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MRVL logo

Marvell Technology, Inc. Stock Price

NasdaqGS:MRVL Community·US$198.9b Market Cap
  • 5 Narratives written by author
  • 0 Comments on narratives written by author
  • 742 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

MRVL Share Price Performance

US$226.96
160.37 (240.83%)
​
US$259.66
Fair Value
US$226.96
160.37 (240.83%)
12.6% undervalued intrinsic discount
US$259.66
Fair Value
Price US$226.96
AnalystConsensusTarget US$259.66
sorkdhkddlek US$140.00
AnalystHighTarget US$384.99
Thu, 20 Aug 26
Fair ValueUS$259.66
Share Pricen/a

MRVL Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$259.66 12.6% undervalued intrinsic discount

MRVL: Custom AI Chip Demand And Supply Chain Shifts Will Shape Outlook

2users have liked this narrative
2users have commented on this narrative
303users have followed this narrative
SO
sorkdhkddlek's
Fair Value
·
Fair Value US$140 62.1% overvalued intrinsic discount

From AI Infrastructure Plumber to Full-Stack AI Factory Architect

8users have liked this narrative
0users have commented on this narrative
64users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$384.99 41.0% undervalued intrinsic discount

Optical And Custom Silicon Solutions Will Ignite AI Data Centers

1users have liked this narrative
0users have commented on this narrative
54users have followed this narrative
MRVL logo
Marvell Technology
62.1% overvalued intrinsic discount

From AI Infrastructure Plumber to Full-Stack AI Factory Architect

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SO
sorkdhkddlek
Published 20 Apr
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MRVL logo
Marvell Technology
46.1% overvalued intrinsic discount

The Great Strategy Swap – Selling "Old Auto" to Buy "Future Light"

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TA
Talos
Emerging Author
Talos
Published 2 Dec 2025
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MRVL logo
Marvell Technology
12.6% undervalued intrinsic discount

MRVL: Custom AI Chip Demand And Supply Chain Shifts Will Shape Outlook

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 20 Aug
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MRVL logo
Marvell Technology
41.0% undervalued intrinsic discount

Optical And Custom Silicon Solutions Will Ignite AI Data Centers

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AN
AnalystHighTarget
AnalystHighTarget
Updated 3 Sep
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MRVL logo
Marvell Technology
59.8% overvalued intrinsic discount

Concentrated Data Center Revenue Will Amplify Long-Term Risks

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AN
AnalystLowTarget
AnalystLowTarget
Updated 6 Aug
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Trending Discussion

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Recently Updated Narratives

SO
MRVL logo

From AI Infrastructure Plumber to Full-Stack AI Factory Architect

Fair Value: US$140 62.1% overvalued intrinsic discount
64 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
TA
Talos
MRVL logo

The Great Strategy Swap – Selling "Old Auto" to Buy "Future Light"

Fair Value: US$155.37 46.1% overvalued intrinsic discount
16 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
MRVL logo

MRVL: Expanded Google Chip Partnership Will Drive AI Networking Upside

Fair Value: US$384.99 41.0% undervalued intrinsic discount
54 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
1 likeusers have liked this narrative

Snowflake Analysis

Exceptional growth potential with flawless balance sheet.

2 Risks
3 Rewards
View Full Analysis

Marvell Technology, Inc. Key Details

US$9.5b

Revenue

US$4.5b

Cost of Revenue

US$4.9b

Gross Profit

US$2.3b

Other Expenses

US$2.6b

Earnings

Last Reported Earnings
Aug 01, 2026
Next Reporting Earnings
n/a
3.01
52.22%
27.93%
26.8%
View Full Analysis

About MRVL

Founded
1995
Employees
7480
CEO
Matthew Murphy
WebsiteView website
www.marvell.com

Marvell Technology, Inc., together with its subsidiaries, provides data infrastructure semiconductor solutions and spanning the data center core to network edge in the United States, Argentina, China, India, Israel, Japan, Singapore, South Korea, Taiwan, Vietnam, and internationally. The company develops and scales system-on-a-chip architectures, integrating analog, mixed-signal, and digital signal processing functionality. It offers a portfolio of ethernet solutions, including spanning controllers, network adapters, physical transceivers, and switches; single or multiple core processors; and custom application specific integrated circuits, interconnects, fibre channel adapters, and processors. The company also provides interconnect products, including pulse amplitude modulation, coherent and coherent-lite digital signal processors (DSPs), laser drivers, trans-impedance amplifiers, silicon photonics, co-packaged optics, linear pluggable optics chipsets, data center interconnect, active electrical cable DSPs and peripheral component interconnect express retimer solutions; fibre channel products comprising host bus adapters and controllers for server and storage system connectivity; storage controllers for hard disk drives and solid-state-drives; host system interfaces, including serial advanced technology attachment and serial attached SCSI, peripheral component interconnect express, compute express link switches, non-volatile memory express (NVMe), and NVMe over fabrics; and develops ultra accelerator linkTM switches and ethernet for scale-up networking switches. The company serves data centers, communications, and other markets. It offers its products through direct customers and distributors. Marvell Technology, Inc. was incorporated in 1995 and is headquartered in Wilmington, Delaware.

Recent MRVL News & 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
User avatar
Narrative Update • 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.

Recent updates

No updates

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