Marvell Technology, Inc. · NASDAQ (us_market)
Technology · Semiconductors · United States
Marvell Technology, Inc., together with its subsidiaries, provides data infrastructure semiconductor solutions and spanning the data center core to network edge in the United States, Argentina, China, India, Israel, Japan, Singapore, South Korea, Taiwan, Vietnam, and internationally. The company develops and scales system-on-a-chip architectures, integrating analog, mixed-signal, and digital signal processing functionality. It offers a portfolio of ethernet solutions, including spanning controllers, network adapters, physical transceivers, and switches; single or multiple core processors; and custom application specific integrated circuits, interconnects, fibre channel adapters, and processors. The company also provides interconnect products, including pulse amplitude modulation, coherent and coherent-lite digital signal processors (DSPs), laser drivers, trans-impedance amplifiers, silicon photonics, co-packaged optics, linear pluggable optics chipsets, data center interconnect, active electrical cable DSPs and peripheral component interconnect express retimer solutions; fibre channel products comprising host bus adapters and controllers for server and storage system connectivity; storage controllers for hard disk drives and solid-state-drives; host system interfaces, including serial advanced technology attachment and serial attached SCSI, peripheral component interconnect express, compute express link switches, non-volatile memory express (NVMe), and NVMe over fabrics; and develops ultra accelerator linkTM switches and ethernet for scale-up networking switches. The company serves data centers, communications, and other markets. It offers its products through direct customers and distributors. Marvell Technology, Inc. was incorporated in 1995 and is headquartered in Wilmington, Delaware.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2025-12-03$100.20 RISE2026-02-04$73.73 PEAK2026-04-23$165.56 141d | -26.4% 63d | 2026-03-13 $87.86 | 2026-04-17 $139.69 | 60Deep Value | 45Watch | +124.5% 78d | +59.0% Held 35d |
DROP2025-10-31$93.74 RISE2025-11-20$76.68 PEAK2025-12-03$100.20 33d | -18.2% 20d | Missed | Missed | — | — | +30.7% 13d | Missed |
DROP2025-07-30$81.74 RISE2025-09-03$62.31 PEAK2025-10-31$93.74 93d | -23.8% 35d | Missed | Missed | — | — | +50.4% 58d | Missed |
DROP2025-01-23$126.06 RISE2025-04-21$49.38 PEAK2025-06-26$79.97 154d | -60.8% 88d | Missed | Missed | — | — | +61.9% 66d | Missed |
DROP2024-05-28$78.33 RISE2024-08-07$56.15 PEAK2024-10-29$84.87 154d | -28.3% 71d | Missed | Missed | — | — | +51.1% 83d | Missed |
DROP2024-03-07$85.09 RISE2024-04-19$62.13 PEAK2024-05-28$78.33 82d | -27.0% 43d | Missed | Missed | — | — | +26.1% 39d | Missed |
DROP2023-08-01$65.93 RISE2023-12-06$50.43 PEAK2024-03-04$79.35 216d | -23.5% 127d | Missed | Missed | — | — | +57.3% 89d | Missed |
DROP2023-08-01$65.93 RISE2023-10-26$46.63 PEAK2024-01-24$72.28 176d | -29.3% 86d | Missed | Missed | — | — | +55.0% 90d | Missed |
DROP2023-02-02$48.76 RISE2023-04-25$36.91 PEAK2023-07-18$65.76 166d | -24.3% 82d | Missed | Missed | — | — | +78.2% 84d | Missed |
DROP2023-02-02$48.76 RISE2023-03-15$37.62 PEAK2023-05-26$65.51 113d | -22.8% 41d | Missed | Missed | — | — | +74.1% 72d | Missed |
DROP2022-09-12$50.25 RISE2023-01-05$34.68 PEAK2023-02-02$48.76 143d | -31.0% 115d | Missed | Missed | — | — | +40.6% 28d | Missed |
DROP2022-08-03$58.22 RISE2022-11-09$36.71 PEAK2023-02-02$48.76 183d | -36.9% 98d | Missed | Missed | — | — | +32.8% 85d | Missed |
DROP2022-03-29$76.16 RISE2022-07-01$42.55 PEAK2022-08-03$58.22 127d | -44.1% 94d | Missed | Missed | — | — | +36.8% 33d | Missed |
DROP2022-01-03$89.43 RISE2022-05-12$52.39 PEAK2022-06-02$61.43 150d | -41.4% 129d | Missed | Missed | — | — | +17.3% 21d | Missed |
DROP2021-12-07$91.51 RISE2022-03-14$60.25 PEAK2022-03-29$76.16 112d | -34.2% 97d | Missed | Missed | — | — | +26.4% 15d | Missed |
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POET Technologies stock continued its slide on Friday, falling another 7.3%.
