Headquartered in Wilmington, DE Fiscal year ends January NASDAQ: MRVL marvell.com
Marvell Technology, Inc. is a data infrastructure semiconductor company that designs, develops, and sells integrated circuits and related technology for data center, enterprise networking, carrier infrastructure, consumer, and automotive/industrial markets. The company's Data Center portfolio includes solutions for cloud and on-premise AI systems, ethernet switching, network-attached storage, AI servers, general-purpose servers, storage area networks, storage systems, and data center interconnect. Its Communications and other segment serves enterprise networking (routers, switches, wireless access points, network appliances), carrier infrastructure (broadband access, optical transport, wireless RAN), consumer electronics (gateways, gaming consoles, PCs, printers), and automotive/industrial applications. Marvell divested its automotive ethernet business in August 2025. The company operates a fabless model, relying on manufacturing partners for fabrication, assembly, testing, and packaging. Marvell has been experiencing rapid growth driven by AI infrastructure demand, with its Data Center end market now comprising 79% of total revenue. The company issued Series A Convertible Preferred Stock in March 2026 and trades on NASDAQ under the ticker MRVL. Updated
Two years in Eric Bleeker's AI Portfolio, and Marvell has turned $10,000 into roughly $16,480. Holders who bailed during the stretch when the position sat underwater for months missed a run that peaked well above today's gain.
As of Sep 30, 2026 · disclosed Nov 3, 2026 · ~45 days stale — long positions only.
Nearly 100% of Amazon's disclosed equity book sits in just five names, with Rivian alone at 62.7% as of September 30. The reportable portfolio is a narrow bet on EVs, nuclear and AI silicon.
IDEXX Laboratories closed up 21.88%, the single largest move in a 383-name universe. Lumentum and Marvell sat at the other end of the session.
IDEXX Laboratories opened 16.33% higher, the largest single move across a 380-stock priority universe today. Lumentum anchors the other end, with Oracle and Marvell also lower.
Management is framing the $115 billion all-stock Lumentum deal as a top-five AI silicon franchise, which sets the bar both stocks will be judged against after their selloff on the announcement.
MARVELL $MRVL CEO: EXPECT COMBINED CO WITH LUMENTUM $LITE TO BECOME ONE OF THE TOP FIVE LARGEST AI INFRASTRUCTURE SEMICONDUCTOR COMPANIES
ServiceNow closed down 26.53%, the deepest drop across 382 priority names and more than a quarter of its value gone in one session.
Everyone post their bags, quickly.
Retail's dip list is almost entirely the AI semi complex, yet the thread's top-voted replies are sitting on their hands until the midterms. When 216 comments can't agree whether a selloff is a sale or a top, position sizing is what decides the outcome.
NetApp is handing shareholders the most cash today, about $102 million at 52 cents a share, landing October 28. Four other companies are paying out alongside it, bringing the day's total past $177 million.
A $20 billion 2028 target puts Marvell's custom silicon and optics business squarely in the conversation with Broadcom, and multi-year guidance raises are what reset the multiple.
JUST IN: Marvell $MRVL has raised its 2028 revenue forecast to $20B as AI data center demand surges.
Optical stocks are adding a second leg to their AI rebound, and one photonics leader is out in front. Coherent (NYSE:COHR | COHR Price Prediction) stock trades at $217.80, up 13% in early…
Broadcom posted record results while its stock slid, and the culprit is not revenue. Margin pressure and a $63 billion financing structure have spooked investors, yet one analyst still sees a path…
Credo just posted triple-digit revenue growth and its eighth straight earnings beat, yet the stock lost a third of its value in a month. Two big customers and one valuation gap might…
A record quarter should have sent this chip giant soaring. Instead, the stock sank for a week straight while Wall Street analysts kept piling in. What do they see in custom silicon…
Both chipmakers raised guidance, yet investors dumped them like a crisis was underway. One election, one record-setting selloff, and one looming merger now separate a sturdier bet from a riskier one.
The AI chip selloff has dragged Broadcom (NASDAQ:AVGO | AVGO Price Prediction) into a steep one-month decline, and the custom AI chip leader hasn’t joined the latest rebound. Broadcom stock is down…
AI optical stocks are rallying, and one laser maker is far ahead of the group as traders take a second look at a quarterly report they’d sold off hard. Coherent (NYSE:COHR | COHR…
Marvell's own all-stock acquisition triggered the steepest slide among AI chip peers, yet not a single analyst has issued a Sell. One Wall Street firm sees the selloff as a misread of…
Marvell just raised its outlook while shareholders sprinted for the exits, and a blockbuster all-stock deal is the likely trigger. Why would a business this strong get punished, and who stands to…
A blockbuster optics deal and a political jolt to the artificial intelligence (AI) trade have hit one of this year’s big chip winners. Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) stock is…
While most investors chase the flashiest AI names, one under-the-radar semiconductor company quietly controls a bottleneck that every AI server depends on, and its stock just hit a price that caught our…
AI optical stocks are falling for a second straight session, and strong earnings across the group aren’t slowing the selling. Applied Optoelectronics (NASDAQ:AAOI) stock recently traded at $50, down 16%. Over the…
Marvell's stock has collapsed nearly 30% in a month while its own guidance keeps climbing, and the gap between those two lines is exactly where our model's price target lives.
Coherent has billions in AI contracts and a rival that is about to be swallowed whole. The harder question is whether the cash it burns building capacity will pay off before the…
Analysts see Marvell doubling, yet the market is pricing something very different. A fixed exchange ratio with no safety net has turned a premium into a discount, and Lumentum investors are the…
Marvell Technology, Inc. is a data infrastructure semiconductor company that designs, develops, and sells integrated circuits and related technology for data center, enterprise networking, carrier infrastructure, consumer, and automotive/industrial markets.
24/7 Wall St.'s 12-month price target for MRVL is $220.76, rated Buy. The Wall Street consensus target is $310.07. MRVL price prediction →
