Marvell Technology Inc
MRVL - Insider Information
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+ FollowMarket Cap$137.29B
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Earnings Call Q2 2027
August 27, 2026 - AI Summary
Strong execution + accelerating growth (record quarter)
- Q2 FY27 revenue: $2.739B, +13% sequential and +37% YoY (record).
- Non-GAAP EPS: $0.94, above guidance midpoint.
- Data Center remains dominant: $2.17B revenue, 79% of total, +18% sequential and +46% YoY; acceleration from Q1 (Q1 was +11% sequential / +27% YoY).
Upward revisions to outlook—especially Data Center; major 2H ramp
- Q3 FY27 revenue forecast: $3.15B midpoint → +15% sequential and >50% YoY.
- FY27 revenue outlook raised: now ~$12B, ~+45% YoY (up from ~$11.5B prior quarter).
- FY27 Data Center growth outlook raised: now ~60% YoY (up from prior ~50%).
- Communications segment outlook (lumpiness/near-term softness): Q3 expected decline low-to-mid teens % sequentially and YoY, then sequential recovery in Q4—i.e., not smooth quarter-to-quarter.
FY28 guidance meaningfully higher with faster growth rate
- FY28 revenue outlook raised: to ~$18B, up +$1.5B vs $16.5B prior outlook.
- FY28 growth: now ~+50% YoY, faster than the prior outlook (previously ~+45%).
- FY28 Data Center growth: >60% YoY, broad across interconnect, switching, and custom (with custom >doubling per management).
- Opportunity narrative: AI cluster scaling drives networking demand “broadening” beyond initial front-end DCI scale-out into scale-across and scale-up.
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$25.28
83.9% downside
Current Fair Value
83.9% downsideOvervalued by 83.9% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $137.29 Billion |
|---|---|
| Enterprise Value | $138.32 Billion |
| Annual dividend | $0.24 |
| Dividend yield | 0.15% |
| Earnings per Share | $3.1 |
| Beta | 2.33 |
| Outstanding Shares | 897,400,000 |
Return
| Return on Equity | 14.25% |
|---|---|
| Return on Assets | 9.58% |
| Return on Invested Capital | 13.88% |
Valuation & Multiples
| P/E Ratio | 51.41 |
|---|---|
| PEG | 88.47 |
| Price to Sales | 15.68 |
| Price to Book Ratio | 7.84 |
| Enterprise Value to Revenue | 14.64 |
| Enterprise Value to EBIT | 39.77 |
| Enterprise Value to Net Income | 52 |
| Total Debt to Enterprise | 0.04 |
| Debt to Equity | 0.27 |
Revenue Sources
No data
Last Earnings Call
Report Date
August 27, 2026
EPS
$0.94
Est. $0.93Revenue
$2.74 B
Est. $2.72 BNext Earnings Call
Expected Date
December 1, 2026
EPS Estimate
$1.10
Consensus analyst estimateRevenue Estimate
$3.15 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 2.36, the ratio is above 1, so institutions hold more puts than calls. That is a more cautious stance.
| Put/Call Ratio | 2.3568▲ 92.38% |
|---|---|
| Total Calls | 1,356,997▼ 97.11% |
| Total Puts | 3,198,200▼ 95.24% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 12.36%▼ 66.99% |
|---|---|
| Total Invested | $29.25B▼ 85.91% |
| Investors Holding | 1,334▼ 1049.00% |
About Marvell Technology Group Ltd
CEO: Matthew Murphy
