MRVL Marvell Technology
Custom silicon, DSPs and electro-optics for AI infrastructure
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
MRVL · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-08-27EarningsBeat / raise
Reported EPS 0.94 vs 0.93 expected (+1.0% surprise).
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7
2026-05-27EarningsBeat / raise
Reported EPS 0.8 vs 0.79 expected (+0.6% surprise).
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6
2026-03-05EarningsBeat / raise
Reported EPS 0.8 vs 0.79 expected (+1.1% surprise).
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5
2025-12-02EarningsBeat / raise
Reported EPS 0.76 vs 0.74 expected (+3.0% surprise).
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4
2025-08-28EarningsMiss / cut
Reported EPS 0.67 vs 0.67 expected (-0.5% surprise).
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3
2025-05-29EarningsBeat / raise
Reported EPS 0.62 vs 0.61 expected (+1.1% surprise).
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2
2025-03-05EarningsBeat / raise
Reported EPS 0.6 vs 0.59 expected (+1.6% surprise).
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1
2024-12-03EarningsBeat / raise
Reported EPS 0.43 vs 0.41 expected (+5.5% surprise).
Latest headlines
Auto-updated daily- Marvell Technology Faces a Multi-Front War Against Taiwan’s Custom Silicon Ecosystem2026-10-23
- Same Playbook, Different Silicon: Broadcom Holds the Throne, Marvell Plays the AMD Challenger.2026-10-23
- Arm’s Ready-Made Blueprints: The Blueprint Attack on Marvell’s Challenger Crown2026-10-23
- What Marvell Technology Holders Bought Into Before A 170% Run2026-10-23
- Chip Stocks Fall as Supply Warning Deepens AI Selloff: Marvell and AMD Sink 8%, Intel Drops 7%2026-10-22
- MRVL Taps Into AI Infrastructure Growth: What's Next for Investors?2026-10-22
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-08-27 | 0.93 | 0.94 | +1.0% |
| 2026-05-27 | 0.79 | 0.8 | +0.6% |
| 2026-03-05 | 0.79 | 0.8 | +1.1% |
| 2025-12-02 | 0.74 | 0.76 | +3.0% |
| 2025-08-28 | 0.67 | 0.67 | −0.5% |
| 2025-05-29 | 0.61 | 0.62 | +1.1% |
| 2025-03-05 | 0.59 | 0.6 | +1.6% |
| 2024-12-03 | 0.41 | 0.43 | +5.5% |
| 2024-08-29 | 0.29 | 0.3 | +2.3% |
| 2024-05-30 | 0.24 | 0.24 | +0.7% |
| 2024-03-07 | 0.46 | 0.46 | −0.8% |
| 2023-11-30 | 0.4 | 0.41 | +2.2% |
| 2023-08-24 | 0.32 | 0.33 | +1.9% |
| 2023-05-25 | 0.29 | 0.31 | +5.8% |
| 2023-03-02 | 0.47 | 0.46 | −1.8% |
| 2022-12-01 | 0.59 | 0.57 | −3.0% |
| 2022-08-25 | 0.56 | 0.57 | +0.9% |
| 2022-05-26 | 0.51 | 0.52 | +1.3% |
| 2022-03-03 | 0.48 | 0.5 | +3.5% |
| 2021-12-02 | 0.38 | 0.43 | +12.2% |
| 2021-08-26 | 0.31 | 0.34 | +8.5% |
| 2021-06-07 | 0.27 | 0.29 | +6.2% |
| 2021-03-03 | 0.29 | 0.29 | −0.4% |
| 2020-12-03 | 0.25 | 0.25 | +0.1% |
About Marvell Technology
Website ↗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, silic…
Deployable AI compute tracks the minimum of logic, HBM and packaging. Merchant GPUs and hyperscaler ASICs compete for the same upstream capacity.
What would prove us wrong. Weakens if accelerator lead times fall below a quarter while hyperscaler capex guides keep rising — supply would be catching demand.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| NVDA NVIDIA | Demand aggregator for HBM, packaging, optics and robotics compute | $216.0 | +2.38% | −4.0% | +16.1% | |
| AMD Advanced Micro Devices | Second merchant GPU source competing for the same CoWoS and HBM | $530.9 | +2.73% | −15.8% | +147.9% | |
| AVGO Broadcom | Custom ASICs and Ethernet switch silicon for hyperscaler clusters | $330.6 | +2.76% | −6.3% | −4.0% | |
| ARM Arm Holdings | CPU IP inside custom accelerators, servers and edge devices | $222.8 | +5.92% | −28.2% | +103.8% | |
| ALAB Astera Labs | PCIe/CXL retimers and scale-up connectivity | $266.1 | +3.46% | −27.0% | +59.9% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.