MRVL logo

Marvell Technology, Inc. Stock Price

NasdaqGS:MRVL Community·US$276.8b Market Cap
  • 5 Narratives written by author
  • 2 Comments on narratives written by author
  • 543 Fair Values set on narratives written by author

MRVL Share Price Performance

US$0
-65.16 (-100.00%)
US$249.80
Fair Value
US$0
-65.16 (-100.00%)
Price US$0

MRVL Community Narratives

·
Fair Value US$249.8 5.5% overvalued intrinsic discount

Optical And Custom Silicon Solutions Will Ignite AI Data Centers

1users have liked this narrative
0users have commented on this narrative
39users have followed this narrative
·
Fair Value US$118.93 121.5% overvalued 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
233users have followed this narrative
Fair Value
·
Fair Value US$155.37 69.6% overvalued intrinsic discount

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

1users have liked this narrative
0users have commented on this narrative
15users have followed this narrative
US$155.37
69.6% overvalued intrinsic discount
Fair Value
Profit Margin
25%
Future PE
35x
Price in 2030
US$228.29
US$249.8
5.5% overvalued intrinsic discount
Revenue
46% p.a.
Profit Margin
28.52%
Future PE
42.89x
Price in 2029
US$342.17
US$88.7
197.0% overvalued intrinsic discount
Revenue
31.1% p.a.
Profit Margin
16.1%
Future PE
36.81x
Price in 2029
US$120.06
US$118.93
121.5% overvalued intrinsic discount
Revenue
31.99% p.a.
Profit Margin
26.22%
Future PE
26x
Price in 2029
US$161.42

Trending Discussion

Updated Narratives

MRVL logo

From AI Infrastructure Plumber to Full-Stack AI Factory Architect

Fair Value: US$140 88.2% overvalued intrinsic discount
21 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
MRVL logo

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

Fair Value: US$155.37 69.6% overvalued intrinsic discount
15 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
MRVL logo

MRVL: AI Optical Interconnect And Custom ASIC Demand Will Shape Data Center Outlook

Fair Value: US$249.8 5.5% overvalued intrinsic discount
39 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Exceptional growth potential with flawless balance sheet.

3 Risks
2 Rewards

Marvell Technology, Inc. Key Details

US$8.7b

Revenue

US$4.2b

Cost of Revenue

US$4.5b

Gross Profit

US$2.0b

Other Expenses

US$2.5b

Earnings

Last Reported Earnings
May 02, 2026
Next Reporting Earnings
n/a
2.89
51.50%
28.99%
27.2%
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 12h

Marvell: Strong Buy, Nvidia's Trillion-Dollar Call Looks Realistic

Summary Marvell Technology is upgraded to strong buy as AI and data center demand drive robust growth and upwardly revised guidance. MRVL's margin pressure is viewed positively, reflecting a shift to high-demand custom silicon with lower margins but strong dollar profits from hyperscalers. Guidance calls for FY2027 revenue of $11.5B (+40%) and FY2028 revenue of $16.5B (+45%), with accelerating growth and margin recovery expected. My price target rises to $375.28, reflecting higher growth expectations, expanded EV/EBITDA multiple, and MRVL's potential to reach a trillion-dollar valuation. Read the full article on Seeking Alpha

Recent updates

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