Ticker: MRVL

Marvell Technology

Semiconductors Technology Semiconductors

Price 196.40

Reco Sell Potential 30 Risk 80 Updated 2026-11-02

Official website

Forecast impact

neutral

Target +90.9% target fill 52.4%

Reaction D5 -5.40% · D10 -17.04%

Impact Potential 0 · Risk 0 valid until 2026-11-06

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell

Description

Company and Business Model

Marvell Technology is a semiconductor company that specializes in data infrastructure solutions. Its core products include networking, storage, and security solutions, primarily targeting data centers, cloud computing, and enterprise markets. Major business segments consist of data infrastructure, which encompasses various applications such as 5G, enterprise networking, and automotive. The main revenue sources are derived from sales of integrated circuits and related software solutions.

Investment Profile

The investment profile of Marvell Technology is more aligned with growth investors, given its focus on innovative semiconductor solutions and expanding market opportunities. The company shows potential for revenue growth, supported by increasing demand in data infrastructure. However, the low dividend yield suggests it may not be suitable for dividend-focused investors.

Category: Semiconductors Sector: Technology Industry: Semiconductors Investment style: Growth Horizon: Medium-term Company type: Tech Giant Company type: Market Leader Experience: Basic

Fundamental metrics (experimental) Updated: 2026-10-31

EPS (TTM) — earnings per share for the last 12 months, $: 3.05
Revenue QoQ — quarter-over-quarter revenue growth: 13.3%
EPS surprise: 0.6%
20d volatility: 4.9%
Dividend yield: 0.1%
last ex-date: 2026-10-09

AI recommendation changes

Date	Before	After	Reason
2026-10-31	Buy	Sell	Weak momentum and high risk overshadow potential upside.
2026-10-29	Sell	Buy	Strong fundamentals, but mixed momentum signals present uncertainty.
2026-10-23	Hold	Sell	Weak momentum and high risk overshadow potential upside.
2026-10-13	Buy	Hold	Mixed momentum; fundamentals show growth but high risk.
2026-09-17	Hold	Buy	Strong growth metrics and positive market momentum.
2026-09-15	Buy	Hold	Weak momentum and high risk; cautious approach advised.
2026-09-06	Hold	Buy	Strong growth and positive momentum support bullish outlook.
2026-08-29	Buy	Hold	Weak momentum and high risk; cautious approach advised.
2026-08-21	Hold	Buy	Strong momentum and solid fundamentals support growth outlook.
2026-08-16	Buy	Hold	Mixed momentum; fundamentals show promise but risk remains.
2026-08-06	Sell	Buy	Strong growth but recent volatility raises concerns.
2026-07-29	Buy	Sell	Negative momentum and high risk outweigh potential upside.
2026-07-22	Hold	Buy	Strong growth but recent volatility raises caution.
2026-07-03	Buy	Hold	Negative momentum and high risk outweigh potential upside.
2026-07-01	Hold	Buy	Strong momentum and solid fundamentals support growth outlook.
2026-06-27	Buy	Hold	Weak momentum and high risk; cautious outlook advised.
2026-06-13	Hold	Buy	Strong momentum and solid fundamentals support growth potential.
2026-06-10	Buy	Hold	Recent volatility raises concerns; monitor for stability.
2026-06-01	Hold	Buy	Strong growth momentum and solid earnings performance.
2026-05-24	Buy	Hold	Strong momentum and positive earnings surprise support growth.
2026-05-10	Hold	Buy	Strong growth momentum and positive earnings surprise.
2026-05-08	—	Hold	Strong growth but recent volatility raises concerns.
2026-05-08	Hold	Hold	Компания показывает сильный рост за последние 60 и 120 дней, однако недавнее снижение цены и высокая волатильность указывают на определенные риски. Рекомендуется удерживать акции до более ясного сигнала о дальнейшем движ
2026-05-07	Buy	Hold	Компания Marvell Technology демонстрирует сильный рост выручки и положительную динамику акций за последние месяцы, что указывает на высокий потенциал. Низкий риск также обусловлен стабильными финансовыми показателями и х
2026-04-29	Hold	Buy	Компания демонстрирует сильный рост выручки и значительное увеличение цен за последние месяцы, что указывает на позитивные перспективы. Низкий дивидендный доход и умеренный риск делают её привлекательной для инвесторов.
2026-03-26	Buy	Hold	Компания Marvell демонстрирует сильный рост выручки и положительную динамику акций за последние месяцы, что указывает на устойчивый спрос на продукцию. Низкий риск и умеренная дивидендная доходность делают её привлекател
2026-03-07	Hold	Buy	Компания демонстрирует сильный рост за последние месяцы, особенно за 20 и 120 дней. Низкий дивидендный доход и умеренный риск делают её привлекательной для инвестиций.
2026-02-24	Buy	Hold	Компания показывает положительную динамику за последние 120 дней, однако недавние колебания цен и низкая дивидендная доходность могут указывать на определенные риски. Рекомендуется удерживать акции до более ясных сигнало
2026-02-12	Sell	Buy	Компания показывает положительную динамику на длительном горизонте, с ростом за последние 120 дней. Низкий дивидендный доход и умеренный риск делают её привлекательной для инвестиций.
2026-02-04	Hold	Sell	Компания демонстрирует значительное снижение цен на акции за последние 20 и 60 дней, что указывает на негативные тренды. Отсутствие данных по EPS и дивидендам также вызывает опасения относительно финансовой стабильности.
2026-01-22	Buy	Hold	Компания Marvell Technology демонстрирует умеренный рост, однако нестабильные показатели за последние 20 и 60 дней указывают на возможные риски. Рекомендуется удерживать акции до более ясных сигналов о восстановлении.

