Marvell Technology, Inc.

NasdaqGS:MRVL Stok Raporu

Piyasa değeri: US$171.7b

Marvell Technology Yönetim

Yönetim kriter kontrolleri 3/4

Marvell Technology CEO'su Matt Murphy, Jul2016 tarihinde atandı, in görev süresi 9.83 yıldır. in toplam yıllık tazminatı $ 25.06M olup, şirket hissesi ve opsiyonları dahil olmak üzere 4.9% maaş ve 95.1% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.091% ine doğrudan sahiptir ve bu hisseler $ 156.11M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 5.2 yıl ve 4.1 yıldır.

Anahtar bilgiler

Matt Murphy

İcra Kurulu Başkanı

US$25.1m

Toplam tazminat

CEO maaş yüzdesi4.94%
CEO görev süresi9.8yrs
CEO sahipliği0.09%
Yönetim ortalama görev süresi5.2yrs
Yönetim Kurulu ortalama görev süresi4.1yrs

Son yönetim güncellemeleri

Recent updates

Seeking Alpha May 15

Marvell Q1 Preview: Results Need To Marvel To Support Gains

Summary Shares in Marvell Technology, Inc. are powering higher, with gains of over 30% in the last month alone. The company recently received a +$2B investment from Nvidia as part of a new partnership. The infusion should bode well for Marvell’s forward outlook. With Q1 on deck, I am expecting MRVL's results to continue marveling its bullish investors. Read the full article on Seeking Alpha
Anlatı Güncellemesi May 07

MRVL: Accelerating Custom AI Silicon Supercycle and 1.6T Optical Interconnect Inflection Point Drive >50% Data Center Growth

Vestra has increased revenue growth from 21.5% to 44.9%.
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.
Yeni Anlatı Mar 06

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.
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.
Analiz Makalesi Sep 02

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

There's been a notable change in appetite for Marvell Technology, Inc. ( NASDAQ:MRVL ) shares in the week since its...
Anlatı Güncellemesi Aug 30

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.
Analiz Makalesi Jul 11

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

Let's talk about the popular Marvell Technology, Inc. ( NASDAQ:MRVL ). The company's shares saw a significant share...
Analiz Makalesi Jun 26

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

Marvell Technology, Inc. ( NASDAQ:MRVL ) shares have had a really impressive month, gaining 25% after a shaky period...

CEO Tazminat Analizi

Matt Murphy'un ücretlendirmesi Marvell Technology'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Jan 31 2026US$25mUS$1m

US$3b

Nov 01 2025n/an/a

US$2b

Aug 02 2025n/an/a

-US$103m

May 03 2025n/an/a

-US$491m

Feb 01 2025US$32mUS$1m

-US$885m

Nov 02 2024n/an/a

-US$1b

Aug 03 2024n/an/a

-US$966m

May 04 2024n/an/a

-US$980m

Feb 03 2024US$45mUS$1m

-US$933m

Oct 28 2023n/an/a

-US$556m

Jul 29 2023n/an/a

-US$378m

Apr 29 2023n/an/a

-US$167m

Jan 28 2023US$22mUS$1m

-US$163m

Oct 29 2022n/an/a

-US$142m

Jul 30 2022n/an/a

-US$218m

Apr 30 2022n/an/a

-US$498m

Jan 29 2022US$16mUS$992k

-US$421m

Oct 30 2021n/an/a

-US$411m

Jul 31 2021n/an/a

-US$371m

May 01 2021n/an/a

-US$252m

Jan 30 2021US$15mUS$935k

-US$277m

Oct 31 2020n/an/a

US$1b

Aug 01 2020n/an/a

US$1b

May 02 2020n/an/a

US$2b

Feb 01 2020US$21mUS$977k

US$2b

Tazminat ve Piyasa: Matt 'nin toplam tazminatı ($USD 25.06M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 14.79M ).

Tazminat ve Kazançlar: Matt 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Matt Murphy (52 yo)

9.8yrs
Görev süresi
US$25,064,348
Tazminat

Mr. Matthew J. Murphy, also known as Matt, served as Independent Director at eBay Inc. since March 15, 2019 until June 08, 2022. Mr. Murphy has been Chief Executive Officer of Marvell Technology, Inc. sinc...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Matthew Murphy
CEO & Chairman9.8yrsUS$25.06m0.091%
$ 156.1m
Christopher Koopmans
President & COO5.2yrsUS$37.72m0.028%
$ 48.6m
Willem Meintjes
Executive VP & CFO3.3yrsUS$8.58m0.026%
$ 44.5m
Mark Casper
Executive VP3.1yrsUS$4.01m0.0053%
$ 9.1m
Sandeep Bharathi
President of Data Center Group7.3yrsUS$48.35m0.0063%
$ 10.8m
Justin Scarpulla
Senior VP & Chief Accounting Officerless than a yearVeri yokVeri yok
Nishit Sahay
Senior VP & Chief Information Officer1.3yrsVeri yokVeri yok
Ashish Saran
Senior Vice President of Investor Relationsno dataVeri yokVeri yok
Gary Ignatin
Executive Vice President of Corporate Development9.3yrsVeri yokVeri yok
Dean Jarnac
Executive VP & Chief Sales Officer6.8yrsVeri yokVeri yok
Mike Roberts
Senior VP & Chief Marketing Officerless than a yearVeri yokVeri yok
Janice Hall
Executive VP & Chief Human Resources Officer6.7yrsVeri yokVeri yok
5.2yrs
Ortalama Görev Süresi
52yo
Ortalama Yaş

Deneyimli Yönetim: MRVL 'un yönetim ekibi deneyimli ve deneyimlidir ( 5.2 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Matthew Murphy
CEO & Chairman9.8yrsUS$25.06m0.091%
$ 156.1m
Richard Wallace
Independent Director2.1yrsUS$373.81k0.00050%
$ 858.4k
William Tudor Brown
Independent Director9.4yrsUS$373.81k0.0037%
$ 6.3m
Bradley Buss
Lead Independent Director7.8yrsUS$435.61k0.010%
$ 17.8m
Rajiv Ramaswami
Independent Directorless than a yearUS$275.73kVeri yok
Daniel Durn
Independent Director2.1yrsUS$391.61k0.00060%
$ 1.0m
Rebecca House
Independent Director3.8yrsUS$372.81k0.00026%
$ 446.4k
Sara Andrews
Independent Director4.1yrsUS$378.81k0.0011%
$ 1.9m
Marachel Knight
Independent Director5.8yrsUS$379.85k0.0026%
$ 4.5m
4.1yrs
Ortalama Görev Süresi
59yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: MRVL 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.1 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/26 13:24
Gün Sonu Hisse Fiyatı2026/05/22 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 40, 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