Marvell Technology, Inc. (MRVL)

US — Technology Sector
Peers: MSTR  NET  GLW  NXPI  SNPS  RBLX  TEL  MPWR  INFY  FTNT 

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Key Metrics & Ratings

  • symbol MRVL
  • Rev/Share 9.0504
  • Book/Share 16.324
  • PB 5.1513
  • Debt/Equity 0.3179
  • CurrentRatio 2.0143
  • ROIC 0.0515

 

  • MktCap 72501227299.0
  • FreeCF/Share 1.8327
  • PFCF 45.9421
  • PE 29.266
  • Debt/Assets 0.2071
  • DivYield 0.0029
  • ROE 0.1825

 

  • Rating B+
  • Score 3
  • Recommendation Neutral
  • P/E Score 2
  • DCF Score 3
  • P/B Score 2
  • D/E Score 2

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Downgrade MRVL The Benchmark Company Buy Hold -- -- Dec. 8, 2025
Reiterated MRVL TD Cowen -- Hold $90 $100 Dec. 3, 2025
Upgrade MRVL Summit Insights Hold Buy -- -- Dec. 3, 2025
Reiterated MRVL Needham -- Buy $95 $120 Dec. 3, 2025
Initiation MRVL HSBC Securities -- Hold -- $85 Nov. 24, 2025
Resumed MRVL Raymond James -- Strong Buy -- $121 Nov. 21, 2025
Downgrade MRVL Barclays Overweight Equal Weight -- $80 Oct. 20, 2025
Downgrade MRVL TD Cowen Buy Hold -- $85 Oct. 1, 2025
Downgrade MRVL BofA Securities Buy Neutral -- $78 Aug. 29, 2025
Reiterated MRVL Needham -- Buy $85 $80 Aug. 29, 2025

News

Buy 3 AI Semiconductor Powerhouses Poised to Dominate 2026
MRVL, MU, NVDA
Published: December 22, 2025 by: Zacks Investment Research
Sentiment: Positive

NVDA, MU and MRVL are three AI chip giants, with booming data center demand and heavy hyperscaler spending setting the stage for 2026.

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image for news Buy 3 AI Semiconductor Powerhouses Poised to Dominate 2026
Prediction: Marvell Stock Could Rise 80 Percent in 2026
MRVL
Published: December 21, 2025 by: The Motley Fool
Sentiment: Positive

Marvell Technology (MRVL 0.45%) is strengthening its position in AI infrastructure as demand for high-speed data movement and efficient power delivery accelerates. With a record quarter, new photonic interconnects, and expanding data center opportunities, Marvell stock could deliver substantial long-term upside if it executes well.

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image for news Prediction: Marvell Stock Could Rise 80 Percent in 2026
3 Beaten-Down Stocks Ready for a Turnaround in 2026
LEN, MRVL, SNAP
Published: December 19, 2025 by: Zacks Investment Research
Sentiment: Positive

Three beaten-down names, Lennar, Marvell and Snap, are down over 20% in 2025, but identifiable catalysts could set up a rebound as 2026 approaches.

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image for news 3 Beaten-Down Stocks Ready for a Turnaround in 2026
MRVL, AMZN and MSFT: Breaking Down the Wall Street Controversy
MRVL
Published: December 17, 2025 by: MarketBeat
Sentiment: Neutral

In December, shares of Marvell Technology NASDAQ: MRVL have taken one step forward and three steps back. The semiconductor company put out a strong earnings report and outlook on Dec. 2.

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image for news MRVL, AMZN and MSFT: Breaking Down the Wall Street Controversy
MRVL Strengthens AI Connectivity Stack: More Upside Ahead?
MRVL
Published: December 16, 2025 by: Zacks Investment Research
Sentiment: Positive

Marvell Technology rolls out Golden Cable and ramps next-generation connectivity as AI data center demand lifts revenues, even as shares lag the broader semiconductor sector.

