Marvell Technology（MRVL）株式概要
Marvell Technology, Inc.は、その子会社とともに、米国、アルゼンチン、中国、インド、イスラエル、日本、シンガポール、韓国、台湾、ベトナム、そして世界各国において、データセンターのコアからネットワークエッジまでのデータインフラ半導体ソリューションを提供している。 詳細
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Marvell Technology, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$281.26 |
| 52週高値 | US$329.88 |
| 52週安値 | US$61.44 |
| ベータ | 2.28 |
| 1ヶ月の変化 | 35.05% |
| 3ヶ月変化 | 196.44% |
| 1年変化 | 251.71% |
| 3年間の変化 | 381.86% |
| 5年間の変化 | 390.09% |
| IPOからの変化 | 1,886.83% |
最新ニュース
Seeking Alpha • Jun 22
Connectivity Is Marvell's Hidden Growth Engine Today
Summary Marvell is transitioning into an AI connectivity leader, driven by interconnect growth exceeding seventy percent in FY2027. FY2027 revenue is expected at $11.5B, accelerating toward $16.7B in FY2028 with strong multi-year demand visibility. Nvidia’s $2B strategic investment reinforces MRVL’s role as a critical bridge between compute and AI networking ecosystems. Emerging opportunities in photonics, scale-up optics, and switching remain underappreciated and largely excluded from current forecasts. Read the full article on Seeking Alpha分析記事 • 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...Recent updates
Seeking Alpha • Jun 22
Connectivity Is Marvell's Hidden Growth Engine Today
Summary Marvell is transitioning into an AI connectivity leader, driven by interconnect growth exceeding seventy percent in FY2027. FY2027 revenue is expected at $11.5B, accelerating toward $16.7B in FY2028 with strong multi-year demand visibility. Nvidia’s $2B strategic investment reinforces MRVL’s role as a critical bridge between compute and AI networking ecosystems. Emerging opportunities in photonics, scale-up optics, and switching remain underappreciated and largely excluded from current forecasts. Read the full article on Seeking Alpha分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.株主還元
| MRVL | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | -9.4% | -4.6% | -2.7% |
| 1Y | 251.7% | 82.4% | 18.6% |
業界別リターン: MRVL過去 1 年間で82.4 % の収益を上げたUS Semiconductor業界を上回りました。
リターン対市場: MRVL過去 1 年間で18.6 % の収益を上げたUS市場を上回りました。
価格変動
| MRVL volatility | |
|---|---|
| MRVL Average Weekly Movement | 15.0% |
| Semiconductor Industry Average Movement | 12.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.9% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: MRVLの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: MRVLの weekly volatility ( 15% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1995 | 7,480 | Matt Murphy | www.marvell.com |
Marvell Technology, Inc.は、その子会社とともに、米国、アルゼンチン、中国、インド、イスラエル、日本、シンガポール、韓国、台湾、ベトナム、および国際的なデータセンターのコアからネットワークエッジまでのデータインフラ半導体ソリューションを提供しています。アナログ、ミックスドシグナル、デジタル信号処理機能を統合したシステムオンチップアーキテクチャの開発と拡張を行っている。スパニングコントローラ、ネットワークアダプタ、物理トランシーバ、スイッチ、シングルコアまたはマルチコアプロセッサ、カスタムアプリケーション向け集積回路、相互接続、ファイバーチャネルアダプタ、プロセッサなど、イーサネットソリューションのポートフォリオを提供している。また、パルス振幅変調、コヒーレントおよびコヒーレントライトデジタルシグナルプロセッサ（DSP）、レーザードライバ、トランスインピーダンスアンプ、シリコンフォトニクス、コパッケージオプティクス、リニアプラガブルオプティクスチップセット、データセンターインターコネクト、アクティブ電気ケーブルDSP、周辺コンポーネントインターコネクトエクスプレスリタイマーソリューションなどのインターコネクト製品、サーバーおよびストレージシステム接続用のホストバスアダプタおよびコントローラで構成されるファイバーチャネル製品も提供しています；ハードディスク・ドライブおよびソリッド・ステート・ドライブ用ストレージ・コントローラ、シリアル・アドバンスド・テクノロジー・アタッチメントおよびシリアル・アタッチドSCSI、ペリフェラル・コンポーネント・インターコネクト・エクスプレス、コンピュート・エクスプレス・リンク・スイッチ、不揮発性メモリー・エクスプレス（NVMe）、NVMe over fabricsを含むホスト・システム・インターフェース、ウルトラ・アクセラレータ・リンクTMスイッチおよびスケールアップ・ネットワーク・スイッチ用イーサネットの開発。同社はデータセンター、通信、その他の市場にサービスを提供している。直接顧客や代理店を通じて製品を提供している。マーベル・テクノロジーは1995年に設立され、デラウェア州ウィルミントンに本社を置いている。
Marvell Technology, Inc. 基礎のまとめ
| MRVL 基礎統計学 | |
|---|---|
| 時価総額 | US$242.06b |
| 収益（TTM） | US$2.53b |
| 売上高(TTM) | US$8.72b |
97.4x
PER（株価収益率28.2x
P/SレシオMRVL は割高か？
公正価値と評価分析を参照収益と収入
| MRVL 損益計算書（TTM） | |
|---|---|
| 収益 | US$8.72b |
| 売上原価 | US$4.23b |
| 売上総利益 | US$4.49b |
| その他の費用 | US$1.96b |
| 収益 | US$2.53b |
直近の収益報告
May 02, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 2.89 |
| グロス・マージン | 51.50% |
| 純利益率 | 28.99% |
| 有利子負債／自己資本比率 | 27.2% |
MRVL の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
0.09%
現在の配当利回り8%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/25 09:59 |
| 終値 | 2026/06/25 00:00 |
| 収益 | 2026/05/02 |
| 年間収益 | 2026/01/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Marvell Technology, Inc. 38 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。65
| アナリスト | 機関 |
|---|---|
| Brett Simpson | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |
| James Kelleher | Argus Research Company |