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Marvell (MRVL)
NASDAQ:MRVL
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Marvell (MRVL) Price & Analysis

24,590 Followers

MRVL Stock Chart & Stats

$240.38
-$15.09(-7.21%)
At close: 4:00 PM EDT
$240.38
-$15.09(-7.21%)

Bulls Say, Bears Say

Bulls Say
Data Center GrowthData Center is already Marvell’s dominant business and is growing rapidly, giving the company strong exposure to sustained cloud infrastructure investment. The raised multi-year outlook suggests expanding demand for its networking, connectivity, and custom silicon products.
Profitability And Cash GenerationThe rebound to substantial margins and positive free cash flow demonstrates improved operating scale and earnings power. Strong cash generation can support continued product investment, capacity commitments, and shareholder returns while reducing reliance on external financing.
Conservative LeverageModerate leverage gives Marvell financial flexibility as it invests in growth and secures manufacturing capacity. A relatively strong equity base and manageable debt burden improve resilience if semiconductor demand becomes uneven or investment requirements increase.
Bears Say
Historical Earnings VolatilityThe recent return to profitability is encouraging, but prior losses show that Marvell’s earnings can be highly sensitive to semiconductor demand and industry cycles. This history makes the durability of current margins dependent on sustaining favorable product and market conditions.
Communications Revenue LumpinessWeakness and sharp quarter-to-quarter movements in Communications create an uneven revenue profile outside the faster-growing Data Center business. Even with a projected Q4 recovery, this volatility can complicate planning and make consolidated results more dependent on Data Center execution.
Capacity Prepayments And Cash PressureLarge supplier prepayments and elevated inventory absorb cash ahead of expected growth and may reduce near-term conversion of earnings into free cash flow. These commitments also increase execution risk if demand ramps more slowly or product mix changes during the investment period.

Marvell News

MRVL FAQ

What was Marvell’s price range in the past 12 months?
Marvell lowest stock price was $70.69 and its highest was $329.88 in the past 12 months.
    What is Marvell’s market cap?
    Marvell’s market cap is $230.06B.
      When is Marvell’s upcoming earnings report date?
      Marvell’s upcoming earnings report date is Nov 26, 2026 which is in 61 days.
        How were Marvell’s earnings last quarter?
        Marvell released its earnings results on Aug 27, 2026. The company reported $0.94 earnings per share for the quarter, beating the consensus estimate of $0.934 by $0.006.
          Is Marvell overvalued?
          According to Wall Street analysts Marvell’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Marvell pay dividends?
            Marvell pays a Quarterly dividend of $0.06 which represents an annual dividend yield of 0.09%. See more information on Marvell dividends here
              What is Marvell’s EPS estimate?
              Marvell’s EPS estimate is 1.1.
                How many shares outstanding does Marvell have?
                Marvell has 876,900,000 shares outstanding.
                  What happened to Marvell’s price movement after its last earnings report?
                  Marvell reported an EPS of $0.94 in its last earnings report, beating expectations of $0.934. Following the earnings report the stock price went down -10.284%.
                    Which hedge fund is a major shareholder of Marvell?
                    Currently, no hedge funds are holding shares in MRVL
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Marvell

                      Marvell Technology, Inc., together with its subsidiaries, provides data infrastructure semiconductor solutions and spanning the data center core to network edge in the United States, Argentina, China, India, Israel, Japan, Singapore, South Korea, Taiwan, Vietnam, and internationally. The company develops and scales system-on-a-chip architectures, integrating analog, mixed-signal, and digital signal processing functionality. It offers a portfolio of ethernet solutions, including spanning controllers, network adapters, physical transceivers, and switches; single or multiple core processors; and custom application specific integrated circuits, interconnects, fibre channel adapters, and processors. The company also provides interconnect products, including pulse amplitude modulation, coherent and coherent-lite digital signal processors (DSPs), laser drivers, trans-impedance amplifiers, silicon photonics, co-packaged optics, linear pluggable optics chipsets, data center interconnect, active electrical cable DSPs and peripheral component interconnect express retimer solutions; fibre channel products comprising host bus adapters and controllers for server and storage system connectivity; storage controllers for hard disk drives and solid-state-drives; host system interfaces, including serial advanced technology attachment and serial attached SCSI, peripheral component interconnect express, compute express link switches, non-volatile memory express (NVMe), and NVMe over fabrics; and develops ultra accelerator linkTM switches and ethernet for scale-up networking switches. The company serves data centers, communications, and other markets. It offers its products through direct customers and distributors. Marvell Technology, Inc. was incorporated in 1995 and is headquartered in Wilmington, Delaware.

                      Marvell (MRVL) Earnings & Revenues

                      MRVL Company Deck

                      MRVL Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call was strongly positive: Marvell reported record Q2 revenue and EPS, significantly raised its fiscal 2027 and 2028 revenue outlooks, and highlighted broad-based acceleration in the strategic Data Center, connectivity and custom businesses (including a large warrant-backed hyperscaler agreement). Near-term issues include quarter-to-quarter lumpiness in Communications, modest gross margin mix pressure from a custom ramp, higher operating expense guidance to fund growth, and planned capacity prepayments that modestly pressure near-term cash flow. Overall the magnitude and breadth of the upside guidance and margin expansion outweigh the near-term operational and mix headwinds.View all MRVL earnings summaries

                      MRVL Net revenue Breakdown

                      66.72%66.72%33.28%
                      66.72% Direct customers
                      33.28% Distributors
                      tipranks

                      MRVL Stock 12 Month Forecast

                      Average Price Target

                      $297.00
                      ▲(23.55% Upside)
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style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":219.375,"date":1780272000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 57,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 8, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":271.982,"date":1782864000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 50,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 9, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      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                      Ownership Overview

                      0.17%26.78%10.01%30.91%
                      10.01% Other Institutional Investors
                      30.91% Public Companies and Individual Investors
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