Marvell Technology (MRVL) Resumen de Acciones
Marvell Technology, Inc. junto con sus filiales, ofrece soluciones de semiconductores para infraestructuras de datos y abarca desde el núcleo del centro de datos hasta el extremo de la red en Estados Unidos, Argentina, China, India, Israel, Japón, Singapur, Corea del Sur, Taiwán y Vietnam. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 5/6 |
| Rendimiento pasado | 2/6 |
| Salud financiera | 5/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
MRVL Community Fair Values
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Analyst Price Targets
Top Community Narratives
Competidores de Marvell Technology, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$170.84 |
| Máximo en las últimas 52 semanas | US$175.80 |
| Mínimo de 52 semanas | US$58.61 |
| Beta | 2.25 |
| Cambio en 1 mes | 32.96% |
| Variación en 3 meses | 108.32% |
| Cambio de 1 año | 164.87% |
| Variación en 3 años | 306.09% |
| Variación en 5 años | 299.07% |
| Variación desde la OPV | 1,106.82% |
Noticias y actualizaciones recientes
Actualización del análisis • May 07
MRVL: Accelerating Custom AI Silicon Supercycle and 1.6T Optical Interconnect Inflection Point Drive >50% Data Center Growth
Vestra has increased revenue growth from 21.5% to 44.9%.
Actualización del análisis • May 05
MRVL: Nvidia And Cloud Partnerships Will Shape AI Data Center Outlook
Analysts have lifted the Marvell Technology price target by about $21 to roughly $176, citing higher modeled fair value, slightly lower discount rates, modestly stronger revenue growth assumptions, and a higher future P/E multiple supported by recent research highlighting data center strength, AI partnerships, and product roadmap updates. Analyst Commentary Recent Street research on Marvell Technology has leaned positive, with a series of upgraded views, higher price targets, and fresh coverage that point to growing confidence in the company’s execution and growth prospects.Seeking Alpha • May 01
Marvell: AI Infrastructure Exposure Is Driving Scalable Earnings Growth
Summary Marvell Technology is transforming into a pure-play AI infrastructure leader, with data center revenue now 74% of total and accelerating. MRVL's earnings power is scaling, with FY 26 EPS up 81% and margins expanding as AI-driven revenue outpaces cost growth. Buy rating assigned: MRVL is priced for execution, not perfection, with strong data center demand, custom silicon wins, and robust operating leverage. Risks include customer concentration, hyperscaler in-house silicon, and execution on recent acquisitions, but the AI infrastructure cycle remains supportive. Read the full article on Seeking AlphaRecent updates
Actualización del análisis • May 07
MRVL: Accelerating Custom AI Silicon Supercycle and 1.6T Optical Interconnect Inflection Point Drive >50% Data Center Growth
Vestra has increased revenue growth from 21.5% to 44.9%.Actualización del análisis • May 05
MRVL: Nvidia And Cloud Partnerships Will Shape AI Data Center Outlook
Analysts have lifted the Marvell Technology price target by about $21 to roughly $176, citing higher modeled fair value, slightly lower discount rates, modestly stronger revenue growth assumptions, and a higher future P/E multiple supported by recent research highlighting data center strength, AI partnerships, and product roadmap updates. Analyst Commentary Recent Street research on Marvell Technology has leaned positive, with a series of upgraded views, higher price targets, and fresh coverage that point to growing confidence in the company’s execution and growth prospects.Seeking Alpha • May 01
Marvell: AI Infrastructure Exposure Is Driving Scalable Earnings Growth
Summary Marvell Technology is transforming into a pure-play AI infrastructure leader, with data center revenue now 74% of total and accelerating. MRVL's earnings power is scaling, with FY 26 EPS up 81% and margins expanding as AI-driven revenue outpaces cost growth. Buy rating assigned: MRVL is priced for execution, not perfection, with strong data center demand, custom silicon wins, and robust operating leverage. Risks include customer concentration, hyperscaler in-house silicon, and execution on recent acquisitions, but the AI infrastructure cycle remains supportive. Read the full article on Seeking Alpha
Actualización del análisis • Apr 20
MRVL: AI Hype Around Data Center Programs Will Eventually Disappoint
Analysts have lifted the price target on Marvell Technology by about $3 to reflect updated views on higher revenue growth potential, a richer future P/E assumption around 37x, and recent research highlighting AI data center demand, broader hyperscale programs, and partnerships with Nvidia and Mojo Vision as key supports for the long-term story. Analyst Commentary Recent research coverage on Marvell Technology reflects an active debate around how much optimism is already reflected in the shares, even as many firms highlight AI data center exposure, custom compute programs, and optical networking as important parts of the story.
