Marvell Technology Gestione
Criteri Gestione verificati 3/4
Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.
Informazioni chiave
Matt Murphy
Amministratore delegato
US$25.1m
Compenso totale
| Percentuale dello stipendio del CEO | 4.94% |
| Mandato del CEO | 10yrs |
| Proprietà del CEO | 0.09% |
| Durata media del management | 2.4yrs |
| Durata media del Consiglio di amministrazione | 5.1yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • Jul 28
Marvell Technology Priced Beyond Perfection
Summary Marvell Technology is rated Sell due to overvaluation and the risk of declining ASICs market share, despite strengths in optics and interconnects. MRVL's growth is driven by optics and interconnects, not ASICs, making its premium valuation unjustified versus Broadcom's more secure position. MRVL requires flawless execution to justify its price. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 23
MRVL: AI Data Center Networking Will Drive Future Upside
The analyst fair value estimate for Marvell Technology has moved from $118.93 to $254.41 as analysts factor in higher modeled revenue growth, stronger profit margins, and a richer future P/E multiple supported by increasing AI data center demand and a series of higher Street price targets, even as some highlight customer concentration risks and an already premium valuation. Analyst Commentary Recent Street research on Marvell Technology clusters around a common theme, with bullish analysts pointing to AI data center exposure, optical interconnect strength, and custom silicon programs as key growth drivers, while more cautious voices flag concentrated customer exposure, premium valuation, and longer term visibility as the main watchpoints.
Aggiornamento narrativa • Jul 09
MRVL: AI Data Center Networking And Optics Will Drive Future Upside
Marvell Technology's updated analyst fair value estimate has shifted materially higher to about $372 from roughly $250, as analysts point to a larger AI data center and optical interconnect opportunity that is reflected in higher revenue growth assumptions and a richer future P/E multiple. Analyst Commentary Recent Street research around Marvell Technology has turned more constructive, with a cluster of higher fair value estimates and price targets that connect directly to the AI data center story, optical interconnect, and custom silicon programs.
Aggiornamento narrativa • Jun 25
MRVL: AI Data Center Dependence Will Eventually Expose Elevated Cycle Reset Risk
Marvell Technology's updated fair value estimate has been reset from about $155 to roughly $135 per share as analysts weigh higher long term revenue expectations in data center and optical interconnect, along with a lower future P/E assumption of about 54x. This is in line with a wave of rising Street price targets that emphasize the company's AI focused product portfolio and new CFO leadership.Articolo di analisi • Jun 18
Marvell Technology (MRVL) Stock Could Be 107% Overvalued After S&P 500 And Nvidia News
Marvell Technology (MRVL) has been in focus after several catalysts converged, including its upcoming addition to the S&P 500, a deeper AI partnership with Nvidia, and a high profile CFO transition. See our latest analysis for Marvell Technology. Marvell Technology’s recent catalysts appear to have fed directly into the share price, with a 30 day share price return of 71.4% and a 1 year total shareholder return of 287.4% signaling strong momentum rather than a slow build. If you are looking...Aggiornamento narrativa • Jun 10
MRVL: AI Data Center Reliance Will Eventually Magnify Spending Cycle Downturn Risks
The analyst fair value estimate for Marvell Technology has shifted sharply higher to about $155 from roughly $89, as analysts point to stronger visibility in AI driven data center demand, expanding custom compute and optical interconnect programs, and a series of raised earnings and revenue outlooks through fiscal year 2027 and fiscal year 2028. Analyst Commentary Across recent research, most coverage of Marvell Technology is constructive, with many firms lifting long term revenue and earnings assumptions tied to AI driven data center demand, custom compute programs, and optical interconnect exposure.Aggiornamento narrativa • May 27
MRVL: AI Optical Interconnect And Custom ASIC Demand Will Shape Data Center Outlook
Analysts have lifted the fair value estimate for Marvell Technology from $175.72 to $249.80, citing higher projected revenue growth, slightly stronger profit margins, and a richer future P/E multiple supported by a wave of price target hikes focused on AI driven data center and optical interconnect demand. Analyst Commentary Street research around Marvell Technology has tilted clearly positive, with a series of higher price targets and several upgrades that center on AI driven data center demand, optical interconnect strength, and custom ASIC programs for major cloud customers.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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.Aggiornamento narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| May 02 2026 | n/a | n/a | US$3b |
| Jan 31 2026 | US$25m | US$1m | 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 25.06M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.63M ).
Compensazione vs guadagni: La retribuzione di Matt è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Matt Murphy (53 yo)
10yrs
Mandato
US$25,064,348
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 | 10yrs | US$25.06m | 0.090% $ 144.9m | |
| President & COO | 5.3yrs | US$37.72m | 0.027% $ 43.6m | |
| CFO, Executive VP & Principal Financial Officer | less than a year | US$391.61k | 0.00079% $ 1.3m | |
| Executive VP | 3.3yrs | US$4.01m | 0.0054% $ 8.7m | |
| Advisor | less than a year | US$8.58m | 0.026% $ 41.6m | |
| President of Data Center Group | 7.4yrs | US$48.35m | 0.0065% $ 10.5m | |
| Senior VP & Chief Accounting Officer | 1yr | Nessun dato | 0.000050% $ 80.3k | |
| Senior VP & Chief Information Officer | 1.5yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Senior Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Executive Vice President of Corporate Development | 9.4yrs | Nessun dato | Nessun dato | |
| Executive VP & Chief Sales Officer | 6.9yrs | Nessun dato | Nessun dato | |
| Senior VP & Chief Marketing Officer | less than a year | Nessun dato | Nessun dato |
2.4yrs
Durata media
53yo
Età media
Gestione esperta: Il team dirigenziale di MRVL è considerato esperto (durata media dell'incarico 2.4 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Chairman | 10yrs | US$25.06m | 0.090% $ 144.9m | |
| Independent Director | 2.3yrs | US$373.81k | 0.00095% $ 1.5m | |
| Independent Director | 9.6yrs | US$373.81k | 0.0041% $ 6.6m | |
| Lead Independent Director | 8yrs | US$435.61k | 0.011% $ 17.3m | |
| Independent Director | 1yr | US$275.73k | 0.00035% $ 561.8k | |
| Independent Director | 3.9yrs | US$372.81k | 0.00062% $ 995.3k | |
| Independent Director | 4.3yrs | US$378.81k | 0.0011% $ 1.8m | |
| Independent Director | 6yrs | US$379.85k | 0.0031% $ 4.9m |
5.1yrs
Durata media
61yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di MRVL sono considerati esperti (durata media dell'incarico 5.1 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/31 10:56 |
| Prezzo dell'azione a fine giornata | 2026/07/31 00:00 |
| Utili | 2026/05/02 |
| 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 delle guide su come utilizzare i nostri report e dei 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. 38 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 |