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image for news MRVL Strengthens AI Connectivity Stack: More Upside Ahead?
Does Marvell (MRVL) Have the Potential to Rally 28.26% as Wall Street Analysts Expect?
MRVL
Published: December 12, 2025 by: Zacks Investment Research
Sentiment: Positive

The mean of analysts' price targets for Marvell (MRVL) points to a 28.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

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image for news Does Marvell (MRVL) Have the Potential to Rally 28.26% as Wall Street Analysts Expect?
Brokers Suggest Investing in Marvell (MRVL): Read This Before Placing a Bet
MRVL
Published: December 11, 2025 by: Zacks Investment Research
Sentiment: Neutral

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

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image for news Brokers Suggest Investing in Marvell (MRVL): Read This Before Placing a Bet
Marvell Technology, Inc. (MRVL) is Attracting Investor Attention: Here is What You Should Know
MRVL
Published: December 11, 2025 by: Zacks Investment Research
Sentiment: Positive

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.

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image for news Marvell Technology, Inc. (MRVL) is Attracting Investor Attention: Here is What You Should Know
MRVL Declines 14% in a Year: Should You Buy, Sell or Hold the Stock?
MRVL
Published: December 09, 2025 by: Zacks Investment Research
Sentiment: Positive

Marvell Technology surges in AI data-center momentum, tapping new tech, acquisitions and partnerships to fuel growth despite a tough year for its shares.

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image for news MRVL Declines 14% in a Year: Should You Buy, Sell or Hold the Stock?
Will Customer Defections Crumble Marvell Technology's AI Empire?
MRVL
Published: December 09, 2025 by: 24/7 Wall Street
Sentiment: Negative

Marvell Technology ‘s ( NASDAQ:MRVL ) stock tumbled 7% yesterday, erasing recent gains on increasing investor jitters about its position in the artificial intelligence (AI) chip sector.

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image for news Will Customer Defections Crumble Marvell Technology's AI Empire?
Buy 5 AI Laggards of 2025 to Tap Their Growth Potential in 2026
ADBE, MRVL, SNAP, TEAM, WDAY
Published: December 09, 2025 by: Zacks Investment Research
Sentiment: Positive

MRVL, TEAM, ADBE, WDAY and SNAP are five AI laggards with strong growth forecasts and rising earnings estimates for a 2026 rebound.

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image for news Buy 5 AI Laggards of 2025 to Tap Their Growth Potential in 2026
Amazon, Microsoft Risk: Is Marvell's AI Moat Leaking?
MRVL
Published: December 09, 2025 by: Forbes
Sentiment: Negative

Monday served as a harsh reminder that in the semiconductor industry, customer concentration is a double-edged sword. Just a few days after Marvell Technology (MRVL) celebrated a blowout earnings report driven by AI demand, the stock shed 7% in a single session.

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image for news Amazon, Microsoft Risk: Is Marvell's AI Moat Leaking?
Marvell's stock falls in the wake of these two competitive concerns
MRVL
Published: December 08, 2025 by: Market Watch
Sentiment: Negative

There are new fears on Wall Street related to the future of Marvell's work with Amazon and its potential to capitalize on opportunity with Microsoft.

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image for news Marvell's stock falls in the wake of these two competitive concerns
Marvell: The Bull Case Revolves Around Optics, Not ASICs
MRVL
Published: December 08, 2025 by: Seeking Alpha
Sentiment: Neutral

I see my bull case for Marvell Technology, Inc. as centered on its ability to lead the copper-to-optical shift inside AI clusters (most importantly, the XPU-to-XPU scale-up interconnect). The recent sell-off stemmed from rumors of Microsoft–Broadcom custom chip talks and analyst concerns over losing Amazon's AWS Trainium 3/4 designs. I'm less worried about Benchmark's claims because the AWS 5-year agreement spans many non-ASIC data center silicon categories. Current growth projections remain largely intact.

Read More
image for news Marvell: The Bull Case Revolves Around Optics, Not ASICs
Marvell (MRVL) Upgraded to Strong Buy: Here's Why
MRVL
Published: December 08, 2025 by: Zacks Investment Research
Sentiment: Positive

Marvell (MRVL) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

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image for news Marvell (MRVL) Upgraded to Strong Buy: Here's Why
Best Momentum Stock to Buy for December 8th
FIVE, MRVL, VFF
Published: December 08, 2025 by: Zacks Investment Research
Sentiment: Positive

VFF, FIVE and MRVL made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on December 8, 2025.

