Marvell: Architecting The Optical Memory Wall Solution Apex [Seeking Alpha]
Marvell Technology, Inc. (MRVL)
Last marvell technology, inc. earnings: 3/4 04:05 pm
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US:NASDAQ Investor Relations:
marvell.com/company/investor_relations
Company Research
Source: Seeking Alpha
MRVL's defensible tech moat is built on integrating photonic fabrics and advanced CXL switching, targeting the Memory Wall and enabling superior data center scalability. Key risks include custom compute market share erosion to lower-cost competitors, hyperscaler vertical integration, and execution risks in integrating $3.79B of acquisitions. Applying a 37.5x multiple to FY 2028 EPS yields a $179 target (~130% upside), contingent on maintaining 59% gross margins and 25% data center revenue CAGR. JHVEPhoto/iStock Editorial via Getty Images Based on my analysis, I will put Marvell Technology ( MRVL ) stock under a buy category due to its strategic shift from a semiconductor component supplier to the indispensable architect of optical scale-up fabrics 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 ar
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MRVL
News
- Marvell Technology Q4 2026 Preview: Cooling Growth And Guidance Makes Sense [Seeking Alpha]Seeking Alpha
- Marvell: The AI Reset Is Your Second Chance [Seeking Alpha]Seeking Alpha
- 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
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