Marvell Technology, Inc.

NasdaqGS:MRVL Stok Raporu

Piyasa değeri: US$147.6b

Marvell Technology Gelecekteki Büyüme

Future kriter kontrolleri 5/6

Marvell Technology kazanç ve gelirin sırasıyla yıllık 18.5% ve 21.3% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 17.3% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 29.5% olacağı tahmin edilmektedir.

Anahtar bilgiler

18.5%

Kazanç büyüme oranı

17.29%

EPS büyüme oranı

Semiconductor kazanç büyümesi26.1%
Gelir büyüme oranı21.3%
Gelecekteki özkaynak getirisi29.49%
Analist kapsamı

Good

Son güncelleme04 May 2026

Gelecekteki son büyüme güncellemeleri

Marvell Technology, Inc. (NASDAQ:MRVL) Just Reported Earnings, And Analysts Cut Their Target Price

Sep 02
Marvell Technology, Inc. (NASDAQ:MRVL) Just Reported Earnings, And Analysts Cut Their Target Price

Recent updates

Marvell: AI Infrastructure Exposure Is Driving Scalable Earnings Growth

May 01

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.

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.

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.

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.

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.

Marvell Technology Inc. (MRVL): The Celestial Interconnect – Powering the AI Backbone in 2026.

Marvell Technology is currently solidified as the primary architect of the "AI Interconnect," trading at $89.57 as of the March 6, 2026, market close. The stock experienced a massive 18.35% surge today, fueled by a stellar Q4 earnings beat and a significant guidance raise that caught Wall Street off guard.

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.

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.

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.

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.

At US$89.39, Is Marvell Technology, Inc. (NASDAQ:MRVL) Worth Looking At Closely?

Jan 03
At US$89.39, Is Marvell Technology, Inc. (NASDAQ:MRVL) Worth Looking At Closely?

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.

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.

Marvell Technology's (NASDAQ:MRVL) Earnings Are Weaker Than They Seem

Dec 10
Marvell Technology's (NASDAQ:MRVL) Earnings Are Weaker Than They Seem

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.

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.

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.

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.

Optimistic Investors Push Marvell Technology, Inc. (NASDAQ:MRVL) Shares Up 37% But Growth Is Lacking

Oct 08
Optimistic Investors Push Marvell Technology, Inc. (NASDAQ:MRVL) Shares Up 37% But Growth Is Lacking

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.

Marvell Technology, Inc. (NASDAQ:MRVL) Just Reported Earnings, And Analysts Cut Their Target Price

Sep 02
Marvell Technology, Inc. (NASDAQ:MRVL) Just Reported Earnings, And Analysts Cut Their Target Price

Co-Packaged Optics Will Transform Future AI Data Centers

Marvell Technology’s consensus price target has been revised down to $86.75, as weaker near-term guidance and softness in custom silicon and data center revenues overshadow optimism around AI-driven growth and long-term EPS potential. Analyst Commentary Weaker near-term guidance and declining custom silicon and data center revenues have driven down sentiment, with particular disappointment around the outlook for ASICs despite strengthening Trainium builds.

Is Now An Opportune Moment To Examine Marvell Technology, Inc. (NASDAQ:MRVL)?

Jul 11
Is Now An Opportune Moment To Examine Marvell Technology, Inc. (NASDAQ:MRVL)?

Optimistic Investors Push Marvell Technology, Inc. (NASDAQ:MRVL) Shares Up 25% But Growth Is Lacking

Jun 26
Optimistic Investors Push Marvell Technology, Inc. (NASDAQ:MRVL) Shares Up 25% But Growth Is Lacking

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:MRVL - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
1/31/202919,1674,8134,6065,66616
1/31/202814,8223,1563,6124,03139
1/31/202710,8621,7662,7583,08739
1/31/20268,1952,6701,3921,751N/A
11/1/20257,7932,4741,5771,891N/A
8/2/20257,235-1031,5301,845N/A
5/3/20256,502-4911,3701,690N/A
2/1/20255,767-8851,3901,681N/A
11/2/20245,376-1,4781,4111,714N/A
8/3/20245,279-9661,3991,681N/A
5/4/20245,347-9801,1471,487N/A
2/3/20245,508-9331,0201,371N/A
10/28/20235,500-5568511,175N/A
7/29/20235,618-3787661,083N/A
4/29/20235,794-1671,0211,302N/A
1/28/20235,920-1631,0721,289N/A
10/29/20225,844-1421,0751,284N/A
7/30/20225,518-2188971,137N/A
4/30/20225,077-4988271,028N/A
1/29/20224,462-421632819N/A
10/30/20213,917-411469631N/A
7/31/20213,456-371504624N/A
5/1/20213,108-252523628N/A
1/30/20212,969-277698817N/A
10/31/20202,8891,479596715N/A
8/1/20202,8011,419420523N/A
5/2/20202,7301,520265370N/A
2/1/20202,6991,584274360N/A
11/2/20192,726-449N/A411N/A
8/3/20192,915-420N/A645N/A
5/4/20192,924-356N/A634N/A
2/2/20192,866-179N/A597N/A
11/3/20182,736130N/A610N/A
8/4/20182,502333N/A527N/A
5/5/20182,441462N/A566N/A
2/3/20182,409433N/A571N/A
10/28/20172,360321N/A570N/A
7/29/20172,367255N/A475N/A
4/29/20172,360182N/A434N/A
1/28/20172,30175N/A-358N/A
10/29/20162,274185N/A-424N/A
7/30/20162,32544N/A-479N/A
4/30/20162,439-791N/A-512N/A
1/30/20162,602-738N/A205N/A
10/31/20152,967-734N/A307N/A
8/1/20153,222-561N/A422N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: MRVL 'nin tahmini kazanç büyümesi (yıllık 18.5% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: MRVL şirketinin kazançlarının (yıllık 18.5% ) US pazarından (yıllık 16.1% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: MRVL şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: MRVL şirketinin gelirinin (yıllık 21.3% ) US pazarından (yıllık 11.3% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: MRVL şirketinin gelirinin (yıllık 21.3% ) yıllık 20% dan daha hızlı büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: MRVL 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 29.5 %)

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/06 01:31
Gün Sonu Hisse Fiyatı2026/05/05 00:00
Kazançlar2026/01/31
Yıllık Kazançlar2026/01/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan 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 39, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Brett SimpsonArete Research Services LLP
James FontanelliArete Research Services LLP
James KelleherArgus Research Company