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image for news Best Momentum Stock to Buy for December 8th
Don't Overlook Marvell (MRVL) International Revenue Trends While Assessing the Stock
MRVL
Published: December 08, 2025 by: Zacks Investment Research
Sentiment: Neutral

Examine the evolution of Marvell's (MRVL) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.

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image for news Don't Overlook Marvell (MRVL) International Revenue Trends While Assessing the Stock
Buy Marvell Technology as a Potential Dark Horse of AI Chips in 2026
MRVL
Published: December 05, 2025 by: Zacks Investment Research
Sentiment: Positive

MRVL posts strong Q3 fiscal 2026 growth and sees data center momentum driving its fiscal 2027 outlook.

Read More
image for news Buy Marvell Technology as a Potential Dark Horse of AI Chips in 2026
Marvell Technology Analysts Raise Their Forecasts Following Upbeat Q3 Earnings
MRVL
Published: December 03, 2025 by: Benzinga
Sentiment: Positive

Marvell Technology Inc. (NASDAQ: MRVL) posted better-than-expected earnings for the third quarter and also announced the acquisition of Celestial AI on Tuesday.

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image for news Marvell Technology Analysts Raise Their Forecasts Following Upbeat Q3 Earnings
Marvell Could Hit $10B Next Year, CEO Says — And AI Demand Is Just Getting Started
MRVL
Published: December 03, 2025 by: Benzinga
Sentiment: Positive

Marvell Technology Inc (NASDAQ: MRVL) just put a very loud stake in the ground: revenue could reach roughly $10 billion next year, CEO Matt Murphy said in the company's third quarter earnings call Q&A, and the market's reaction feels like it's still absorbing the size of that ambition. What sounded like cautious guidance quickly morphed into something closer to a multi-year AI supercycle roadmap.

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image for news Marvell Could Hit $10B Next Year, CEO Says — And AI Demand Is Just Getting Started
This Semiconductor Stock Is Surging After an AI Deal and Strong Earnings
MRVL
Published: December 03, 2025 by: Investopedia
Sentiment: Positive

Marvell Technology (MRVL) shares jumped Wednesday after the semiconductor company topped profit estimates on strong data center demand and announced an AI acquisition.

Read More
image for news This Semiconductor Stock Is Surging After an AI Deal and Strong Earnings
Marvell Technology Q3 Earnings Beat Estimates, Revenues Rise Y/Y
MRVL
Published: December 03, 2025 by: Zacks Investment Research
Sentiment: Positive

MRVL beats Q3 earnings with surging data center demand and upbeat Q4 guidance despite auto/industrial softness.

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image for news Marvell Technology Q3 Earnings Beat Estimates, Revenues Rise Y/Y
Bulls Target Chip Stock After Earnings, Acquisition
MRVL
Published: December 03, 2025 by: Schaeffers Research
Sentiment: Positive

Shares of Marvell Technology Inc (NASDAQ:MRVL) are up 7.1% to trade at $99.51 at last check, following a third-quarter earnings and revenue beat.

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image for news Bulls Target Chip Stock After Earnings, Acquisition
Marvell reports record Q3 revenue, raises data center growth outlook
MRVL
Published: December 03, 2025 by: Proactive Investors
Sentiment: Positive

Marvell Technology Group Ltd. (NASDAQ:MRVL) reported record third-quarter revenue and raised its guidance for data center growth, driven by strong demand for its products and a new acquisition aimed at expanding its AI capabilities.

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image for news Marvell reports record Q3 revenue, raises data center growth outlook
Marvell Earnings Just Confirmed The Optical Supercycle
MRVL
Published: December 03, 2025 by: Forbes
Sentiment: Positive

The market finally woke up. After months of obsessing over who builds the "Brains" for generative AI (Nvidia), Wall Street just realized it forgot who builds the "Nervous System.

