NASDAQ · MRVL
Marvell Technology, Inc.
Technology · Semiconductors
$233.78▲ 2.31% ($5.27)at close
After hours$235.67▲ 0.81%7:59 PM ET
Valuation
Revenue & margin DCF
Verdict: expensive. Price above all scenarios.
The price needs 42.2% revenue growth a year for 10 years. Our scenarios assume 8.8–15.3%.
That's 2.6× its past 4-year pace.
Value per share
Base case
$32.31
Price used $233.78 is 7.2× this
USD · TTM ending Aug 1, 2026 · Price Oct 26, 8:00 PM UTC
Revenue each value needs
Revenue today $9.5B. The price needs $320B by 2036. Base case: $30B. At its recent pace: $43.2B. Bear to Bull: $22B to $39.2B.
Revenue today $9.5B. The price needs $320B by 2036. Base case: $30B. At its recent pace: $43.2B. Bear to Bull: $22B to $39.2B.
Revenue in 2036
today $9.5B
+$290Bmore than the Base case · 10.7×
Value per share · Base case
$32.31
Price $233.78
7.2× this
- 10-yr revenue CAGR
- 12.3%
- Ending operating margin
- 19.7%
- Discount rate
- 14.2%
USD · TTM ending Aug 1, 2026 · Price Oct 26, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 163.53% over the last year. Revenue grew 30.62% over the trailing twelve months. Operating margin moved from 1.29% to 16.71%. Free cash flow grew 13.07% over the trailing twelve months.
What the market seems to be pricing
The stock is trading toward the richer end of its historical P/FCF range (100th percentile) while business metrics are improving. More of the upside is already embedded in the multiple now.
What would invalidate this read
Operating margin is at 16.71% — continued expansion would be needed to justify the premium. Revenue growth of 30.62% is encouraging, but any deceleration puts the stretched multiple at risk. This read changes if revenue, margins, and cash flow continue to improve faster than expected — in that case the richer multiple could still prove conservative.
Return analysis
Company profile
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.
Market multiples
Stock splits
Every 1 shares became 2
Every 1 shares became 2
Profitability & growth
Analyst consensus
62
Buy
11
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Actuals vs estimates by quarter, or any quarter against the same one a year earlier.
Next report
Dec 1, 2026
Q3 FY27 · EPS est $1.10 · Revenue est $3.2B
Same quarter, year over year
FY27 YTD +34.9%Each cell vs the same quarter a year earlier (the cell below) · Q1–Q2 combined $1.74 vs $1.29 · all 2 quarters up
Q1
Q2
Q3
Q4
FY total
FY27
—
—
FY26
FY25
FY24
—
—
—
Fiscal year totals
- FY26
- $2.85
- +81.5%
- FY25
- $1.57
- —
Q2 FY27
Reported Aug 27, 2026 · Latest
HoverTap a cell to inspect
Actual
$0.94
Estimate
$0.93
Year over year
+40.3%
Vs prior quarter
+17.5%
Institutional Sentiment
Marvell Technology, Inc. · MRVL
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.