Marvell Technology (MRVL) Aktievy
Marvell Technology, Inc. tillsammans med sina dotterbolag, tillhandahåller halvledarlösningar för datainfrastruktur och sträcker sig från datacentrets kärna till nätverkets utkant i USA, Argentina, Kina, Indien, Israel, Japan, Singapore, Sydkorea, Taiwan, Vietnam och internationellt. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 2/6 |
| Framtida tillväxt | 6/6 |
| Tidigare resultat | 2/6 |
| Finansiell hälsa | 6/6 |
| Utdelningar | 0/6 |
MRVL Community Fair Values
Create NarrativeSee what 691 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
Marvell Technology, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$221.70 |
| 52 veckors högsta | US$329.88 |
| 52 veckors lägsta | US$67.36 |
| Beta | 2.25 |
| 1 månads förändring | -0.14% |
| 3 månaders förändring | -23.43% |
| 1 års förändring | 221.96% |
| 3 års förändring | 309.87% |
| 5 års förändring | 263.26% |
| Förändring sedan börsintroduktionen | 1,466.09% |
Senaste nyheter och uppdateringar
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
Uppdatering av berättelse • 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
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 AlphaUppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Ny berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Aktieägarnas avkastning
| MRVL | US Semiconductor | US Marknad | |
|---|---|---|---|
| 7D | -1.6% | -6.2% | -1.6% |
| 1Y | 222.0% | 44.5% | 12.1% |
Avkastning vs industri: MRVL översteg US Semiconductor branschen som gav 44.5 % under det senaste året.
Avkastning vs Marknaden: MRVL översteg US marknaden som gav 12.1 % under det senaste året.
Prisvolatilitet
| MRVL volatility | |
|---|---|
| MRVL Average Weekly Movement | 12.7% |
| Semiconductor Industry Average Movement | 11.3% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.9% |
Stabil aktiekurs: MRVL s aktiekurs har varit volatil under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: MRVL s veckovolatilitet ( 13% ) har varit stabil under det senaste året, men är fortfarande högre än 75 % av US aktier.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1995 | 7,480 | Matt Murphy | www.marvell.com |
Marvell Technology, Inc. tillsammans med sina dotterbolag, tillhandahåller halvledarlösningar för datainfrastruktur och sträcker sig från datacentrets kärna till nätverkets utkant i USA, Argentina, Kina, Indien, Israel, Japan, Singapore, Sydkorea, Taiwan, Vietnam och internationellt. Företaget utvecklar och skalar system-on-a-chip-arkitekturer som integrerar analog, mixed-signal och digital signalbehandlingsfunktionalitet. Företaget erbjuder en portfölj av Ethernet-lösningar, inklusive spanning controllers, nätverksadaptrar, fysiska transceivers och switchar; processorer med en eller flera kärnor; och anpassade applikationsspecifika integrerade kretsar, interconnects, fiberkanaladaptrar och processorer.
Marvell Technology, Inc. Sammanfattning av grunderna
| MRVL grundläggande statistik | |
|---|---|
| Börsvärde | US$191.89b |
| Vinst(TTM) | US$2.64b |
| Intäkter(TTM) | US$9.45b |
73.6x
P/E-förhållande20.6x
P/S-förhållandeÄr MRVL övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| MRVL resultaträkning (TTM) | |
|---|---|
| Intäkter | US$9.45b |
| Kostnad för intäkter | US$4.52b |
| Bruttovinst | US$4.93b |
| Övriga kostnader | US$2.29b |
| Intäkter | US$2.64b |
Senast redovisade vinst
Aug 01, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 3.01 |
| Bruttomarginal | 52.22% |
| Nettovinstmarginal | 27.93% |
| Skuld/egenkapitalförhållande | 26.8% |
Hur har MRVL utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
0.1%
Aktuell utdelningsavkastning8%
UtbetalningskvotFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/15 22:00 |
| Aktiekurs vid dagens slut | 2026/09/15 00:00 |
| Intäkter | 2026/08/01 |
| Årlig intjäning | 2026/01/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Marvell Technology, Inc. bevakas av 67 analytiker. 37 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| James Fontanelli | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |
| James Kelleher | Argus Research Company |