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-10-30	Rosenblatt Securities	Update	— → 300	218.34
2026-10-07	Wolfe Research	Target Raised	— → 375	280.71
2026-10-07	Craig-Hallum	Target Raised	300 → 380	281.04
2026-10-07	RBC Capital	Target Raised	360 → 425	280.5
2026-10-07	Oppenheimer	Target Raised	325 → 425	279.67
2026-10-07	BMO Capital	Target Raised	250 → 325	279.9
2026-10-07	Goldman Sachs	Target Raised	220 → 270	287.01
2026-10-07	Susquehanna	Target Raised	265 → 340	287.01
2026-10-07	Cantor Fitzgerald	Target Raised	330 → 350	287.01
2026-10-07	Stifel Nicolaus	Target Raised	350 → 370	287.01
2026-10-07	UBS	Target Raised	335 → 350	287.01
2026-10-06	Jefferies	Target Raised	325 → 450	287.01
2026-10-06	Evercore ISI	Target Raised	275 → 433	287.01
2026-10-06	Raymond James	Update	— → 295	287.01
2026-09-28	RBC Capital	Update	— → 360	250.13
2026-09-28	Cantor Fitzgerald	Target Raised	300 → 330	254.015
2026-09-22	Seaport Global	Update	— → 270	262.36
2026-09-21	Morgan Stanley	Target Raised	246 → 268	244.25
2026-09-09	Piper Sandler	Update	— → 270	235.01
2026-08-28	Craig-Hallum	Target Raised	217 → 300	222.18
2026-08-28	Oppenheimer	Target Raised	300 → 325	241.45
2026-08-28	Needham	Target Raised	270 → 300	241.45
2026-08-28	Goldman Sachs	Target Raised	195 → 220	241.45
2026-08-28	Wolfe Research	Target Raised	— → 280	241.45
2026-08-28	Morgan Stanley	Target Raised	— → 246	241.45
2026-08-25	Susquehanna	Target Raised	230 → 265	229.29
2026-08-24	UBS	Update	— → 275	227.68
2026-08-24	Morgan Stanley	Target Raised	195 → 224	223.81
2026-08-24	Wells Fargo	Target Raised	240 → 310	237.04
2026-08-21	Oppenheimer	Target Raised	250 → 300	244.56
2026-08-20	BMO Capital	Update	— → 250	251.01
2026-08-20	Roth Capital	Target Raised	275 → 350	246.38
2026-08-20	Jefferies	Update	— → 325	245.1597
2026-08-20	UBS	Target Raised	300 → 310	237.27
2026-08-18	D.A. Davidson	Target Raised	— → 225	212.785
2026-08-17	UBS	Target Lowered	340 → 300	222.02
2026-08-12	Goldman Sachs	Target Raised	180 → 195	217.08
2026-07-14	KeyBanc	Target Raised	385 → 400	217.53
2026-06-29	UBS	Target Raised	230 → 340	252.04
2026-06-29	Cantor Fitzgerald	Target Raised	220 → 300	266.77
2026-06-24	Stifel Nicolaus	Target Raised	321 → 350	279.04
2026-06-18	KeyBanc	Target Raised	260 → 385	289.54
2026-06-12	B.Riley Financial	Target Raised	— → 345	285.77
2026-06-02	Stifel Nicolaus	Target Raised	230 → 321	283.9046
2026-05-28	Oppenheimer	Target Raised	200 → 250	199.79
2026-05-28	Cowen & Co.	Target Raised	180 → 200	199.93
2026-05-28	Cantor Fitzgerald	Target Raised	190 → 220	198.7
2026-05-28	KeyBanc	Target Raised	130 → 260	198.7
2026-05-28	Stifel Nicolaus	Target Raised	210 → 230	198.7
2026-05-28	Needham	Target Raised	— → 270	198.7
2026-05-28	Morgan Stanley	Target Raised	172 → 195	198.7
2026-05-28	Rosenblatt Securities	Target Raised	— → 240	198.7
2026-05-28	UBS	Target Raised	195 → 230	198.7
2026-05-28	Wells Fargo	Target Raised	195 → 240	198.7

