Marvell Technology 過去の業績
過去 基準チェック /26
Marvell Technologyは、平均年間29.6%の収益成長を遂げていますが、 Semiconductor業界の収益は、年間 成長しています。収益は、平均年間1.3% 14.1%収益成長率で 成長しています。 Marvell Technologyの自己資本利益率は18.7%であり、純利益率は32.6%です。
主要情報
29.61%
収益成長率
31.01%
EPS成長率
| Semiconductor 業界の成長 | 27.66% |
| 収益成長率 | 14.14% |
| 株主資本利益率 | 18.66% |
| ネット・マージン | 32.58% |
| 次回の業績アップデート | 27 May 2026 |
最近の業績更新
Recent updates
Seeking Alpha • May 15
Marvell Q1 Preview: Results Need To Marvel To Support Gains
Summary Shares in Marvell Technology, Inc. are powering higher, with gains of over 30% in the last month alone. The company recently received a +$2B investment from Nvidia as part of a new partnership. The infusion should bode well for Marvell’s forward outlook. With Q1 on deck, I am expecting MRVL's results to continue marveling its bullish investors. Read the full article on Seeking Alpha
ナラティブの更新 • 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%.
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.新しいナラティブ • 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.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.分析記事 • 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...分析記事 • 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...収支内訳
収支内訳
Marvell Technology の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Jan 26 | 8,195 | 2,670 | 767 | 2,075 |
| 01 Nov 25 | 7,793 | 2,474 | 765 | 2,038 |
| 02 Aug 25 | 7,235 | -103 | 780 | 2,014 |
| 03 May 25 | 6,502 | -491 | 785 | 1,982 |
| 01 Feb 25 | 5,767 | -885 | 798 | 1,950 |
| 02 Nov 24 | 5,376 | -1,478 | 815 | 1,911 |
| 03 Aug 24 | 5,279 | -966 | 822 | 1,904 |
| 04 May 24 | 5,347 | -980 | 835 | 1,892 |
| 03 Feb 24 | 5,508 | -933 | 834 | 1,896 |
| 28 Oct 23 | 5,500 | -556 | 825 | 1,880 |
| 29 Jul 23 | 5,618 | -378 | 820 | 1,847 |
| 29 Apr 23 | 5,794 | -167 | 807 | 1,821 |
| 28 Jan 23 | 5,920 | -163 | 844 | 1,784 |
| 29 Oct 22 | 5,844 | -142 | 891 | 1,740 |
| 30 Jul 22 | 5,518 | -218 | 915 | 1,664 |
| 30 Apr 22 | 5,077 | -498 | 927 | 1,582 |
| 29 Jan 22 | 4,462 | -421 | 893 | 1,424 |
| 30 Oct 21 | 3,917 | -411 | 758 | 1,285 |
| 31 Jul 21 | 3,456 | -371 | 642 | 1,169 |
| 01 May 21 | 3,108 | -252 | 547 | 1,079 |
| 30 Jan 21 | 2,969 | -277 | 467 | 1,073 |
| 31 Oct 20 | 2,889 | 1,479 | 461 | 1,092 |
| 01 Aug 20 | 2,801 | 1,419 | 464 | 1,104 |
| 02 May 20 | 2,730 | 1,520 | 466 | 1,093 |
| 01 Feb 20 | 2,699 | 1,584 | 454 | 1,080 |
| 02 Nov 19 | 2,726 | -449 | 395 | 1,057 |
| 03 Aug 19 | 2,915 | -420 | 389 | 1,054 |
| 04 May 19 | 2,924 | -356 | 408 | 1,004 |
| 02 Feb 19 | 2,866 | -179 | 371 | 914 |
| 03 Nov 18 | 2,736 | 130 | 376 | 838 |
| 04 Aug 18 | 2,502 | 333 | 323 | 738 |
| 05 May 18 | 2,441 | 462 | 245 | 703 |
| 03 Feb 18 | 2,409 | 433 | 238 | 714 |
| 28 Oct 17 | 2,360 | 321 | 229 | 710 |
| 29 Jul 17 | 2,367 | 255 | 230 | 747 |
| 29 Apr 17 | 2,360 | 182 | 242 | 774 |
| 28 Jan 17 | 2,301 | 75 | 251 | 805 |
| 29 Oct 16 | 2,274 | 185 | 245 | 806 |
| 30 Jul 16 | 2,325 | 44 | 244 | 856 |
| 30 Apr 16 | 2,439 | -791 | 230 | 934 |
| 30 Jan 16 | 2,602 | -738 | 252 | 955 |
| 31 Oct 15 | 2,967 | -734 | 252 | 1,104 |
| 01 Aug 15 | 3,222 | -561 | 259 | 1,140 |
質の高い収益: MRVLには$1.8B } という大きな 一回限りの 利益があり、過去 12 か月の財務実績が31st January, 2026に影響を及ぼしています。
利益率の向上: MRVL過去に利益を上げました。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: MRVL過去 5 年間で収益を上げており、収益は年間29.6%増加しています。
成長の加速: MRVLは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。
収益対業界: MRVL昨年収益を上げたため、昨年の収益成長をSemiconductor業界 ( 15.4% ) と比較することは困難です。
株主資本利益率
高いROE: MRVLの 自己資本利益率 ( 18.7% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/05/20 02:35 |
| 終値 | 2026/05/20 00:00 |
| 収益 | 2026/01/31 |
| 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 |
|
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| 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 |
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* 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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. 40 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 |