Marvell's first-quarter earnings are turning heads on Wall Street, which prompted many analysts to raise price targets.
Marvell Technology's AI chip demand is driving revenue growth, but gross margin remains under pressure as custom silicon costs rise and competition intensifies.
NVDA's strong revenue growth, higher gross margin, robust growth outlook and lower valuation signal an edge over MRVL amid the AI infrastructure boom.
Marvell Technology (MRVL) is emerging as one of the most important behind-the-scenes architects of next-generation AI infrastructure. The market has noticed. The stock is up more than 2.3x year to date, and the valuation has re-rated, moving from under 10x trailing sales in early January to near 22x today. See how Marvell's price-to-sales multiple changed over time.
Photonics could help AI data centers move data faster while using less energy.
Marvell’s strong outlook and accelerating growth in data center networking, custom silicon, and interconnect solutions continue to support the bull case.
Marvell Technology, the semiconductor chip maker, generated strong Q1 FCF and FCF margins, and hiked its FY 2028 revenue forecast. That could raise its FCF forecast and MRVL's price target by 23%.
Marvell Technology has gained more than 200% in the past 12 months. It just reported record revenue, guided above expectations, and told investors that growth would accelerate every single quarter through the rest of the fiscal year. For Barclays analyst Tom O'Malley, that was enough to nearly ...
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.58%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.84%. June E-mini S&P futures (ESM26 ) rose +0.59%, and June E-mini Nasdaq futures...
AI-related bookings pushed Marvell to raise revenue outlook as quarterly guidance topped estimates.
Marvell stock gains as robust Q1 earnings makes RBC raise its price target to $240. Here’s why the investment firm is bullish on MRVL shares.
Jim Cramer has been circling POET Technologies (NASDAQ:POET) for months, intrigued by the pitch but refusing to bite. On the April 21, 2026 episode of Mad Money, he walked through the optical interposer story, the Lighteon collaboration, even the Wolfpack Research short report and the CFO rebuttal, and landed where institutional money tends to land ... Jim Cramer Won’t Touch POET. The Reddit Crowd Thinks He’s Wrong. Somebody’s About to Lose a Lot of Money
The SOXX ETF offers a better exposure to artificial intelligence than a typical AI-themed ETF.
Most capital chasing the generative AI theme has flowed into chips. Semiconductor funds have absorbed the bulk of inflows, and the price action shows it: the iShares Semiconductor ETF (NASDAQ:SOXX) is up 87% year to date. The software layer, where applications, model providers, and enterprise platforms turn raw compute into recurring revenue, has trailed that ... After Comparing Every Generative AI ETF These 3 Capture the Software Layer Most Investors Miss
The S&P 500 and Nasdaq Composite were up, while the Dow Jones Industrial Average was down slightly i
Marvell Technology (MRVL) is seeing a stronger long-term growth outlook driven by accelerating artif
Dow Jones futures fell slightly early Thursday overnight, along with S&P 500 futures and Nasdaq futures. Oil prices rose somewhat. Marvell Technology rose slightly on earnings while Snowflake surged. The Fed's favorite inflation gauge, the core PCE price index, is due before the open.
Marvell Technology Inc (MRVL) reports robust revenue growth and outlines strategic partnerships and acquisitions to drive future expansion.
Marvell Technology (MRVL) kicked off its latest earnings season with first quarter revenue that topped analyst expectations, supported by strong demand for AI and data center chips and a higher multiyear revenue outlook. See our latest analysis for Marvell Technology. The strong AI data center story is now clearly reflected in the price, with the stock delivering a 30 day share price return of 25.59% and a 1 year total shareholder return of 208.46%, even after a one day pullback of 4.59%. If...
