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) | $8.72B |
| Gross Profit (TTM) | $4.49B |
| EBITDA | $2.71B |
| Operating Margin | 14.50% |
| Return on Equity | 16.00% |
| Return on Assets | 3.81% |
| Revenue/Share (TTM) | $10.07 |
| Book Value | $20.80 |
| Price-to-Book | 11.78 |
| Price-to-Sales (TTM) | 23.27 |
| EV/Revenue | 24.78 |
| EV/EBITDA | 46.97 |
| Quarterly Earnings Growth (YoY) | -80.40% |
| Quarterly Revenue Growth (YoY) | 27.60% |
| Shares Outstanding | $875.55M |
| Float | $872.35M |
| % Insiders | 0.69% |
| % Institutions | 85.50% |
Volatility is currently contracting
Shares of Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) are up 7% to $247 and change in midday trading Thursday, riding a broad semiconductor rebound that's lifted the entire AI chip complex.
The AI trade mounts a comeback as investors get over the worst of their fears about a flare-up in tensions between the U.S. and Iran.
While NVIDIA provides the AI brains, Marvell provides the essential nervous system. The entire AI ecosystem fundamentally requires Marvell's specialized connectivity and custom architecture to function.
Marvell's strategic partnership and $2 billion investment from Nvidia validate its technical moat and integrate its custom accelerators and optical solutions directly into the NVLink ecosystem. The company is aggressively streamlining its portfolio, offloading non-core automotive assets to focus resources on hyper-growth AI niches and high-ROIC chip development for 2028-2030. Massive growth is expected in the custom ASIC business, with projected revenue expanding from $1.5 billion to over $4 billion by 2028 through hyperscaler partnerships.
In the world of semiconductor stocks, Nvidia (NASDAQ:NVDA | NVDA Price Prediction) is certainly the kingpin most investors are watching closely.
The end of the Iran cease-fire could give investors a good excuse to sell AI stocks, which surged over the first half of 2026.
However, there are obvious concerns that are starting to bleed through to lower valuations from some of the highest-flying stocks in the market.
Investors who saw Marvell (NASDAQ: MRVL) stock's early 2025 crash amidst a wider semiconductor boom as a buying opportunity and purchased the equity in the summer of that year would have, by July 7, 2026, seen remarkable returns on their trade.
Credo Technology edges out Marvell Technology as the superior network connectivity play, driven by robust AEC-led growth and a data center focus. Credo boasts stronger revenue growth, higher margins, superior efficiency, and more favorable credit metrics, benefiting from a lack of large acquisitions. Marvell maintains greater product and end-market diversification, a larger market share, and competitive advantages in ASICs and PCIe/CXL retimers.
