revenue of $2.075 billion, reflecting a 3% sequential increase and strong 37% year-over-year growth. Revenue was above the midpoint of guidance, driven by stronger-than-forecasted demand in our data center end market. As a res…
- Willem MeintjesChief Financial Officer+0.60
Thank you, Matt, and good afternoon, everyone. Let me start with a summary of our financial results for the third quarter of fiscal 2026. Revenue in the third quarter was $2.075 billion, growing 37% year-over-year and 3% sequentially. Data center is our largest end market, contributing 73% of total revenue. Our communications and other end market contributed the remaining 27% of revenue. GAAP gros…
- Ross SeymoreAnalyst+0.10
Matt, I appreciate all the details you gave about how to think about next year. If I run through those numbers, basically it sounds like you're implying somewhere around $10 billion in revenue for next year. So I guess, first of all, is that in the right ballpark? And then back in June, you gave a longer-term target for fiscal '29 for your business, especially on the AI side of things. How does wh…
- Matthew MurphyChairman and CEO+0.90
Yes. Thanks, Ross. I think that's actually a great way to tee up the Q&A. So yes, a couple of things. I think you're absolutely in the ballpark when you add up the numbers I gave you on $10 billion for next year. That is a great target and motivational for us as a team to go drive. As a reminder, this is just based on the Marvell organic plan, no M&A contribution. A couple of things about next yea…
- Harlan SurAnalyst+0.10
Congrats on the Celestial acquisition. Today, Matt, your lead AI customer announced their next-generation 3-nanometer AI XPU product. I think you just said you have secured purchase orders for this program for the entirety of next year. But your lead customer also preannounced their next-generation 2-nanometer XPU product today as well, which we believe you're also involved with, especially now wi…
- Matthew MurphyChairman and CEO+0.80
Yes. Thanks, Harlan. Just in the spirit of customer confidentiality, I can't go into too much. But what I would say, which is incorporated into our numbers, is that our product transition from where we are today with our lead XPU customer to the next one is baked into all the numbers I gave you, and yes, we have the backlog and the orders and great visibility there. On 2-nanometer, it's very excit…
- Tore SvanbergAnalyst+0.10
Congratulations on the acquisition. I had a question on Celestial AI, Matt. When you gave those $500 million and $1 billion targets, would that be for the PF Link products only? Or would that also include some of the potential businesses with memory?…
Excerpts from MRVL's 2026Q3earnings call, via Alpha Vantage. Shown in part for commentary; refer to the company's own filings and investor relations site for the full call.
Insider trading
Open-market buys and sells by MRVL officers and directors.
- Bought
- —
- Sold
- $21.7m
0 trades
12 trades
- Koopmans Chrissold
- Murphy Matthew Jsold
- Koopmans Chrissold
- Murphy Matthew Jsold
- Koopmans Chrissold
- Bharathi Sandeepsold
- Murphy Matthew Jsold
- Koopmans Chrissold
88 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Ro Khannahouse · CA17 · disclosed Sep 7, 2026 (31d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Sep 7, 2026 (52d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Aug 12, 2026 (36d later)Buy$15,001 - $50,000
- Ro Khannahouse · CA17 · disclosed Jul 8, 2026 (33d later)Buy$1,001 - $15,000
- Byron Donaldshouse · FL19 · disclosed May 14, 2026 (42d later)Buy$1,001 - $15,000
- Byron Donaldshouse · FL19 · disclosed May 14, 2026 (42d later)Buy$1,001 - $15,000
- Maria Elvira Salazarhouse · FL27 · disclosed May 11, 2026 (35d later)Buy$15,001 - $50,000
- Val Hoylehouse · OR04 · disclosed Oct 10, 2025 (17d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Oct 3, 2025 (28d later)Sell$1,001 - $15,000
- Val Hoylehouse · OR04 · disclosed Sep 12, 2025 (204d later)Buy$1,001 - $15,000
- Ritchie Torreshouse · NY15 · disclosed Aug 20, 2025 (75d later)Buy$1,001 - $15,000
- Ritchie Torreshouse · NY15 · disclosed Aug 20, 2025 (40d later)Sell$1,001 - $15,000
- Angus Kingsenate · ME · disclosed Aug 18, 2025 (28d later)Buy$1,001 - $15,000
- James Comerhouse · KY01 · disclosed Aug 12, 2025 (40d later)Sell$1,001 - $15,000
- Jefferson Shrevehouse · IN06 · disclosed Jun 23, 2025 (42d later)Sell$50,001 - $100,000
- Jefferson Shrevehouse · IN06 · disclosed Jun 23, 2025 (46d later)Sell$15,001 - $50,000
- Jefferson Shrevehouse · IN06 · disclosed May 9, 2025 (32d later)Buy$50,001 - $100,000
- Jefferson Shrevehouse · IN06 · disclosed Apr 14, 2025 (40d later)Sell$15,001 - $50,000
- James Comerhouse · KY01 · disclosed Feb 11, 2025 (21d later)Buy$1,001 - $15,000
- John Jameshouse · MI10 · disclosed Sep 6, 2024 (2d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.
