Marvell Technology, Inc. Website

Marvell Technology, Inc.

NasdaqGS-MRVL

Company Overview

Marvell Technology, Inc., together with its subsidiaries, designs, develops, and sells analog, mixed-signal, digital signal processing, and embedded and standalone integrated circuits. It offers a portfolio of Ethernet solutions, including controllers, network adapters, physical transceivers, and switches; single or multiple core processors; ASIC; and printer System-on-a-Chip products and application processors. The company also provides a range of storage products comprising storage controllers for hard disk drives (HDD) and solid-state drives that support various host system interfaces consisting of serial attached SCSI (SAS), serial advanced technology attachment (SATA), peripheral component interconnect express, non-volatile memory express (NVMe), and NVMe over fabrics; and fiber channel products, including host bus adapters, and controllers for server and storage system connectivity. It has operations in the United States, China, Malaysia, the Philippines, Thailand, Singapore, India, Israel, Japan, South Korea, Taiwan, and Vietnam. Marvell Technology, Inc. was incorporated in 1995 and is headquartered in Wilmington, Delaware.

  • Name

    Marvell Technology, Inc.

  • CEO

    Matthew J. Murphy

  • Website

    www.marvell.com

  • Sector

    Semiconductors and Semiconductor Equipment

  • Year Founded

    1995

Company Statistics

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Bulls Say

  • Marvell’s strong position in optical chips and its burgeoning custom chip business offer a strong foothold into generative AI infrastructure, which should fuel high growth.

  • Marvell’s strong non-GAAP profitability reflects moaty pricing power, in our view.

  • We believe Marvell’s wide portfolio of switches, processors, and optical chips gives it ample opportunity for cross-selling and share gains.

Bears Say

  • Marvell remains a distant second to Broadcom in networking chip market share and will face an uphill battle overcoming its customer relationships.

  • Marvell’s end markets are cyclical, and can be prone to downturns.

  • Marvell still has a solid portion of sales going into storage drives, which we think are less differentiated.

Source: Morningstar Analysis - Dec 03, 2025

What's happening

Nov 6, 2025 - Dec 6, 2025

Marvell Technology Inc. Surges with Strong Earnings and Strategic Acquisitions

  • Marvell Technology Inc. reported record revenue of $2.075 billion for the third quarter, a year-over-year growth of approximately 36.8%.
  • The company announced the acquisition of Celestial AI for about $3.25 billion to enhance its AI infrastructure capabilities.
  • Despite market volatility, MRVL's stock price increased by 6.4%, significantly outperforming the S&P 500's return of 1.2%.

Over the past month, Marvell Technology Inc. (MRVL) experienced a notable increase in its stock price by 6.4%, demonstrating robust investor interest amid positive developments within the company and strong earnings reports that exceeded expectations. This performance outpaced the S&P 500’s return of just 1.2%, marking an overperformance relative to this benchmark by 5.2%.

Key highlights from this period include MRVL's impressive third-quarter results, which showcased record revenue reaching $2.075 billion—reflecting substantial year-over-year growth of approximately 36.8%. The company's adjusted earnings per share (EPS) were reported at $0.76, surpassing estimates and bolstering investor confidence in its financial health and operational efficiency.

In addition to solid earnings performance, MRVL made significant strategic moves during this time frame, including announcing its acquisition of Celestial AI for around $3.25 billion aimed at enhancing capabilities in AI infrastructure and optical interconnect technology; analysts responded positively to these developments with many raising their price targets based on anticipated future contributions from this acquisition starting as early as fiscal year 2028.

Despite facing some bearish sentiments on specific trading days due to market fluctuations or analyst caution regarding competition within the semiconductor industry—particularly against firms like Broadcom—the overall trend remained upward throughout December leading into year-end evaluations.

Marvell Technology Inc outperformed not only the broader market but also demonstrated resilience against competitive pressures within its sector; it notably outperformed the Information Technology sector (XLK), which saw a decline relative to MRVL’s rise by an impressive margin of 56.7%.

NasdaqGS:MRVL