Marvell Technology (MRVL) Hisse Özeti
Marvell Technology, Inc. iştirakleriyle birlikte veri altyapısı yarı iletken çözümleri sunmakta ve Amerika Birleşik Devletleri, Arjantin, Çin, Hindistan, İsrail, Japonya, Singapur, Güney Kore, Tayvan, Vietnam ve uluslararası alanda veri merkezi çekirdeğinden ağ ucuna kadar uzanmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 0/6 |
| Gelecekteki Büyüme | 6/6 |
| Geçmiş Performans | 2/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
MRVL Community Fair Values
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Analyst Price Targets
Top Community Narratives
Marvell Technology, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$266.77 |
| 52 Haftanın En Yüksek Seviyesi | US$329.88 |
| 52 Haftanın En Düşük Seviyesi | US$61.44 |
| Beta | 2.28 |
| 1 Aylık Değişim | 30.13% |
| 3 Aylık Değişim | 169.33% |
| 1 Yıllık Değişim | 244.66% |
| 3 Yıllık Değişim | 334.83% |
| 5 Yıllık Değişim | 364.59% |
| Halka arzdan bu yana değişim | 1,784.47% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.Seeking Alpha • Jun 22
Connectivity Is Marvell's Hidden Growth Engine Today
Summary Marvell is transitioning into an AI connectivity leader, driven by interconnect growth exceeding seventy percent in FY2027. FY2027 revenue is expected at $11.5B, accelerating toward $16.7B in FY2028 with strong multi-year demand visibility. Nvidia’s $2B strategic investment reinforces MRVL’s role as a critical bridge between compute and AI networking ecosystems. Emerging opportunities in photonics, scale-up optics, and switching remain underappreciated and largely excluded from current forecasts. Read the full article on Seeking AlphaAnaliz Makalesi • 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...Recent updates
Anlatı Güncellemesi • 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.Seeking Alpha • Jun 22
Connectivity Is Marvell's Hidden Growth Engine Today
Summary Marvell is transitioning into an AI connectivity leader, driven by interconnect growth exceeding seventy percent in FY2027. FY2027 revenue is expected at $11.5B, accelerating toward $16.7B in FY2028 with strong multi-year demand visibility. Nvidia’s $2B strategic investment reinforces MRVL’s role as a critical bridge between compute and AI networking ecosystems. Emerging opportunities in photonics, scale-up optics, and switching remain underappreciated and largely excluded from current forecasts. Read the full article on Seeking AlphaAnaliz Makalesi • 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...Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Hissedar Getirileri
| MRVL | US Semiconductor | US Pazar | |
|---|---|---|---|
| 7D | -13.3% | -8.0% | -2.5% |
| 1Y | 244.7% | 77.2% | 19.0% |
Getiri vs. Endüstri: MRVL geçen yıl % 77.2 oranında getiri sağlayan US Semiconductor sektörünü aştı.
Getiri vs Piyasa: MRVL geçen yıl % 19 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| MRVL volatility | |
|---|---|
| MRVL Average Weekly Movement | 15.2% |
| Semiconductor Industry Average Movement | 12.4% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: MRVL hisse senedi fiyatı, son 3 ayda US piyasasına kıyasla dalgalı seyretti.
Zaman İçindeki Volatilite: MRVL 'nin haftalık oynaklığı ( 15% ) geçen yıl boyunca sabit kaldı, ancak hala US hisselerinin %75'inden yüksek.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1995 | 7,480 | Matt Murphy | www.marvell.com |
Marvell Technology, Inc. iştirakleriyle birlikte Amerika Birleşik Devletleri, Arjantin, Çin, Hindistan, İsrail, Japonya, Singapur, Güney Kore, Tayvan, Vietnam ve uluslararası alanda veri merkezi çekirdeğinden ağ ucuna kadar uzanan veri altyapısı yarı iletken çözümleri sunmaktadır. Şirket, analog, karışık sinyal ve dijital sinyal işleme işlevlerini entegre ederek çip üzerinde sistem mimarileri geliştirmekte ve ölçeklendirmektedir. Yayılma kontrolörleri, ağ adaptörleri, fiziksel alıcı-vericiler ve anahtarlar; tek veya çok çekirdekli işlemciler; ve özel uygulamaya özel entegre devreler, ara bağlantılar, fiber kanal adaptörleri ve işlemciler dahil olmak üzere bir ethernet çözümleri portföyü sunar.
Marvell Technology, Inc. Temel Bilgiler Özeti
| MRVL temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$233.37b |
| Kazançlar(TTM) | US$2.53b |
| Gelir(TTM) | US$8.72b |
92.4x
F/K Oranı26.8x
P/S OranıMRVL aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| MRVL gelir tablosu (TTM) | |
|---|---|
| Gelir | US$8.72b |
| Gelir Maliyeti | US$4.23b |
| Brüt Kâr | US$4.49b |
| Diğer Giderler | US$1.96b |
| Kazançlar | US$2.53b |
Son Raporlanan Kazançlar
May 02, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 2.89 |
| Brüt Marj | 51.50% |
| Net Kâr Marjı | 28.99% |
| Borç/Özkaynak Oranı | 27.2% |
MRVL uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
0.09%
Mevcut Temettü Verimi8%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/29 08:41 |
| Gün Sonu Hisse Fiyatı | 2026/06/26 00:00 |
| Kazançlar | 2026/05/02 |
| Yıllık Kazançlar | 2026/01/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Marvell Technology, Inc. 65 Bu analistlerden 38, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Brett Simpson | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |
| James Kelleher | Argus Research Company |