Marvell Technology Gestione
Criteri Gestione verificati 3/4
Marvell Technology Il CEO è Matt Murphy, nominato in Jul2016, e ha un mandato di 9.83 anni. la retribuzione annua totale è $ 32.16M, composta da 3.7% di stipendio e 96.3% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.085% delle azioni della società, per un valore di $ 128.57M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.2 anni e 4.1 anni.
Informazioni chiave
Matt Murphy
Amministratore delegato
US$32.2m
Compenso totale
| Percentuale dello stipendio del CEO | 3.67% |
| Mandato del CEO | 9.8yrs |
| Proprietà del CEO | 0.09% |
| Durata media del management | 5.2yrs |
| Durata media del Consiglio di amministrazione | 4.1yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento dell'analisi • 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%.
Aggiornamento dell'analisi • 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
Aggiornamento dell'analisi • 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.
Nuova analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.Nuova analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jan 31 2026 | n/a | n/a | US$3b |
| Nov 01 2025 | n/a | n/a | US$2b |
| Aug 02 2025 | n/a | n/a | -US$103m |
| May 03 2025 | n/a | n/a | -US$491m |
| Feb 01 2025 | US$32m | US$1m | -US$885m |
| Nov 02 2024 | n/a | n/a | -US$1b |
| Aug 03 2024 | n/a | n/a | -US$966m |
| May 04 2024 | n/a | n/a | -US$980m |
| Feb 03 2024 | US$45m | US$1m | -US$933m |
| Oct 28 2023 | n/a | n/a | -US$556m |
| Jul 29 2023 | n/a | n/a | -US$378m |
| Apr 29 2023 | n/a | n/a | -US$167m |
| Jan 28 2023 | US$22m | US$1m | -US$163m |
| Oct 29 2022 | n/a | n/a | -US$142m |
| Jul 30 2022 | n/a | n/a | -US$218m |
| Apr 30 2022 | n/a | n/a | -US$498m |
| Jan 29 2022 | US$16m | US$992k | -US$421m |
| Oct 30 2021 | n/a | n/a | -US$411m |
| Jul 31 2021 | n/a | n/a | -US$371m |
| May 01 2021 | n/a | n/a | -US$252m |
| Jan 30 2021 | US$15m | US$935k | -US$277m |
| Oct 31 2020 | n/a | n/a | US$1b |
| Aug 01 2020 | n/a | n/a | US$1b |
| May 02 2020 | n/a | n/a | US$2b |
| Feb 01 2020 | US$21m | US$977k | US$2b |
Compensazione vs Mercato: La retribuzione totale di Matt ($USD 32.16M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.67M ).
Compensazione vs guadagni: La retribuzione di Matt è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Matt Murphy (52 yo)
9.8yrs
Mandato
US$32,160,142
Compensazione
Mr. Matthew J. Murphy, also known as Matt, served as Independent Director at eBay Inc. since March 15, 2019 until June 08, 2022. Mr. Murphy has been Chief Executive Officer of Marvell Technology, Inc. sinc...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Chairman | 9.8yrs | US$32.16m | 0.085% $ 128.6m | |
| President & COO | 5.2yrs | US$9.47m | 0.024% $ 36.1m | |
| Executive VP & CFO | 3.3yrs | US$8.81m | 0.026% $ 39.7m | |
| Executive VP | 3.1yrs | US$5.21m | 0.0053% $ 7.9m | |
| Senior VP & Chief Accounting Officer | less than a year | Nessun dato | Nessun dato | |
| Senior VP & Chief Information Officer | 1.3yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Executive Vice President of Corporate Development | 9.3yrs | Nessun dato | Nessun dato | |
| Executive VP & Chief Sales Officer | 6.8yrs | Nessun dato | Nessun dato | |
| Executive VP & Chief Human Resources Officer | 6.7yrs | Nessun dato | Nessun dato | |
| President of Data Center Group | 7.3yrs | US$6.03m | 0.0063% $ 9.5m | |
| Executive VP & Corporate CTO | 3.3yrs | Nessun dato | Nessun dato |
5.2yrs
Durata media
51.5yo
Età media
Gestione esperta: Il team dirigenziale di MRVL è esperto e expertise (durata media dell'incarico 5.2 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Chairman | 9.8yrs | US$32.16m | 0.085% $ 128.6m | |
| Independent Director | 2.1yrs | US$357.67k | 0.00050% $ 752.7k | |
| Independent Director | 9.4yrs | US$350.12k | 0.0037% $ 5.6m | |
| Lead Independent Director | 7.8yrs | US$371.37k | 0.010% $ 15.6m | |
| Independent Director | less than a year | Nessun dato | Nessun dato | |
| Independent Director | 2.1yrs | US$360.77k | 0.00060% $ 903.2k | |
| Independent Director | 3.8yrs | US$348.00k | 0.00026% $ 391.4k | |
| Independent Director | 4.1yrs | US$355.12k | 0.0011% $ 1.7m | |
| Independent Director | 5.8yrs | US$350.83k | 0.0026% $ 4.0m |
4.1yrs
Durata media
59yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di MRVL sono considerati esperti (durata media dell'incarico 4.1 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/07 19:59 |
| Prezzo dell'azione a fine giornata | 2026/05/07 00:00 |
| Utili | 2026/01/31 |
| Utili annuali | 2026/01/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Marvell Technology, Inc. è coperta da 65 analisti. 39 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Brett Simpson | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |
| James Kelleher | Argus Research Company |