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image for news Marvell Earnings Just Confirmed The Optical Supercycle
5 Things to Know Before the Stock Market Opens
AAPL, AEO, MRVL
Published: December 03, 2025 by: Investopedia
Sentiment: Positive

Stock futures are slightly higher and bitcoin is rising as the market looks to add to yesterday's gains; AI company Anthropic is reportedly considering an initial public offering; Apple is expected to post its best year of iPhone sales thanks to strong demand in China; shares of Marvell Technologies are soaring after the chip company reported strong earnings; and American Eagle stock is surging after the retailer said its performance got a boost from its affiliations with Sydney Sweeney and Travis Kelce. Here's what you need to know today.

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image for news 5 Things to Know Before the Stock Market Opens
Marvell Post Q3: Can't Beat Them, Join Them (Rating Upgrade)
MRVL
Published: December 03, 2025 by: Seeking Alpha
Sentiment: Positive

Marvell Technology, Inc. shares dived 8% on the Q3 FY26 results and Q4 outlook before shooting up +10% on CEO Matthew Murphy dropping the FY27 and FY28 outlook. Murphy is forecasting FY27 revenue of $9.93B (25% Y/Y growth) versus est. of $9.48B, and FY28 revenue up 40% Y/Y, outpacing sector expectations despite margin compression concerns. We continue to be bullish on MRVL's electro-optical business as demand increases, led by industry transitions to rack-level scale solutions and AI infrastructure build out.

Read More
image for news Marvell Post Q3: Can't Beat Them, Join Them (Rating Upgrade)
Marvell: Cheap Today, Critical To Tomorrow's AI Data Centers
MRVL
Published: December 03, 2025 by: Seeking Alpha
Sentiment: Positive

Marvell Technology (MRVL) surged 12% since my last article and hit my $98 price target after a strong FQ3 2026 report. MRVL delivered double-digit top and bottom-line growth, with AI-driven demand fueling significant momentum and an 8% after-hours rally. Despite a 33x forward P/E, a 38% premium to peers, MRVL remains undervalued if current growth persists, supporting further multiple expansion.

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image for news Marvell: Cheap Today, Critical To Tomorrow's AI Data Centers
Marvell Technology in talks to buy Celestial AI: report
MRVL
Published: December 02, 2025 by: Proactive Investors
Sentiment: Positive

Marvell Technology Group Ltd. (NASDAQ:MRVL) is reportedly in advanced discussions to acquire AI-focused chip startup Celestial AI in a deal valued at over $5 billion, according to a report by The Information.

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image for news Marvell Technology in talks to buy Celestial AI: report
Marvell Technology: Why I Wouldn't Hold In Print (Rating Downgrade)
MRVL
Published: December 01, 2025 by: Seeking Alpha
Sentiment: Negative

Marvell Technology, Inc. is at a higher risk profile due to broader AI-related panic and its shaky ASIC positioning, particularly when compared to Broadcom. Marvell's AI optics positioning is attractive, but ASIC competitiveness lags Broadcom, especially in hyperscaler customer share. Valuation is stretched at a forward P/E of 31.89x and EV/Sales of 9.91x, comfortably ahead of group average, leaving little margin for error.

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image for news Marvell Technology: Why I Wouldn't Hold In Print (Rating Downgrade)

About Marvell Technology, Inc. (MRVL)

  • IPO Date 2000-06-30
  • Website https://www.marvell.com
  • Industry Semiconductors
  • CEO Matthew J. Murphy
  • Employees 7042

Marvell Technology, Inc., together with its subsidiaries, designs, develops, and sells analog, mixed-signal, digital signal processing, and embedded and standalone integrated circuits. It offers a portfolio of Ethernet solutions, including controllers, network adapters, physical transceivers, and switches; single or multiple core processors; ASIC; and printer System-on-a-Chip products and application processors. The company also provides a range of storage products comprising storage controllers for hard disk drives (HDD) and solid-state drives that support various host system interfaces consisting of serial attached SCSI (SAS), serial advanced technology attachment (SATA), peripheral component interconnect express, non-volatile memory express (NVMe), and NVMe over fabrics; and fiber channel products, including host bus adapters, and controllers for server and storage system connectivity. It has operations in the United States, China, Malaysia, the Philippines, Thailand, Singapore, India, Israel, Japan, South Korea, Taiwan, and Vietnam. Marvell Technology, Inc. was incorporated in 1995 and is headquartered in Wilmington, Delaware.