Marvell Technology, Inc. designs, develops, and sells analog, mixed-signal, digital signal processing, and integrated and independent integrated circuits. The company is headquartered in Wilmington, Delaware.
| Revenue (TTM) | $9.45B |
| Gross Profit (TTM) | $4.93B |
| EBITDA | $2.85B |
| Operating Margin | 16.70% |
| Return on Equity | 16.50% |
| Return on Assets | 4.13% |
| Revenue/Share (TTM) | $10.81 |
| Book Value | $21.14 |
| Price-to-Book | 10.13 |
| Price-to-Sales (TTM) | 21.26 |
| EV/Revenue | 20.0 |
| EV/EBITDA | 39.80 |
| Quarterly Earnings Growth (YoY) | 50.00% |
| Quarterly Revenue Growth (YoY) | 36.50% |
| Shares Outstanding | $876.93M |
| Float | $874.00M |
| % Insiders | 0.49% |
| % Institutions | 81.99% |
Volatility is currently contracting
Broadcom and Marvell both just reported blowout AI chip quarters, but the gap between them runs far deeper than raw revenue numbers. Picking the right one depends on what kind of risk you are actually willing to take.
Nvidia closed Friday 2.6% below its 52-week high, while AMD, Micron, Broadcom, and Marvell finished 18% to 32% below theirs. Broadcom's CEO says he is looking to double AI revenue to $115 billion next fiscal year, then double it again in fiscal 2028.
The AI trade is bucking the trend Friday.
AI silicon is catching a bid Friday morning while the broader U.S. market leaks lower, and the leadership is coming squarely from the names beaten down over the past few sessions.
When a gold rush hits, the real fortunes go to whoever sells the picks and shovels. Two companies sit at the center of the AI buildout in ways that make the chip designer headlines look like a distraction.
This article was written by Doug Nathman, with research by his team at Trefis.
Marvell's Data Center revenue reached $2.17 billion, accelerating 46% YoY while already representing 79% of Marvell's total revenue. FY28 revenue guidance jumped from roughly $16.5 billion to $18 billion, implying approximately 50% annual growth. Optics, switching, analog, and custom silicon are simultaneously accelerating, creating a more diversified multi-engine AI infrastructure franchise.
Marvell and Synopsys both profit from the AI chip boom, but one company is quietly handing hyperscalers the tools to cut the other out entirely. The tension between them reveals something uncomfortable about where custom silicon money actually flows.
Every time the hyperscalers write a check to build out AI, one mid-cap chip company's name keeps appearing on the invoice, and the pattern behind that is exactly why this stock stays in the buy column.
Marvell Technology, Inc.'s fiscal Q2 beat-and-raise reinforces accelerating AI infrastructure momentum, with FY2027 revenue guidance lifted by $500 million to $12 billion and FY2028 guidance by $1.5 billion to $18 billion. Key partner and investor Nvidia's latest earnings outperformance also corroborates accelerating AI networking demand across scale-up, scale-out, and increasingly scale-across architectures, validating visibility into Marvell's upside. Specifically, Vera Rubin's multi-rack roadmap is poised to strengthen Marvell's emerging optical and CPO scale-up opportunity, with robust adoption already contributing to its raised FY2028 outlook.
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