Marvell Technology Inc

Marvell Technology Inc

MRVL

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Market Cap$179.49B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Marvell Technology IncMarvell Technology Inc71.60.12%14%33.50.3

Earnings Call Q1 2027

May 27, 2026 - AI Summary

Q1 FY27 performance beat (record growth; guidance slightly exceeded) - Revenue: $2.418B, +9% sequential and +28% YoY (record). - Non-GAAP EPS: $0.80, above the guidance midpoint by $0.01. - Data center revenue: $1.8B, +11% sequential / +27% YoY; strong momentum across optical interconnect, custom silicon, switching.
Key upward guide: FY27 revenue sharply raised; demand accelerating - Q2 FY27 outlook: total company revenue ~$2.7B ±5% (+12% sequential, +35% YoY at midpoint). - Sequential growth path expectation upgraded: from prior “high-single-digit sequential” to double-digit sequential in Q2, and ≥10% sequential in Q3/Q4. - FY27 total revenue outlook now ~$11.5B, about +40% YoY (and +~$5B increase vs last quarter). - Data center FY27 outlook: ~+50% YoY (raised), driven by interconnect now expected >+70% YoY (vs prior ~50% expectation).
FY28 outlook: bigger revenue base + stronger data center (interconnect still outruns cloud CapEx) - FY28 revenue forecast: ~$16.5B (~+45% YoY), raised by ~$1.5B vs prior outlook. - FY28 data center growth expected: ~+55% YoY, accelerating from FY27. - Communications expected: low single-digit % growth in FY28 (broadly consistent with prior view). - Cloud CapEx growth rate assumed to moderate to ~30–30%+ (company expects Marvell to outgrow cloud CapEx via connectivity/interconnect share gains). - Opportunities emphasized for FY28: larger scale-up networking contribution, Ethernet switching ramp, and custom business acceleration.

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$197.60

Target Price by Analysts

34.5% downsideMarvell Technology Target Price DetailsTarget Price
$27.54

Current Fair Value

90.9% downside

Overvalued by 90.9% based on the discounted cash flow analysis.

Share Statistics

Market cap$179.49 Billion
Enterprise Value$180.61 Billion
Dividend Yield$0.24 (0.12%)
Earnings per Share$3.1
Beta2.25
Outstanding Shares882,000,000

Return

Return on Equity13.87%ROE
Return on Assets9.38%
Return on Invested Capital13.42%

Valuation & Multiples

P/E Ratio71.56P/E Ratio
PEG-88.78PEG
Price to Sales33.52Price to Sales
Price to Book Ratio15.08Price to Book Ratio
Enterprise Value to Revenue20.72
Enterprise Value to EBIT54.54
Enterprise Value to Net Income71
Total Debt to Enterprise0.03
Debt to Equity0.27Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 28, 2026
EPS Estimate
$0.80
Average shareholder expectation
Revenue Estimate
$2.40 B
Average shareholder expectation

Next Earnings Call

Expected Date
June 4, 2026
EPS Estimate
$0.80
Average shareholder expectation
Revenue Estimate
$2.40 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.8434▼ 9.11%
Total Calls29,047,991▼ 12.44%
Total Puts53,548,168▼ 16.57%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %80.53%▲ 0.66%
Total Invested$68.57B▲ 17.30%
Investors Holding1,618▲ 82.00%

ESG Score

No data

About Marvell Technology Group Ltd

CEO: Matthew Murphy

Relevant Senate Committees

Joint Committee on Taxation

As the technical advisor for tax legislation, this committee's analyses directly influence corporate tax structures and investment credits, significantly affecting Marvell's financial planning and capital allocation.

Finance

This powerful committee controls taxation and trade policy. Its decisions on corporate tax rates, R&D credits, and international trade tariffs directly impact Marvell's profitability, investment decisions, and global supply chain operations.

Appropriations

This committee directly allocates federal spending across various sectors, including defense, scientific research, and infrastructure, all of which represent significant end-markets or R&D funding sources for semiconductor products like Marvell's.

Judiciary

This committee's oversight of antitrust laws directly impacts M&A activity in the tech sector, and its jurisdiction over intellectual property is critical for semiconductor companies like Marvell, whose business relies heavily on patent protection.

Select Committee on Intelligence

Semiconductors are critical for national security, defense, and cybersecurity. Committee members receive classified briefings on global threats that could impact technology export controls, supply chain security, or strategic demand for advanced chips.

Commerce, Science, and Transportation

This committee directly regulates industries that are major end-markets for Marvell's products, such as telecommunications (5G), data centers, and general technology, through agencies like the FCC and FTC.

Foreign Relations

The semiconductor industry is highly globalized; this committee's decisions on trade policy, sanctions, and international relations directly impact Marvell's global supply chains, export markets, and manufacturing relationships.