Marvell Technology (MRVL) Aandelenoverzicht
Marvell Technology, Inc. levert, samen met haar dochterondernemingen, halfgeleideroplossingen voor data-infrastructuur en van datacenterkern tot netwerkrand in de Verenigde Staten, Argentinië, China, India, Israël, Japan, Singapore, Zuid-Korea, Taiwan en Vietnam. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 0/6 |
| Toekomstige groei | 6/6 |
| Prestaties in het verleden | 2/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 0/6 |
MRVL Community Fair Values
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Analyst Price Targets
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Marvell Technology, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$218.72 |
| 52 Week Hoogtepunt | US$329.88 |
| 52 Week Laag | US$61.44 |
| Bèta | 2.25 |
| 1 maand verandering | -7.25% |
| 3 maanden verandering | 32.96% |
| 1 Jaar Verandering | 183.02% |
| 3 jaar verandering | 267.16% |
| 5 jaar verandering | 269.71% |
| Verandering sinds IPO | 1,445.04% |
Recent nieuws en updates
Narratiefupdate • 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.Seeking Alpha • Aug 03
Marvell's Next Move Is To $100
Summary Marvell Technology (MRVL) is a unique fabless semiconductor designer focused on AI accelerators and next-generation data center hardware. MRVL’s data center segment drives 76% of revenue, with management guiding for over 40% annual growth and a $16.5B FY28 revenue target. Despite stellar growth, MRVL’s valuation embeds high expectations; I initiate with a Sell rating and $100 price target, implying 46% downside. Cyclicality and premium pricing present material risks; current multiples are not justified unless growth accelerates and cyclicality is eliminated. Read the full article on Seeking AlphaRecent updates
Narratiefupdate • 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.Seeking Alpha • Aug 03
Marvell's Next Move Is To $100
Summary Marvell Technology (MRVL) is a unique fabless semiconductor designer focused on AI accelerators and next-generation data center hardware. MRVL’s data center segment drives 76% of revenue, with management guiding for over 40% annual growth and a $16.5B FY28 revenue target. Despite stellar growth, MRVL’s valuation embeds high expectations; I initiate with a Sell rating and $100 price target, implying 46% downside. Cyclicality and premium pricing present material risks; current multiples are not justified unless growth accelerates and cyclicality is eliminated. Read the full article on Seeking Alpha
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.
Nieuw narratief • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Rendement voor aandeelhouders
| MRVL | US Semiconductor | US Markt | |
|---|---|---|---|
| 7D | 12.9% | 7.9% | 2.7% |
| 1Y | 183.0% | 62.2% | 20.9% |
Rendement versus industrie: MRVL overtrof de US Semiconductor industrie, die het afgelopen jaar een rendement 62.2 % opleverde.
Rendement versus markt: MRVL overtrof de US markt, die het afgelopen jaar een rendement opleverde van 20.9 %.
Prijsvolatiliteit
| MRVL volatility | |
|---|---|
| MRVL Average Weekly Movement | 16.8% |
| Semiconductor Industry Average Movement | 13.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: De aandelenkoers van MRVL is de afgelopen 3 maanden volatiel geweest in vergelijking met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit van MRVL is het afgelopen jaar gestegen van 11% naar 17%.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1995 | 7,480 | Matt Murphy | www.marvell.com |
Marvell Technology, Inc. levert, samen met haar dochterondernemingen, halfgeleideroplossingen voor data-infrastructuur en van de kern van het datacenter tot de rand van het netwerk in de Verenigde Staten, Argentinië, China, India, Israël, Japan, Singapore, Zuid-Korea, Taiwan en Vietnam. Het bedrijf ontwikkelt en schaalt system-on-a-chip architecturen en integreert analoge, mixed-signal en digitale signaalverwerkingsfunctionaliteit. Het bedrijf biedt een portfolio van ethernetoplossingen, waaronder spanningscontrollers, netwerkadapters, fysieke transceivers en switches; processors met één of meerdere kernen; en toepassingsspecifieke geïntegreerde circuits, interconnects, vezelkanaaladapters en processors.
Marvell Technology, Inc. Samenvatting
| MRVL fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$191.55b |
| Inkomsten(TTM) | US$2.53b |
| Inkomsten(TTM) | US$8.72b |
75.8x
Koers/Winstverhouding22.0x
P/S-verhoudingIs MRVL overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| MRVL resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$8.72b |
| Kosten van inkomsten | US$4.23b |
| Brutowinst | US$4.49b |
| Overige uitgaven | US$1.96b |
| Inkomsten | US$2.53b |
Laatst gerapporteerde inkomsten
May 02, 2026
Volgende inkomensdatum
Aug 27, 2026
| Winst per aandeel (EPS) | 2.89 |
| Brutomarge | 51.50% |
| Nettowinstmarge | 28.99% |
| Schuld/Eigen Vermogen Verhouding | 27.2% |
Hoe presteerde MRVL op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
0.1%
Huidig dividendrendement8%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/10 04:51 |
| Aandelenkoers aan het einde van de dag | 2026/08/07 00:00 |
| Inkomsten | 2026/05/02 |
| Jaarlijkse inkomsten | 2026/01/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Marvell Technology, Inc. wordt gevolgd door 65 analisten. 38 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Brett Simpson | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |
| James Kelleher | Argus Research Company |