Marvell Technology Tidigare resultatutveckling
Tidigare kriterier kontrolleras 2/6
Marvell Technology har ökat intäkterna med en genomsnittlig årlig takt på 42.7%, medan Semiconductor -branschen såg intäkterna växer på 3.6% årligen. Intäkterna har varit växande med en genomsnittlig takt på 14% per år. Marvell Technology s avkastning på eget kapital är 13.9% och den har en nettomarginal på 29%.
Viktig information
42.74%
Tillväxttakt i vinsten
43.52%
Tillväxttakt för EPS
| Semiconductor Tillväxt i branschen | 27.66% |
| Intäkternas tillväxttakt | 13.98% |
| Avkastning på eget kapital | 13.87% |
| Nettomarginal | 28.99% |
| Senaste uppdateringen av resultatet | 02 May 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Seeking Alpha • Jul 02
Marvell Technology: Great Business, Impossible Price
Summary Marvell Technology is rated Strong Sell with a $165 price target, about 40% below the current ~$275, even on generous assumptions. MRVL’s AI-driven growth is highly concentrated, with 45% of revenue through a single distributor and 82% from top-10 customers, amplifying concentration risk. Current valuation assumes MRVL compounds revenue at ~35% annually for eight years post-2028, reaching ~$185B—an outcome not supported by fundamentals or disclosures. Margins are structurally capped below peers like Broadcom and NVIDIA, while non-GAAP metrics overstate profitability, and shareholder dilution is rising. Read the full article on Seeking Alpha
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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • Oct 31
MRVL: Custom AI Chip Demand And Supply Chain Shifts Will Shape Outlook
Marvell Technology's analyst price target has been raised by analysts, increasing from around $89.67 to $90.07. This change reflects growing confidence in the company's ongoing momentum in AI infrastructure and custom ASIC growth.Uppdatering av berättelse • Oct 17
AI Cloud Design Wins Will Expand Data Center Reach
Marvell Technology's analyst price target has increased by approximately $2.44 to $89.67, as analysts point to strengthening AI infrastructure demand and continued growth expectations across its key business segments. Analyst Commentary Recent analyst coverage of Marvell Technology reflects both optimism about the company's prospects in AI infrastructure and increased scrutiny on segment performance and near-term execution.Analysartikel • Oct 08
Optimistic Investors Push Marvell Technology, Inc. (NASDAQ:MRVL) Shares Up 37% But Growth Is Lacking
Marvell Technology, Inc. ( NASDAQ:MRVL ) shares have had a really impressive month, gaining 37% after a shaky period...Uppdatering av berättelse • Oct 03
AI Cloud Design Wins Will Expand Data Center Reach
Marvell Technology's analyst price target has risen significantly, increasing from $80 to $95. Analysts cite updated management discussions and higher sector valuation multiples in recent weeks as reasons for the increase.Fördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur Marvell Technology tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 02 May 26 | 8,717 | 2,527 | 839 | 2,220 |
| 31 Jan 26 | 8,195 | 2,670 | 767 | 2,075 |
| 01 Nov 25 | 7,793 | 2,474 | 765 | 2,038 |
| 02 Aug 25 | 7,235 | -103 | 780 | 2,014 |
| 03 May 25 | 6,502 | -491 | 785 | 1,982 |
| 01 Feb 25 | 5,767 | -885 | 798 | 1,950 |
| 02 Nov 24 | 5,376 | -1,478 | 815 | 1,911 |
| 03 Aug 24 | 5,279 | -966 | 822 | 1,904 |
| 04 May 24 | 5,347 | -980 | 835 | 1,892 |
| 03 Feb 24 | 5,508 | -933 | 834 | 1,896 |
| 28 Oct 23 | 5,500 | -556 | 825 | 1,880 |
| 29 Jul 23 | 5,618 | -378 | 820 | 1,847 |
| 29 Apr 23 | 5,794 | -167 | 807 | 1,821 |
| 28 Jan 23 | 5,920 | -163 | 844 | 1,784 |
| 29 Oct 22 | 5,844 | -142 | 891 | 1,740 |
| 30 Jul 22 | 5,518 | -218 | 915 | 1,664 |
| 30 Apr 22 | 5,077 | -498 | 927 | 1,582 |
| 29 Jan 22 | 4,462 | -421 | 893 | 1,424 |
| 30 Oct 21 | 3,917 | -411 | 758 | 1,285 |
| 31 Jul 21 | 3,456 | -371 | 642 | 1,169 |
| 01 May 21 | 3,108 | -252 | 547 | 1,079 |
| 30 Jan 21 | 2,969 | -277 | 467 | 1,073 |
| 31 Oct 20 | 2,889 | 1,479 | 461 | 1,092 |
| 01 Aug 20 | 2,801 | 1,419 | 464 | 1,104 |
| 02 May 20 | 2,730 | 1,520 | 466 | 1,093 |
| 01 Feb 20 | 2,699 | 1,584 | 454 | 1,080 |
| 02 Nov 19 | 2,726 | -449 | 395 | 1,057 |
| 03 Aug 19 | 2,915 | -420 | 389 | 1,054 |
| 04 May 19 | 2,924 | -356 | 408 | 1,004 |
| 02 Feb 19 | 2,866 | -179 | 371 | 914 |
| 03 Nov 18 | 2,736 | 130 | 376 | 838 |
| 04 Aug 18 | 2,502 | 333 | 323 | 738 |
| 05 May 18 | 2,441 | 462 | 245 | 703 |
| 03 Feb 18 | 2,409 | 433 | 238 | 714 |
| 28 Oct 17 | 2,360 | 321 | 229 | 710 |
| 29 Jul 17 | 2,367 | 255 | 230 | 747 |
| 29 Apr 17 | 2,360 | 182 | 242 | 774 |
| 28 Jan 17 | 2,301 | 75 | 251 | 805 |
| 29 Oct 16 | 2,274 | 185 | 245 | 806 |
| 30 Jul 16 | 2,325 | 44 | 244 | 856 |
| 30 Apr 16 | 2,439 | -791 | 230 | 934 |
| 30 Jan 16 | 2,602 | -738 | 252 | 955 |
| 31 Oct 15 | 2,967 | -734 | 252 | 1,104 |
| 01 Aug 15 | 3,222 | -561 | 259 | 1,140 |
Kvalitetsintäkter: MRVL har en stor engång vinst av $1.5B {1 månader till 2nd May, 2026 1 månader) 2nd May, 2026.
Växande vinstmarginal: MRVL blev lönsam tidigare.
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: MRVL har blivit lönsamt under de senaste 5 åren och ökat intäkterna med 42.7% per år.
Accelererande tillväxt: MRVL har blivit lönsamt under det senaste året, vilket gör det svårt att jämföra vinsttillväxttakten med 5-årsgenomsnittet.
Resultat vs industri: MRVL har blivit lönsamt under det senaste året, vilket gör det svårt att jämföra det senaste årets vinsttillväxt med Semiconductor branschen ( 22.6% ).
Avkastning på eget kapital
Hög ROE: MRVL s avkastning på eget kapital ( 13.9% ) anses vara låg.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/06 21:56 |
| Aktiekurs vid dagens slut | 2026/07/06 00:00 |
| Intäkter | 2026/05/02 |
| 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 denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass 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 65 analytiker. 38 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 |
|---|---|
| Brett Simpson | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |
| James Kelleher | Argus Research Company |