News Page 5 of 5

Stocks Surge Pre-Market: Marvell Technology and Hewlett Packard Enterprise Rise 25%, Victoria’s Secret Raises Guidance

06/02/2026, 05:35 AM business review software semiconductors Marvell Technology Alphabet Credo Technology STMicroelectronics Victoria's Secret Microchip Technology Hewlett Packard Enterprise

Several companies experienced significant stock movements due to earnings reports and guidance updates, indicating strong market reactions that could influence investor sentiment.

Nvidia CEO Jensen Huang Predicts Marvell Technology (MRVL) as Potential Next Trillion-Dollar Company, Shares Surge 25%

06/02/2026, 03:31 AM economy growth semiconductors Marvell Technology Nvidia

Nvidia's CEO Jensen Huang has identified Marvell Technology as a potential trillion-dollar company, significantly boosting its stock price and highlighting its critical role in AI infrastructure.

Nvidia Invests Billions in Photonics Technology to Enhance AI Infrastructure

05/29/2026, 04:32 AM economy growth ai semiconductors Micron Marvell Technology Lumentum Holdings Nvidia Coherent Snowflake Corning

Nvidia is heavily investing in photonics technology to address critical bottlenecks in AI performance, which could significantly enhance data transfer speeds and efficiency in AI systems. This move is crucial as the demand for AI capabilities continues to surge.

Nvidia Invests $6.5 Billion in Photonics Technology to Enhance AI Infrastructure

05/28/2026, 10:32 PM economy growth ai software Marvell Technology Lumentum Holdings Nvidia Coherent

Nvidia's recent investment of at least $6.5 billion in photonics technology highlights its strategic move to address energy consumption challenges in AI infrastructure, positioning the company for future scalability and performance improvements.

Dollar Tree Surges 11% on Earnings Beat and Partnership with DoorDash; Snowflake Soars Nearly 37% After Strong Results

05/28/2026, 05:33 AM business review Marvell Technology NCino Agilent Technologies Dollar Tree Hormel Foods Best Buy Snowflake Salesforce

Premarket trading saw significant movements among various companies, with Dollar Tree and Snowflake leading the gains due to strong earnings reports and positive guidance, while others like Salesforce and Marvell Technology faced slight declines despite beating expectations.

Analysts Citi, Deutsche Bank, UBS, Bank of America, and Barclays raise price targets for Marvell Technology (MRVL) following strong earnings report

05/28/2026, 04:34 AM investing rating_growth Analysts semiconductors Marvell Technology Barclays Deutsche Bank Morgan Stanley Bank of America

Marvell Technology's recent quarterly earnings exceeded expectations, prompting several analysts to raise their price targets and maintain buy ratings, indicating strong future growth potential despite a slight premarket stock decline.

Stocks Making Significant After-Hours Moves: Agilent Technologies Rises 11%, Snowflake Jumps 33%

05/27/2026, 02:33 PM business review software healthcare Marvell Technology NCino Agilent Technologies Snowflake Salesforce

Several companies reported earnings and guidance updates after hours, with notable movements in their stock prices reflecting investor reactions to the news. Salesforce, Agilent Technologies, and Snowflake stood out with positive earnings surprises and raised guidance, while others like Everpure and American Superconductor faced declines despite beating revenue expectations.

Analysts recommend buying Marvell Technology (MRVL) shares on pullback strategy ahead of earnings

05/26/2026, 10:36 AM investing recommendation Analysts: analysts semiconductors Marvell Technology

Marvell Technology (MRVL) has seen significant stock price increases due to strong demand in AI infrastructure and custom silicon, but caution is advised ahead of its upcoming earnings report due to high valuations and market expectations.

Goldman Sachs Reports Hedge Funds Shift Focus from Software to Semiconductor Stocks Amid AI Investment Surge

05/25/2026, 02:33 AM review semiconductors software Marvell Technology ASML Boeing Applied Materials Intel Mastercard Visa Lam Research

Goldman Sachs reports that hedge funds and mutual funds are increasingly favoring semiconductor stocks over software, reflecting a significant shift in investment strategy towards artificial intelligence-related sectors.