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| MRVL | +24.28% | +153.52% | +141.23% | +240.59% |
| XLK | +18.01% | +36.89% | +32.68% | +65.45% |
| Alpha (stock − sector) | +6.27% | +116.63% | +108.55% | +175.14% |
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| FidelityFMR | fundamental | 131.26M | $13.00B | 0.68% | Added+3.5% | 2026-03-31 |
| StateStreet | passive | 23.34M | $2.31B | 0.08% | Added+2.2% | 2026-03-31 |
| CapResearch | fundamental | 4.40M | $435.67M | 0.07% | Trimmed-3.4% | 2026-03-31 |
| Wellington | fundamental | 2.21M | $218.58M | 0.04% | Added+118.9% | 2026-03-31 |
| Bridgewater | macro | 1.95M | $193.04M | 0.86% | Added+97.4% | 2026-03-31 |
| DEShaw | quant | 330.5K | $32.74M | 0.02% | Trimmed-80.6% | 2026-03-31 |
| TwoSigma | quant | 89.4K | $8.86M | 0.01% | Added+5.5% | 2026-03-31 |
| TRowePrice | fundamental | 1.70M | $168.25K | 0.02% | Trimmed-13.9% | 2026-03-31 |
| Filed | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-05-21 | MURPHY MATTHEW J | Chairman of the Board and CEO | M Option exercise(deriv) | 117,742 | — | +$0 |
| 2026-05-21 | MURPHY MATTHEW J | Chairman of the Board and CEO | F Tax withholding | 61,992 | $186.80 | −$11.58M |
| 2026-05-21 | MURPHY MATTHEW J | Chairman of the Board and CEO | M Option exercise | 117,742 | — | +$0 |
| 2026-05-21 | Koopmans Chris | President and COO | M Option exercise(deriv) | 18,744 | — | +$0 |
| 2026-05-21 | Koopmans Chris | President and COO | F Tax withholding | 9,294 | $186.80 | −$1.74M |
| 2026-05-21 | Koopmans Chris | President and COO | M Option exercise | 18,744 | — | +$0 |
| 2026-05-19 | Koopmans Chris | President and COO | M Option exercise(deriv) | 56,232 | — | +$0 |
| 2026-05-19 | Koopmans Chris | President and COO | F Tax withholding | 27,882 | $176.89 | −$4.93M |
| 2026-05-19 | Koopmans Chris | President and COO | M Option exercise | 56,232 | — | +$0 |
| 2026-05-18 | Meintjes Willem A | Chief Financial Officer | S Open-market sale | 4,000 | $175.24 | −$701.0K |
| 2026-05-14 | MURPHY MATTHEW J | Chairman of the Board and CEO | S Open-market sale | 7,500 | $177.26 | −$1.33M |
| 2026-05-04 | Koopmans Chris | President and COO | S Open-market sale | 10,000 | $162.76 | −$1.63M |
| 2026-04-21 | Casper Mark | EVP & Chief Legal Officer | S Open-market sale | 10,000 | $135.50 | −$1.35M |
| 2026-04-17 | Koopmans Chris | President and COO | M Option exercise(deriv) | 158,659 | — | +$0 |
| 2026-04-17 | Koopmans Chris | President and COO | M Option exercise(deriv) | 4,077 | — | +$0 |
| 2026-04-17 | Koopmans Chris | President and COO | M Option exercise(deriv) | 2,788 | — | +$0 |
| 2026-04-17 | Koopmans Chris | President and COO | M Option exercise(deriv) | 4,498 | — | +$0 |
| 2026-04-17 | Koopmans Chris | President and COO | A Grant / award(deriv) | 40,799 | — | +$0 |
| 2026-04-17 | Koopmans Chris | President and COO | F Tax withholding | 78,664 | $134.60 | −$10.59M |
| 2026-04-17 | Koopmans Chris | President and COO | M Option exercise | 158,659 | — | +$0 |
| 2026-04-17 | Koopmans Chris | President and COO | F Tax withholding | 2,022 | $134.60 | −$272.2K |
| 2026-04-17 | Koopmans Chris | President and COO | M Option exercise | 4,077 | — | +$0 |
| 2026-04-17 | Koopmans Chris | President and COO | F Tax withholding | 1,383 | $134.60 | −$186.2K |
| 2026-04-17 | Koopmans Chris | President and COO | M Option exercise | 2,788 | — | +$0 |
| 2026-04-17 | Koopmans Chris | President and COO | F Tax withholding | 2,231 | $134.60 | −$300.3K |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-08-27upcoming | 0.93 | — | — |
| 2026-05-27 | 0.79 | 0.80 | +0.64% |
| 2026-03-05 | 0.79 | 0.80 | +1.05% |
| 2025-12-02 | 0.74 | 0.76 | +3.01% |
| 2025-08-28 | 0.67 | 0.67 | -0.51% |
| 2025-05-29 | 0.61 | 0.62 | +1.11% |
| 2025-03-05 | 0.59 | 0.60 | +1.57% |
| 2024-12-03 | 0.41 | 0.43 | +5.53% |
| 2024-08-29 | 0.29 | 0.30 | +2.28% |
| 2024-05-30 | 0.24 | 0.24 | +0.70% |
| 2024-03-07 | 0.46 | 0.46 | -0.82% |
| 2023-11-30 | 0.40 | 0.41 | +2.21% |
| 2023-08-24 | 0.32 | 0.33 | +1.93% |
| 2023-05-25 | 0.29 | 0.31 | +5.76% |
| 2023-03-02 | 0.47 | 0.46 | -1.80% |
| 2022-12-01 | 0.59 | 0.57 | -3.03% |