Nuevo análisis • Apr 20
From AI Infrastructure Plumber to Full-Stack AI Factory Architect
Key Takeaways • Marvell is the only player simultaneously covering custom ASIC design, 1.6T optical DSP, silicon photonics (Celestial AI), and CXL switching — a full-stack moat no single competitor replicates today. • NVIDIA's $2B equity investment (March 31, 2026) into Marvell via NVLink Fusion is not a component deal — it is an ecosystem architecture deal.Actualización del análisis • Apr 06
MRVL: Nvidia Alliance Will Drive AI Data Center And Optics Upside
Analysts raised the Marvell Technology price target to $155.02 from $147.95, citing updated expectations for faster revenue growth, higher profit margins, and the support of recent data center and AI partnerships, including the Nvidia agreement and collaborations around optics and micro-LED platforms. Analyst Commentary Recent research updates on Marvell Technology lean strongly positive, with several bullish analysts pointing to data center and AI exposure, execution on custom compute programs, and expanding optics capabilities as key parts of the story.Actualización del análisis • Mar 22
MRVL: AI Data Center And Optics Momentum Will Offset XPU Sustainability Risks
Marvell Technology's updated fair value estimate moved from $90.00 to about $85.78, as analysts adjusted their models to reflect higher projected revenue growth and profit margins, alongside a lower future P/E multiple. This revision is supported by recent price target updates that cite stronger data center momentum, AI driven custom compute and optics demand, and new partnerships such as the Mojo Vision micro-LED collaboration.
Actualización del análisis • Mar 08
MRVL: AI Data Center Interconnect Will Drive Future Upside
Analysts have nudged our Marvell Technology fair value estimate higher to $118.93. This move is supported by Street price target increases across firms citing stronger data center momentum in custom compute, optics, and switching, as well as improved multi year visibility from the latest Q4 beat and raised outlook.Nuevo análisis • Mar 06
Marvell Technology Inc. (MRVL): The Celestial Interconnect – Powering the AI Backbone in 2026.
Marvell Technology is currently solidified as the primary architect of the "AI Interconnect," trading at $89.57 as of the March 6, 2026, market close. The stock experienced a massive 18.35% surge today, fueled by a stellar Q4 earnings beat and a significant guidance raise that caught Wall Street off guard.Actualización del análisis • Feb 22
MRVL: AI Optics And ASIC Exposure Will Drive Future Upside
Analysts have trimmed their average price targets on Marvell Technology by a few dollars, reflecting slightly adjusted assumptions around future P/E multiples. They continue to factor in solid revenue growth and margin expectations supported by recent research commentary on AI optics and ASIC exposure.Actualización del análisis • Feb 07
MRVL: AI Infrastructure Demand And ASIC Execution Will Drive Future Upside Potential
Analysts now see Marvell Technology's fair value at about $116, up from roughly $92. This reflects updated assumptions around AI infrastructure demand, ASIC revenue potential and a slightly lower future P/E multiple, even as some recent price targets have been trimmed.Actualización del análisis • Jan 24
MRVL: AI Infrastructure Exposure Will Support Future Earnings Despite ASIC Uncertainty
Analysts have kept Marvell Technology's fair value estimate steady at $90.00, with only small tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions as they balance bullish views on AI infrastructure exposure against more cautious takes on ASIC competitiveness and long term earnings visibility. Analyst Commentary Recent Street research on Marvell Technology reflects a split view, with some firms highlighting AI infrastructure exposure while others focus on execution risks and valuation sensitivity tied to long term earnings expectations.Actualización del análisis • Jan 10
MRVL: AI Infrastructure Exposure Will Face Policy And ASIC Execution Crosswinds
Narrative Update: Marvell Technology Analysts have lifted their average fair value estimate for Marvell Technology from about $82.64 to $90.00. This change is supported by research citing the company's role in AI infrastructure, including custom ASIC and connectivity offerings.Artículo de análisis • Jan 03
At US$89.39, Is Marvell Technology, Inc. (NASDAQ:MRVL) Worth Looking At Closely?
