Menu
Live
Market Overview
Live indices, gainers & losers
Market Pulse
AI-curated live updates
Market Movers
Top gainers & losers by cap
Market Signals
Value, momentum & analyst signals
Smart Money
Insider & congress trades
Hedge Funds
What 63 elite funds bought & sold
52-Week Highs
Stocks breaking out to new highs
52-Week Lows
Beaten-down stocks near support
High Beta
Stocks that move more than the market
Earnings Calendar
Upcoming earnings dates
Daily
Research
Invest
LIVE
Marvell Technology, Inc.
MRVL
NASDAQ·Technology·Semiconductors·Mkt cap $238.0B
$245.29
▼ -9.84%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$61.44 - $329.88
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 266.4% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Diversified product portfolio across high-demand semiconductor categories reduces customer concentration risk
- Deep expertise in analog and mixed-signal design, a specialized capability with high barriers to entry
- Established relationships with major hyperscalers, cloud providers, and enterprise OEMs create switching costs
- Global manufacturing and supply chain footprint across Asia and North America enables efficient production and distribution
- Strong intellectual property portfolio and decades of engineering experience in data center and storage markets
Bear Case
2 risks
- High volatility (beta 2.3). Larger-than-normal price swings expected.
- Growth premium of 1.0x vs AI Accelerators & GPUs peers. Reasonable for this growth rate.
Growth
Moderate growth ahead
Increasing data center and cloud computing infrastructure expansion
Value
Growth premium of 1.0x vs AI Accelerators & GPUs peers. Reasonable for this growth rate.
Momentum
Hot
+154.0% over 3m
Quality
Strong
High-growth business (42% revenue growth, 51% gross margin). Profitable with strong growth momentum.
Dividend
Token
0.09% yield
Smart-money signal
Who's buying MRVL right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Aug 27, 2026
MAY 27, 2026
Reported EPS of $0.80 vs $0.80 consensus (+0.3% surprise). Revenue of $2.4B vs $2.4B expected (+0.5%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+0.3%
Next: Aug 27, 2026
Revenue trend · last 8Q
—
—
—
+27%
+63%
+58%
+37%
+22%
Q1 24
Q2 24
Q3 24
Q4 25
Q1 25
Q2 25
Q3 25
Q4 26
$1.2B
$1.3B
$1.5B
$1.8B
$1.9B
$2.0B
$2.1B
$2.2B
Margins · last 8Q
Gross
48.4%
Operating
18.7%
Profit
17.9%
Wall Street consensus
25 analysts · 88% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
88%
Hold
12%
Sell
0%
Median Price Target
$220.00
▼ -10.3% vs $245.29
Latest: Cantor Fitzgerald · $300.00 · Jun 29, 2026
22 analysts covering
vs Industry
How MRVL stacks vs Semiconductors
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
Related