Marvell Technology, Inc.

NasdaqGS:MRVL 주식 리포트

시가총액: US$207.0b

Marvell Technology 향후 성장

Future 기준 점검 6/6

Marvell Technology (는) 각각 연간 30.4% 및 29.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 31.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 34.5% 로 예상됩니다.

핵심 정보

30.4%

이익 성장률

31.18%

EPS 성장률

Semiconductor 이익 성장30.5%
매출 성장률29.3%
향후 자기자본이익률34.51%
애널리스트 커버리지

Good

마지막 업데이트14 Sep 2026

최근 향후 성장 업데이트

Recent updates

Seeking Alpha • Sep 09

Marvell: Strong Fundamentals, But Customer Concentration Keeps Me Cautious

Summary Marvell (MRVL) is a leader in AI infrastructure, excelling at custom silicon and connectivity for hyperscalers. MRVL's revenue, EPS, and free cash flow are growing, but gross margins lag elite peers due to customer concentration and pricing power. Customer concentration risk is significant, with top 10 customers accounting for 82% of revenue and a notable Google arrangement increasing dependence. I rate MRVL a Hold given its premium valuation (53x forward earnings), margin pressure, and elevated customer concentration risk. Read the full article on Seeking Alpha
내러티브 업데이트 • Sep 03

MRVL: Expanded Google Chip Partnership Will Drive AI Networking Upside

Analysts lifted their fair value estimate for Marvell Technology to $384.99 from $371.67, reflecting updated assumptions for AI networking demand, higher modeled revenue growth and profit margins, and a lower future P/E multiple in light of rising Street price targets related to the expanded Google partnership and broader custom silicon opportunities. Analyst Commentary Bullish analysts see Marvell Technology as closely tied to growing AI infrastructure spending, particularly in optical networking and custom silicon for large cloud providers.
내러티브 업데이트 • Aug 20

MRVL: Google AI Chip Partnership And Optical Networking Will Shape Future Returns

Marvell Technology's fair value estimate has risen modestly to $259.66 from $254.41 as analysts factor in higher projected AI custom silicon and interconnect contributions following the expanded Google partnership and related price target increases across the Street. Analyst Commentary Street research on Marvell Technology is heavily focused on the expanded Google partnership, custom AI silicon, and optical interconnect, with most recent commentary skewing positive on growth prospects, execution and valuation support.
내러티브 업데이트 • Aug 06

MRVL: AI Data Center And Optical Dependence Will Eventually Trigger Painful Repricing

Analysts now point to a higher fair value estimate of $142.07 for Marvell Technology, up from $135.50. This reflects updated views on revenue, profit margins, and a lower assumed future P/E multiple following a series of price target increases across the Street and specific commentary around AI data center, optical interconnect, and custom silicon demand.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새로운 내러티브 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.

이익 및 매출 성장 예측

NasdaqGS:MRVL - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
1/31/202926,1477,0287,1728,32533
1/31/202818,2074,0665,0015,53837
1/31/202712,0521,6382,6933,14837
8/1/20269,4502,6401,7232,200N/A
5/2/20268,7172,5271,6622,056N/A
1/31/20268,1952,6701,3921,751N/A
11/1/20257,7932,4741,5771,891N/A
8/2/20257,235-1031,5301,845N/A
5/3/20256,502-4911,3701,690N/A
2/1/20255,767-8851,3901,681N/A
11/2/20245,376-1,4781,4111,714N/A
8/3/20245,279-9661,3991,681N/A
5/4/20245,347-9801,1471,487N/A
2/3/20245,508-9331,0201,371N/A
10/28/20235,500-5568511,175N/A
7/29/20235,618-3787661,083N/A
4/29/20235,794-1671,0211,302N/A
1/28/20235,920-1631,0721,289N/A
10/29/20225,844-1421,0751,284N/A
7/30/20225,518-2188971,137N/A
4/30/20225,077-4988271,028N/A
1/29/20224,462-421632819N/A
10/30/20213,917-411469631N/A
7/31/20213,456-371504624N/A
5/1/20213,108-252523628N/A
1/30/20212,969-277698817N/A
10/31/20202,8891,479596715N/A
8/1/20202,8011,419420523N/A
5/2/20202,7301,520N/A370N/A
2/1/20202,6991,584N/A360N/A
11/2/20192,726-449N/A411N/A
8/3/20192,915-420N/A645N/A
5/4/20192,924-356N/A634N/A
2/2/20192,866-179N/A597N/A
11/3/20182,736130N/A610N/A
8/4/20182,502333N/A527N/A
5/5/20182,441462N/A566N/A
2/3/20182,409433N/A571N/A
10/28/20172,360321N/A570N/A
7/29/20172,367255N/A475N/A
4/29/20172,360182N/A434N/A
1/28/20172,30175N/A-358N/A
10/29/20162,274185N/A-424N/A
7/30/20162,32544N/A-479N/A
4/30/20162,439-791N/A-512N/A
1/30/20162,602-738N/A205N/A
10/31/20152,967-734N/A307N/A

애널리스트 향후 성장 전망

수입 대 저축률: MRVL 의 연간 예상 수익 증가율(30.4%)이 saving rate(3.7%)보다 높습니다.

수익 vs 시장: MRVL 의 연간 수익(30.4%)이 US 시장(17.2%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: MRVL 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: MRVL 의 수익(연간 29.3%)이 US 시장(연간 13.4%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: MRVL 의 수익(연간 29.3%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: MRVL의 자본 수익률은 3년 후 34.5%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/14 03:54
종가2026/09/14 00:00
수익2026/08/01
연간 수익2026/01/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Marvell Technology, Inc.는 67명의 분석가가 다루고 있습니다. 이 중 37명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
James FontanelliArete Research Services LLP
Brett SimpsonArete Research Services LLP
James KelleherArgus Research Company