Today we're going to take a look at the well-established Marvell Technology, Inc. ( NASDAQ:MRVL ). The company's stock...Actualización del análisis • Dec 26
MRVL: AI Infrastructure Demand Will Drive Upside For Custom ASIC Business
The analyst price target for Marvell Technology has been raised from about $113 to roughly $148 per share, as analysts factor in stronger AI driven revenue growth, resilient custom ASIC and connectivity demand, and higher sector multiples despite lingering concerns about long term ASIC estimates. Analyst Commentary Bullish analysts highlight that Marvell's accelerating exposure to AI infrastructure, particularly in custom ASICs and high speed connectivity, is driving upward revisions to both revenue expectations and perceived earnings durability.Actualización del análisis • Dec 12
MRVL: AI Infrastructure Demand Will Face Policy And Execution Crosswinds Ahead
Analysts have lifted their average price target for Marvell Technology significantly, from about $59 to roughly $83 per share. They cite stronger long term AI infrastructure demand, accelerating custom ASIC and connectivity growth, and higher expected valuation multiples, despite some lingering concerns about execution and margin pressure.Artículo de análisis • Dec 10
Marvell Technology's (NASDAQ:MRVL) Earnings Are Weaker Than They Seem
Marvell Technology, Inc.'s ( NASDAQ:MRVL ) stock was strong after they recently reported robust earnings. However, we...Actualización del análisis • Nov 28
MRVL: AI Infrastructure Expansion And Geopolitical Shifts Will Guide Balanced Performance Ahead
Marvell Technology's analyst price target has increased from $90.07 to $91.73. Analysts cite improved visibility in AI infrastructure demand and positive updates from industry events as supporting factors.Actualización del análisis • Nov 14
MRVL: AI Infrastructure Momentum And Geopolitics Will Shape Balanced Outlook Ahead
Marvell Technology's analyst price targets have increased notably in recent weeks, with forecasts now reaching as high as $115 per share. Analysts point to accelerating AI infrastructure growth and stronger custom ASIC and connectivity outlooks as key drivers.Actualización del análisis • Oct 31
MRVL: Custom AI Chip Demand And Supply Chain Shifts Will Shape Outlook
Marvell Technology's analyst price target has been raised by analysts, increasing from around $89.67 to $90.07. This change reflects growing confidence in the company's ongoing momentum in AI infrastructure and custom ASIC growth.Actualización del análisis • Oct 17
AI Cloud Design Wins Will Expand Data Center Reach
Marvell Technology's analyst price target has increased by approximately $2.44 to $89.67, as analysts point to strengthening AI infrastructure demand and continued growth expectations across its key business segments. Analyst Commentary Recent analyst coverage of Marvell Technology reflects both optimism about the company's prospects in AI infrastructure and increased scrutiny on segment performance and near-term execution.Artículo de análisis • Oct 08
Optimistic Investors Push Marvell Technology, Inc. (NASDAQ:MRVL) Shares Up 37% But Growth Is Lacking
Marvell Technology, Inc. ( NASDAQ:MRVL ) shares have had a really impressive month, gaining 37% after a shaky period...Actualización del análisis • Oct 03
AI Cloud Design Wins Will Expand Data Center Reach
Marvell Technology's analyst price target has risen significantly, increasing from $80 to $95. Analysts cite updated management discussions and higher sector valuation multiples in recent weeks as reasons for the increase.Artículo de análisis • Sep 02
Marvell Technology, Inc. (NASDAQ:MRVL) Just Reported Earnings, And Analysts Cut Their Target Price
There's been a notable change in appetite for Marvell Technology, Inc. ( NASDAQ:MRVL ) shares in the week since its...Actualización del análisis • Aug 30
Co-Packaged Optics Will Transform Future AI Data Centers
Marvell Technology’s consensus price target has been revised down to $86.75, as weaker near-term guidance and softness in custom silicon and data center revenues overshadow optimism around AI-driven growth and long-term EPS potential. Analyst Commentary Weaker near-term guidance and declining custom silicon and data center revenues have driven down sentiment, with particular disappointment around the outlook for ASICs despite strengthening Trainium builds.Artículo de análisis • Jul 11
Is Now An Opportune Moment To Examine Marvell Technology, Inc. (NASDAQ:MRVL)?
