Marvell: The AI Reset Is Your Second Chance [Seeking Alpha]
Marvell Technology, Inc. (MRVL)
Last marvell technology, inc. earnings: 3/4 04:05 pm
Check Earnings Report
US:NASDAQ Investor Relations:
marvell.com/company/investor_relations
Company Research
Source: Seeking Alpha
Marvell trades at ~23x FY 2027 EPS, offering a more reasonable AI valuation versus peers, with potential for multiple expansion and limited downside risk barring execution missteps. Data center revenue growth is robust (~38% YoY), with diversification across custom ASICs, optics, retimers, and switches, though AI cycle concentration and customer reliance remain watchpoints. Upcoming Q4 FY 2026 results are expected to reaffirm $10b revenue guidance, with mid-30s non-GAAP operating margins and EPS growth outpacing revenue. JHVEPhoto/iStock Editorial via Getty Images Since my August 2025 Buy call on Marvell Technology ( MRVL ), the stock did go up by 25-30% at the peak of the 2025 rally. However, it has corrected since and is flat from where we This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article
Show less
Read more
Impact Snapshot
Event Time:
MRVL
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
MRVL alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
MRVL alerts
High impacting Marvell Technology, Inc. news events
Weekly update
A roundup of the hottest topics
MRVL
News
- Marvell Technology (MRVL) Suffers a Larger Drop Than the General Market: Key Insights [Yahoo! Finance]Yahoo! Finance
- Marvell Completes Acquisition of XConn TechnologiesBusiness Wire
- Is Marvell Technology (MRVL) Fairly Priced After Recent Share Price Weakness? [Yahoo! Finance]Yahoo! Finance
- Marvell Technology (NASDAQ:MRVL) was given a new $120.00 price target on by analysts at Deutsche Bank Aktiengesellschaft.MarketBeat
- Marvell Technology, Inc. Announces Conference Call to Review Fourth Fiscal Quarter and Fiscal Year 2026 Financial Results [Yahoo! Finance]Yahoo! Finance
MRVL
Earnings
- 12/2/25 - Beat
MRVL
Sec Filings
- 2/10/26 - Form S-8
- 2/6/26 - Form 424B7
- 2/6/26 - Form 8-K
- MRVL's page on the SEC website