Let's talk about the popular Marvell Technology, Inc. ( NASDAQ:MRVL ). The company's shares saw a significant share...Artículo de análisis • Jun 26
Optimistic Investors Push Marvell Technology, Inc. (NASDAQ:MRVL) Shares Up 25% But Growth Is Lacking
Marvell Technology, Inc. ( NASDAQ:MRVL ) shares have had a really impressive month, gaining 25% after a shaky period...Rentabilidad de los accionistas
| MRVL | US Semiconductor | Mercado US | |
|---|---|---|---|
| 7D | 4.4% | 10.5% | 2.2% |
| 1Y | 164.9% | 126.9% | 31.1% |
Rentabilidad vs. Industria: MRVL superó a la industria US Semiconductor, que obtuvo un rendimiento del 126.9% el año pasado.
Rentabilidad vs. Mercado: MRVL superó al mercado US, que obtuvo un rendimiento del 31.1% el año pasado.
Volatilidad de los precios
| MRVL volatility | |
|---|---|
| MRVL Average Weekly Movement | 9.6% |
| Semiconductor Industry Average Movement | 10.8% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: MRVL no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de MRVL (10%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1995 | 7,480 | Matt Murphy | www.marvell.com |
Marvell Technology, Inc. junto con sus filiales, ofrece soluciones de semiconductores para infraestructuras de datos y abarca desde el núcleo del centro de datos hasta el extremo de la red en Estados Unidos, Argentina, China, India, Israel, Japón, Singapur, Corea del Sur, Taiwán y Vietnam. La empresa desarrolla y amplía arquitecturas de sistema en un chip, integrando funciones analógicas, de señal mixta y de procesamiento de señales digitales. Ofrece una cartera de soluciones Ethernet que incluye controladores, adaptadores de red, transceptores físicos y conmutadores; procesadores de uno o varios núcleos; y circuitos integrados, interconexiones, adaptadores de canal de fibra y procesadores personalizados para aplicaciones específicas.
Resumen de fundamentos de Marvell Technology, Inc.
| Estadísticas fundamentales de MRVL | |
|---|---|
| Capitalización bursátil | US$148.77b |
| Beneficios(TTM) | US$2.67b |
| Ingresos (TTM) | US$8.19b |
56.0x
Ratio precio-beneficio (PE)18.2x
Ratio precio-ventas (PS)¿Está MRVL sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de MRVL | |
|---|---|
| Ingresos | US$8.19b |
| Coste de los ingresos | US$4.01b |
| Beneficio bruto | US$4.18b |
| Otros gastos | US$1.51b |
| Beneficios | US$2.67b |
Últimos beneficios comunicados
Jan 31, 2026
Próxima fecha de beneficios
May 27, 2026
| Beneficios por acción (BPA) | 3.05 |
| Margen bruto | 51.02% |
| Margen de beneficio neto | 32.58% |
| Ratio deuda/patrimonio | 31.2% |
¿Cómo se ha desempeñado MRVL a largo plazo?
Ver rendimiento histórico y comparativaDividendos
0.1%
Rentabilidad actual por dividendo8%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/11 21:49 |
| Precio de las acciones al final del día | 2026/05/11 00:00 |
| Beneficios | 2026/01/31 |
| Ingresos anuales | 2026/01/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Marvell Technology, Inc. está cubierta por 65 analistas. 39 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| James Fontanelli | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |
| James Kelleher | Argus Research Company |